Icon Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 131 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Icon Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$568,964
+4.5%
8,055
-0.3%
0.05%0.0%
Q1 2024$544,328
+3.5%
8,081
-0.7%
0.05%
-7.3%
Q4 2023$525,678
+136.1%
8,141
+110.7%
0.06%
+111.5%
Q4 2022$222,625
+114066.7%
3,863
+0.3%
0.03%
+8.3%
Q3 2022$1953,8510.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
AJ Advisors, LLC 302,791$20,408,11811.29%
Lynx Investment Advisory 46,911$3,161,8002.34%
TrueWealth Advisors, LLC 68,001$4,583,2661.70%
Vestmark Advisory Solutions, Inc. 480,265$32,369,8611.35%
WealthPLAN Partners, LLC 135,756$9,149,9770.98%
ShoreHaven Wealth Partners, LLC 27,228$1,835,1920.96%
WealthPlan Investment Management, LLC 85,559$5,766,6630.87%
Lebenthal Global Advisors, LLC 49,124$3,310,9770.73%
FIFTH THIRD SECURITIES, INC. 113,257$7,633,5220.70%
Clarity Asset Management, Inc. 13,089$882,2000.63%
View complete list of ISHARES TR shareholders