Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 85 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,804
+3.2%
2000.0%0.00%
Q2 2023$14,339
+0.1%
2000.0%0.00%
Q1 2023$14,318
-1.6%
2000.0%0.00%
Q4 2022$14,550
+11.9%
2000.0%0.00%
Q3 2022$13,000
-13.3%
2000.0%0.00%
Q2 2022$15,000
-16.7%
2000.0%0.00%
Q1 2022$18,0000.0%2000.0%0.00%
Q4 2021$18,000
+5.9%
2000.0%0.00%
Q3 2021$17,0000.0%2000.0%0.00%
Q2 2021$17,000
-100.0%
200
-50.0%
0.00%
Q1 2021$34,102,000
+213037.5%
400
+100.0%
0.00%
Q4 2020$16,000
+23.1%
2000.0%0.00%
Q3 2020$13,000
+18.2%
2000.0%0.00%
Q2 2020$11,000
+22.2%
2000.0%0.00%
Q1 2020$9,000
-30.8%
2000.0%0.00%
Q4 2019$13,000
+18.2%
2000.0%0.00%
Q3 2019$11,0000.0%2000.0%0.00%
Q2 2019$11,000
-26.7%
2000.0%0.00%
-100.0%
Q3 2018$15,000
-6.2%
2000.0%0.00%0.0%
Q2 2018$16,000
+6.7%
2000.0%0.00%0.0%
Q1 2018$15,000
+7.1%
2000.0%0.00%0.0%
Q4 2017$14,000
+7.7%
2000.0%0.00%0.0%
Q3 2017$13,000
+8.3%
2000.0%0.00%0.0%
Q2 2017$12,000
+9.1%
2000.0%0.00%
-50.0%
Q1 2017$11,0002000.00%
Other shareholders
ISHARES TR shareholders Q3 2018
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