Matrix Trust Co - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 89 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.99 and the average weighting 0.1%.

Quarter-by-quarter ownership
Matrix Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$352
-19.1%
4,752
-21.7%
0.09%
-17.9%
Q2 2023$435
+85.9%
6,069
+85.7%
0.11%
+77.8%
Q1 2023$234
-99.9%
3,268
+35.0%
0.06%
+26.0%
Q2 2022$180,000
-53.6%
2,420
-44.3%
0.05%
-47.9%
Q1 2022$388,000
+8.7%
4,346
+11.9%
0.10%
+10.3%
Q4 2021$357,000
+29.3%
3,884
+19.5%
0.09%
+22.5%
Q3 2021$276,000
+107.5%
3,249
+111.2%
0.07%
+102.9%
Q2 2021$133,000
-96.6%
1,538
-96.7%
0.04%
-96.8%
Q1 2021$3,967,000
+2219.9%
46,534
+2072.5%
1.08%
+2156.2%
Q4 2020$171,000
+23.9%
2,142
+0.4%
0.05%
+17.1%
Q3 2020$138,0002,1340.04%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 190,858$13,663,5243.81%
M Financial Asset Management, Inc. 13,100$9383.32%
Boston Standard Wealth Management, LLC 76,887$5,504,0001.58%
Independent Family Office, LLC 26,147$1,871,8641.08%
ECLECTIC ASSOCIATES INC /ADV 13,002$930,7810.48%
OARSMAN CAPITAL, INC. 7,022$502,7050.24%
M Holdings Securities, Inc. 12,165$8710.09%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,879$492,4710.09%
Tortoise Investment Management, LLC 5,809$415,8660.07%
Matrix Trust Co 3,268$2340.06%
View complete list of ISHARES TR shareholders