ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 75 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357,665 | +3.2% | 4,832 | 0.0% | 0.00% | -50.0% |
| Q2 2023 | $346,430 | +0.1% | 4,832 | -0.0% | 0.00% | +100.0% |
| Q1 2023 | $345,994 | -1.6% | 4,833 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $351,601 | +11.3% | 4,833 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $316,000 | -46.4% | 4,833 | -38.4% | 0.00% | -66.7% |
| Q3 2018 | $590,000 | -6.5% | 7,840 | -3.0% | 0.00% | -25.0% |
| Q2 2018 | $631,000 | +35.4% | 8,080 | +36.0% | 0.00% | +33.3% |
| Q1 2018 | $466,000 | – | 5,942 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NORTHWEST INVESTMENT COUNSELORS, LLC | 191,813 | $15,032,361 | 3.76% |
| M Financial Asset Management, Inc. | 7,187 | $563 | 2.17% |
| Lynx Investment Advisory | 26,413 | $2,070,010 | 1.53% |
| Alhambra Investment Management LLC | 22,622 | $1,772,886 | 0.97% |
| Fortis Group Advisors, LLC | 23,655 | $1,853,842 | 0.37% |
| Endowment Wealth Management, Inc. | 6,169 | $483,452 | 0.35% |
| Independent Family Office, LLC | 7,700 | $603,449 | 0.34% |
| Boston Standard Wealth Management, LLC | 10,115 | $793,000 | 0.17% |
| Breakwater Investment Management | 4,841 | $379,390 | 0.17% |
| OARSMAN CAPITAL, INC. | 4,831 | $378,605 | 0.08% |