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iShares Global Timber & Forestry ETF (WOOD) Institutional Ownership

iShares Global Timber & Forestry ETF logo
$65.72 -0.40 (-0.60%)
As of 05/22/2026 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Global Timber & Forestry ETF (NASDAQ:WOOD)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$13.75M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$11.23M
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WOOD Institutional Buying and Selling by Quarter

iShares Global Timber & Forestry ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE121,529$8.62M0.0%+46.9%3.320%
5/19/2026 Arkadios Wealth Advisors8,200$582K0.0%+6.8%0.224%
5/18/2026 Royal Bank of Canada12,370$878K0.0%+30.0%0.338%
5/1/2026 Fifth Third Bancorp2,000$142K0.0%N/A0.055%
4/17/2026 Brookstone Capital Management6,602$468K0.0%+8.6%0.177%
2/17/2026 Cetera Investment Advisers3,855$278K0.0%+7.7%0.109%
2/17/2026 Osaic Holdings Inc.8,836$637K0.0%+62.9%0.250%
2/17/2026 Captrust Financial Advisors4,508$325K0.0%-7.8%0.127%
2/16/2026 MML Investors Services LLC4,512$325K0.0%+12.4%0.127%
2/13/2026 Cordoba Advisory Partners LLC6,587$474K0.1%N/A0.186%
2/13/2026 Arkadios Wealth Advisors7,680$553K0.0%+8.2%0.217%
2/13/2026 Wells Fargo & Company MN9,142$658K0.0%-41.8%0.258%
2/13/2026 Cullen Capital Management LLC6,560$472K0.0%N/A0.185%
2/12/2026 Jane Street Group LLC32,320$2.33M0.0%+29.2%0.913%
2/12/2026 Bank of Montreal Can2,697$194K0.0%+559.4%0.076%
2/12/2026 Stamos Capital Partners L.P.9,702$699K0.1%+45.8%0.274%
2/11/2026 LPL Financial LLC13,090$943K0.0%-9.0%0.370%
2/9/2026 Endowment Wealth Management Inc.8,033$578K0.3%+14.5%0.227%
2/6/2026 Larson Financial Group LLC404$29K0.0%-62.6%0.011%
2/2/2026 Truist Financial Corp27,322$1.97M0.0%-1.1%0.772%
1/30/2026 Wealthfront Advisers LLC2,897$209K0.0%-25.1%0.082%
1/23/2026 Fifth Third Securities Inc.2,826$204K0.0%N/A0.087%
1/22/2026 Comprehensive Money Management Services LLC37,155$2.68M1.8%+69.1%1.147%
1/15/2026 Brookstone Capital Management6,080$438K0.0%+8.5%0.188%
1/8/2026 Wealth Enhancement Advisory Services LLC92,726$6.80M0.0%-45.8%2.862%
1/1/2026 JPMorgan Chase & Co.2,086$153K0.0%+506.4%0.064%
11/21/2025 CIBC Bancorp USA Inc.5,560$408K0.0%N/A0.172%
11/19/2025 Sunbelt Securities Inc.2,093$154K0.0%-28.1%0.065%
11/18/2025 Advisory Services Network LLC400$29K0.0%N/A0.012%
11/17/2025 Flow Traders U.S. LLC35,351$2.60M0.1%N/A1.091%
11/17/2025 Bank of America Corp DE91,279$6.70M0.0%-0.4%2.817%
11/14/2025 Raymond James Financial Inc.7,377$542K0.0%+42.0%0.228%
11/13/2025 Tortoise Investment Management LLC2,993$220K0.0%-4.8%0.092%
11/7/2025 JPMorgan Chase & Co.2,086$153K0.0%+506.4%0.064%
11/6/2025 Lynx Investment Advisory26,435$1.94M1.2%+0.9%0.816%
11/6/2025 Endowment Wealth Management Inc.7,014$515K0.2%+2.9%0.216%
11/6/2025 Wealthfront Advisers LLC3,866$284K0.0%+16.7%0.119%
11/5/2025 Envestnet Asset Management Inc.25,989$1.91M0.0%+3.5%0.802%
11/3/2025 LRI Investments LLC362$27K0.0%-42.4%0.011%
11/3/2025 Truist Financial Corp27,619$2.03M0.0%+4.7%0.852%
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10/29/2025 Arkadios Wealth Advisors7,097$521K0.0%+10.9%0.219%
10/29/2025 Wealth Enhancement Advisory Services LLC171,233$12.22M0.0%-9.7%5.285%
10/28/2025 Lodestar Private Asset Management LLC4,908$360K0.0%-20.0%0.151%
