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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | 322 | 0.0% | 0.00% | -33.3% |
Q4 2019 | $22,000 | +15.8% | 322 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $19,000 | 0.0% | 322 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $19,000 | -5.0% | 322 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $20,000 | +11.1% | 322 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $18,000 | -25.0% | 322 | 0.0% | 0.00% | -25.0% |
Q3 2018 | $24,000 | -4.0% | 322 | 0.0% | 0.00% | -20.0% |
Q2 2018 | $25,000 | 0.0% | 322 | 0.0% | 0.01% | -16.7% |
Q1 2018 | $25,000 | +8.7% | 322 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $23,000 | +4.5% | 322 | 0.0% | 0.01% | -14.3% |
Q3 2017 | $22,000 | – | 322 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
NORTHWEST INVESTMENT COUNSELORS, LLC | 190,858 | $13,663,524 | 3.81% |
M Financial Asset Management, Inc. | 13,100 | $938 | 3.32% |
Boston Standard Wealth Management, LLC | 76,887 | $5,504,000 | 1.58% |
Independent Family Office, LLC | 26,147 | $1,871,864 | 1.08% |
ECLECTIC ASSOCIATES INC /ADV | 13,002 | $930,781 | 0.48% |
OARSMAN CAPITAL, INC. | 7,022 | $502,705 | 0.24% |
M Holdings Securities, Inc. | 12,165 | $871 | 0.09% |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 6,879 | $492,471 | 0.09% |
Tortoise Investment Management, LLC | 5,809 | $415,866 | 0.07% |
Matrix Trust Co | 3,268 | $234 | 0.06% |