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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,036,280 | +3.2% | 14,000 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,003,730 | +0.1% | 14,000 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,002,260 | -32.9% | 14,000 | -24.6% | 0.00% | +33.3% |
| Q4 2022 | $1,494,597 | +63.2% | 18,566 | +32.6% | 0.00% | -25.0% |
| Q3 2022 | $916,000 | -12.1% | 14,000 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $1,042,000 | -16.6% | 14,000 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $1,250,000 | – | 14,000 | – | 0.01% | – |
Download | ||||||
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% |