Boston Standard Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 98 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.64 and the average weighting 0.1%.

Quarter-by-quarter ownership
Boston Standard Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$5,326,0000.0%71,9570.0%1.41%0.0%
Q3 2023$5,326,000
-10.9%
71,957
-13.7%
1.41%
-8.0%
Q2 2023$5,979,000
+8.6%
83,393
+8.5%
1.53%
-3.2%
Q1 2023$5,504,000
-2.1%
76,887
-0.5%
1.58%
-5.3%
Q4 2022$5,620,000
-99.9%
77,252
+7.7%
1.67%
+5.8%
Q3 2022$4,694,000,000
-7.9%
71,741
+5.3%
1.58%
-3.8%
Q2 2022$5,094,000,000
-15.0%
68,098
+1.5%
1.64%
-4.6%
Q1 2022$5,993,000,000
-3.9%
67,099
-1.0%
1.72%
-1.2%
Q4 2021$6,234,000,000
+11.5%
67,767
+3.0%
1.74%
+4.1%
Q3 2021$5,593,000,000
-1.1%
65,795
+1.0%
1.67%
-2.3%
Q2 2021$5,654,000,000
-2.7%
65,132
-3.7%
1.71%
-9.5%
Q1 2021$5,808,000,000
+13.9%
67,649
+5.7%
1.89%
-0.4%
Q4 2020$5,097,000,000
+24.5%
64,018
+1.1%
1.90%
+9.9%
Q3 2020$4,095,000,000
+19.3%
63,347
+2.4%
1.73%
+11.4%
Q2 2020$3,432,000,000
+34.0%
61,872
+9.2%
1.55%
+11.4%
Q1 2020$2,561,000,000
-30.3%
56,660
+3.3%
1.39%
-15.2%
Q4 2019$3,674,000,000
+16.0%
54,839
+1.5%
1.64%
+7.4%
Q3 2019$3,168,000,000
-0.3%
54,022
+3.0%
1.53%
-1.7%
Q2 2019$3,179,000,000
+5.6%
52,441
+13.4%
1.56%
-0.7%
Q1 2019$3,010,000,000
+20.6%
46,236
+5.9%
1.57%
+5.5%
Q4 2018$2,495,000,000
-17.1%
43,677
+8.6%
1.48%
-9.3%
Q3 2018$3,009,000,000
+1.1%
40,219
+5.9%
1.64%
-12.1%
Q1 2018$2,976,000,000
+8.3%
37,981
-1.7%
1.86%
+6.5%
Q4 2017$2,749,000,000
+5.4%
38,651
-1.0%
1.75%
+0.3%
Q3 2017$2,607,000,000
+7.9%
39,039
-0.4%
1.74%
+3.6%
Q2 2017$2,417,000,000
+8.1%
39,188
+1.0%
1.68%
-2.0%
Q1 2017$2,236,000,000
+7.8%
38,804
+0.3%
1.72%
+4.4%
Q4 2016$2,075,000,000
+4.0%
38,707
-2.6%
1.64%
+1.9%
Q3 2016$1,995,000,000
+15.1%
39,721
+3.7%
1.61%
+7.0%
Q2 2016$1,733,000,000
-13.6%
38,302
-9.7%
1.51%
-18.0%
Q1 2016$2,006,000,000
-2.7%
42,403
-0.1%
1.84%
-9.7%
Q4 2015$2,062,000,000
+5.9%
42,440
-3.8%
2.04%
+4.9%
Q3 2015$1,948,000,000
-17.6%
44,132
-1.8%
1.94%
-12.2%
Q2 2015$2,364,000,000
-8.5%
44,920
-3.7%
2.21%
-8.3%
Q1 2015$2,584,000,000
-0.3%
46,669
-5.1%
2.41%
-5.9%
Q4 2014$2,592,000,00049,1902.56%
Other shareholders
ISHARES TR shareholders Q2 2022
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