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DaveManuel.com · Institutional Ownership · Who Owns It

iShares S&P Global Timber & Forestry (WOOD)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

80
Reporting holders
$62.4M
Reported value
0.4%
Calls
0.0%
Puts
-5
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
1832 Asset Management L.P.$21.5M325,1180.01%18qHELD
BANK OF AMERICA CORP /DE/$6.3M95,5540.00%31q-21.4%-$1.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.4M
incl. $218.6K options CALL
62,4310.00%24q+127.3%+$2.4M
Comprehensive Money Management Services LLC$2.4M36,7451.53%7q-1.2%-$30.5K
Lynx Investment Advisory$2.1M31,8610.69%9q+6.2%+$123.9K
ENVESTNET ASSET MANAGEMENT INC$2.0M30,0090.00%31q+7.0%+$130.0K
FLOW TRADERS U.S. LLC$2.0M29,9640.08%4q+17.6%+$296.4K
TRUIST FINANCIAL CORP$1.9M29,1460.00%27q+6.4%+$116.8K
UBS Group AG$1.8M26,4780.00%31q-66.7%-$3.5M
AMERIPRISE FINANCIAL INC$1.7M25,8220.00%newNEW
Alliance Wealth Advisors, LLC /UT$1.7M25,3150.32%newNEW
LPL Financial LLC$1.5M22,2920.00%31q+58.5%+$545.0K
CITADEL ADVISORS LLC$1.2M17,5520.00%3q+29.1%+$262.1K
ECLECTIC ASSOCIATES INC /ADV$930.6K14,0480.11%2q+0.9%+$8.6K
MORGAN STANLEY$906.8K13,6870.00%35q-3.8%-$35.4K
MANUFACTURERS LIFE INSURANCE COMPANY, THE$784.6K11,8440.00%22q+83.1%+$356.1K
ROYAL BANK OF CANADA$641.0K9,6830.00%31q-21.7%-$177.9K
Cordoba Advisory Partners LLC$617.8K9,3260.13%3qHELD
Endowment Wealth Management, Inc.$571.2K8,6220.22%11q+5.8%+$31.4K
Arkadios Wealth Advisors$558.3K8,4280.01%6q+2.8%+$15.1K
Stamos Capital Partners, L.P.$527.1K7,9570.08%13q+20.4%+$89.2K
Brookstone Capital Management$463.5K6,9970.00%12q+6.0%+$26.2K
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$458.1K6,9150.06%19qHELD
RAYMOND JAMES FINANCIAL INC$450.8K6,8040.00%7q-1.2%-$5.5K
CIBC Bancorp USA Inc.$368.3K5,5600.00%2qHELD
OSAIC HOLDINGS, INC.$347.7K5,2430.00%26q-40.8%-$239.1K
MML INVESTORS SERVICES, LLC$342.5K5,1700.00%13q+73.5%+$145.1K
HORIZON KINETICS ASSET MANAGEMENT LLC$325.6K4,9150.00%24q-6.6%-$22.9K
CAPTRUST FINANCIAL ADVISORS$323.9K4,8890.00%10q+8.5%+$25.2K
LODESTAR PRIVATE ASSET MANAGEMENT LLC$315.6K4,7650.03%15qHELD
Virtue Capital Management, LLC$310.2K4,6820.04%newNEW
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$292.3K4,4120.00%2qHELD
Breakwater Investment Management$277.2K4,1840.09%10q-6.3%-$18.7K
Boston Standard Wealth Management, LLC$249.0K3,7650.04%31q+0.9%+$2.2K
Fifth Third Securities, Inc.$233.2K3,5210.01%3q+11.8%+$24.7K
Coppell Advisory Solutions LLC$221.5K75?0.02%new
Prospera Financial Services Inc$218.1K3,2930.00%21qHELD
Global Retirement Partners, LLC$182.4K2,7540.00%29q+48.9%+$59.9K
WELLS FARGO & COMPANY/MN$156.9K2,3690.00%31q-62.9%-$266.5K
Farther Finance Advisors, LLC$153.9K2,3240.00%2q-64.7%-$281.7K
JPMORGAN CHASE & CO$147.2K2,2170.00%11q-2.1%-$3.2K
FIFTH THIRD BANCORP$132.5K2,0000.00%2qHELD
Clearstead Advisors, LLC$105.7K1,5950.00%15q+4.2%+$4.2K
Cherry Tree Wealth Management, LLC$65.4K9880.01%13qHELD
