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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
   NORTHWEST INVESTMENT COUNSELORS LLC 3 - 2024-03-31 189,395 $15,981,000 -622
   BANK OF AMERICA CORP /DE/ 2407 - 2024-03-31 128,536 $10,846,000 -13,829
   JANE STREET GROUP LLC 990 - 2024-03-31 87,519 $7,385,000 -63,724
   MANUFACTURERES LIFE INSURANCE CO 1430 - 2024-03-31 29,894 $2,522,000 -9,000
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1695 - 2024-03-31 25,026 $2,112,000 -29,769
   Boston Standard Wealth Management LLC 22 - 2024-03-31 20,507 $1,730,000 -51,450
   LPL FINANCIAL CORP 2724 - 2024-03-31 18,583 $1,568,000 -158
   BANK OF MONTREAL /CAN/ 1512 - 2024-03-31 17,296 $1,459,000 -6,468
   Independent Family Office LLC 35 - 2024-03-31 11,324 $956,000 -1,496
   M Financial Asset Management Inc. 8 - 2024-03-31 9,530 $804,000 -692
   HORIZON ASSET MANAGEMENT INC/NY 182 - 2024-03-31 8,558 $722,000 -1,266
   MORGAN STANLEY 4988 - 2024-03-31 8,168 $689,000 -1,811
   OARSMAN CAPITAL, INC. 123 - 2024-03-31 5,882 $496,000 -585
   ROYAL BANK OF CANADA 3468 - 2024-03-31 5,851 $494,000 -1,513
   Advisor Group Holdings Inc. 2971 - 2024-03-31 5,549 $468,000 -201
   TIAA TRUST NATIONAL ASSOCIATION 469 - 2024-03-31 4,620 $390,000 -342
   LEDYARD NATIONAL BANK 162 - 2024-03-31 4,526 $382,000 -707
   Wealthfront Advisers LLC 791 - 2024-03-31 3,821 $322,000 -319
   FTB Advisors Inc. 417 - 2024-03-31 3,817 $322,000 -238
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2791 - 2024-03-31 3,727 $315,000 -162
   Private Advisor Group LLC 1827 - 2024-03-31 3,559 $300,000 -3,042
   MML INVESTORS SERVICES LLC 2245 - 2024-03-31 2,851 $241,000 -209
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2923 - 2024-03-31 2,630 $222,000 -224
   Cherry Tree Wealth Management LLC 182 - 2024-03-31 1,556 $131,000 -155
   NATIONAL BANK OF CANADA /FI/ 1427 - 2024-03-31 964 $79,000 -3,592
   Millburn Ridgefield Corp 101 - 2024-03-31 290 $24,000 -740
   Delos Wealth Advisors LLC 108 - 2024-03-31 160 $14,000 -22
   CWM LLC 3853 - 2024-03-31 35 $3,000 -166

  28 Records found
  1    
  Page 1 of 1
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