ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 80 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,143,017 | +3.2% | 15,442 | 0.0% | 0.71% | +6.4% |
| Q2 2023 | $1,107,114 | -40.9% | 15,442 | -40.9% | 0.67% | -37.9% |
| Q1 2023 | $1,871,864 | -9.6% | 26,147 | -8.2% | 1.08% | -13.2% |
| Q4 2022 | $2,071,193 | +10.8% | 28,470 | -0.4% | 1.24% | +34.9% |
| Q3 2022 | $1,870,000 | -24.1% | 28,585 | -13.7% | 0.92% | -24.2% |
| Q2 2022 | $2,465,000 | -34.4% | 33,123 | -21.3% | 1.22% | -1.1% |
| Q1 2022 | $3,759,000 | -4.2% | 42,089 | -1.3% | 1.23% | -17.0% |
| Q4 2021 | $3,922,000 | +9.4% | 42,637 | +1.1% | 1.48% | +0.6% |
| Q3 2021 | $3,584,000 | -2.6% | 42,166 | -0.5% | 1.47% | +2.6% |
| Q2 2021 | $3,679,000 | -20.5% | 42,385 | -21.9% | 1.44% | -21.1% |
| Q1 2021 | $4,629,000 | +5.0% | 54,295 | -1.9% | 1.82% | -1.2% |
| Q4 2020 | $4,407,000 | +21.9% | 55,356 | -1.0% | 1.84% | +7.3% |
| Q3 2020 | $3,616,000 | +16.5% | 55,938 | 0.0% | 1.72% | +6.7% |
| Q2 2020 | $3,104,000 | +14.5% | 55,938 | -1.5% | 1.61% | -4.7% |
| Q1 2020 | $2,712,000 | -26.7% | 56,808 | +2.9% | 1.69% | -27.3% |
| Q4 2019 | $3,699,000 | – | 55,209 | – | 2.32% | – |
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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% |