Baldrige Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 98 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.64 and the average weighting 0.1%.

Quarter-by-quarter ownership
Baldrige Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$370.0%5140.0%0.02%
-6.2%
Q4 2022$37
-99.9%
5140.0%0.02%0.0%
Q3 2022$34,000
-10.5%
5140.0%0.02%
-5.9%
Q2 2022$38,000
-17.4%
5140.0%0.02%
-10.5%
Q1 2022$46,000
-2.1%
5140.0%0.02%
+5.6%
Q4 2021$47,000
+6.8%
5140.0%0.02%0.0%
Q3 2021$44,000
-2.2%
5140.0%0.02%
-5.3%
Q2 2021$45,0005140.02%
Other shareholders
ISHARES TR shareholders Q2 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