ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 82 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,674 | -51.0% | 200 | -47.2% | 0.00% | – |
| Q1 2024 | $31,980 | +96.7% | 379 | +89.5% | 0.00% | – |
| Q4 2023 | $16,260 | +9.8% | 200 | 0.0% | 0.00% | – |
| Q3 2023 | $14,804 | +3.2% | 200 | 0.0% | 0.00% | – |
| Q2 2023 | $14,339 | +0.1% | 200 | 0.0% | 0.00% | – |
| Q1 2023 | $14,318 | -1.6% | 200 | 0.0% | 0.00% | – |
| Q4 2022 | $14,550 | +11.9% | 200 | 0.0% | 0.00% | – |
| Q3 2022 | $13,000 | -13.3% | 200 | 0.0% | 0.00% | – |
| Q2 2022 | $15,000 | -16.7% | 200 | 0.0% | 0.00% | – |
| Q1 2022 | $18,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2021 | $18,000 | +5.9% | 200 | 0.0% | 0.00% | – |
| Q3 2021 | $17,000 | 0.0% | 200 | 0.0% | 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% | 200 | 0.0% | 0.00% | – |
| Q3 2020 | $13,000 | +18.2% | 200 | 0.0% | 0.00% | – |
| Q2 2020 | $11,000 | +22.2% | 200 | 0.0% | 0.00% | – |
| Q1 2020 | $9,000 | -30.8% | 200 | 0.0% | 0.00% | – |
| Q4 2019 | $13,000 | +18.2% | 200 | 0.0% | 0.00% | – |
| Q3 2019 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2019 | $11,000 | -26.7% | 200 | 0.0% | 0.00% | -100.0% |
| Q3 2018 | $15,000 | -6.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | +6.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $15,000 | +7.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $14,000 | +7.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $13,000 | +8.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $12,000 | +9.1% | 200 | 0.0% | 0.00% | -50.0% |
| Q1 2017 | $11,000 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NORTHWEST INVESTMENT COUNSELORS, LLC | 191,813 | $15,032,361 | 3.76% |
| M Financial Asset Management, Inc. | 7,187 | $563 | 2.17% |
| Lynx Investment Advisory | 26,413 | $2,070,010 | 1.53% |
| Alhambra Investment Management LLC | 22,622 | $1,772,886 | 0.97% |
| Fortis Group Advisors, LLC | 23,655 | $1,853,842 | 0.37% |
| Endowment Wealth Management, Inc. | 6,169 | $483,452 | 0.35% |
| Independent Family Office, LLC | 7,700 | $603,449 | 0.34% |
| Boston Standard Wealth Management, LLC | 10,115 | $793,000 | 0.17% |
| Breakwater Investment Management | 4,841 | $379,390 | 0.17% |
| OARSMAN CAPITAL, INC. | 4,831 | $378,605 | 0.08% |