Icon Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 323 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.05 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 Q2 2023
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 474,583$16,145,0002.36%
BG Investment Services, Inc. 58,556$1,888,0002.30%
Laurel Wealth Planning LLC 89,738$2,893,0002.13%
PATTON ALBERTSON MILLER GROUP, LLC 285,607$9,208,0001.98%
Brio Consultants, LLC 224,688$7,630,0001.61%
Financial Partners Group, Inc 185,165$5,970,0001.57%
Aspire Capital Advisors LLC 59,044$1,904,0001.51%
Buttonwood Financial Group, LLC 43,521$1,393,0001.45%
EQ LLC 40,459$1,304,0001.13%
Northwest Capital Management Inc 59,377$1,914,0001.11%
View complete list of ISHARES TR shareholders