iShares Global Timber & ForeWOODETF

13F holders, Q3 2024 (September 30)
85holders +2
8new positions
6sold out
$86.16avg. 13F price*

At the end of Q3 2024, 85 institutions reported holding iShares Global Timber & Fore (WOOD) in their 13F filings, up 2 from Q2 2024. 8 opened new positions and 6 sold out. The largest holders were 1832 Asset Management L.P. ($21.2M), Northwest Investment Counselors, LLC ($16.7M) and Bank of America Corp. ($9.0M).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions8$1.1M
Exits6$3.0M

All 13F filers, Q2 2024 → Q3 2024: 34,872 shares bought and 166,269 shares sold, net −131,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 85 holders

1832 Asset Management L.P. 0.04% Reduce -1.8% 245,733 $21.2M
Northwest Investment Counselors, LLC 3.79% Add +1.2% 194,110 $16.7M
Bank of America Corp. 0.00% Reduce -17.3% 104,880 $9.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -11.1% 36,294 $3.1M
Lynx Investment Advisory 1.64% Reduce -0.2% 26,366 $2.3M
Truist Financial Corp. 0.00% Reduce -19.1% 26,249 $2.3M
Envestnet Asset Management Inc. 0.00% Reduce -22.9% 25,196 $2.2M
LPL Financial LLC 0.00% Add +10.6% 21,240 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +3448.8% 14,834 $1.3M
Wells Fargo & Company 0.00% Reduce -9.6% 14,267 $1.2M
Jane Street Group, LLC 0.00% Reduce -79.7% 11,438 $986K
Alhambra Investment Management LLC 0.43% Reduce -57.3% 9,661 $832K
Morgan Stanley 0.00% Add +5.4% 7,828 $675K
Independent Family Office, LLC 0.33% No change 7,700 $664K
Cornerstone Advisors Asset Management, LLC 0.13% No change 6,915 $596K
Horizon Kinetics Asset Management LLC 0.01% Reduce -1.9% 6,850 $590K
M Financial Asset Management, Inc. 2.25% Reduce -6.2% 6,742 $580K
Lodestar Private Asset Management LLC 0.07% No change 6,595 $568K
Royal Bank of Canada 0.00% Add +1.9% 6,570 $566K
Endowment Wealth Management, Inc. 0.35% Reduce -0.2% 6,158 $531K
Osaic Holdings, Inc. 0.00% Reduce -0.0% 6,077 $524K
CIBC Private Wealth Group LLC 0.00% No change 5,560 $479K
Tortoise Investment Management, LLC 0.05% Reduce -0.9% 5,507 $475K
UBS Group AG 0.00% Reduce -32.3% 5,452 $470K
Captrust Financial Advisors 0.00% No change 4,940 $426K
Breakwater Investment Management 0.17% No change 4,841 $417K
Tiaa Trust, National Association 0.00% No change 4,412 $380K
Flow Traders U.S. LLC 0.02% New 4,412 $380K
Commonwealth Equity Services, LLC 0.00% Reduce -15.0% 4,293 $370K
Ledyard National Bank 0.03% Reduce -4.9% 4,226 $364K
Boston Standard Wealth Management, LLC 0.07% Reduce -58.6% 4,185 $361K
Brookstone Capital Management 0.01% Add +6.9% 4,023 $347K
Susquehanna International Group, LLP 0.00% Reduce -67.8% 3,973 $342K
Prospera Financial Services Inc 0.01% Reduce -9.0% 3,880 $334K
First Horizon Advisors, Inc. 0.01% No change 3,817 $329K
Stamos Capital Partners, L.P. 0.07% Add +3.1% 3,700 $319K
Wealthfront Advisers LLC 0.00% Reduce -5.0% 3,643 $314K
MML Investors Services, LLC 0.00% Add +5.4% 3,134 $270K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -14.5% 3,109 $268K
Raymond James & Associates 0.00% Add +11.8% 2,931 $253K
Cetera Investment Advisers 0.00% New 2,826 $244K
Rather & Kittrell, Inc. 0.05% New 2,434 $210K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -14.7% 2,401 $207K
Cerity Partners LLC 0.00% New 2,371 $204K
Comerica Bank 0.00% No change 2,000 $172K
Oarsman Capital, Inc. 0.03% Reduce -61.9% 1,842 $159K
Larson Financial Group LLC 0.01% Add +738.7% 1,602 $138K
Clearstead Advisors, LLC 0.00% No change 1,487 $128K
Global Retirement Partners, LLC 0.00% Add +1.0% 1,158 $100K
Cherry Tree Wealth Management, LLC 0.02% Reduce -6.9% 988 $85K
Creative Financial Designs Inc. 0.01% Add +16.7% 896 $77K
National Bank of Canada 0.00% No change 770 $66K
Manchester Capital Management LLC 0.01% No change 700 $60K
Harbour Investments, Inc. 0.00% No change 617 $53K
Tompkins Financial Corp. 0.00% No change 500 $43K
Bank of Montreal 0.00% No change 464 $40K
Quent Capital, LLC 0.00% New 452 $39K
FMR LLC 0.00% Add +0.3% 376 $32K
LRI Investments, LLC 0.00% New 357 $28K
Smartleaf Asset Management LLC 0.00% No change 305 $26K
Simplex Trading, LLC 0.00% Add +23.6% 288 $24K
SouthState Bank Corp 0.00% No change 275 $24K
Venturi Wealth Management, LLC 0.00% No change 262 $23K
Thompson Investment Management, Inc. 0.00% No change 200 $17K
Steward Partners Investment Advisory, LLC 0.00% No change 200 $17K
Federation des caisses Desjardins du Quebec 0.00% Reduce -83.3% 200 $17K
Chesapeake Asset Management LLC 0.01% Reduce -31.8% 193 $17K
JFS Wealth Advisors, LLC 0.00% No change 191 $16K
Franklin Resources Inc. 0.00% No change 190 $16K
Salomon & Ludwin, LLC 0.00% No change 183 $16K
Principal Securities, Inc. 0.00% No change 172 $15K
EPG Wealth Management LLC 0.00% Add +0.0% 150 $13K
CENTRAL TRUST Co 0.00% No change 120 $10K
Riggs Asset Managment Co. Inc. 0.00% No change 100 $9K
Aptus Capital Advisors, LLC 0.00% New 100 $9K
GAMMA Investing LLC 0.00% No change 52 $4K
Balentine LLC 0.00% New 51 $4K
Cwm, LLC 0.00% No change 35 $3K
Delos Wealth Advisors, LLC 0.00% Reduce -81.3% 30 $3K
JPMorgan Chase & Co. 0.00% Reduce -3.6% 27 $2K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 33 $2K
Jones Financial Companies LLLP 0.00% No change 15 $1K
Clear Point Advisors Inc. 0.00% No change 11 $914
Glen Eagle Advisors, LLC 0.00% No change 1 $115
VitalStone Financial, LLC 0.00% No change 1 $86

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