ACG Wealth - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 89 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.99 and the average weighting 0.1%.

Quarter-by-quarter ownership
ACG Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$225,000
-37.5%
3,025
-24.8%
0.05%
-32.4%
Q1 2022$360,000
-2.7%
4,0250.0%0.07%
+28.3%
Q4 2021$370,0004,0250.05%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 194,199$16,858,0004.66%
M Financial Asset Management, Inc. 8,365$726,0004.37%
Delos Wealth Advisors, LLC 18,740$1,627,0002.03%
Boston Standard Wealth Management, LLC 65,132$5,654,000,0001.71%
Independent Family Office, LLC 42,385$3,679,0001.44%
CAMG Solamere Management, LLC 8,710$756,0000.65%
MD Financial Management Inc. 249,493$15,941,0000.46%
Essex Financial Services, Inc. 22,158$1,924,0000.28%
M Holdings Securities, Inc. 29,602$2,570,0000.25%
Windsor Creek Advisors, LLC 11,000$955,0000.25%
View complete list of ISHARES TR shareholders