Capital Directions Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 98 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.64 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 Q2 2022
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 190,735$14,118,1803.94%
Boston Standard Wealth Management, LLC 71,957$5,326,0001.41%
Alhambra Investment Management LLC 20,718$1,533,5461.01%
Independent Family Office, LLC 15,442$1,143,0170.71%
ECLECTIC ASSOCIATES INC /ADV 13,238$979,8700.50%
OARSMAN CAPITAL, INC. 6,607$489,0500.20%
GUARDIAN CAPITAL ADVISORS LP 22,830$1,706,3140.19%
BAROMETER CAPITAL MANAGEMENT INC. 6,300$466,3260.15%
Matrix Trust Co 4,752$3520.09%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,758$500,2100.09%
View complete list of ISHARES TR shareholders