OARSMAN CAPITAL, INC. - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 77 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
OARSMAN CAPITAL, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$489,050
-3.1%
6,607
-6.2%
0.20%
-7.7%
Q2 2023$504,876
+0.4%
7,042
+0.3%
0.22%
-6.0%
Q1 2023$502,705
-1.4%
7,022
+0.2%
0.24%
-9.6%
Q4 2022$509,905
+12.8%
7,009
+1.4%
0.26%
+7.4%
Q3 2022$452,000
-11.5%
6,910
+0.6%
0.24%
-4.7%
Q2 2022$511,000
-19.0%
6,870
-2.8%
0.25%
+3.3%
Q1 2022$631,000
-4.1%
7,065
-1.3%
0.25%
-5.0%
Q4 2021$658,000
+11.3%
7,155
+2.9%
0.26%
+8.4%
Q3 2021$591,000
-2.0%
6,9500.0%0.24%
-0.4%
Q2 2021$603,000
+2.2%
6,950
+0.5%
0.24%
-5.9%
Q1 2021$590,000
+4.2%
6,917
-2.7%
0.26%
+15.9%
Q4 2020$566,000
+22.5%
7,112
-0.5%
0.22%
+5.8%
Q3 2020$462,000
+17.0%
7,147
+0.4%
0.21%
+6.7%
Q2 2020$395,000
-19.1%
7,117
-2.3%
0.20%
-12.6%
Q4 2019$488,000
+19.0%
7,284
+4.1%
0.22%
+14.4%
Q3 2019$410,000
+3.0%
6,994
+5.3%
0.20%
+8.3%
Q2 2019$398,000
+3.4%
6,643
+9.6%
0.18%
-1.6%
Q1 2019$385,000
+7.8%
6,059
-2.9%
0.18%0.0%
Q4 2018$357,000
-25.2%
6,242
-1.4%
0.18%
-4.7%
Q3 2018$477,000
-5.5%
6,332
-2.0%
0.19%
-16.2%
Q2 2018$505,000
-2.7%
6,462
-2.5%
0.23%
-3.0%
Q1 2018$519,000
+2.0%
6,627
-7.4%
0.24%
+7.8%
Q4 2017$509,000
-1.0%
7,157
-7.0%
0.22%
+0.9%
Q3 2017$514,000
+8.2%
7,697
-0.6%
0.22%0.0%
Q2 2017$475,000
+3.0%
7,747
-3.2%
0.22%
+0.9%
Q1 2017$461,000
+27.7%
8,002
+18.7%
0.22%
-7.3%
Q4 2016$361,000
-17.0%
6,742
-22.1%
0.23%
+4.5%
Q3 2016$435,000
+15.7%
8,655
+4.1%
0.22%
+13.8%
Q2 2016$376,000
-0.3%
8,312
+3.2%
0.20%
-3.0%
Q1 2016$377,000
-0.5%
8,057
+1.6%
0.20%
-5.2%
Q4 2015$379,000
+6.5%
7,932
-0.9%
0.21%
+1.0%
Q3 2015$356,000
+5.0%
8,007
+24.0%
0.21%
-9.1%
Q2 2015$339,000
+33.5%
6,455
+38.8%
0.23%
+32.0%
Q1 2015$254,000
+13.4%
4,650
+10.1%
0.18%
+8.7%
Q4 2014$224,000
+7.7%
4,2250.0%0.16%
+5.2%
Q3 2014$208,000
-6.7%
4,2250.0%0.15%
-5.6%
Q2 2014$223,000
+8.8%
4,225
+6.6%
0.16%
+2.5%
Q1 2014$205,000
-7.2%
3,965
-5.0%
0.16%
-10.7%
Q4 2013$221,000
+8.3%
4,175
+1.2%
0.18%
-0.6%
Q3 2013$204,0004,1250.18%
Other shareholders
ISHARES TR shareholders Q4 2020
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