ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 58 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,587,000 | -4.0% | 44,199 | -1.7% | 0.09% | -1.1% |
| Q2 2019 | $2,695,000 | +4.1% | 44,946 | +10.1% | 0.09% | +4.5% |
| Q1 2019 | $2,589,000 | +14.4% | 40,806 | +3.3% | 0.09% | 0.0% |
| Q4 2018 | $2,263,000 | -14.7% | 39,516 | +12.0% | 0.09% | -2.2% |
| Q3 2018 | $2,653,000 | +11.3% | 35,290 | +15.5% | 0.09% | +1.1% |
| Q2 2018 | $2,383,000 | +2.6% | 30,543 | +2.8% | 0.09% | 0.0% |
| Q1 2018 | $2,323,000 | +10.5% | 29,705 | +0.2% | 0.09% | +7.1% |
| Q4 2017 | $2,103,000 | +45.5% | 29,650 | +36.8% | 0.08% | +35.5% |
| Q3 2017 | $1,445,000 | +28.0% | 21,671 | -5.5% | 0.06% | -31.1% |
| Q3 2014 | $1,129,000 | -7.5% | 22,940 | -0.8% | 0.09% | 0.0% |
| Q2 2014 | $1,221,000 | -13.2% | 23,135 | -14.8% | 0.09% | -15.1% |
| Q1 2014 | $1,407,000 | -4.3% | 27,140 | -2.4% | 0.11% | -10.2% |
| Q4 2013 | $1,470,000 | -9.4% | 27,820 | -15.4% | 0.12% | +25.5% |
| Q3 2013 | $1,622,000 | +0.6% | 32,898 | -7.6% | 0.09% | -26.6% |
| Q2 2013 | $1,612,000 | – | 35,623 | – | 0.13% | – |
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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% |