Essex Financial Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 108 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
Essex Financial Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$210,000
-89.1%
2,825
-86.6%
0.02%
-75.5%
Q1 2022$1,923,000
+48.5%
21,104
+49.9%
0.09%
-26.6%
Q4 2021$1,295,000
-6.8%
14,075
-13.9%
0.13%
-19.5%
Q3 2021$1,390,000
-27.8%
16,355
-26.2%
0.16%
-43.0%
Q2 2021$1,924,00022,1580.28%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 190,858$13,663,5243.81%
M Financial Asset Management, Inc. 13,100$9383.32%
Boston Standard Wealth Management, LLC 76,887$5,504,0001.58%
Independent Family Office, LLC 26,147$1,871,8641.08%
ECLECTIC ASSOCIATES INC /ADV 13,002$930,7810.48%
OARSMAN CAPITAL, INC. 7,022$502,7050.24%
M Holdings Securities, Inc. 12,165$8710.09%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,879$492,4710.09%
Tortoise Investment Management, LLC 5,809$415,8660.07%
Matrix Trust Co 3,268$2340.06%
View complete list of ISHARES TR shareholders