Great Diamond Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 77 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
Great Diamond Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$313,081
+10.4%
16,205
+21.2%
0.09%
+4.6%
Q4 2022$283,508
+30.6%
13,373
-1.6%
0.09%
+20.8%
Q2 2022$217,00013,5920.07%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Occidental Asset Management, LLC 47,767$841,0000.35%
FRONT BARNETT ASSOCIATES LLC 52,819$930,0000.15%
Family Firm, Inc. 20,846$367,0000.13%
CONDOR CAPITAL MANAGEMENT 33,164$584,0000.09%
Cannell & Spears LLC 15,300$269,0000.03%
Global Retirement Partners, LLC 10,228$180,0000.03%
Tower Research Capital LLC (TRC) 23,883$420,0000.03%
Next Capital Management LLC 1,840$32,0000.02%
Steward Partners Investment Advisory, LLC 29,063$511,0000.02%
Crestwood Advisors Group, LLC 14,855$262,0000.01%
View complete list of ISHARES TR shareholders