iShares Global Timber & ForeWOODETF

13F holders, Q1 2024 (March 31)
85holders
1famous investor
$84.33avg. 13F price*

At the end of Q1 2024, 85 institutions reported holding iShares Global Timber & Fore (WOOD) in their 13F filings. The largest holders were 1832 Asset Management L.P. ($20.6M), Northwest Investment Counselors, LLC ($16.0M) and Bank of America Corp. ($10.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Global Timber & Fore
CUSIP
464288174
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 85Q1 2024Q2 2024: 83Q2 2024Q3 2024: 85Q3 2024Q4 2024: 83Q4 2024Q1 2025: 82Q1 2025Q2 2025: 82Q2 2025Q3 2025: 81Q3 2025Q4 2025: 79Q4 2025Q1 2026: 84Q1 2026Q2 2026: 79Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions7$969K
Exits8$1.9M

Ownership 85 holders

1832 Asset Management L.P. 0.04% No change 243,953 $20.6M
Northwest Investment Counselors, LLC 3.89% Reduce -0.3% 189,395 $16.0M
Bank of America Corp. 0.00% Reduce -9.7% 128,536 $10.8M
Jane Street Group, LLC 0.01% Reduce -42.1% 87,519 $7.4M
Envestnet Asset Management Inc. 0.00% Add +46.9% 32,157 $2.7M
Truist Financial Corp. 0.00% Add +51.0% 31,697 $2.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -23.1% 29,894 $2.5M
Alhambra Investment Management LLC 1.29% Add +12.4% 27,975 $2.4M
Wells Fargo & Company 0.00% Add +14.0% 27,955 $2.4M
Susquehanna International Group, LLP 0.00% Reduce -54.3% 25,026 $2.1M
Boston Standard Wealth Management, LLC 0.39% Reduce -71.5% 20,507 $1.7M
LPL Financial LLC 0.00% Reduce -0.8% 18,583 $1.6M
Bank of Montreal 0.00% Reduce -27.2% 17,296 $1.5M
Citadel Advisors 0.00% Add +99.1% 12,342 $1.0M
Independent Family Office, LLC 0.51% Reduce -11.7% 11,324 $956K
M Financial Asset Management, Inc. 2.24% Reduce -6.8% 9,530 $804K
Horizon Kinetics Asset Management LLC 0.01% Reduce -12.9% 8,558 $722K
Barometer Capital Management Inc. 0.18% Add +38.5% 9,000 $712K
Morgan Stanley 0.00% Reduce -18.1% 8,168 $689K
UBS Group AG 0.00% Add +3.1% 7,384 $623K
Cornerstone Advisors Asset Management, LLC 0.21% No change 6,915 $583K
Lodestar Private Asset Management LLC 0.08% No change 6,586 $556K
Endowment Wealth Management, Inc. 0.40% Add +151.5% 6,257 $528K
Oarsman Capital, Inc. 0.12% Reduce -9.1% 5,882 $496K
Royal Bank of Canada 0.00% Reduce -20.6% 5,851 $494K
Tortoise Investment Management, LLC 0.06% No change 5,684 $480K
Osaic Holdings, Inc. 0.00% Reduce -3.5% 5,549 $468K
CIBC Private Wealth Group LLC 0.00% No change 5,560 $467K
Captrust Financial Advisors 0.00% New 5,170 $436K
JPMorgan Chase & Co. 0.00% Add +23.3% 4,939 $417K
Breakwater Investment Management 0.19% — 4,841 $408K
Tiaa Trust, National Association 0.00% Reduce -6.9% 4,620 $390K
Ledyard National Bank 0.04% Reduce -13.5% 4,526 $382K
Commonwealth Equity Services, LLC 0.00% No change 4,334 $366K
Prospera Financial Services Inc 0.01% No change 4,264 $360K
Wealthfront Advisers LLC 0.00% Reduce -7.7% 3,821 $322K
First Horizon Advisors, Inc. 0.01% Reduce -5.9% 3,817 $322K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -4.2% 3,727 $315K
Stamos Capital Partners, L.P. 0.07% Add +6.2% 3,590 $303K
Private Advisor Group, LLC 0.00% Reduce -46.1% 3,559 $300K
Brookstone Capital Management 0.00% Add +0.7% 3,131 $264K
MML Investors Services, LLC 0.00% Reduce -6.8% 2,851 $241K
Cetera Investment Advisers 0.00% New 2,808 $237K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.8% 2,630 $222K
Raymond James & Associates 0.00% No change 2,588 $218K
Rather & Kittrell, Inc. 0.06% New 2,434 $205K
Simplex Trading, LLC 0.01% Add +465.7% 2,274 $191K
Comerica Bank 0.00% No change 2,000 $169K
Federation des caisses Desjardins du Quebec 0.00% No change 1,600 $135K
Cherry Tree Wealth Management, LLC 0.03% Reduce -9.1% 1,556 $131K
Clearstead Advisors, LLC 0.01% No change 1,463 $121K
Global Retirement Partners, LLC 0.00% No change 1,062 $90K
National Bank of Canada 0.00% Reduce -78.8% 964 $79K
Creative Financial Designs Inc. 0.01% Add +1.1% 756 $64K
Manchester Capital Management LLC 0.01% No change 700 $59K
Harbour Investments, Inc. 0.00% No change 617 $52K
Tompkins Financial Corp. 0.00% No change 500 $42K
Quent Capital, LLC 0.00% New 452 $38K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.9% 418 $35K
Steward Partners Investment Advisory, LLC 0.00% Add +89.5% 379 $32K
U S Global Investors Inc. 0.00% New 354 $30K
Smartleaf Asset Management LLC 0.01% No change 305 $26K
Millburn Ridgefield LLC 0.00% Reduce -71.8% 290 $24K
Chesapeake Asset Management LLC 0.02% No change 283 $24K
SouthState Bank Corp 0.00% No change 275 $23K
Venturi Wealth Management, LLC 0.00% No change 262 $22K
Thompson Investment Management, Inc. 0.00% No change 200 $17K
Franklin Resources Inc. 0.00% No change 190 $16K
JFS Wealth Advisors, LLC 0.00% No change 189 $16K
Salomon & Ludwin, LLC 0.00% No change 183 $15K
FMR LLC 0.00% New 175 $15K
Principal Securities, Inc. 0.00% No change 172 $15K
Delos Wealth Advisors, LLC 0.02% Reduce -12.1% 160 $14K
EPG Wealth Management LLC 0.00% No change 150 $13K
Qube Research & Technologies Ltd 0.00% No change 139 $12K
CENTRAL TRUST Co 0.00% No change 120 $10K
Riggs Asset Managment Co. Inc. 0.00% No change 100 $8K
Cutler Group LLC / CA 0.00% New 100 $8K
GAMMA Investing LLC 0.00% No change 73 $6K
Benjamin F. Edwards & Company, Inc. 0.00% No change 75 $6K
Cwm, LLC 0.00% Reduce -82.6% 35 $3K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 33 $3K
Clear Point Advisors Inc. 0.00% No change 10 $881
Glen Eagle Advisors, LLC 0.00% No change 1 $112
VitalStone Financial, LLC 0.00% No change 1 $0

"% of holder's portfolio" is WOOD's weight in each manager's 13F, not the share of iShares Global Timber & Fore the manager owns.