Great Diamond Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 306 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Great Diamond Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,351,138
-0.1%
135,509
-0.5%
0.91%
+2.5%
Q2 2023$3,352,924
+0.7%
136,187
+0.6%
0.88%
-8.2%
Q1 2023$3,328,748
+4.1%
135,370
+3.4%
0.96%
-2.0%
Q4 2022$3,198,043130,9600.98%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Gateway Advisory, LLC 999,372$24,335,0006.03%
Paradigm, Strategies in Wealth Management, LLC 234,436$5,709,0005.21%
Tillar-Wenstrup Advisors, LLC 394,512$9,606,0004.80%
PFG Private Wealth Management, LLC 285,412$6,950,0004.56%
Windsor Capital Management, LLC 445,699$10,852,0004.06%
Signature Wealth Management Group 285,826$6,960,0003.54%
Cribstone Capital Management, LLC 214,655$5,227,0003.23%
Summit Asset Management, LLC 398,831$9,712,0003.14%
Peloton Wealth Strategists 244,200$5,946,0003.09%
SONATA CAPITAL GROUP INC 228,415$5,562,0003.06%
View complete list of ISHARES TR shareholders