Addison Advisors LLC - ISHARES TR ownership

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
Addison Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$13,822
+15.2%
1900.0%0.01%
+14.3%
Q3 2022$12,000
-14.3%
1900.0%0.01%
-12.5%
Q2 2022$14,000
-17.6%
1900.0%0.01%
-11.1%
Q1 2022$17,0000.0%1900.0%0.01%
-18.2%
Q4 2021$17,000
+6.2%
1900.0%0.01%
-15.4%
Q3 2021$16,0000.0%1900.0%0.01%0.0%
Q2 2021$16,000
+6.7%
1900.0%0.01%
-7.1%
Q4 2020$15,0001900.01%
Other shareholders
ISHARES TR shareholders Q4 2020
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