Capital Directions Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 110 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.1%.

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. 12,332$1,134,0004.81%
NORTHWEST INVESTMENT COUNSELORS, LLC 198,051$18,219,0004.48%
Boston Standard Wealth Management, LLC 67,767$6,234,000,0001.74%
Independent Family Office, LLC 42,637$3,922,0001.48%
Delos Wealth Advisors, LLC 9,303$856,0000.82%
MD Financial Management Inc. 248,472$22,867,0000.55%
SAXON INTERESTS, INC. 9,045$835,0000.47%
Rather & Kittrell, Inc. 3,823$351,0000.31%
OARSMAN CAPITAL, INC. 7,155$658,0000.26%
BAROMETER CAPITAL MANAGEMENT INC. 14,500$1,333,855,0000.22%
View complete list of ISHARES TR shareholders