M Holdings Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 108 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$871
-37.1%
12,165
-36.0%
0.09%
-38.4%
Q4 2022$1,384
-99.9%
19,021
-17.5%
0.15%
-12.6%
Q3 2022$1,508,000
-21.7%
23,054
-11.0%
0.17%
-14.4%
Q2 2022$1,927,000
-33.8%
25,902
-20.5%
0.20%
-11.4%
Q1 2022$2,910,000
+13.2%
32,581
+10.1%
0.22%
-12.4%
Q2 2021$2,570,000
-17.5%
29,602
-19.0%
0.25%
-11.6%
Q1 2021$3,117,000
-10.8%
36,563
-16.7%
0.28%
-36.3%
Q4 2020$3,495,000
+25.8%
43,891
+2.1%
0.45%
+0.7%
Q3 2020$2,778,000
+23.9%
42,974
+6.3%
0.44%
+10.5%
Q2 2020$2,243,000
+11.4%
40,443
-3.4%
0.40%
+34.6%
Q1 2020$2,014,000
-3.5%
41,861
+34.4%
0.30%
-51.1%
Q4 2019$2,087,000
+12.3%
31,149
-1.8%
0.61%
+7.0%
Q3 2019$1,859,000
+10.1%
31,710
+12.6%
0.57%
-0.2%
Q2 2019$1,689,000
+5.8%
28,168
+12.1%
0.57%
+54.7%
Q1 2019$1,596,000
+30.7%
25,133
+17.6%
0.37%
-2.6%
Q4 2018$1,221,000
-17.8%
21,374
+8.4%
0.38%
-2.6%
Q3 2018$1,485,000
+31.1%
19,724
+35.9%
0.39%
+25.1%
Q2 2018$1,133,000
+21.7%
14,509
+22.1%
0.31%
+9.5%
Q1 2018$931,000
-45.7%
11,885
-22.1%
0.28%
+10.1%
Q4 2017$1,715,000
+262.6%
15,262
+115.6%
0.26%
+73.2%
Q3 2017$473,000
+11.3%
7,078
+2.1%
0.15%
+2.8%
Q2 2017$425,000
+12.1%
6,931
+5.5%
0.14%
-0.7%
Q1 2017$379,000
-1.6%
6,570
-8.6%
0.15%
+9.8%
Q4 2016$385,000
+21.8%
7,186
+14.2%
0.13%
-7.6%
Q3 2016$316,000
+24.4%
6,293
+12.3%
0.14%
+10.8%
Q2 2016$254,000
+149.0%
5,603
+170.9%
0.13%
+128.1%
Q3 2014$102,0002,0680.06%
Other shareholders
ISHARES TR shareholders Q1 2022
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