ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 80 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $769,364 | +3.3% | 10,394 | +0.0% | 0.03% | +36.0% |
| Q2 2023 | $745,126 | -57.2% | 10,393 | -45.1% | 0.02% | -55.4% |
| Q4 2021 | $1,742,000 | +262.9% | 18,938 | +236.0% | 0.06% | +600.0% |
| Q1 2021 | $480,000 | +50.5% | 5,636 | +40.6% | 0.01% | +14.3% |
| Q4 2020 | $319,000 | – | 4,008 | – | 0.01% | – |
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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% |