Tradewinds Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 100 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.57 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 2021
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