Great Diamond Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 148 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Great Diamond Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$8,102,064
-3.2%
75,284
-2.8%
1.90%
-1.0%
Q1 2024$8,372,578
-0.3%
77,488
+0.1%
1.92%
-7.1%
Q4 2023$8,395,719
+5.1%
77,428
+2.5%
2.07%
-4.3%
Q3 2023$7,989,653
-0.7%
75,516
+0.4%
2.16%
+1.8%
Q2 2023$8,046,74675,2272.12%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
UBP Investment Advisors SA 24,575$2,719,0003.20%
WealthShield Partners, LLC 57,218$3,866,0002.36%
RKL Wealth Management LLC 40,722$4,546,0001.03%
RFG Advisory, LLC 26,101$2,908,0000.88%
AT Bancorp 21,689$2,416,0000.27%
Morningstar Investment Services LLC 119,702$13,337,0000.25%
ASSETMARK, INC 208,810$23,266,0000.23%
Weatherstone Capital Management 2,530$282,0000.22%
Lucia Wealth Services, LLC 4,588$511,0000.22%
JAMES INVESTMENT RESEARCH, INC. 44,798$4,991,0000.19%
View complete list of ISHARES TR shareholders