Icon Wealth Partners, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 208 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is 4.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$117,465
+12.2%
4,0300.0%0.01%
+18.2%
Q2 2023$104,700
-4.2%
4,030
-0.3%
0.01%
-8.3%
Q1 2023$109,309
-96.2%
4,044
-94.2%
0.01%
-96.5%
Q2 2022$2,855,000
-56.6%
69,746
-57.5%
0.34%
-47.9%
Q1 2022$6,574,000
+23.9%
164,140
-4.5%
0.65%
+22.9%
Q4 2021$5,308,000
-15.4%
171,877
-1.8%
0.53%
-19.6%
Q3 2021$6,273,000
+58.4%
175,020
+52.5%
0.66%
+55.8%
Q2 2021$3,960,000114,7720.42%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
PALLADIEM, LLC 230,452$9,230,0008.16%
TRUE Private Wealth Advisors 1,279,513$54,635,0007.69%
Turim 21 Investimentos Ltda. 422,009$16,895,0007.35%
Northwest Capital Management Inc 349,623$14,002,0006.59%
MCMORGAN & CO LLC 625,341$25,045,0005.43%
Scarborough Advisors, LLC 402,955$16,138,0005.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 341,520$13,678,0004.85%
Evolution Wealth Advisors, LLC 582,509$23,329,0004.79%
Buttonwood Financial Group, LLC 154,483$6,192,0004.60%
Bull Oak Capital, LLC 125,824$5,039,0004.13%
View complete list of ISHARES U S ETF TR shareholders