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 | $772,329 | -2.6% | 10,434 | -5.6% | 0.02% | -11.8% |
| Q2 2023 | $792,808 | -4.5% | 11,058 | -4.6% | 0.02% | +6.2% |
| Q1 2023 | $830,160 | -17.4% | 11,596 | -16.0% | 0.02% | -5.9% |
| Q4 2022 | $1,004,753 | +5.2% | 13,811 | -5.4% | 0.02% | -10.5% |
| Q3 2022 | $955,000 | -14.3% | 14,598 | -2.5% | 0.02% | -17.4% |
| Q2 2022 | $1,115,000 | -18.9% | 14,978 | -2.7% | 0.02% | -17.9% |
| Q1 2022 | $1,375,000 | -5.4% | 15,392 | -2.6% | 0.03% | -12.5% |
| Q4 2021 | $1,453,000 | +7.0% | 15,797 | -1.1% | 0.03% | 0.0% |
| Q3 2021 | $1,358,000 | -5.3% | 15,976 | -3.3% | 0.03% | +10.3% |
| Q2 2021 | $1,434,000 | +1.8% | 16,521 | +0.0% | 0.03% | -9.4% |
| Q1 2021 | $1,408,000 | -41.2% | 16,520 | -45.1% | 0.03% | -60.0% |
| Q4 2020 | $2,394,000 | -26.7% | 30,068 | -40.4% | 0.08% | -38.9% |
| Q3 2020 | $3,264,000 | – | 50,490 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 11,980 | $1,018,000 | 4.93% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 193,533 | $16,450,000 | 4.60% |
| Boston Standard Wealth Management, LLC | 65,795 | $5,593,000,000 | 1.67% |
| Independent Family Office, LLC | 42,166 | $3,584,000 | 1.47% |
| Delos Wealth Advisors, LLC | 9,116 | $775,000 | 0.85% |
| CAMG Solamere Management, LLC | 8,710 | $741,000 | 0.61% |
| MD Financial Management Inc. | 248,523 | $21,139,000 | 0.54% |
| BAROMETER CAPITAL MANAGEMENT INC. | 18,900 | $1,606,500,000 | 0.31% |
| OARSMAN CAPITAL, INC. | 6,950 | $591,000 | 0.24% |
| Essex Financial Services, Inc. | 16,355 | $1,390,000 | 0.16% |