ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 83 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $346,000 | +54.5% | 5,160 | +35.6% | 0.00% | 0.0% |
| Q3 2019 | $224,000 | -22.2% | 3,806 | -21.0% | 0.00% | 0.0% |
| Q2 2019 | $288,000 | -16.5% | 4,818 | -11.2% | 0.00% | -33.3% |
| Q1 2019 | $345,000 | +18.6% | 5,427 | +6.7% | 0.00% | 0.0% |
| Q4 2018 | $291,000 | -16.4% | 5,087 | +10.2% | 0.00% | -25.0% |
| Q3 2018 | $348,000 | +11.2% | 4,617 | +15.1% | 0.00% | 0.0% |
| Q2 2018 | $313,000 | -41.9% | 4,011 | -41.8% | 0.00% | -42.9% |
| Q1 2018 | $539,000 | +222.8% | 6,892 | +193.8% | 0.01% | +250.0% |
| Q4 2017 | $167,000 | +45.2% | 2,346 | +34.8% | 0.00% | 0.0% |
| Q3 2017 | $115,000 | +53.3% | 1,740 | +42.0% | 0.00% | +100.0% |
| Q2 2017 | $75,000 | +11.9% | 1,225 | +5.4% | 0.00% | 0.0% |
| Q1 2017 | $67,000 | +3.1% | 1,162 | -3.6% | 0.00% | 0.0% |
| Q4 2016 | $65,000 | +6.6% | 1,205 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $61,000 | +15.1% | 1,205 | +1.4% | 0.00% | 0.0% |
| Q2 2016 | $53,000 | – | 1,188 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NORTHWEST INVESTMENT COUNSELORS, LLC | 190,735 | $14,118,180 | 3.94% |
| Boston Standard Wealth Management, LLC | 71,957 | $5,326,000 | 1.41% |
| Alhambra Investment Management LLC | 20,718 | $1,533,546 | 1.01% |
| Independent Family Office, LLC | 15,442 | $1,143,017 | 0.71% |
| ECLECTIC ASSOCIATES INC /ADV | 13,238 | $979,870 | 0.50% |
| OARSMAN CAPITAL, INC. | 6,607 | $489,050 | 0.20% |
| GUARDIAN CAPITAL ADVISORS LP | 22,830 | $1,706,314 | 0.19% |
| BAROMETER CAPITAL MANAGEMENT INC. | 6,300 | $466,326 | 0.15% |
| Matrix Trust Co | 4,752 | $352 | 0.09% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 6,758 | $500,210 | 0.09% |