CX Institutional - 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
CX Institutional ownership history of ISHARES TR
ValueSharesWeighting
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$285,0005,9250.05%
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