IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 105 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1
-100.0%
4
-97.3%
0.00%
Q3 2022$14,0000.0%1500.0%0.00%
Q2 2022$14,000
-22.2%
150
-21.5%
0.00%
Q1 2022$18,000
+800.0%
191
+1023.5%
0.00%
Q4 2021$2,000
-85.7%
17
-89.7%
0.00%
Q3 2021$14,000
-46.2%
165
-43.9%
0.00%
-100.0%
Q2 2021$26,000
+4.0%
2940.0%0.00%
Q1 2021$25,000
-35.9%
294
-40.5%
0.00%
-100.0%
Q4 2020$39,000
+21.9%
4940.0%0.00%0.0%
Q3 2020$32,0004940.00%
Q2 2020$000.00%
Q1 2020$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q4 2019$258,000
+25700.0%
3,907
+18504.8%
0.02%
Q4 2018$1,000
-90.0%
21
-83.8%
0.00%
Q3 2018$10,0000.0%1300.0%0.00%
Q2 2018$10,000
+11.1%
1300.0%0.00%
Q1 2018$9,0000.0%1300.0%0.00%
Q4 2017$9,000
-62.5%
130
-63.2%
0.00%
-100.0%
Q3 2017$24,000
+9.1%
3530.0%0.00%0.0%
Q2 2017$22,000
+10.0%
3530.0%0.00%0.0%
Q1 2017$20,000
+5.3%
3530.0%0.00%0.0%
Q4 2016$19,000
+5.6%
3530.0%0.00%0.0%
Q3 2016$18,000
-10.0%
353
-19.4%
0.00%0.0%
Q2 2016$20,000
+25.0%
438
+27.7%
0.00%0.0%
Q4 2015$16,0003430.00%
Other shareholders
ISHARES TR shareholders Q2 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