ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 89 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.99 and the average weighting 0.1%.
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 | 190,735 | $14,118,180 | 3.94% |
| Boston Standard Wealth Management, LLC | 71,957 | $5,326,000 | 1.41% |
| Alhambra Investment Management LLC | 20,718 | $1,533,546 | 1.01% |
| Independent Family Office, LLC | 15,442 | $1,143,017 | 0.71% |
| ECLECTIC ASSOCIATES INC /ADV | 13,238 | $979,870 | 0.50% |
| OARSMAN CAPITAL, INC. | 6,607 | $489,050 | 0.20% |
| GUARDIAN CAPITAL ADVISORS LP | 22,830 | $1,706,314 | 0.19% |
| BAROMETER CAPITAL MANAGEMENT INC. | 6,300 | $466,326 | 0.15% |
| Matrix Trust Co | 4,752 | $352 | 0.09% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 6,758 | $500,210 | 0.09% |