Delos Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 105 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
Delos Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,578
+4.1%
1820.0%0.02%
-5.9%
Q2 2023$13,049
+0.1%
1820.0%0.02%
+6.2%
Q1 2023$13,030
-87.6%
182
-87.4%
0.02%
-90.1%
Q4 2022$105,051
+11.8%
1,4440.0%0.16%
+43.4%
Q3 2022$94,000
-19.0%
1,444
-7.6%
0.11%
-13.1%
Q2 2022$116,000
-71.9%
1,563
-66.2%
0.13%
-68.1%
Q1 2022$413,000
-51.8%
4,622
-50.3%
0.41%
-50.1%
Q4 2021$856,000
+10.5%
9,303
+2.1%
0.82%
-4.3%
Q3 2021$775,000
-52.4%
9,116
-51.4%
0.85%
-58.1%
Q2 2021$1,627,00018,7402.03%
Other shareholders
ISHARES TR shareholders Q2 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