Icon Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 289 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.

Quarter-by-quarter ownership
Icon Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$210,756
-48.7%
7,867
-48.5%
0.02%
-50.0%
Q1 2024$410,440
-10.6%
15,281
-12.1%
0.04%
-20.8%
Q4 2023$459,065
-46.4%
17,389
-50.0%
0.05%
-51.0%
Q4 2022$856,032
+44461.8%
34,784
-56.7%
0.10%
-57.9%
Q3 2022$1,92180,3750.23%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Tactive Advisors, LLC 475,643$12,556,9978.08%
ESL Trust Services, LLC 1,030,491$27,204,9607.85%
CONTINUUM WEALTH ADVISORS, LLC 254,497$6,718,7214.36%
KRAEMATON INVESTMENT ADVISORS, INC 134,260$3,544,4763.90%
Asset Allocation Strategies LLC 328,576$8,674,3453.39%
MATHER GROUP, LLC. 6,673,371$176,176,9822.76%
HF Advisory Group, LLC 133,407$3,521,9312.25%
CAPITAL WEALTH MANAGEMENT, LLC 141,199$3,727,6541.90%
FORTE ASSET MANAGEMENT LLC 78,000$2,059,2001.41%
Breakwater Capital Group 171,768$4,566,4531.29%
View complete list of ISHARES TR shareholders