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 43,910$952,0000.43%
BOSTON RESEARCH & MANAGEMENT INC 35,070$760,0000.31%
Family Firm, Inc. 20,785$451,0000.16%
FRONT BARNETT ASSOCIATES LLC 37,484$813,0000.14%
Private Wealth Advisors, Inc. 14,213$308,0000.11%
Virtu Financial LLC 64,194$1,392,0000.08%
Tower Research Capital LLC (TRC) 33,474$726,0000.05%
Cannell & Spears LLC 15,300$332,0000.04%
Next Capital Management LLC 1,840$40,0000.03%
Laurel Wealth Advisors LLC 3,300$72,0000.02%
View complete list of ISHARES TR shareholders