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Ishares Tr shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Ishares Tr

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All positions including Ishares Tr 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 by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $15M 293k 50.68

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Growth Etf Etf (EFG)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)
Apple Stock (AAPL)
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)

View all positions for Icon Wealth Advisors

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Morgan Stanley
Mml Investors Services
Cetera Investment Advisers
Park Avenue Securities
Envestnet Portfolio Solutions
KM Capital Management
Sanctuary Advisors
Icon Wealth Advisors
Foundations Investment Advisors
BlackRock
One Wealth Advisors
Jane Street
Resources Investment Advisors

View all funds holding Ishares Tr