Icon Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 225 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.

Quarter-by-quarter ownership
Icon Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$233,351
+32.5%
2,906
+31.7%
0.02%
+31.2%
Q1 2024$176,149
-92.8%
2,207
-93.7%
0.02%
-94.3%
Q4 2022$2,447,833
+96347.3%
35,236
-4.3%
0.28%
-8.8%
Q3 2022$2,53836,8320.31%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Prestige Wealth Management Group LLC 291,505$22,909,3785.20%
Cornerstone Planning Group LLC 141,795$11,143,7073.68%
Kades & Cheifetz LLC 60,339$4,742,0363.36%
360 Financial, Inc. 95,330$7,492,0133.31%
Florin Court Capital LLP 38,600$3,033,5743.21%
Adams Wealth Management 124,072$9,750,8242.88%
Beaumont Capital Management, LLC 44,818$3,522,2472.67%
Baron Financial Group, LLC 49,540$3,893,3492.48%
AIRE ADVISORS, LLC 123,974$9,755,0272.42%
WETZEL INVESTMENT ADVISORS, INC. 46,095$3,6232.22%
View complete list of ISHARES TR shareholders