ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $138,000 | – | 2,134 | – | 0.04% | – |
Download | ||||||
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% |