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WOOD Institutional Ownership

iShares Global Timber & Forestry ETF
1W: -4.3% 1M: -6.9% 3M: -1.4% YTD: -8.9% 1Y: -8.8% 3Y: -4.8% 5Y: -17.4%
$66.35
+0.14 (+0.21%)
 
Weekly Expected Move ±2.2%
$63 $65 $66 $68 $69
ETF NASDAQ · AUM $227.0M

Institutional Ownership — WOOD

95
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
62M
Total Invested
11
New Positions
24
Increased
31
Reduced
14
Closed
0.50
Put/Call Ratio

Ownership Trends

Top Institutional Holders (99 total)

# Holder Shares Value Change Change % Holding Period Filing
1 1832 Asset Management L.P. 325,118 $22M — +0.0% 18Q SEC ↗
2 BANK OF AMERICA CORP /DE 95,554 $6M -25,975 -21.4% 15Q SEC ↗
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 62,431 $4M +34,963 +127.3% 21Q SEC ↗
4 Comprehensive Money Management Service 36,745 $2M -460 -1.2% 7Q SEC ↗
5 Lynx Investment Advisory 31,861 $2M +1,870 +6.2% 9Q SEC ↗
6 ENVESTNET ASSET MANAGEMENT INC 30,009 $2M +1,963 +7.0% 31Q SEC ↗
7 FLOW TRADERS U.S. LLC 29,964 $2M +4,474 +17.6% 4Q SEC ↗
8 TRUIST FINANCIAL CORP 29,146 $2M +1,763 +6.4% 27Q SEC ↗
9 UBS Group AG 26,478 $2M -52,923 -66.7% 47Q SEC ↗
10 AMERIPRISE FINANCIAL INC NEW 25,822 $2M — +0.0% 1Q SEC ↗
11 Alliance Wealth Advisors, LLC /UT NEW 25,315 $2M — +0.0% 1Q SEC ↗
12 LPL Financial LLC 22,292 $1M +8,227 +58.5% 54Q SEC ↗
13 CITADEL ADVISORS LLC 17,552 $1M +3,956 +29.1% 2Q SEC ↗
14 ECLECTIC ASSOCIATES INC /ADV 14,048 $932K +130 +0.9% 2Q SEC ↗
15 MORGAN STANLEY 13,687 $908K -534 -3.8% 60Q SEC ↗
16 MANUFACTURERS LIFE INSURANCE COMPANY, 11,844 $786K +5,375 +83.1% 22Q SEC ↗
17 ROYAL BANK OF CANADA 9,683 $642K -2,687 -21.7% 67Q SEC ↗
18 Cordoba Advisory Partners LLC 9,326 $619K +1 +0.0% 3Q SEC ↗
19 Endowment Wealth Management, Inc. 8,622 $572K +474 +5.8% 11Q SEC ↗
20 Arkadios Wealth Advisors 8,428 $559K +228 +2.8% 6Q SEC ↗
21 Stamos Capital Partners, L.P. 7,957 $528K +1,347 +20.4% 13Q SEC ↗
22 Brookstone Capital Management 6,997 $464K +395 +6.0% 12Q SEC ↗
23 CORNERSTONE ADVISORS ASSET MANAGEMENT, 6,915 $459K — +0.0% 19Q SEC ↗
24 RAYMOND JAMES FINANCIAL INC 6,804 $451K -83 -1.2% 7Q SEC ↗
25 CIBC Bancorp USA Inc. 5,560 $369K — +0.0% 2Q SEC ↗
26 OSAIC HOLDINGS, INC. 5,243 $348K -3,606 -40.8% 26Q SEC ↗
27 MML INVESTORS SERVICES, LLC 5,170 $343K +2,191 +73.5% 13Q SEC ↗
28 HORIZON KINETICS ASSET MANAGEMENT LLC 4,915 $326K -345 -6.6% 24Q SEC ↗
29 CAPTRUST FINANCIAL ADVISORS 4,889 $324K +381 +8.5% 10Q SEC ↗
30 LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,765 $316K -22 -0.5% 15Q SEC ↗
31 Virtue Capital Management, LLC NEW 4,682 $311K — +0.0% 1Q SEC ↗
32 TIAA-CREF INDIVIDUAL & INSTITUTIONAL S 4,412 $293K — +0.0% 2Q SEC ↗
33 Breakwater Investment Management 4,184 $278K -283 -6.3% 10Q SEC ↗
34 Boston Standard Wealth Management, LLC 3,765 $250K +34 +0.9% 32Q SEC ↗
