Great Diamond Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 210 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.13 and the average weighting 0.1%.

Quarter-by-quarter ownership
Great Diamond Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,153,729
+6.9%
4,667
+15.7%
0.33%
+0.6%
Q4 2022$1,079,594
+0.4%
4,033
-4.2%
0.33%
-9.5%
Q3 2022$1,075,000
+323.2%
4,209
+175.3%
0.37%
+180.2%
Q1 2020$254,000
-24.9%
1,529
-9.4%
0.13%
+1.6%
Q4 2019$338,0001,6880.13%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
MARTIN & CO INC /TN/ 86,629$4,541,1051.14%
Mason & Associates Inc 75,936$3,980,5601.06%
Wharton Business Group, LLC 335,550$17,5900.91%
Carl P. Sherr & Co., LLC 15,955$836,3610.47%
GARRISON POINT ADVISORS, LLC 11,710$613,8380.40%
LEUTHOLD GROUP, LLC 56,942$2,984,9000.34%
Meridian Financial, LLC 8,140$426,7070.31%
49 WEALTH MANAGEMENT, LLC 29,675$1,534,2120.30%
Terra Nova Asset Management LLC 6,688$350,5700.28%
Sebold Capital Management, Inc. 7,030$368,5130.25%
View complete list of ISHARES TR shareholders