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Get Institutions for : 
iShares S&P Global Timber & Forestry Idx (WOOD)  
$78.98 0.36 (0.45%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    4
Total shares held : 
 1,228,622  
% of shares held : 
 34.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 101,801  
% of shares held change : 
   2.88%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $80.68  
Last Quarter's Ending Price : 
 $84.38  
Last Quarter's Average Price : 
 $78.78  
Change from last quarter's     
avg. price to the last closing  : 
0.20 (0.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 22,234
 1.81%
 
Increased Positions :
19
 189,484
 15.42%
 
Unchanged Positions :
35
 109,628
 8.92%
 
Decreased Positions :
19
-43,013
-3.5%
 
Closed Positions :
11
-66,904
-5.45%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 2366 - 2024-03-31 32,157 $2,713,000 10,273
   BB&T CORP 1141 - 2024-03-31 31,697 $2,675,000 10,708
   Alhambra Investment Partners LLC 17 - 2024-03-31 27,975 $2,361,000 3,086
   WELLS FARGO & CO/MN 2454 - 2024-03-31 27,955 $2,359,000 3,426
   CITADEL ADVISORS LLC 3020 - 2024-03-31 12,342 $1,041,000 6,143
   BAROMETER CAPITAL MANAGEMENT INC. 76 - 2024-03-31 9,000 $712,000 2,500
   UBS Group AG 3905 - 2024-03-31 7,384 $623,000 221
   Endowment Wealth Management Inc. 62 - 2024-03-31 6,257 $528,000 3,769
   J P MORGAN CHASE & CO 3833 - 2024-03-31 4,939 $417,000 934
   PROSPERA FINANCIAL SERVICES 786 - 2023-12-31 4,264 $347,000 102
   Stamos Capital Partners L.P. 120 - 2024-03-31 3,590 $303,000 210
   Brookstone Capital Management 786 - 2024-03-31 3,131 $264,000 22
   SIMPLEX TRADING LLC 996 - 2024-03-31 2,274 $191,000 1,872
   CREATIVE FINANCIAL DESIGNS INC /ADV 663 - 2024-03-31 756 $64,000 8
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2188 - 2024-03-31 418 $35,000 27
   Steward Partners Investment Advisory LLC 2301 - 2024-03-31 379 $32,000 179
   Cutler Group LP 656 - 2024-03-31 100 $8,000 100
  17 Records found
  1    
  Page 1 of 1
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