BANK OF MONTREAL /CAN/ - 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
BANK OF MONTREAL /CAN/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$934,101
+176.1%
12,458
+170.8%
0.00%
Q2 2023$338,265
+280.1%
4,601
+293.6%
0.00%
Q4 2022$88,996
+8.5%
1,169
+5.4%
0.00%
Q3 2022$82,000
-61.3%
1,109
-60.0%
0.00%
Q2 2022$212,000
+292.6%
2,770
+366.3%
0.00%
Q1 2022$54,000
-1.8%
5940.0%0.00%
Q4 2021$55,000
-51.3%
594
-54.4%
0.00%
Q3 2021$113,000
-89.2%
1,303
-88.3%
0.00%
-100.0%
Q2 2021$1,043,000
+4434.8%
11,160
+4225.6%
0.00%
Q1 2021$23,000
-99.9%
258
-99.9%
0.00%
-100.0%
Q3 2018$25,686,000
-12.0%
341,210
-8.7%
0.02%
-16.7%
Q2 2018$29,202,000
+53977.8%
373,810
+32719.1%
0.02%
Q1 2016$54,000
+42.1%
1,139
+41.1%
0.00%
Q4 2015$38,000
+660.0%
807
+661.3%
0.00%
Q3 2015$5,000
-44.4%
106
-31.6%
0.00%
Q2 2015$9,000
+50.0%
155
+47.6%
0.00%
Q1 2015$6,0000.0%1050.0%0.00%
Q4 2014$6,000
+20.0%
1050.0%0.00%
Q3 2014$5,0000.0%105
+1.9%
0.00%
Q2 2014$5,000
-91.2%
103
-90.7%
0.00%
Q1 2014$57,000
+1040.0%
1,103
+970.9%
0.00%
Q4 2013$5,000
-75.0%
103
-74.4%
0.00%
Q3 2013$20,000
+300.0%
403
+295.1%
0.00%
Q2 2013$5,0001020.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 11,980$1,018,0004.93%
NORTHWEST INVESTMENT COUNSELORS, LLC 193,533$16,450,0004.60%
Boston Standard Wealth Management, LLC 65,795$5,593,000,0001.67%
Independent Family Office, LLC 42,166$3,584,0001.47%
Delos Wealth Advisors, LLC 9,116$775,0000.85%
CAMG Solamere Management, LLC 8,710$741,0000.61%
MD Financial Management Inc. 248,523$21,139,0000.54%
BAROMETER CAPITAL MANAGEMENT INC. 18,900$1,606,500,0000.31%
OARSMAN CAPITAL, INC. 6,950$591,0000.24%
Essex Financial Services, Inc. 16,355$1,390,0000.16%
View complete list of ISHARES TR shareholders