Icon Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 327 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,278,246
-3.8%
62,264
+2.8%
0.26%
+3.6%
Q2 2023$2,367,572
+14.8%
60,583
+9.6%
0.25%
+11.6%
Q1 2023$2,062,195
-16.4%
55,257
-23.8%
0.22%
-24.1%
Q2 2022$2,468,00072,5010.30%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 53,360$2,148,8721.56%
Arden Trust Co 130,052$5,237,1890.77%
Dentgroup LLC 5,846$235,4040.21%
Peoples Bank/KS 2,328$93,7480.08%
WealthPLAN Partners, LLC 6,971$280,7210.03%
TOMPKINS FINANCIAL CORP 31$1,2480.00%
MASSMUTUAL TRUST CO FSB/ADV 88$3,5440.00%
View complete list of ISHARES TR shareholders