Biltmore Family Office, LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 108 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
Biltmore Family Office, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$57,356
+0.1%
8000.0%0.01%0.0%
Q1 2023$57,272
-1.6%
8000.0%0.01%0.0%
Q4 2022$58,200
+11.9%
8000.0%0.01%0.0%
Q3 2022$52,000
-13.3%
8000.0%0.01%
-20.0%
Q2 2022$60,000
-15.5%
8000.0%0.02%0.0%
Q1 2022$71,000
-4.1%
8000.0%0.02%
+7.1%
Q4 2021$74,000
+8.8%
8000.0%0.01%
-12.5%
Q3 2021$68,000
-1.4%
8000.0%0.02%
-20.0%
Q2 2021$69,000
+1.5%
8000.0%0.02%
-4.8%
Q1 2021$68,000
+6.2%
8000.0%0.02%
+10.5%
Q4 2020$64,000
+23.1%
8000.0%0.02%
-34.5%
Q3 2020$52,000
+18.2%
8000.0%0.03%
+11.5%
Q2 2020$44,000
+15.8%
8000.0%0.03%
+4.0%
Q1 2020$38,000
-29.6%
8000.0%0.02%
+13.6%
Q4 2019$54,000
+14.9%
8000.0%0.02%
+10.0%
Q3 2019$47,000
-2.1%
8000.0%0.02%
-23.1%
Q2 2019$48,0008000.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,849$1,148,0004.76%
NORTHWEST INVESTMENT COUNSELORS, LLC 194,378$17,362,0004.59%
Boston Standard Wealth Management, LLC 67,099$5,993,000,0001.72%
Independent Family Office, LLC 42,089$3,759,0001.23%
SAXON INTERESTS, INC. 18,574$1,660,0000.88%
ECLECTIC ASSOCIATES INC /ADV 12,725$1,137,0000.72%
Delos Wealth Advisors, LLC 4,622$413,0000.41%
Rather & Kittrell, Inc. 3,923$350,0000.34%
NVWM, LLC 9,962$890,0000.28%
OARSMAN CAPITAL, INC. 7,065$631,0000.25%
View complete list of ISHARES TR shareholders