ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 78 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $7,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $7,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $7,000 | -12.5% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $8,000 | -57.9% | 150 | -57.1% | 0.01% | -62.5% |
| Q1 2015 | $19,000 | 0.0% | 350 | 0.0% | 0.02% | -5.9% |
| Q4 2014 | $19,000 | +11.8% | 350 | 0.0% | 0.02% | +13.3% |
| Q3 2014 | $17,000 | -29.2% | 350 | -22.2% | 0.02% | -28.6% |
| Q2 2014 | $24,000 | +4.3% | 450 | 0.0% | 0.02% | +5.0% |
| Q1 2014 | $23,000 | – | 450 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 11,980 | $1,018,000 | 4.93% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 193,533 | $16,450,000 | 4.60% |
| Boston Standard Wealth Management, LLC | 65,795 | $5,593,000,000 | 1.67% |
| Independent Family Office, LLC | 42,166 | $3,584,000 | 1.47% |
| Delos Wealth Advisors, LLC | 9,116 | $775,000 | 0.85% |
| CAMG Solamere Management, LLC | 8,710 | $741,000 | 0.61% |
| MD Financial Management Inc. | 248,523 | $21,139,000 | 0.54% |
| BAROMETER CAPITAL MANAGEMENT INC. | 18,900 | $1,606,500,000 | 0.31% |
| OARSMAN CAPITAL, INC. | 6,950 | $591,000 | 0.24% |
| Essex Financial Services, Inc. | 16,355 | $1,390,000 | 0.16% |