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 | $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 ↓ |
|---|---|---|---|
| NORTHWEST INVESTMENT COUNSELORS, LLC | 194,129 | $14,122,849 | 4.08% |
| M Financial Asset Management, Inc. | 13,100 | $953 | 3.48% |
| Boston Standard Wealth Management, LLC | 77,252 | $5,620,000 | 1.67% |
| Independent Family Office, LLC | 28,470 | $2,071,193 | 1.24% |
| ECLECTIC ASSOCIATES INC /ADV | 13,002 | $945,863 | 0.46% |
| OARSMAN CAPITAL, INC. | 7,009 | $509,905 | 0.26% |
| Delos Wealth Advisors, LLC | 1,444 | $105,051 | 0.16% |
| M Holdings Securities, Inc. | 19,021 | $1,384 | 0.15% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 7,009 | $509,909 | 0.10% |
| OLD MISSION CAPITAL LLC | 40,970 | $2,980,567 | 0.08% |