Curi RMB Capital, LLC - ISHARES TR ownership

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
Curi RMB Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2015$8,392,000
-5.0%
175,668
-11.5%
0.39%
-34.1%
Q3 2015$8,836,000
-55.9%
198,518
-48.0%
0.59%
-55.1%
Q2 2015$20,047,000
-2.5%
381,559
+1.3%
1.31%
+5.3%
Q1 2015$20,570,000
-9.6%
376,594
-12.4%
1.24%
-10.5%
Q4 2014$22,760,000
+8.9%
429,919
+1.5%
1.39%
+8.6%
Q3 2014$20,891,000423,7401.28%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 190,735$14,118,1803.94%
Boston Standard Wealth Management, LLC 71,957$5,326,0001.41%
Alhambra Investment Management LLC 20,718$1,533,5461.01%
Independent Family Office, LLC 15,442$1,143,0170.71%
ECLECTIC ASSOCIATES INC /ADV 13,238$979,8700.50%
OARSMAN CAPITAL, INC. 6,607$489,0500.20%
GUARDIAN CAPITAL ADVISORS LP 22,830$1,706,3140.19%
BAROMETER CAPITAL MANAGEMENT INC. 6,300$466,3260.15%
Matrix Trust Co 4,752$3520.09%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,758$500,2100.09%
View complete list of ISHARES TR shareholders