ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 | 194,199 | $16,858,000 | 4.66% |
| M Financial Asset Management, Inc. | 8,365 | $726,000 | 4.37% |
| Delos Wealth Advisors, LLC | 18,740 | $1,627,000 | 2.03% |
| Boston Standard Wealth Management, LLC | 65,132 | $5,654,000,000 | 1.71% |
| Independent Family Office, LLC | 42,385 | $3,679,000 | 1.44% |
| CAMG Solamere Management, LLC | 8,710 | $756,000 | 0.65% |
| MD Financial Management Inc. | 249,493 | $15,941,000 | 0.46% |
| Essex Financial Services, Inc. | 22,158 | $1,924,000 | 0.28% |
| M Holdings Securities, Inc. | 29,602 | $2,570,000 | 0.25% |
| Windsor Creek Advisors, LLC | 11,000 | $955,000 | 0.25% |