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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
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 261 - 2024-03-31 243,953 $20,585,000 0
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 127 - 2024-03-31 6,586 $556,000 0
   Tortoise Investment Management LLC 157 - 2024-03-31 5,684 $480,000 0
   Atlantic Trust Group LLC 852 - 2024-03-31 5,560 $467,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3050 - 2024-03-31 4,334 $366,000 0
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1389 - 2023-09-30 4,832 $358,000 0
   TIAA FSB 449 - 2023-06-30 4,962 $356,000 0
   RAYMOND JAMES & ASSOCIATES 3516 - 2024-03-31 2,588 $218,000 0
   COMERICA BANK 2363 - 2024-03-31 2,000 $169,000 0
   Hartland & Co. LLC 565 - 2024-03-31 1,463 $121,000 0
   Global Retirement Partners LLC 1120 - 2024-03-31 1,062 $90,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 452 - 2024-03-31 700 $59,000 0
   HARBOUR INVESTMENTS INC. 1456 - 2023-12-31 617 $50,000 0
   TOMPKINS FINANCIAL CORP 371 - 2024-03-31 500 $42,000 0
   Baldrige Asset Management LLC 189 - 2023-03-31 514 $37,000 0
   Smartleaf Asset Management LLC 689 - 2024-03-31 305 $25,000 0
   SCBT FINANCIAL CORP 440 - 2024-03-31 275 $23,000 0
   Venturi Wealth Management LLC 719 - 2024-03-31 262 $22,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 317 - 2024-03-31 200 $17,000 0
   JFS WEALTH ADVISORS, LLC 675 - 2024-03-31 189 $16,000 0
   FRANKLIN RESOURCES INC 2688 - 2024-03-31 190 $16,000 0
   Salomon & Ludwin LLC 500 - 2024-03-31 183 $15,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 195 - 2022-12-31 200 $15,000 0
   PRINCIPAL SECURITIES INC. 2139 - 2024-03-31 172 $15,000 0
   EPG Wealth Management LLC 379 - 2024-03-31 150 $13,000 0
   Qube Research & Technologies Ltd 3259 - 2024-03-31 139 $12,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 1069 - 2024-03-31 120 $10,000 0
   Riggs Asset Managment Co. Inc. 254 - 2024-03-31 100 $8,000 0
   GAMMA Investing LLC 2288 - 2024-03-31 73 $6,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1822 - 2024-03-31 75 $6,000 0
   Householder Group Estate & Retirement Specialist L 1003 - 2024-03-31 33 $3,000 0
   Clear Point Advisors Inc. 466 - 2024-03-31 10 $1,000 0
   PROEQUITIES INC. 9786 - 2024-03-31 0 $0 0
   VitalStone Financial LLC 620 - 2024-03-31 1 $0 0

  34 Records found
  1    
  Page 1 of 1
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