Delos Wealth Advisors, 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
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 Q4 2021
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 194,129$14,122,8494.08%
M Financial Asset Management, Inc. 13,100$9533.48%
Boston Standard Wealth Management, LLC 77,252$5,620,0001.67%
Independent Family Office, LLC 28,470$2,071,1931.24%
ECLECTIC ASSOCIATES INC /ADV 13,002$945,8630.46%
OARSMAN CAPITAL, INC. 7,009$509,9050.26%
Delos Wealth Advisors, LLC 1,444$105,0510.16%
M Holdings Securities, Inc. 19,021$1,3840.15%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,009$509,9090.10%
OLD MISSION CAPITAL LLC 40,970$2,980,5670.08%
View complete list of ISHARES TR shareholders