Great Diamond Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 193 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Great Diamond Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,393,560
-0.3%
60,223
+1.2%
0.38%
+2.2%
Q2 2023$1,397,835
-2.6%
59,533
-1.2%
0.37%
-11.3%
Q1 2023$1,434,964
+3.5%
60,242
+1.5%
0.42%
-2.6%
Q4 2022$1,386,82359,3420.43%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 218,847$5,848,0004.02%
4Thought Financial Group Inc. 130,887$3,497,0003.37%
Signature Wealth Management Group 157,640$4,212,0002.48%
TLWM 215,480$5,756,0002.18%
CAPITAL ADVISORS INC/OK 1,810,767$48,384,0001.58%
SIGMA INVESTMENT COUNSELORS INC 726,700$19,417,0001.58%
Bradley & Co. Private Wealth Management, LLC 58,872$1,573,0001.45%
Peloton Wealth Strategists 104,700$2,798,0001.31%
Praetorian Wealth Management, Inc. 74,879$2,000,0000.70%
WRAPMANAGER INC 77,169$2,062,0000.57%
View complete list of ISHARES TR shareholders