Wealthcare Advisory Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 55 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$459,368
-44.1%
6,417
-43.2%
0.02%
-48.7%
Q4 2022$821,193
+30.3%
11,288
+17.3%
0.04%
+8.3%
Q3 2022$630,000
+14.3%
9,625
+30.0%
0.04%
+9.1%
Q2 2022$551,000
+166.2%
7,405
+229.0%
0.03%
+175.0%
Q4 2021$207,000
+885.7%
2,251
+807.7%
0.01%
+500.0%
Q1 2021$21,000
+40.0%
248
-23.0%
0.00%0.0%
Q1 2020$15,000
-31.8%
3220.0%0.00%
-33.3%
Q4 2019$22,000
+15.8%
3220.0%0.00%0.0%
Q3 2019$19,0000.0%3220.0%0.00%0.0%
Q2 2019$19,000
-5.0%
3220.0%0.00%0.0%
Q1 2019$20,000
+11.1%
3220.0%0.00%0.0%
Q4 2018$18,000
-25.0%
3220.0%0.00%
-25.0%
Q3 2018$24,000
-4.0%
3220.0%0.00%
-20.0%
Q2 2018$25,0000.0%3220.0%0.01%
-16.7%
Q1 2018$25,000
+8.7%
3220.0%0.01%0.0%
Q4 2017$23,000
+4.5%
3220.0%0.01%
-14.3%
Q3 2017$22,0003220.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,849$1,148,0004.76%
NORTHWEST INVESTMENT COUNSELORS, LLC 194,378$17,362,0004.59%
Boston Standard Wealth Management, LLC 67,099$5,993,000,0001.72%
Independent Family Office, LLC 42,089$3,759,0001.23%
SAXON INTERESTS, INC. 18,574$1,660,0000.88%
ECLECTIC ASSOCIATES INC /ADV 12,725$1,137,0000.72%
Delos Wealth Advisors, LLC 4,622$413,0000.41%
Rather & Kittrell, Inc. 3,923$350,0000.34%
NVWM, LLC 9,962$890,0000.28%
OARSMAN CAPITAL, INC. 7,065$631,0000.25%
View complete list of ISHARES TR shareholders