Great Diamond Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 63 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.11 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 2023
NameSharesValueWeighting ↓
Occidental Asset Management, LLC 45,682$1,154,0000.56%
BOSTON RESEARCH & MANAGEMENT INC 30,590$772,0000.32%
Family Firm, Inc. 21,938$554,0000.20%
Blume Capital Management, Inc. 14,400$364,0000.19%
Private Wealth Advisors, Inc. 16,298$412,0000.15%
FRONT BARNETT ASSOCIATES LLC 37,744$953,0000.15%
Van Cleef Asset Management,Inc 15,810$399,0000.09%
Tower Research Capital LLC (TRC) 39,897$1,008,0000.06%
ALTFEST L J & CO INC 9,185$232,0000.06%
Laurel Wealth Advisors LLC 5,800$147,0000.05%
View complete list of ISHARES TR shareholders