QS Investors, LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 77 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
QS Investors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$13,000
+8.3%
1510.0%0.00%
Q4 2020$12,000
+33.3%
1510.0%0.00%
Q2 2020$9,000
-10.0%
151
-21.8%
0.00%
Q1 2020$10,000
-23.1%
193
+1.0%
0.00%
Q4 2019$13,000
-18.8%
191
-25.4%
0.00%
Q3 2019$16,000
+23.1%
256
+18.5%
0.00%
Q2 2019$13,000
+62.5%
216
+94.6%
0.00%
Q1 2019$8,000
+14.3%
111
-1.8%
0.00%
Q4 2018$7,000
-22.2%
113
-6.6%
0.00%
Q3 2018$9,000
+28.6%
121
+31.5%
0.00%
Q2 2018$7,0000.0%92
+1.1%
0.00%
Q1 2018$7,000
-41.7%
91
-46.5%
0.00%
Q4 2017$12,000
+9.1%
170
+6.9%
0.00%
Q3 2017$11,000
+22.2%
159
+2.6%
0.00%
Q2 2017$9,000
-10.0%
155
-13.9%
0.00%
Q1 2017$10,000
-16.7%
180
-16.3%
0.00%
Q4 2016$12,000
-99.8%
215
-99.8%
0.00%
-100.0%
Q3 2016$6,117,000
+5.2%
121,800
-5.2%
0.05%
-4.0%
Q2 2016$5,814,000
+451.6%
128,497
+471.2%
0.05%
+400.0%
Q1 2016$1,054,000
+14957.1%
22,495
+14507.1%
0.01%
Q4 2015$7,000
-12.5%
154
-15.8%
0.00%
Q3 2015$8,000
-20.0%
183
-4.7%
0.00%
Q2 2015$10,000
-9.1%
192
-6.8%
0.00%
Q1 2015$11,0000.0%2060.0%0.00%
Q4 2014$11,000
-99.7%
206
-99.7%
0.00%
-100.0%
Q2 2014$3,296,000
-35.7%
62,376
-36.9%
0.09%
-42.9%
Q1 2014$5,123,000
+26.7%
98,920
+29.4%
0.15%0.0%
Q4 2013$4,042,000
-81.0%
76,417
-82.2%
0.15%
-83.2%
Q3 2013$21,239,000
+70.4%
429,949
+64.9%
0.92%
+109.6%
Q2 2013$12,465,000260,6560.44%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 11,980$1,018,0004.93%
NORTHWEST INVESTMENT COUNSELORS, LLC 193,533$16,450,0004.60%
Boston Standard Wealth Management, LLC 65,795$5,593,000,0001.67%
Independent Family Office, LLC 42,166$3,584,0001.47%
Delos Wealth Advisors, LLC 9,116$775,0000.85%
CAMG Solamere Management, LLC 8,710$741,0000.61%
MD Financial Management Inc. 248,523$21,139,0000.54%
BAROMETER CAPITAL MANAGEMENT INC. 18,900$1,606,500,0000.31%
OARSMAN CAPITAL, INC. 6,950$591,0000.24%
Essex Financial Services, Inc. 16,355$1,390,0000.16%
View complete list of ISHARES TR shareholders