ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 77 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,942 | -5.9% | 391 | -8.9% | 0.00% | – |
| Q2 2023 | $30,757 | +14.3% | 429 | +14.1% | 0.00% | – |
| Q1 2023 | $26,917 | -1.6% | 376 | 0.0% | 0.00% | – |
| Q4 2022 | $27,354 | +9.4% | 376 | 0.0% | 0.00% | – |
| Q3 2022 | $25,000 | -10.7% | 376 | 0.0% | 0.00% | – |
| Q2 2022 | $28,000 | -15.2% | 376 | 0.0% | 0.00% | – |
| Q1 2022 | $33,000 | +3.1% | 376 | +7.7% | 0.00% | – |
| Q4 2021 | $32,000 | +28.0% | 349 | +17.5% | 0.00% | – |
| Q3 2021 | $25,000 | +4.2% | 297 | +9.2% | 0.00% | – |
| Q2 2021 | $24,000 | -84.5% | 272 | -85.1% | 0.00% | – |
| Q1 2021 | $155,000 | +37.2% | 1,821 | +28.1% | 0.00% | – |
| Q4 2020 | $113,000 | +52.7% | 1,422 | +22.8% | 0.00% | – |
| Q1 2019 | $74,000 | +12.1% | 1,158 | 0.0% | 0.00% | – |
| Q4 2018 | $66,000 | -24.1% | 1,158 | 0.0% | 0.00% | – |
| Q3 2018 | $87,000 | -8.4% | 1,158 | -5.0% | 0.00% | -100.0% |
| Q2 2018 | $95,000 | +4.4% | 1,219 | +5.3% | 0.00% | 0.0% |
| Q1 2018 | $91,000 | +11.0% | 1,158 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $82,000 | +6.5% | 1,158 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $77,000 | +1183.3% | 1,158 | +826.4% | 0.00% | – |
| Q1 2016 | $6,000 | -82.9% | 125 | -82.8% | 0.00% | -100.0% |
| Q4 2015 | $35,000 | +1066.7% | 726 | +1110.0% | 0.00% | – |
| Q2 2014 | $3,000 | -62.5% | 60 | -61.5% | 0.00% | – |
| Q1 2014 | $8,000 | – | 156 | – | 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% |