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 ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 194,199$16,858,0004.66%
M Financial Asset Management, Inc. 8,365$726,0004.37%
Delos Wealth Advisors, LLC 18,740$1,627,0002.03%
Boston Standard Wealth Management, LLC 65,132$5,654,000,0001.71%
Independent Family Office, LLC 42,385$3,679,0001.44%
CAMG Solamere Management, LLC 8,710$756,0000.65%
MD Financial Management Inc. 249,493$15,941,0000.46%
Essex Financial Services, Inc. 22,158$1,924,0000.28%
M Holdings Securities, Inc. 29,602$2,570,0000.25%
Windsor Creek Advisors, LLC 11,000$955,0000.25%
View complete list of ISHARES TR shareholders