ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 100 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.57 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $233,654 | -6.0% | 3,259 | -6.1% | 0.01% | -11.1% |
| Q1 2023 | $248,489 | +100502.8% | 3,471 | +1.9% | 0.01% | 0.0% |
| Q4 2022 | $247 | -99.9% | 3,406 | -15.3% | 0.01% | -25.0% |
| Q3 2022 | $263,000 | -10.5% | 4,020 | +1.7% | 0.01% | -25.0% |
| Q2 2022 | $294,000 | -10.6% | 3,951 | +7.3% | 0.02% | -15.8% |
| Q1 2022 | $329,000 | +186.1% | 3,681 | +194.7% | 0.02% | +171.4% |
| Q4 2021 | $115,000 | +15.0% | 1,249 | +6.3% | 0.01% | 0.0% |
| Q3 2021 | $100,000 | -9.9% | 1,175 | -8.1% | 0.01% | -12.5% |
| Q2 2021 | $111,000 | – | 1,278 | – | 0.01% | – |
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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% |