ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 105 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,622,316 | +3.1% | 21,917 | -0.1% | 0.00% | 0.0% |
| Q2 2023 | $1,572,793 | -1.6% | 21,937 | -1.7% | 0.00% | 0.0% |
| Q1 2023 | $1,597,679 | +0.1% | 22,317 | +1.7% | 0.00% | 0.0% |
| Q4 2022 | $1,596,079 | +15.9% | 21,939 | +4.3% | 0.00% | 0.0% |
| Q3 2022 | $1,377,000 | -14.9% | 21,039 | -3.3% | 0.00% | 0.0% |
| Q2 2022 | $1,619,000 | -24.2% | 21,756 | -9.1% | 0.00% | 0.0% |
| Q1 2022 | $2,137,000 | -4.9% | 23,925 | -2.1% | 0.00% | 0.0% |
| Q4 2021 | $2,247,000 | +6.4% | 24,430 | -1.7% | 0.00% | 0.0% |
| Q3 2021 | $2,111,000 | +6.8% | 24,840 | +9.1% | 0.00% | 0.0% |
| Q2 2021 | $1,976,000 | +7.5% | 22,759 | +5.5% | 0.00% | 0.0% |
| Q1 2021 | $1,838,000 | +5.8% | 21,565 | -1.2% | 0.00% | 0.0% |
| Q4 2020 | $1,737,000 | +20.6% | 21,822 | -2.0% | 0.00% | 0.0% |
| Q3 2020 | $1,440,000 | +7.2% | 22,268 | -8.0% | 0.00% | 0.0% |
| Q2 2020 | $1,343,000 | +17.0% | 24,208 | +1.4% | 0.00% | 0.0% |
| Q1 2020 | $1,148,000 | -3.5% | 23,865 | +34.4% | 0.00% | 0.0% |
| Q4 2019 | $1,190,000 | +14.6% | 17,761 | +0.3% | 0.00% | 0.0% |
| Q3 2019 | $1,038,000 | +9.4% | 17,703 | +11.9% | 0.00% | 0.0% |
| Q2 2019 | $949,000 | +0.2% | 15,824 | +6.1% | 0.00% | 0.0% |
| Q1 2019 | $947,000 | +4.3% | 14,908 | -6.3% | 0.00% | 0.0% |
| Q4 2018 | $908,000 | +84.9% | 15,902 | +153.0% | 0.00% | 0.0% |
| Q2 2018 | $491,000 | -17.8% | 6,285 | -16.2% | 0.00% | -50.0% |
| Q1 2018 | $597,000 | +32.7% | 7,501 | +18.5% | 0.00% | +100.0% |
| Q4 2017 | $450,000 | +10.6% | 6,329 | +4.0% | 0.00% | 0.0% |
| Q3 2017 | $407,000 | +10.9% | 6,087 | +1.3% | 0.00% | 0.0% |
| Q2 2017 | $367,000 | +7.9% | 6,011 | +1.7% | 0.00% | 0.0% |
| Q1 2017 | $340,000 | +22.7% | 5,908 | +14.9% | 0.00% | 0.0% |
| Q4 2016 | $277,000 | +130.8% | 5,142 | +115.7% | 0.00% | – |
| Q3 2016 | $120,000 | -43.9% | 2,384 | -49.5% | 0.00% | -100.0% |
| Q2 2016 | $214,000 | +72.6% | 4,725 | +79.0% | 0.00% | 0.0% |
| Q1 2016 | $124,000 | -4.6% | 2,640 | -2.8% | 0.00% | 0.0% |
| Q4 2015 | $130,000 | +7.4% | 2,717 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $121,000 | +706.7% | 2,717 | +846.7% | 0.00% | – |
| Q4 2014 | $15,000 | 0.0% | 287 | -8.3% | 0.00% | – |
| Q3 2014 | $15,000 | +50.0% | 313 | +71.0% | 0.00% | – |
| Q2 2014 | $10,000 | +11.1% | 183 | 0.0% | 0.00% | – |
| Q1 2014 | $9,000 | -10.0% | 183 | 0.0% | 0.00% | – |
| Q4 2013 | $10,000 | +42.9% | 183 | +37.6% | 0.00% | – |
| Q3 2013 | $7,000 | -22.2% | 133 | -32.8% | 0.00% | – |
| Q2 2013 | $9,000 | – | 198 | – | 0.00% | – |
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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% |