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 | $24 | – | 700 | +133.3% | 0.00% | – |
| Q2 2023 | $0 | -100.0% | 300 | -81.2% | 0.00% | -100.0% |
| Q1 2023 | $20 | -81.0% | 1,600 | -22.0% | 0.00% | -77.8% |
| Q4 2022 | $105 | -96.5% | 2,050 | +76.6% | 0.01% | – |
| Q3 2022 | $3,000 | -96.3% | 1,161 | +5.5% | 0.00% | -100.0% |
| Q2 2022 | $81,000 | +52.8% | 1,100 | +57.1% | 0.01% | +100.0% |
| Q1 2022 | $53,000 | +5200.0% | 700 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | -97.5% | 700 | -68.0% | 0.00% | -100.0% |
| Q3 2021 | $40,000 | +66.7% | 2,190 | +4.3% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | -29.4% | 2,100 | +162.5% | 0.00% | -50.0% |
| Q1 2021 | $34,000 | +3300.0% | 800 | +700.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 100 | -97.9% | 0.00% | – |
| Q3 2020 | $1,000 | -98.5% | 4,700 | +370.0% | 0.00% | -100.0% |
| Q4 2019 | $67,000 | – | 1,000 | +42.9% | 0.00% | – |
| Q4 2016 | $0 | -100.0% | 700 | -12.5% | 0.00% | – |
| Q3 2016 | $3,000 | – | 800 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NORTHWEST INVESTMENT COUNSELORS, LLC | 194,129 | $14,122,849 | 4.08% |
| M Financial Asset Management, Inc. | 13,100 | $953 | 3.48% |
| Boston Standard Wealth Management, LLC | 77,252 | $5,620,000 | 1.67% |
| Independent Family Office, LLC | 28,470 | $2,071,193 | 1.24% |
| ECLECTIC ASSOCIATES INC /ADV | 13,002 | $945,863 | 0.46% |
| OARSMAN CAPITAL, INC. | 7,009 | $509,905 | 0.26% |
| Delos Wealth Advisors, LLC | 1,444 | $105,051 | 0.16% |
| M Holdings Securities, Inc. | 19,021 | $1,384 | 0.15% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 7,009 | $509,909 | 0.10% |
| OLD MISSION CAPITAL LLC | 40,970 | $2,980,567 | 0.08% |