ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 52 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,440 | -11.4% | 3,032 | -14.2% | 0.00% | – |
| Q2 2023 | $253,238 | -8.0% | 3,532 | -8.2% | 0.00% | – |
| Q1 2023 | $275,327 | -1.6% | 3,846 | 0.0% | 0.00% | – |
| Q4 2022 | $279,788 | -29.5% | 3,846 | -36.6% | 0.00% | – |
| Q3 2022 | $397,000 | -16.6% | 6,068 | -5.1% | 0.00% | – |
| Q2 2022 | $476,000 | +24.0% | 6,395 | +48.9% | 0.00% | – |
| Q1 2022 | $384,000 | -4.2% | 4,295 | -1.5% | 0.00% | – |
| Q4 2021 | $401,000 | -25.3% | 4,359 | -31.0% | 0.00% | – |
| Q3 2021 | $537,000 | +21.5% | 6,314 | +24.0% | 0.00% | – |
| Q2 2021 | $442,000 | +22.4% | 5,092 | +20.3% | 0.00% | – |
| Q1 2021 | $361,000 | +53.6% | 4,231 | +43.1% | 0.00% | – |
| Q4 2020 | $235,000 | +7.8% | 2,957 | -12.3% | 0.00% | – |
| Q3 2020 | $218,000 | -21.9% | 3,372 | -19.1% | 0.00% | – |
| Q4 2019 | $279,000 | -33.1% | 4,170 | -36.5% | 0.00% | -100.0% |
| Q1 2019 | $417,000 | +12.7% | 6,566 | +1.4% | 0.00% | 0.0% |
| Q4 2018 | $370,000 | -89.6% | 6,478 | -86.3% | 0.00% | -83.3% |
| Q3 2018 | $3,567,000 | +1.2% | 47,381 | +5.0% | 0.01% | 0.0% |
| Q2 2018 | $3,524,000 | -2.8% | 45,108 | -2.5% | 0.01% | -14.3% |
| Q1 2018 | $3,626,000 | +145.7% | 46,277 | +123.0% | 0.01% | +133.3% |
| Q4 2017 | $1,476,000 | +8.8% | 20,750 | +2.2% | 0.00% | 0.0% |
| Q3 2017 | $1,356,000 | +18.9% | 20,304 | +9.1% | 0.00% | +50.0% |
| Q2 2017 | $1,140,000 | +8.6% | 18,602 | +2.1% | 0.00% | 0.0% |
| Q1 2017 | $1,050,000 | +6.0% | 18,225 | -1.4% | 0.00% | -33.3% |
| Q4 2016 | $991,000 | -38.9% | 18,487 | -40.9% | 0.00% | -72.7% |
| Q1 2014 | $1,622,000 | +26.0% | 31,303 | +28.6% | 0.01% | +10.0% |
| Q4 2013 | $1,287,000 | +16.3% | 24,341 | +8.7% | 0.01% | 0.0% |
| Q3 2013 | $1,107,000 | +3.3% | 22,403 | -5.4% | 0.01% | 0.0% |
| Q2 2013 | $1,072,000 | – | 23,685 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NORTHWEST INVESTMENT COUNSELORS, LLC | 194,199 | $16,858,000 | 4.66% |
| M Financial Asset Management, Inc. | 8,365 | $726,000 | 4.37% |
| Delos Wealth Advisors, LLC | 18,740 | $1,627,000 | 2.03% |
| Boston Standard Wealth Management, LLC | 65,132 | $5,654,000,000 | 1.71% |
| Independent Family Office, LLC | 42,385 | $3,679,000 | 1.44% |
| CAMG Solamere Management, LLC | 8,710 | $756,000 | 0.65% |
| MD Financial Management Inc. | 249,493 | $15,941,000 | 0.46% |
| Essex Financial Services, Inc. | 22,158 | $1,924,000 | 0.28% |
| M Holdings Securities, Inc. | 29,602 | $2,570,000 | 0.25% |
| Windsor Creek Advisors, LLC | 11,000 | $955,000 | 0.25% |