ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 62 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $57,356 | +0.1% | 800 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $57,272 | -1.6% | 800 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $58,200 | +11.9% | 800 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $52,000 | -13.3% | 800 | 0.0% | 0.01% | -20.0% |
| Q2 2022 | $60,000 | -15.5% | 800 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $71,000 | -4.1% | 800 | 0.0% | 0.02% | +7.1% |
| Q4 2021 | $74,000 | +8.8% | 800 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $68,000 | -1.4% | 800 | 0.0% | 0.02% | -20.0% |
| Q2 2021 | $69,000 | +1.5% | 800 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $68,000 | +6.2% | 800 | 0.0% | 0.02% | +10.5% |
| Q4 2020 | $64,000 | +23.1% | 800 | 0.0% | 0.02% | -34.5% |
| Q3 2020 | $52,000 | +18.2% | 800 | 0.0% | 0.03% | +11.5% |
| Q2 2020 | $44,000 | +15.8% | 800 | 0.0% | 0.03% | +4.0% |
| Q1 2020 | $38,000 | -29.6% | 800 | 0.0% | 0.02% | +13.6% |
| Q4 2019 | $54,000 | +14.9% | 800 | 0.0% | 0.02% | +10.0% |
| Q3 2019 | $47,000 | -2.1% | 800 | 0.0% | 0.02% | -23.1% |
| Q2 2019 | $48,000 | – | 800 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NORTHWEST INVESTMENT COUNSELORS, LLC | 194,199 | $16,858,000 | 4.66% |
| M Financial Asset Management, Inc. | 8,365 | $726,000 | 4.37% |
| Delos Wealth Advisors, LLC | 18,740 | $1,627,000 | 2.03% |
| Boston Standard Wealth Management, LLC | 65,132 | $5,654,000,000 | 1.71% |
| Independent Family Office, LLC | 42,385 | $3,679,000 | 1.44% |
| CAMG Solamere Management, LLC | 8,710 | $756,000 | 0.65% |
| MD Financial Management Inc. | 249,493 | $15,941,000 | 0.46% |
| Essex Financial Services, Inc. | 22,158 | $1,924,000 | 0.28% |
| M Holdings Securities, Inc. | 29,602 | $2,570,000 | 0.25% |
| Windsor Creek Advisors, LLC | 11,000 | $955,000 | 0.25% |