Advisory Services Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 80 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.06 and the average weighting 0.1%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$28,636
-1.6%
4000.0%0.00%0.0%
Q4 2022$29,100
-74.2%
400
-69.2%
0.00%
-75.0%
Q2 2021$113,000
-5.8%
1,297
-13.9%
0.00%
-20.0%
Q4 2020$120,000
+275.0%
1,507
+201.4%
0.01%
+150.0%
Q3 2020$32,000
+23.1%
500
-5.7%
0.00%0.0%
Q1 2020$26,000
-91.6%
530
-88.6%
0.00%
-87.5%
Q4 2019$311,000
+3.0%
4,647
-7.9%
0.02%
-15.8%
Q3 2019$302,0000.0%5,0430.0%0.02%0.0%
Q2 2019$302,000
-10.1%
5,043
-4.8%
0.02%
-20.8%
Q1 2019$336,000
+10.9%
5,2960.0%0.02%
-7.7%
Q4 2018$303,000
-28.9%
5,296
-6.4%
0.03%
-16.1%
Q3 2018$426,000
-0.7%
5,6590.0%0.03%
-6.1%
Q2 2018$429,000
-0.2%
5,659
+3.0%
0.03%
-2.9%
Q1 2018$430,000
+36.5%
5,492
+23.8%
0.03%
+25.9%
Q4 2017$315,000
+854.5%
4,435
+787.0%
0.03%
+575.0%
Q3 2017$33,000
+6.5%
5000.0%0.00%0.0%
Q2 2017$31,000
+6.9%
5000.0%0.00%0.0%
Q1 2017$29,000
+16.0%
5000.0%0.00%
-20.0%
Q3 2016$25,000
+8.7%
5000.0%0.01%0.0%
Q2 2016$23,0000.0%5000.0%0.01%
-16.7%
Q1 2016$23,000
-4.2%
5000.0%0.01%
-25.0%
Q4 2015$24,000
+9.1%
5000.0%0.01%
+14.3%
Q3 2015$22,000
-15.4%
5000.0%0.01%
-12.5%
Q2 2015$26,000
-3.7%
5000.0%0.01%
+14.3%
Q1 2015$27,000
+3.8%
5000.0%0.01%
-12.5%
Q4 2014$26,0000.0%5000.0%0.01%
-38.5%
Q4 2013$26,0005000.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 190,735$14,118,1803.94%
Boston Standard Wealth Management, LLC 71,957$5,326,0001.41%
Alhambra Investment Management LLC 20,718$1,533,5461.01%
Independent Family Office, LLC 15,442$1,143,0170.71%
ECLECTIC ASSOCIATES INC /ADV 13,238$979,8700.50%
OARSMAN CAPITAL, INC. 6,607$489,0500.20%
GUARDIAN CAPITAL ADVISORS LP 22,830$1,706,3140.19%
BAROMETER CAPITAL MANAGEMENT INC. 6,300$466,3260.15%
Matrix Trust Co 4,752$3520.09%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,758$500,2100.09%
View complete list of ISHARES TR shareholders