ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 91 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.41 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $189,562 | +0.1% | 2,644 | 0.0% | 0.00% | – |
| Q1 2023 | $189,284 | -1.6% | 2,644 | 0.0% | 0.00% | – |
| Q4 2022 | $192,351 | +11.2% | 2,644 | 0.0% | 0.00% | – |
| Q3 2022 | $173,000 | -22.1% | 2,644 | -11.4% | 0.00% | – |
| Q2 2022 | $222,000 | +236.4% | 2,985 | +303.4% | 0.00% | – |
| Q1 2022 | $66,000 | +1000.0% | 740 | +640.0% | 0.00% | – |
| Q3 2019 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2019 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2019 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2018 | $6,000 | -25.0% | 100 | 0.0% | 0.00% | – |
| Q3 2018 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2018 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | – |
| Q3 2017 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | – |
| Q2 2017 | $6,000 | -95.7% | 100 | -96.2% | 0.00% | -100.0% |
| Q4 2014 | $138,000 | +7.8% | 2,600 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $128,000 | -6.6% | 2,600 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $137,000 | -7.4% | 2,600 | -8.8% | 0.00% | 0.0% |
| Q1 2014 | $148,000 | -2.0% | 2,850 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $151,000 | +18.0% | 2,850 | +9.6% | 0.00% | 0.0% |
| Q3 2013 | $128,000 | +8.5% | 2,600 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $118,000 | – | 2,600 | – | 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% |