ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 78 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $711,994 | +100.5% | 9,615 | +94.2% | 0.00% | 0.0% |
| Q2 2023 | $355,197 | -19.3% | 4,951 | -19.5% | 0.00% | 0.0% |
| Q1 2023 | $440,357 | -43.8% | 6,151 | -42.8% | 0.00% | -50.0% |
| Q4 2022 | $783,105 | +8.9% | 10,746 | -2.1% | 0.00% | 0.0% |
| Q3 2022 | $719,000 | -17.5% | 10,972 | -6.3% | 0.00% | 0.0% |
| Q2 2022 | $871,000 | -50.3% | 11,708 | -37.5% | 0.00% | -33.3% |
| Q1 2022 | $1,754,000 | -7.5% | 18,746 | -9.1% | 0.00% | -25.0% |
| Q4 2021 | $1,896,000 | +24.6% | 20,623 | +15.2% | 0.00% | +33.3% |
| Q3 2021 | $1,522,000 | -20.6% | 17,904 | -18.9% | 0.00% | -25.0% |
| Q2 2021 | $1,918,000 | -39.6% | 22,076 | -40.8% | 0.00% | -50.0% |
| Q1 2021 | $3,178,000 | +50.8% | 37,284 | +40.9% | 0.01% | +33.3% |
| Q4 2020 | $2,107,000 | +958.8% | 26,467 | +704.0% | 0.01% | +500.0% |
| Q3 2020 | $199,000 | +14.4% | 3,292 | +5.4% | 0.00% | 0.0% |
| Q2 2020 | $174,000 | -20.5% | 3,124 | -31.4% | 0.00% | 0.0% |
| Q1 2020 | $219,000 | – | 4,557 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NORTHWEST INVESTMENT COUNSELORS, LLC | 194,129 | $14,122,849 | 4.08% |
| M Financial Asset Management, Inc. | 13,100 | $953 | 3.48% |
| Boston Standard Wealth Management, LLC | 77,252 | $5,620,000 | 1.67% |
| Independent Family Office, LLC | 28,470 | $2,071,193 | 1.24% |
| ECLECTIC ASSOCIATES INC /ADV | 13,002 | $945,863 | 0.46% |
| OARSMAN CAPITAL, INC. | 7,009 | $509,905 | 0.26% |
| Delos Wealth Advisors, LLC | 1,444 | $105,051 | 0.16% |
| M Holdings Securities, Inc. | 19,021 | $1,384 | 0.15% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 7,009 | $509,909 | 0.10% |
| OLD MISSION CAPITAL LLC | 40,970 | $2,980,567 | 0.08% |