10/24/2025 Comprehensive Money Management Services LLC21,975$1.61M1.1%+5.5%0.678%
10/21/2025Global Retirement Partners LLC1,742$128K0.0%+27.1%0.054%
10/15/2025 Brookstone Capital Management5,602$411K0.0%+5.1%0.170%
9/4/2025 Osaic Holdings Inc.6,351$467K0.0%-7.7%0.192%
8/15/2025 Captrust Financial Advisors5,291$388K0.0%+7.1%0.160%
8/15/2025 Bank of America Corp DE91,669$6.73M0.0%-7.9%2.778%
8/14/2025 Jane Street Group LLC7,396$543K0.0%-78.3%0.224%
8/14/2025 Raymond James Financial Inc.5,195$381K0.0%-8.8%0.157%
8/14/2025 Stamos Capital Partners L.P.10,939$802K0.1%+67.0%0.331%
8/13/2025 1832 Asset Management L.P.289,265$21.22M0.0%+12.3%8.766%
8/8/2025 Tortoise Investment Management LLC3,143$231K0.0%-7.4%0.095%
8/8/2025 Cetera Investment Advisers2,923$214K0.0%-6.6%0.089%
8/4/2025 Arkadios Wealth Advisors6,398$469K0.0%+12.3%0.194%
8/1/2025 Envestnet Asset Management Inc.25,105$1.84M0.0%+4.6%0.761%
7/31/2025 Wealthfront Advisers LLC3,313$243K0.0%+12.4%0.100%
7/30/2025 Brookstone Capital Management5,329$391K0.0%+9.9%0.161%
7/28/2025 Private Wealth Asset Management LLC350$26K0.0%N/A0.011%
7/25/2025 ONE Advisory Partners LLC2,845$215K0.1%N/A0.086%
7/25/2025 Lodestar Private Asset Management LLC6,137$450K0.1%-7.0%0.186%
7/18/2025 Lynx Investment Advisory26,196$1.92M1.3%-3.1%0.794%
7/10/2025 Wealth Enhancement Advisory Services LLC189,628$14.41M0.0%-0.4%5.853%
7/2/2025 Boston Standard Wealth Management LLC3,596$264K0.0%-64.4%0.130%
5/19/2025Jane Street Group LLC34,047$2.57M0.0%-4.8%1.234%
5/16/2025Jones Financial Companies Lllp2,684$202K0.0%+10,636.0%0.097%
5/15/2025Royal Bank of Canada9,947$750K0.0%-12.1%0.360%
5/15/2025Tortoise Investment Management LLC3,393$256K0.0%-30.1%0.123%
5/14/20251832 Asset Management L.P.257,519$19.43M0.0%+1.3%9.330%
5/14/2025Flow Traders U.S. LLC6,729$508K0.0%-85.9%0.244%
5/9/2025Endowment Wealth Management Inc.6,839$516K0.3%+8.7%0.248%
5/8/2025Arkadios Wealth Advisors5,698$430K0.0%N/A0.206%
5/6/2025Cetera Investment Advisers3,130$236K0.0%+11.6%0.113%
5/2/2025Wealthfront Advisers LLC2,948$222K0.0%-19.5%0.107%
5/1/2025LRI Investments LLC625$47K0.0%+74.6%0.023%
4/30/2025Cerity Partners LLC2,882$217K0.0%-6.5%0.104%
4/29/2025Envestnet Asset Management Inc.23,993$1.81M0.0%-1.9%0.869%
4/28/2025First Horizon Advisors Inc.980$74K0.0%-71.7%0.036%
4/23/2025Ledyard National Bank4,141$312K0.0%-4.3%0.150%
4/22/2025Comprehensive Money Management Services LLC20,934$1.58M1.3%-3.7%0.758%
4/22/2025Advisor Resource Council9,920$748K0.1%N/A0.359%
4/16/2025Wealth Enhancement Advisory Services LLC190,459$14.37M0.0%N/A6.104%
4/10/2025Matrix Trust Co3,022$228K0.0%N/A0.097%
4/8/2025Boston Standard Wealth Management LLC10,115$793K0.2%+170.6%0.324%
4/7/2025GAMMA Investing LLC3,922$296K0.0%+7,442.3%0.126%
3/4/2025Comprehensive Money Management Services LLC21,734$1.66M1.4%N/A0.697%
2/18/2025Sunbelt Securities Inc.2,913$222K0.0%N/A0.093%
2/17/2025Bank of America Corp DE101,578$7.75M0.0%-3.1%3.256%
2/14/2025Jane Street Group LLC35,759$2.73M0.0%+212.6%1.146%
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$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is the scale of what analysts are calling the biggest AI IPO in history.And right now, you can claim a stake before the company goes public, starting with just $500.Elon Musk is predicting this investment could climb 1,000x from here. Early access is available today.tc pixel

