ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 78 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $467,000 | -1.1% | 6,314 | -4.2% | 0.00% | – |
| Q2 2023 | $472,000 | -81.5% | 6,588 | -81.5% | 0.00% | -100.0% |
| Q1 2023 | $2,555,000 | +270.3% | 35,702 | +276.9% | 0.00% | – |
| Q4 2022 | $690,000 | +8.2% | 9,472 | -2.8% | 0.00% | – |
| Q3 2022 | $638,000 | -21.4% | 9,744 | -10.7% | 0.00% | – |
| Q2 2022 | $812,000 | -32.7% | 10,911 | -19.2% | 0.00% | – |
| Q1 2022 | $1,206,000 | -71.4% | 13,502 | -70.6% | 0.00% | -100.0% |
| Q4 2021 | $4,221,000 | -6.7% | 45,889 | -13.8% | 0.00% | 0.0% |
| Q3 2021 | $4,524,000 | -19.3% | 53,224 | -17.6% | 0.00% | 0.0% |
| Q2 2021 | $5,607,000 | +268.6% | 64,581 | +262.0% | 0.00% | – |
| Q1 2021 | $1,521,000 | +99.3% | 17,839 | +85.9% | 0.00% | – |
| Q4 2020 | $763,000 | -66.1% | 9,598 | -72.4% | 0.00% | -100.0% |
| Q3 2020 | $2,250,000 | +335.2% | 34,785 | +273.1% | 0.00% | – |
| Q2 2020 | $517,000 | -31.7% | 9,322 | -40.8% | 0.00% | – |
| Q1 2020 | $757,000 | -6.9% | 15,747 | +29.7% | 0.00% | – |
| Q4 2019 | $813,000 | +22.3% | 12,138 | +7.1% | 0.00% | – |
| Q3 2019 | $665,000 | -27.9% | 11,331 | -26.3% | 0.00% | – |
| Q2 2019 | $922,000 | +5.7% | 15,379 | +12.0% | 0.00% | – |
| Q1 2019 | $872,000 | -34.3% | 13,733 | -40.9% | 0.00% | -100.0% |
| Q4 2018 | $1,327,000 | -41.7% | 23,237 | -23.2% | 0.00% | 0.0% |
| Q3 2018 | $2,277,000 | -3.0% | 30,244 | +0.7% | 0.00% | 0.0% |
| Q2 2018 | $2,347,000 | -0.3% | 30,041 | +0.1% | 0.00% | 0.0% |
| Q1 2018 | $2,353,000 | +122.2% | 30,025 | +101.6% | 0.00% | – |
| Q4 2017 | $1,059,000 | +6.6% | 14,892 | +0.2% | 0.00% | – |
| Q3 2017 | $993,000 | +154.0% | 14,864 | +132.6% | 0.00% | – |
| Q2 2017 | $391,000 | +6.0% | 6,390 | -0.2% | 0.00% | – |
| Q1 2017 | $369,000 | +7.3% | 6,406 | -0.2% | 0.00% | – |
| Q4 2016 | $344,000 | +6.8% | 6,416 | +0.2% | 0.00% | – |
| Q3 2016 | $322,000 | +9.5% | 6,406 | -1.6% | 0.00% | – |
| Q2 2016 | $294,000 | -6.4% | 6,511 | -3.0% | 0.00% | – |
| Q1 2016 | $314,000 | -24.3% | 6,710 | -22.6% | 0.00% | – |
| Q4 2015 | $415,000 | -3.9% | 8,671 | -10.8% | 0.00% | – |
| Q3 2015 | $432,000 | -23.4% | 9,722 | -9.4% | 0.00% | – |
| Q2 2015 | $564,000 | -14.8% | 10,730 | -11.5% | 0.00% | – |
| Q1 2015 | $662,000 | +29.0% | 12,127 | +25.2% | 0.00% | – |
| Q4 2014 | $513,000 | +14.8% | 9,684 | +6.9% | 0.00% | – |
| Q3 2014 | $447,000 | -67.7% | 9,062 | -65.4% | 0.00% | -100.0% |
| Q2 2014 | $1,383,000 | +154.2% | 26,180 | +149.1% | 0.00% | – |
| Q1 2014 | $544,000 | -83.4% | 10,509 | -83.0% | 0.00% | -100.0% |
| Q4 2013 | $3,270,000 | +758.3% | 61,846 | +703.2% | 0.00% | – |
| Q3 2013 | $381,000 | +33.2% | 7,700 | +21.9% | 0.00% | – |
| Q2 2013 | $286,000 | – | 6,315 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NORTHWEST INVESTMENT COUNSELORS, LLC | 190,735 | $14,118,180 | 3.94% |
| Boston Standard Wealth Management, LLC | 71,957 | $5,326,000 | 1.41% |
| Alhambra Investment Management LLC | 20,718 | $1,533,546 | 1.01% |
| Independent Family Office, LLC | 15,442 | $1,143,017 | 0.71% |
| ECLECTIC ASSOCIATES INC /ADV | 13,238 | $979,870 | 0.50% |
| OARSMAN CAPITAL, INC. | 6,607 | $489,050 | 0.20% |
| GUARDIAN CAPITAL ADVISORS LP | 22,830 | $1,706,314 | 0.19% |
| BAROMETER CAPITAL MANAGEMENT INC. | 6,300 | $466,326 | 0.15% |
| Matrix Trust Co | 4,752 | $352 | 0.09% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 6,758 | $500,210 | 0.09% |