TOCQUEVILLE ASSET MANAGEMENT L.P. - ISHARES TR ownership

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
TOCQUEVILLE ASSET MANAGEMENT L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$350,000
-69.1%
5,223
-72.3%
0.01%
-66.7%
Q2 2019$1,131,000
-6.5%
18,870
-0.9%
0.02%
-6.2%
Q1 2019$1,210,000
-41.7%
19,050
-47.5%
0.02%
-48.4%
Q4 2018$2,074,00036,3000.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,849$1,148,0004.76%
NORTHWEST INVESTMENT COUNSELORS, LLC 194,378$17,362,0004.59%
Boston Standard Wealth Management, LLC 67,099$5,993,000,0001.72%
Independent Family Office, LLC 42,089$3,759,0001.23%
SAXON INTERESTS, INC. 18,574$1,660,0000.88%
ECLECTIC ASSOCIATES INC /ADV 12,725$1,137,0000.72%
Delos Wealth Advisors, LLC 4,622$413,0000.41%
Rather & Kittrell, Inc. 3,923$350,0000.34%
NVWM, LLC 9,962$890,0000.28%
OARSMAN CAPITAL, INC. 7,065$631,0000.25%
View complete list of ISHARES TR shareholders