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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,796 | -48.6% | 39 | -48.7% | 0.00% | – |
| Q1 2023 | $5,440 | -75.3% | 76 | -74.8% | 0.00% | – |
| Q4 2022 | $21,997 | +633.2% | 302 | +602.3% | 0.00% | – |
| Q3 2022 | $3,000 | -80.0% | 43 | -78.2% | 0.00% | – |
| Q2 2022 | $15,000 | -34.8% | 197 | -23.0% | 0.00% | – |
| Q1 2022 | $23,000 | +283.3% | 256 | +271.0% | 0.00% | – |
| Q4 2021 | $6,000 | 0.0% | 69 | -9.2% | 0.00% | – |
| Q3 2021 | $6,000 | -14.3% | 76 | -8.4% | 0.00% | – |
| Q2 2021 | $7,000 | +16.7% | 83 | +22.1% | 0.00% | – |
| Q1 2021 | $6,000 | +100.0% | 68 | +78.9% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 38 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 38 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | +50.0% | 38 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | -33.3% | 38 | -17.4% | 0.00% | – |
| Q2 2019 | $3,000 | -75.0% | 46 | -75.4% | 0.00% | – |
| Q1 2019 | $12,000 | +20.0% | 187 | +8.1% | 0.00% | – |
| Q4 2018 | $10,000 | -47.4% | 173 | -30.0% | 0.00% | – |
| Q3 2018 | $19,000 | – | 247 | – | 0.00% | – |
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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% |