NOVARE CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 98 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.64 and the average weighting 0.1%.

Quarter-by-quarter ownership
NOVARE CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$432,830
+3.2%
5,8470.0%0.05%
+8.9%
Q2 2023$419,234
+0.1%
5,8470.0%0.04%
-6.2%
Q1 2023$418,620
-18.4%
5,847
-17.0%
0.05%
-20.0%
Q4 2022$512,703
-34.9%
7,047
-41.5%
0.06%
-40.6%
Q3 2022$788,000
-12.1%
12,0470.0%0.10%
-9.0%
Q2 2022$896,000
-21.2%
12,047
-5.3%
0.11%
-8.3%
Q1 2022$1,137,00012,7250.12%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 7,768$553,0004.34%
NORTHWEST INVESTMENT COUNSELORS, LLC 139,286$9,907,0003.99%
Fluent Financial, LLC 49,929$3,645,0002.56%
Boston Standard Wealth Management, LLC 38,651$2,749,000,0001.75%
MD Financial Management Inc. 278,024$19,776,0000.97%
NVWM, LLC 14,305$1,018,0000.78%
Keel Point, LLC 73,252$5,210,0000.72%
Aevitas Wealth Management, Inc. 7,242$515,0000.49%
Tortoise Investment Management, LLC 14,766$1,050,0000.30%
PICTET BANK & TRUST Ltd 13,700$974,0000.29%
View complete list of ISHARES TR shareholders