Great Diamond Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 544 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.

Quarter-by-quarter ownership
Great Diamond Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,405,480
-2.4%
13,263
+7.5%
0.38%
+0.3%
Q2 2023$1,439,591
+19.5%
12,339
+17.9%
0.38%
+8.9%
Q1 2023$1,204,427
+15.7%
10,466
+12.5%
0.35%
+9.1%
Q4 2022$1,040,969
+228.4%
9,306
+551.2%
0.32%
+164.5%
Q4 2019$317,0001,4290.12%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
One01 Capital, LP 95,400$8,700,0006.26%
HERBST GROUP, LLC 42,176$3,846,0003.16%
MRA Advisory Group 33,059$3,175,0002.70%
PARAGON FINANCIAL PARTNERS, INC. 25,535$2,329,0002.62%
Evolution Wealth Advisors, LLC 81,866$7,465,0002.05%
Bluesphere Advisors, LLC 21,893$1,996,0001.99%
Migdal Insurance & Financial Holdings Ltd. 799,543$72,910,0001.65%
Bell Rock Capital LLC 14,468$1,319,0001.63%
Richard Bernstein Advisors LLC 622,821$56,794,0001.42%
MIRABELLA FINANCIAL SERVICES LLP 146,325$13,448,0001.40%
View complete list of ISHARES TR shareholders