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 | $1,775,994 | -5.5% | 23,993 | -8.5% | 0.00% | 0.0% |
| Q2 2023 | $1,880,230 | -4.7% | 26,225 | -4.8% | 0.00% | 0.0% |
| Q1 2023 | $1,972,372 | +25.4% | 27,550 | +27.4% | 0.00% | – |
| Q4 2022 | $1,573,073 | -14.2% | 21,623 | -22.8% | 0.00% | -100.0% |
| Q3 2022 | $1,833,000 | -5.0% | 28,004 | +8.0% | 0.00% | 0.0% |
| Q2 2022 | $1,930,000 | -73.4% | 25,933 | -68.1% | 0.00% | -50.0% |
| Q1 2022 | $7,267,000 | +211.4% | 81,354 | +220.6% | 0.00% | +100.0% |
| Q4 2021 | $2,334,000 | -41.1% | 25,376 | -45.6% | 0.00% | 0.0% |
| Q3 2021 | $3,962,000 | +31.1% | 46,607 | +33.9% | 0.00% | 0.0% |
| Q2 2021 | $3,021,000 | +130.3% | 34,797 | +126.2% | 0.00% | – |
| Q1 2021 | $1,312,000 | -0.4% | 15,386 | -7.0% | 0.00% | – |
| Q4 2020 | $1,317,000 | -32.5% | 16,545 | -45.1% | 0.00% | -100.0% |
| Q3 2020 | $1,950,000 | +4.4% | 30,157 | -10.4% | 0.00% | 0.0% |
| Q2 2020 | $1,867,000 | +51.9% | 33,666 | +31.9% | 0.00% | – |
| Q1 2020 | $1,229,000 | -40.7% | 25,533 | -17.4% | 0.00% | -100.0% |
| Q4 2019 | $2,071,000 | +133.2% | 30,907 | +104.0% | 0.00% | – |
| Q3 2019 | $888,000 | -23.6% | 15,151 | -21.8% | 0.00% | – |
| Q2 2019 | $1,162,000 | -0.2% | 19,377 | +5.8% | 0.00% | – |
| Q1 2019 | $1,164,000 | -12.7% | 18,321 | -21.6% | 0.00% | – |
| Q4 2018 | $1,334,000 | -81.5% | 23,361 | -75.6% | 0.00% | -100.0% |
| Q3 2018 | $7,196,000 | +28.3% | 95,586 | +33.2% | 0.00% | 0.0% |
| Q2 2018 | $5,607,000 | -0.8% | 71,769 | -0.5% | 0.00% | 0.0% |
| Q1 2018 | $5,652,000 | +15.9% | 72,136 | +5.2% | 0.00% | +100.0% |
| Q4 2017 | $4,877,000 | +13.3% | 68,566 | +6.4% | 0.00% | 0.0% |
| Q3 2017 | $4,304,000 | +24.5% | 64,439 | +14.2% | 0.00% | 0.0% |
| Q2 2017 | $3,457,000 | +0.4% | 56,426 | -5.6% | 0.00% | 0.0% |
| Q1 2017 | $3,444,000 | +29.8% | 59,768 | +20.7% | 0.00% | 0.0% |
| Q4 2016 | $2,654,000 | +373.9% | 49,515 | +344.4% | 0.00% | – |
| Q3 2016 | $560,000 | +0.2% | 11,143 | -9.8% | 0.00% | – |
| Q2 2016 | $559,000 | -3.5% | 12,348 | -0.1% | 0.00% | – |
| Q1 2016 | $579,000 | -80.4% | 12,359 | -80.0% | 0.00% | -100.0% |
| Q4 2015 | $2,953,000 | -26.2% | 61,800 | -31.3% | 0.00% | -50.0% |
| Q3 2015 | $4,004,000 | -16.3% | 89,960 | -1.2% | 0.00% | 0.0% |
| Q2 2015 | $4,783,000 | -51.5% | 91,049 | -49.6% | 0.00% | 0.0% |
| Q1 2015 | $9,858,000 | +68.4% | 180,484 | +63.2% | 0.00% | 0.0% |
| Q4 2014 | $5,855,000 | +5.8% | 110,608 | -1.4% | 0.00% | 0.0% |
| Q3 2014 | $5,532,000 | -9.7% | 112,197 | -3.2% | 0.00% | -33.3% |
| Q2 2014 | $6,127,000 | +3.8% | 115,962 | +1.7% | 0.00% | 0.0% |
| Q1 2014 | $5,905,000 | -9.5% | 113,999 | -7.6% | 0.00% | 0.0% |
| Q4 2013 | $6,526,000 | +9.9% | 123,398 | +2.6% | 0.00% | 0.0% |
| Q3 2013 | $5,940,000 | +10.0% | 120,229 | +0.8% | 0.00% | 0.0% |
| Q2 2013 | $5,399,000 | – | 119,251 | – | 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% |