Baldrige Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 80 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.06 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 Q1 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 11,980$1,018,0004.93%
NORTHWEST INVESTMENT COUNSELORS, LLC 193,533$16,450,0004.60%
Boston Standard Wealth Management, LLC 65,795$5,593,000,0001.67%
Independent Family Office, LLC 42,166$3,584,0001.47%
Delos Wealth Advisors, LLC 9,116$775,0000.85%
CAMG Solamere Management, LLC 8,710$741,0000.61%
MD Financial Management Inc. 248,523$21,139,0000.54%
BAROMETER CAPITAL MANAGEMENT INC. 18,900$1,606,500,0000.31%
OARSMAN CAPITAL, INC. 6,950$591,0000.24%
Essex Financial Services, Inc. 16,355$1,390,0000.16%
View complete list of ISHARES TR shareholders