Great Diamond Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 152 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.

Quarter-by-quarter ownership
Great Diamond Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$730,634
-5.1%
14,601
-2.3%
0.17%
-2.8%
Q1 2024$769,868
+7.1%
14,946
+7.2%
0.18%
-6.8%
Q2 2023$718,762
-26.8%
13,943
+3.6%
0.19%
-39.3%
Q4 2020$982,00013,4540.31%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 841,056$59,219,00034.94%
NYL Investors LLC 606,996$42,739,00016.59%
AGILIS PARTNERS LLC 283,588$19,967,0007.48%
Carolina Wealth Advisors, LLC 45,883$3,231,0002.84%
Lineweaver Wealth Advisors, LLC 79,988$5,633,0002.52%
NorthCoast Asset Management LLC 501,855$35,365,0001.80%
Dai-ichi Life Insurance Company, Ltd 1,307,100$92,033,0001.65%
Tri-Star Advisors Inc. 24,541$1,746,0001.09%
PRUDENTIAL PLC 1,410,407$99,307,0000.50%
Pinnacle Family Advisors, LLC 8,194$577,0000.39%
View complete list of ISHARES TR shareholders