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
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 ↓ |
---|---|---|---|
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% |