TRUIST FINANCIAL CORP - ISHARES TR ownership

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ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 96 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.2%.

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Quarter-by-quarter ownership
TRUIST FINANCIAL CORP ownership history of ISHARES TR
ValueSharesWeighting
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
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 190,735$14,118,1803.94%
Boston Standard Wealth Management, LLC 71,957$5,326,0001.41%
Alhambra Investment Management LLC 20,718$1,533,5461.01%
Independent Family Office, LLC 15,442$1,143,0170.71%
ECLECTIC ASSOCIATES INC /ADV 13,238$979,8700.50%
OARSMAN CAPITAL, INC. 6,607$489,0500.20%
GUARDIAN CAPITAL ADVISORS LP 22,830$1,706,3140.19%
BAROMETER CAPITAL MANAGEMENT INC. 6,300$466,3260.15%
Matrix Trust Co 4,752$3520.09%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,758$500,2100.09%
View complete list of ISHARES TR shareholders