Tradewinds Capital Management, LLC - 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
Tradewinds Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$39,000
-2.5%
4310.0%0.01%0.0%
Q4 2021$40,000
+8.1%
431
+0.2%
0.01%0.0%
Q3 2021$37,0000.0%4300.0%0.01%
-14.3%
Q2 2021$37,000
+2.8%
430
+0.9%
0.01%0.0%
Q1 2021$36,000
+5.9%
4260.0%0.01%0.0%
Q4 2020$34,000
+25.9%
426
+0.5%
0.01%
+16.7%
Q3 2020$27,000
+12.5%
4240.0%0.01%0.0%
Q2 2020$24,000
+20.0%
424
+1.0%
0.01%0.0%
Q1 2020$20,000
-28.6%
4200.0%0.01%
-33.3%
Q4 2019$28,000
+12.0%
4200.0%0.01%
-10.0%
Q3 2019$25,0000.0%4200.0%0.01%0.0%
Q2 2019$25,000
-3.8%
420
+1.9%
0.01%0.0%
Q1 2019$26,000
+8.3%
4120.0%0.01%
-16.7%
Q4 2018$24,000
-22.6%
412
+1.5%
0.01%0.0%
Q3 2018$31,000
-3.1%
4060.0%0.01%
-7.7%
Q2 2018$32,000
+3.2%
406
+1.0%
0.01%
-7.1%
Q1 2018$31,000
+6.9%
4020.0%0.01%0.0%
Q4 2017$29,000
+7.4%
402
+0.2%
0.01%0.0%
Q3 2017$27,000
+68.8%
401
+55.4%
0.01%
+75.0%
Q2 2017$16,000
+100.0%
258
+94.0%
0.01%
+60.0%
Q1 2017$8,0001330.01%
Other shareholders
ISHARES TR shareholders Q4 2020
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