35 Fifth Third Securities, Inc. 3,521 $234K +373 +11.8% 3Q SEC ↗
36 Prospera Financial Services Inc 3,293 $218K — +0.0% 21Q SEC ↗
37 Global Retirement Partners, LLC NEW 2,754 $183K — +0.0% 1Q SEC ↗
38 WELLS FARGO & COMPANY/MN 2,369 $157K -4,023 -62.9% 68Q SEC ↗
39 Farther Finance Advisors, LLC 2,324 $154K -4,252 -64.7% 2Q SEC ↗
40 JPMORGAN CHASE & CO 2,217 $147K -48 -2.1% 11Q SEC ↗
41 FIFTH THIRD BANCORP 2,000 $133K — +0.0% 2Q SEC ↗
42 Clearstead Advisors, LLC 1,595 $106K +64 +4.2% 15Q SEC ↗
43 Cherry Tree Wealth Management, LLC 988 $66K — +0.0% 13Q SEC ↗
44 MERCER GLOBAL ADVISORS INC /ADV NEW 874 $58K — +0.0% 1Q SEC ↗
45 Manchester Capital Management LLC 700 $46K — +0.0% 13Q SEC ↗
46 SBI Securities Co., Ltd. 465 $31K -9 -1.9% 7Q SEC ↗
47 JONES FINANCIAL COMPANIES LLLP 415 $28K +185 +80.4% 9Q SEC ↗
48 LRI Investments, LLC 362 $24K — +0.0% 8Q SEC ↗
49 Private Wealth Asset Management, LLC 350 $23K — +0.0% 5Q SEC ↗
50 CWM, LLC 312 $21K — +0.0% 17Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +34,963 +127.3% 62,431
LPL Financial LLC +8,227 +58.5% 22,292
MANUFACTURERS LIFE INSURANCE COMPAN +5,375 +83.1% 11,844
FLOW TRADERS U.S. LLC +4,474 +17.6% 29,964
CITADEL ADVISORS LLC +3,956 +29.1% 17,552
MML INVESTORS SERVICES, LLC +2,191 +73.5% 5,170
ENVESTNET ASSET MANAGEMENT INC +1,963 +7.0% 30,009
Lynx Investment Advisory +1,870 +6.2% 31,861
TRUIST FINANCIAL CORP +1,763 +6.4% 29,146
Stamos Capital Partners, L.P. +1,347 +20.4% 7,957
Endowment Wealth Management, Inc. +474 +5.8% 8,622
Brookstone Capital Management +395 +6.0% 6,997
CAPTRUST FINANCIAL ADVISORS +381 +8.5% 4,889
Fifth Third Securities, Inc. +373 +11.8% 3,521
Arkadios Wealth Advisors +228 +2.8% 8,428
JONES FINANCIAL COMPANIES LLLP +185 +80.4% 415
ECLECTIC ASSOCIATES INC /ADV +130 +0.9% 14,048
Clearstead Advisors, LLC +64 +4.2% 1,595
Boston Standard Wealth Management, +34 +0.9% 3,765
Rossby Financial, LCC +3 +1.1% 264
Biggest Decreases (17)
HolderReducedChange %Total Shares
UBS Group AG -52,923 -66.7% 26,478
BANK OF AMERICA CORP /DE -25,975 -21.4% 95,554
Farther Finance Advisors, LLC -4,252 -64.7% 2,324
WELLS FARGO & COMPANY/MN -4,023 -62.9% 2,369
OSAIC HOLDINGS, INC. -3,606 -40.8% 5,243
ROYAL BANK OF CANADA -2,687 -21.7% 9,683
MORGAN STANLEY -534 -3.8% 13,687
Comprehensive Money Management Serv -460 -1.2% 36,745
SIMPLEX TRADING, LLC -392 -75.4% 128
HORIZON KINETICS ASSET MANAGEMENT L -345 -6.6% 4,915
Breakwater Investment Management -283 -6.3% 4,184
FMR LLC -200 -72.7% 75
RAYMOND JAMES FINANCIAL INC -83 -1.2% 6,804
O'SHAUGHNESSY ASSET MANAGEMENT, LLC -58 -24.1% 183
JPMORGAN CHASE & CO -48 -2.1% 2,217
LODESTAR PRIVATE ASSET MANAGEMENT L -22 -0.5% 4,765
SBI Securities Co., Ltd. -9 -1.9% 465

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms