ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 62 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $663,630 | -23.3% | 9,122 | -31.0% | 0.04% | -33.3% |
| Q3 2022 | $865,000 | -9.1% | 13,216 | +3.3% | 0.06% | -16.7% |
| Q2 2022 | $952,000 | -14.9% | 12,798 | +2.2% | 0.07% | -20.0% |
| Q1 2022 | $1,119,000 | +37.0% | 12,525 | +41.0% | 0.09% | +38.5% |
| Q4 2021 | $817,000 | +61.5% | 8,885 | +49.3% | 0.06% | +58.5% |
| Q3 2021 | $506,000 | -13.9% | 5,952 | -12.1% | 0.04% | -14.6% |
| Q2 2021 | $588,000 | -33.0% | 6,772 | -34.3% | 0.05% | -38.5% |
| Q1 2021 | $878,000 | +9.9% | 10,309 | +2.8% | 0.08% | +1.3% |
| Q4 2020 | $799,000 | +53.9% | 10,032 | +25.0% | 0.08% | +37.5% |
| Q3 2020 | $519,000 | +25.7% | 8,023 | +7.9% | 0.06% | +3.7% |
| Q2 2020 | $413,000 | +44.9% | 7,438 | +25.5% | 0.05% | +17.4% |
| Q1 2020 | $285,000 | – | 5,925 | – | 0.05% | – |
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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% |