ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 77 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,526,813 | +5.4% | 20,627 | +2.1% | 0.00% | +50.0% |
| Q2 2023 | $1,448,098 | -7.3% | 20,198 | -7.5% | 0.00% | -33.3% |
| Q1 2023 | $1,562,625 | -0.2% | 21,827 | +1.5% | 0.00% | 0.0% |
| Q4 2022 | $1,565,028 | +14.7% | 21,512 | +3.2% | 0.00% | 0.0% |
| Q3 2022 | $1,364,000 | -13.3% | 20,854 | -1.4% | 0.00% | 0.0% |
| Q2 2022 | $1,574,000 | +5.8% | 21,156 | +27.0% | 0.00% | +50.0% |
| Q1 2022 | $1,488,000 | -0.3% | 16,658 | +2.6% | 0.00% | 0.0% |
| Q4 2021 | $1,493,000 | +9.9% | 16,228 | +1.6% | 0.00% | 0.0% |
| Q3 2021 | $1,358,000 | +3.7% | 15,975 | +6.0% | 0.00% | 0.0% |
| Q2 2021 | $1,309,000 | +6.6% | 15,071 | +4.6% | 0.00% | 0.0% |
| Q1 2021 | $1,228,000 | +15.2% | 14,410 | +7.6% | 0.00% | 0.0% |
| Q4 2020 | $1,066,000 | +13.9% | 13,395 | -7.5% | 0.00% | 0.0% |
| Q3 2020 | $936,000 | +15.7% | 14,486 | -0.7% | 0.00% | 0.0% |
| Q2 2020 | $809,000 | +22.8% | 14,583 | +6.5% | 0.00% | 0.0% |
| Q1 2020 | $659,000 | +20.9% | 13,693 | +68.3% | 0.00% | +100.0% |
| Q4 2019 | $545,000 | – | 8,134 | – | 0.00% | – |
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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% |