ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 89 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.99 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $432,830 | +3.2% | 5,847 | 0.0% | 0.05% | +8.9% |
| Q2 2023 | $419,234 | +0.1% | 5,847 | 0.0% | 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% | 12,047 | 0.0% | 0.10% | -9.0% |
| Q2 2022 | $896,000 | -21.2% | 12,047 | -5.3% | 0.11% | -8.3% |
| Q1 2022 | $1,137,000 | – | 12,725 | – | 0.12% | – |
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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% |