ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $548,302 | -42.7% | 7,407 | -42.8% | 0.01% | -37.5% |
| Q2 2023 | $956,839 | -9.2% | 12,947 | -12.1% | 0.01% | -20.0% |
| Q1 2023 | $1,054,308 | +59.7% | 14,727 | -7.5% | 0.01% | -69.7% |
| Q4 2022 | $660,172 | -47.6% | 15,928 | -17.3% | 0.03% | +135.7% |
| Q3 2022 | $1,260,000 | -14.1% | 19,255 | -2.3% | 0.01% | +7.7% |
| Q2 2022 | $1,467,000 | -11.5% | 19,708 | +6.2% | 0.01% | 0.0% |
| Q1 2022 | $1,657,000 | +10.7% | 18,554 | +14.0% | 0.01% | +18.2% |
| Q4 2021 | $1,497,000 | -17.5% | 16,278 | -23.8% | 0.01% | -8.3% |
| Q3 2021 | $1,815,000 | +85.4% | 21,352 | +89.3% | 0.01% | +33.3% |
| Q2 2021 | $979,000 | +36.9% | 11,282 | +34.7% | 0.01% | +28.6% |
| Q1 2021 | $715,000 | +9.3% | 8,376 | +1.9% | 0.01% | 0.0% |
| Q4 2020 | $654,000 | +1576.9% | 8,220 | +1066.0% | 0.01% | +600.0% |
| Q2 2020 | $39,000 | -88.5% | 705 | -87.3% | 0.00% | -88.9% |
| Q2 2017 | $338,000 | +668.2% | 5,555 | +524.2% | 0.01% | +200.0% |
| Q3 2014 | $44,000 | – | 890 | – | 0.00% | – |
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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% |