Icon Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 88 filers reported holding ISHARES TR in Q1 2022. 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$479,870
-5.7%
8,091
-1.4%
0.06%
+1.9%
Q2 2023$509,053
+2.1%
8,208
-0.2%
0.05%0.0%
Q1 2023$498,774
+118.8%
8,228
+106.5%
0.05%
+100.0%
Q2 2022$228,000
-12.3%
3,984
+0.1%
0.03%
+3.8%
Q1 2022$260,0003,9810.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
AJ Advisors, LLC 269,533$15,986,01712.02%
Vestmark Advisory Solutions, Inc. 686,385$40,709,4942.96%
TrueWealth Advisors, LLC 74,753$4,433,6291.87%
Lebenthal Global Advisors, LLC 95,956$5,691,1731.71%
Sound Financial Strategies Group, LLC 28,593$1,695,8511.40%
Confluence Wealth Services, Inc. 110,257$6,539,3411.29%
ShoreHaven Wealth Partners, LLC 28,821$1,709,3521.18%
WealthPlan Investment Management, LLC 103,585$6,143,6051.09%
WealthPLAN Partners, LLC 134,421$7,972,5230.93%
Beacon Financial Advisory LLC 22,364$1,326,3840.73%
View complete list of ISHARES TR shareholders