Icon Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 295 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$3,325,000
+161.6%
47,941
+214.4%
0.40%
+215.9%
Q1 2022$1,271,00015,2490.13%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
BW Gestao de Investimentos Ltda. 425,000$42,390,00012.90%
Sanford Advisory Services, LLC 143,521$14,315,0003.59%
Provident Wealth Management, LLC 40,618$4,051,0003.07%
Stewardship Advisors, LLC 77,901$7,770,0002.94%
Capital Advisory Group Advisory Services, LLC 51,939$5,180,0001.88%
Compass Financial Group, Inc. 31,837$3,175,0001.74%
Future Financial Wealth Managment LLC 16,092$1,641,0001.69%
MCMORGAN & CO LLC 72,816$7,263,0001.46%
Newbridge Financial Services Group, Inc. 21,825$2,177,0001.36%
Cardan Capital Partners, LLC 118,062$11,776,0001.32%
View complete list of ISHARES TR shareholders