M Financial Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 70 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
M Financial Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$563
-30.0%
7,187
-24.6%
2.17%
-3.0%
Q1 2024$804
-3.2%
9,530
-6.8%
2.24%
-14.7%
Q4 2023$831
-14.0%
10,222
-21.7%
2.62%
-19.5%
Q3 2023$966
+2.3%
13,053
-0.8%
3.26%
+7.2%
Q2 2023$944
+0.6%
13,164
+0.5%
3.04%
-8.4%
Q1 2023$938
-1.6%
13,1000.0%3.32%
-4.6%
Q4 2022$953
-99.9%
13,100
+2.9%
3.48%
-2.4%
Q3 2022$833,000
-12.1%
12,736
-0.0%
3.57%
-10.4%
Q2 2022$948,000
-17.4%
12,739
-0.9%
3.98%
-16.3%
Q1 2022$1,148,000
+1.2%
12,849
+4.2%
4.76%
-1.1%
Q4 2021$1,134,000
+11.4%
12,332
+2.9%
4.81%
-2.4%
Q3 2021$1,018,000
+40.2%
11,980
+43.2%
4.93%
+12.8%
Q2 2021$726,000
+3.9%
8,365
+2.1%
4.37%
-21.7%
Q1 2021$699,000
-7.4%
8,195
-13.6%
5.58%
-9.7%
Q4 2020$755,000
+21.4%
9,480
-1.5%
6.18%
-2.5%
Q3 2020$622,000
+5.6%
9,626
-9.4%
6.33%
+16.9%
Q2 2020$589,000
+45.4%
10,628
+26.3%
5.41%
+18.5%
Q1 2020$405,000
-46.3%
8,414
-25.2%
4.57%
-21.9%
Q4 2019$754,000
+18.4%
11,253
+3.6%
5.85%
+10.5%
Q3 2019$637,000
+7.2%
10,865
+9.7%
5.29%
+7.1%
Q2 2019$594,000
+0.2%
9,905
+6.1%
4.94%
+9.3%
Q1 2019$593,000
+93.2%
9,332
+73.5%
4.52%
-1.0%
Q4 2018$307,000
-28.8%
5,378
-6.2%
4.57%
-17.8%
Q3 2018$431,000
-7.7%
5,731
-4.1%
5.56%
-11.7%
Q2 2018$467,000
-21.0%
5,975
-20.8%
6.29%
-10.8%
Q1 2018$591,000
+6.9%
7,543
-2.9%
7.05%
+62.5%
Q4 2017$553,0007,7684.34%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,332$1,134,0004.81%
NORTHWEST INVESTMENT COUNSELORS, LLC 198,051$18,219,0004.48%
Boston Standard Wealth Management, LLC 67,767$6,234,000,0001.74%
Independent Family Office, LLC 42,637$3,922,0001.48%
Delos Wealth Advisors, LLC 9,303$856,0000.82%
MD Financial Management Inc. 248,472$22,867,0000.55%
SAXON INTERESTS, INC. 9,045$835,0000.47%
Rather & Kittrell, Inc. 3,823$351,0000.31%
OARSMAN CAPITAL, INC. 7,155$658,0000.26%
BAROMETER CAPITAL MANAGEMENT INC. 14,500$1,333,855,0000.22%
View complete list of ISHARES TR shareholders