Great Diamond Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 90 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Great Diamond Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,467,495
+3.0%
16,121
+2.7%
0.40%
+5.6%
Q2 2023$1,424,775
+17.4%
15,700
+18.6%
0.38%
+7.1%
Q1 2023$1,213,314
+12.6%
13,240
+18.1%
0.35%
+5.7%
Q4 2022$1,077,810
+9.5%
11,212
-2.7%
0.33%
-1.2%
Q3 2022$984,000
-3.4%
11,528
-5.1%
0.34%
-0.9%
Q2 2022$1,019,000
-9.2%
12,143
+8.0%
0.34%
+8.7%
Q1 2022$1,122,000
-3.4%
11,242
+6.7%
0.31%
+4.3%
Q4 2021$1,161,000
+24.0%
10,538
+17.5%
0.30%
+16.3%
Q3 2021$936,000
+264.2%
8,971
+78.5%
0.26%
+94.7%
Q1 2020$257,000
-13.2%
5,027
+16.0%
0.13%
+16.8%
Q4 2019$296,0004,3350.11%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 96,883$6,339,0004.12%
MinichMacGregor Wealth Management, LLC 72,507$4,744,0003.70%
Milestone Advisory Partners 45,922$3,005,0002.25%
MEITAV INVESTMENT HOUSE LTD 362,070$23,690,0001.21%
Baker Avenue Asset Management, LP 127,644$8,352,0000.76%
Merriman Wealth Management, LLC 42,009$2,749,0000.72%
Arcus Capital Partners, LLC 17,740$1,161,0000.66%
BAROMETER CAPITAL MANAGEMENT INC. 110,200$7,210,0000.61%
Brookstone Capital Management 100,949$6,605,0000.60%
Main Management LLC 34,600$2,264,0000.31%
View complete list of ISHARES TR shareholders