2/14/2025The Manufacturers Life Insurance Company15,369$1.17M0.0%-57.7%0.493%
2/14/2025Transce3nd LLC347$26K0.0%N/A0.011%
2/14/2025Generation Capital Management LLC5,000$382K0.3%N/A0.160%
2/13/2025Stamos Capital Partners L.P.6,530$498K0.1%+76.5%0.209%
2/13/2025Raymond James Financial Inc.6,296$481K0.0%N/A0.202%
2/13/2025Cerity Partners LLC3,082$235K0.0%+30.0%0.099%
2/13/2025Envestnet Asset Management Inc.24,449$1.87M0.0%-3.0%0.784%
2/13/2025Cullen Capital Management LLC11,900$908K0.0%N/A0.381%
2/13/2025Wells Fargo & Company MN12,124$926K0.0%-15.0%0.389%
2/13/2025Oarsman Capital Inc.1,602$122K0.0%-13.0%0.051%


WOOD Institutional Ownership - Frequently Asked Questions

During the previous two years, 67 institutional investors and hedge funds held shares of iShares Global Timber & Forestry ETF. The most heavily invested institutionals were 1832 Asset Management L.P. ($21.22M), Northwest Investment Counselors LLC ($16.73M), Bank of America Corp DE ($8.62M), Wealth Enhancement Advisory Services LLC ($6.80M), Comprehensive Money Management Services LLC ($2.68M), Flow Traders U.S. LLC ($2.60M), and Essential Planning LLC. ($2.41M).Learn more on iShares Global Timber & Forestry ETF's institutional investors.

Of the 53 institutional investors that purchased iShares Global Timber & Forestry ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($190.46K), 1832 Asset Management L.P. ($41.31K), Flow Traders U.S. LLC ($39.76K), Bank of America Corp DE ($38.78K), Comprehensive Money Management Services LLC ($38.06K), Jane Street Group LLC ($31.62K), and Essential Planning LLC. ($29.90K).

Institutional investors have bought a total of 189,628 shares in the last 24 months. This purchase volume represents approximately $13.75M in transactions.

Of the 18 institutional investors that sold iShares Global Timber & Forestry ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($97.73K), Jane Street Group LLC ($26.65K), Bank of America Corp DE ($8.28K), Wells Fargo & Company MN ($6.56K), Boston Standard Wealth Management LLC ($6.52K), Lodestar Private Asset Management LLC ($1.69K), and LPL Financial LLC ($1.29K).

Institutional investors have sold a total of 154,613 shares in the last 24 months. This volume of shares sold represents approximately $11.23M in transactions.



This page (NASDAQ:WOOD) was last updated on 5/23/2026 by MarketBeat.com Staff.
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