Icon Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 65 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$111,159
-4.4%
9470.0%0.01%
+8.3%
Q2 2023$116,235
+4.1%
9470.0%0.01%0.0%
Q1 2023$111,613
-96.0%
947
-97.6%
0.01%
-98.9%
Q1 2020$2,777,000
-54.5%
38,911
-37.9%
1.10%
-43.3%
Q4 2019$6,102,00062,6451.93%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Trinity Wealth Management, LLC 87,263$9,701,0008.82%
Tibra Equities Europe Ltd 730,524$81,212,0008.31%
Quantitative Advantage, LLC 279,522$31,074,0006.56%
CLIENT 1ST ADVISORY GROUP, LLC 30,088$3,428,0002.23%
MA Private Wealth 58,690$6,525,0001.49%
Copperleaf Capital, LLC 15,538$1,727,0001.48%
VIVID FINANCIAL MANAGEMENT, INC. 24,278$2,699,0001.30%
Strategic Blueprint, LLC 35,897$3,991,0001.00%
Spectrum Planning & Advisory Services Inc. 7,299$811,0000.87%
Cooper Financial Group 36,070$4,010,0000.82%
View complete list of ISHARES TR shareholders