Manchester Capital Management LLC$46.4K7000.01%13qHELD
SBI Securities Co., Ltd.$30.8K4650.00%7q-1.9%
JONES FINANCIAL COMPANIES LLLP$27.7K4150.00%9q+80.4%+$12.3K
LRI Investments, LLC$24.0K3620.00%8qHELD
Private Wealth Asset Management, LLC$23.2K3500.00%5qHELD
Smartleaf Asset Management LLC$20.2K3050.00%11qHELD
BANK OF MONTREAL /CAN/$19.9K3000.00%22qHELD
Topsail Wealth Management, LLC$19.9K3000.00%7qHELD
REYL & Cie S.A.$19.2K2700.02%newFIRST
SouthState Bank Corp$18.2K2750.00%20qHELD
Rossby Financial, LCC$17.5K2640.00%3q+1.1%
Tradewinds Capital Management, LLC$17.2K2600.00%3qHELD
Larson Financial Group LLC$14.2K2140.00%9q+0.9%
Intesa Sanpaolo Wealth Management$13.4K2020.00%3qHELD
THOMPSON INVESTMENT MANAGEMENT, INC.$13.2K2000.00%14qHELD
Steward Partners Investment Advisory, LLC$13.2K2000.00%29qHELD
Federation des caisses Desjardins du Quebec$13.2K2000.00%27qHELD
JFS WEALTH ADVISORS, LLC$12.9K1950.00%20q+0.5%
Mondrian Investment Partners LTD$12.9K1950.00%newNEW
NATIONAL BANK OF CANADA /FI/$12.8K1930.00%12qHELD
CoreCap Advisors, LLC$12.7K1920.00%6qHELD
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$12.1K1830.00%5q-24.1%-$3.8K
TRUST CO OF VERMONT$9.9K1500.00%newNEW
EPG Wealth Management LLC$9.9K1500.00%13qHELD
SIMPLEX TRADING, LLC$8.5K1280.00%2q-75.4%-$26.0K
Basepoint Wealth LLC$6.9K1040.00%3q+1.0%
CENTRAL TRUST Co$6.4K960.00%2qHELD
CHILTON CAPITAL MANAGEMENT LLC$6.0K900.00%newNEW
FMR LLC$5.0K750.00%10q-72.7%-$13.2K
Medallion Wealth Advisors, LLC$4.8K730.00%7qHELD
BFC Planning, Inc.$4.0K600.00%7q+1.7%
CREATIVE FINANCIAL DESIGNS INC /ADV$3.1K470.00%21qHELD
Delos Wealth Advisors, LLC$2.0K300.00%5qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.7K250.00%23qHELD
CX Institutional$1.0K140.00%6qHELD
GAMMA Investing LLC$13220.00%11qHELD
Russell Investments Group, Ltd.$8810.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202622$7.1M104,9222340.0%
Q2 202680$62.4M938,529725160.4%
Q1 202685$71.8M998,396918191.4%
Q4 202581$64.6M892,252625200.3%
Q3 202583$71.0M947,722719182.5%
Q2 202583$68.5M909,131821181.9%
Q1 202583$71.6M914,4001118193.7%
Q4 202484$63.7M804,774317233.4%
Q3 202485$79.2M899,394813262.2%
Q2 202484$81.0M1,030,862720290.2%
Q1 202484$95.1M1,102,623716262.3%
Q4 202384$102.6M1,251,4461116201.4%
Q3 202381$86.9M1,141,6671111232.7%
Q2 202381$94.1M1,268,373916263.3%
Q1 202384$87.4M1,192,4281011272.3%
Q4 202291$92.7M1,238,701913353.3%
Q3 202289$5.2B78,682,6071010290.1%
Q2 202297$5.6B75,207,258728290.1%
Q1 2022108$8.0B89,194,2252127230.0%
Q4 2021100$8.2B89,355,4561322280.0%
Q3 202192$7.3B86,178,551924280.1%
Q2 2021104$6.9B78,903,1312828240.3%
Q1 202189$5.9B69,093,6281825240.0%
Q4 202077$5.7B71,825,2842215160.0%
Q3 202061$4.4B68,001,7071315110.0%
Q2 202054$3.7B66,223,876614180.0%
Q1 202061$225.5M4,689,414816160.0%
Q4 201982$3.9B58,355,5962116140.0%
Q3 201967$3.2B55,248,258716160.0%
Q2 201970$3.3B53,810,011726210.0%
Q1 201970$3.1B47,510,204819230.0%
Q4 201874$2.6B45,675,3333220.0%