ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 77 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $9,458 | +5.1% | 130 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -16.7% | 130 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | 0.0% | 130 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $12,000 | +9.1% | 130 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | 0.0% | 130 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $11,000 | +10.0% | 130 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $10,000 | +25.0% | 130 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $8,000 | +14.3% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 130 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -33.3% | 130 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $9,000 | +12.5% | 130 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 130 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $8,000 | – | 130 | – | 0.01% | – |
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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% |