Capital Directions Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 108 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$14,550
+11.9%
2000.01%0.0%
Q3 2022$13,000
-13.3%
0
-100.0%
0.01%0.0%
Q2 2022$15,000
-16.7%
2000.0%0.01%0.0%
Q1 2022$18,000
+5.9%
2000.0%0.01%0.0%
Q3 2021$17,0000.0%2000.0%0.01%0.0%
Q2 2021$17,000
+6.2%
2000.0%0.01%0.0%
Q4 2020$16,000
+23.1%
2000.0%0.01%0.0%
Q3 2020$13,000
+18.2%
2000.0%0.01%
+25.0%
Q2 2020$11,000
+10.0%
2000.0%0.00%0.0%
Q1 2020$10,000
-23.1%
2000.0%0.00%0.0%
Q4 2019$13,000
+8.3%
2000.0%0.00%0.0%
Q3 2019$12,0002000.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 5,731$431,0005.56%
NORTHWEST INVESTMENT COUNSELORS, LLC 135,267$10,183,0003.91%
Boston Standard Wealth Management, LLC 40,219$3,009,000,0001.64%
MD Financial Management Inc. 314,067$23,693,0001.08%
NVWM, LLC 18,415$1,386,0000.88%
Aevitas Wealth Management, Inc. 8,968$675,0000.61%
M Holdings Securities, Inc. 19,724$1,485,0000.39%
PICTET BANK & TRUST Ltd 13,700$1,034,0000.32%
Tortoise Investment Management, LLC 13,128$988,0000.26%
OARSMAN CAPITAL, INC. 6,332$477,0000.19%
View complete list of ISHARES TR shareholders