ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 78 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,118,180 | +0.9% | 190,735 | -2.2% | 3.94% | +5.5% |
| Q2 2023 | $13,988,372 | +2.4% | 195,109 | +2.2% | 3.74% | -1.8% |
| Q1 2023 | $13,663,524 | -3.3% | 190,858 | -1.7% | 3.81% | -6.6% |
| Q4 2022 | $14,122,849 | +11.3% | 194,129 | +0.1% | 4.08% | -2.0% |
| Q3 2022 | $12,693,000 | -13.5% | 193,994 | -1.7% | 4.16% | -7.7% |
| Q2 2022 | $14,682,000 | -15.4% | 197,313 | +1.5% | 4.50% | -1.8% |
| Q1 2022 | $17,362,000 | -4.7% | 194,378 | -1.9% | 4.59% | +2.4% |
| Q4 2021 | $18,219,000 | +10.8% | 198,051 | +2.3% | 4.48% | -2.5% |
| Q3 2021 | $16,450,000 | -2.4% | 193,533 | -0.3% | 4.60% | -1.4% |
| Q2 2021 | $16,858,000 | +0.3% | 194,199 | -1.5% | 4.66% | -2.8% |
| Q1 2021 | $16,814,000 | +4.5% | 197,220 | -2.4% | 4.79% | -3.8% |
| Q4 2020 | $16,091,000 | +24.7% | 202,103 | +1.2% | 4.98% | +12.3% |
| Q3 2020 | $12,908,000 | +20.3% | 199,652 | +3.2% | 4.44% | +7.4% |
| Q2 2020 | $10,733,000 | +20.2% | 193,514 | +4.2% | 4.13% | +3.2% |
| Q1 2020 | $8,933,000 | -26.6% | 185,630 | +2.2% | 4.00% | -6.7% |
| Q4 2019 | $12,170,000 | +24.0% | 181,642 | +8.5% | 4.29% | +22.9% |
| Q3 2019 | $9,813,000 | +3.0% | 167,335 | +5.3% | 3.49% | -0.9% |
| Q2 2019 | $9,527,000 | +2.9% | 158,884 | +9.0% | 3.52% | -1.9% |
| Q1 2019 | $9,263,000 | +17.2% | 145,825 | +5.4% | 3.58% | +3.8% |
| Q4 2018 | $7,904,000 | -22.4% | 138,354 | +2.3% | 3.46% | -11.7% |
| Q3 2018 | $10,183,000 | -3.7% | 135,267 | -0.1% | 3.91% | -8.2% |
| Q2 2018 | $10,573,000 | -1.3% | 135,347 | -1.0% | 4.26% | -5.0% |
| Q1 2018 | $10,713,000 | +8.1% | 136,730 | -1.8% | 4.49% | +12.4% |
| Q4 2017 | $9,907,000 | +7.6% | 139,286 | +1.0% | 3.99% | +0.3% |
| Q3 2017 | $9,208,000 | +9.7% | 137,891 | +0.6% | 3.98% | +4.8% |
| Q2 2017 | $8,397,000 | +7.5% | 137,075 | +1.2% | 3.80% | +1.0% |
| Q1 2017 | $7,809,000 | +8.2% | 135,498 | +0.6% | 3.76% | +2.8% |
| Q4 2016 | $7,218,000 | +8.8% | 134,664 | +2.0% | 3.66% | +7.3% |
| Q3 2016 | $6,632,000 | +19.5% | 132,061 | +7.6% | 3.41% | +12.7% |
| Q2 2016 | $5,552,000 | -2.3% | 122,704 | +1.1% | 3.03% | -6.1% |
| Q1 2016 | $5,683,000 | +7.8% | 121,334 | +10.0% | 3.22% | -0.8% |
| Q4 2015 | $5,271,000 | +6.9% | 110,333 | -0.4% | 3.25% | -2.0% |
| Q3 2015 | $4,931,000 | -14.7% | 110,778 | +0.6% | 3.31% | -7.0% |
| Q2 2015 | $5,784,000 | -1.7% | 110,080 | +2.2% | 3.56% | -2.1% |
| Q1 2015 | $5,885,000 | +8.6% | 107,735 | +5.2% | 3.64% | +5.1% |
| Q4 2014 | $5,420,000 | +8.6% | 102,373 | +1.2% | 3.46% | +3.2% |
| Q3 2014 | $4,989,000 | -0.7% | 101,192 | +6.4% | 3.36% | -0.5% |
| Q2 2014 | $5,024,000 | +14.0% | 95,077 | +11.7% | 3.37% | +10.7% |
| Q1 2014 | $4,408,000 | +2.8% | 85,103 | +4.9% | 3.04% | +2.0% |
| Q4 2013 | $4,288,000 | +14.3% | 81,096 | +6.8% | 2.98% | +3.8% |
| Q3 2013 | $3,751,000 | +25.1% | 75,936 | +14.6% | 2.88% | +14.5% |
| Q2 2013 | $2,998,000 | – | 66,235 | – | 2.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NORTHWEST INVESTMENT COUNSELORS, LLC | 190,735 | $14,118,180 | 3.94% |
| Boston Standard Wealth Management, LLC | 71,957 | $5,326,000 | 1.41% |
| Alhambra Investment Management LLC | 20,718 | $1,533,546 | 1.01% |
| Independent Family Office, LLC | 15,442 | $1,143,017 | 0.71% |
| ECLECTIC ASSOCIATES INC /ADV | 13,238 | $979,870 | 0.50% |
| OARSMAN CAPITAL, INC. | 6,607 | $489,050 | 0.20% |
| GUARDIAN CAPITAL ADVISORS LP | 22,830 | $1,706,314 | 0.19% |
| BAROMETER CAPITAL MANAGEMENT INC. | 6,300 | $466,326 | 0.15% |
| Matrix Trust Co | 4,752 | $352 | 0.09% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 6,758 | $500,210 | 0.09% |