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 | $979,870 | +3.2% | 13,238 | 0.0% | 0.50% | +6.6% |
| Q2 2023 | $949,091 | +2.0% | 13,238 | +1.8% | 0.47% | -2.1% |
| Q1 2023 | $930,781 | -1.6% | 13,002 | 0.0% | 0.48% | +3.7% |
| Q4 2022 | $945,863 | +11.3% | 13,002 | +0.1% | 0.46% | -17.4% |
| Q3 2022 | $850,000 | -12.0% | 12,984 | 0.0% | 0.56% | -14.2% |
| Q2 2022 | $966,000 | -15.0% | 12,984 | +2.0% | 0.65% | -10.5% |
| Q1 2022 | $1,137,000 | – | 12,725 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 11,980 | $1,018,000 | 4.93% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 193,533 | $16,450,000 | 4.60% |
| Boston Standard Wealth Management, LLC | 65,795 | $5,593,000,000 | 1.67% |
| Independent Family Office, LLC | 42,166 | $3,584,000 | 1.47% |
| Delos Wealth Advisors, LLC | 9,116 | $775,000 | 0.85% |
| CAMG Solamere Management, LLC | 8,710 | $741,000 | 0.61% |
| MD Financial Management Inc. | 248,523 | $21,139,000 | 0.54% |
| BAROMETER CAPITAL MANAGEMENT INC. | 18,900 | $1,606,500,000 | 0.31% |
| OARSMAN CAPITAL, INC. | 6,950 | $591,000 | 0.24% |
| Essex Financial Services, Inc. | 16,355 | $1,390,000 | 0.16% |