Alaethes Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 100 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.57 and the average weighting 0.2%.

Quarter-by-quarter ownership
Alaethes Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$23,000
-4.2%
2580.0%0.02%0.0%
Q4 2021$24,000
+9.1%
2580.0%0.02%
-6.2%
Q3 2021$22,000
+4.8%
258
+5.3%
0.02%0.0%
Q2 2021$21,0002450.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 5,731$431,0005.56%
NORTHWEST INVESTMENT COUNSELORS, LLC 135,267$10,183,0003.91%
Boston Standard Wealth Management, LLC 40,219$3,009,000,0001.64%
MD Financial Management Inc. 314,067$23,693,0001.08%
NVWM, LLC 18,415$1,386,0000.88%
Aevitas Wealth Management, Inc. 8,968$675,0000.61%
M Holdings Securities, Inc. 19,724$1,485,0000.39%
PICTET BANK & TRUST Ltd 13,700$1,034,0000.32%
Tortoise Investment Management, LLC 13,128$988,0000.26%
OARSMAN CAPITAL, INC. 6,332$477,0000.19%
View complete list of ISHARES TR shareholders