NOVARE CAPITAL MANAGEMENT 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
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 Q3 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 11,980$1,018,0004.93%
NORTHWEST INVESTMENT COUNSELORS, LLC 193,533$16,450,0004.60%
Boston Standard Wealth Management, LLC 65,795$5,593,000,0001.67%
Independent Family Office, LLC 42,166$3,584,0001.47%
Delos Wealth Advisors, LLC 9,116$775,0000.85%
CAMG Solamere Management, LLC 8,710$741,0000.61%
MD Financial Management Inc. 248,523$21,139,0000.54%
BAROMETER CAPITAL MANAGEMENT INC. 18,900$1,606,500,0000.31%
OARSMAN CAPITAL, INC. 6,950$591,0000.24%
Essex Financial Services, Inc. 16,355$1,390,0000.16%
View complete list of ISHARES TR shareholders