ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 62 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,756 | -7.1% | 0 | -100.0% | 0.00% | 0.0% |
| Q1 2024 | $12,657 | +13.4% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $11,166 | +0.6% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $11,103 | +3.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,754 | -43.4% | 150 | -26.1% | 0.00% | -57.1% |
| Q4 2021 | $19,000 | +11.8% | 203 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $17,000 | +142.9% | 202 | +34.7% | 0.01% | +40.0% |
| Q1 2020 | $7,000 | – | 150 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NORTHWEST INVESTMENT COUNSELORS, LLC | 191,813 | $15,032,361 | 3.76% |
| M Financial Asset Management, Inc. | 7,187 | $563 | 2.17% |
| Lynx Investment Advisory | 26,413 | $2,070,010 | 1.53% |
| Alhambra Investment Management LLC | 22,622 | $1,772,886 | 0.97% |
| Fortis Group Advisors, LLC | 23,655 | $1,853,842 | 0.37% |
| Endowment Wealth Management, Inc. | 6,169 | $483,452 | 0.35% |
| Independent Family Office, LLC | 7,700 | $603,449 | 0.34% |
| Boston Standard Wealth Management, LLC | 10,115 | $793,000 | 0.17% |
| Breakwater Investment Management | 4,841 | $379,390 | 0.17% |
| OARSMAN CAPITAL, INC. | 4,831 | $378,605 | 0.08% |