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Ishares Tr cmn shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 59k 23.04
2022-12-31 $5.7M 253k 22.72
2022-09-30 $18M 779k 22.76

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Ishares Core S&p 500 Etf Etf (IVV)
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Ishares Msci Usa Quality Factor Etf Etf (QUAL)
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View all positions for Icon Wealth Advisors

Top funds holding Ishares Tr cmn

Bank of America Corporation
Branch Banking & Trust Company
Hanson McClain Advisors
Pnc Financial Services
Assetmark
Charles Schwab Investment Management
Goldman Sachs Group
Fund Evaluation Group
Peavine Capital Management
Jpmorgan Chase & Co
Prime Capital Investment Advisors
United Capital Financial Advisers
Mutual Advisors
UBS Group
Nationwide Fund Advisors

View all funds holding Ishares Tr cmn