Great Diamond Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 64 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 44,405$264,0000.13%
FRONT BARNETT ASSOCIATES LLC 92,628$550,0000.10%
Addison Capital Co 21,548$128,0000.09%
Family Firm, Inc. 20,498$122,0000.05%
Global Retirement Partners, LLC 13,353$79,0000.02%
Cannell & Spears LLC 15,300$91,0000.01%
Equitable Holdings, Inc. 13,480$80,0000.00%
CITIZENS FINANCIAL GROUP INC/RI 1,521$9,0000.00%
QUADRANT CAPITAL GROUP LLC 773$5,0000.00%
Tarbox Family Office, Inc. 300$2,0000.00%
View complete list of ISHARES TR shareholders