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 ↓ |
|---|---|---|---|
| NORTHWEST INVESTMENT COUNSELORS, LLC | 190,735 | $14,118,180 | 3.94% |
| Boston Standard Wealth Management, LLC | 71,957 | $5,326,000 | 1.41% |
| Alhambra Investment Management LLC | 20,718 | $1,533,546 | 1.01% |
| Independent Family Office, LLC | 15,442 | $1,143,017 | 0.71% |
| ECLECTIC ASSOCIATES INC /ADV | 13,238 | $979,870 | 0.50% |
| OARSMAN CAPITAL, INC. | 6,607 | $489,050 | 0.20% |
| GUARDIAN CAPITAL ADVISORS LP | 22,830 | $1,706,314 | 0.19% |
| BAROMETER CAPITAL MANAGEMENT INC. | 6,300 | $466,326 | 0.15% |
| Matrix Trust Co | 4,752 | $352 | 0.09% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 6,758 | $500,210 | 0.09% |