Icon Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 756 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Icon Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$537,557
+6.5%
5,106
+5.9%
0.05%
+2.1%
Q1 2024$504,908
-8.7%
4,821
-8.1%
0.05%
-19.0%
Q4 2023$553,114
-89.8%
5,246
-89.9%
0.06%
-90.7%
Q4 2022$5,439,572
+92394.0%
52,168
-8.9%
0.62%
-12.5%
Q3 2022$5,88157,2820.71%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 485,752$50,873,00010.47%
DGS Capital Management, LLC 272,786$28,568,8838.11%
Windham Capital Management, LLC 84,825$8,883,7726.99%
Life Planning Partners, Inc 66,213$6,934,4756.91%
WIT, LLC 1,845$193,260,4685.88%
BROWN WEALTH MANAGEMENT, LLC 124,975$13,088,6555.41%
ANGELES WEALTH MANAGEMENT, LLC 512,989$53,725,3165.37%
Clarus Group, Inc. 63,106$6,609,0424.63%
Bromfield Sneider Wealth Advisors 71,000$7,435,8054.60%
Salomon & Ludwin, LLC 503,947$52,795,8474.54%
View complete list of ISHARES TR shareholders