ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 78 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,578 | +4.1% | 182 | 0.0% | 0.02% | -5.9% |
| Q2 2023 | $13,049 | +0.1% | 182 | 0.0% | 0.02% | +6.2% |
| Q1 2023 | $13,030 | -87.6% | 182 | -87.4% | 0.02% | -90.1% |
| Q4 2022 | $105,051 | +11.8% | 1,444 | 0.0% | 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 | $1,627,000 | – | 18,740 | – | 2.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 11,980 | $1,018,000 | 4.93% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 193,533 | $16,450,000 | 4.60% |
| Boston Standard Wealth Management, LLC | 65,795 | $5,593,000,000 | 1.67% |
| Independent Family Office, LLC | 42,166 | $3,584,000 | 1.47% |
| Delos Wealth Advisors, LLC | 9,116 | $775,000 | 0.85% |
| CAMG Solamere Management, LLC | 8,710 | $741,000 | 0.61% |
| MD Financial Management Inc. | 248,523 | $21,139,000 | 0.54% |
| BAROMETER CAPITAL MANAGEMENT INC. | 18,900 | $1,606,500,000 | 0.31% |
| OARSMAN CAPITAL, INC. | 6,950 | $591,000 | 0.24% |
| Essex Financial Services, Inc. | 16,355 | $1,390,000 | 0.16% |