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Get Institutions for : 
iShares S&P Global Timber & Forestry Idx (WOOD)  
$79.11 0.30 (0.38%) as of 4:30 Fri 4/26


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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 : 
 $72.44  
Last Quarter's Ending Price : 
 $81.30  
Last Quarter's Average Price : 
 $75.32  
Change from last quarter's     
avg. price to the last closing  : 
3.79 (5.03%)  




 
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: 3-31-2022 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 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. 253 - 2023-12-31 243,953 $19,833,000 -4,417
   NORTHWEST INVESTMENT COUNSELORS LLC 3 - 2024-03-31 189,395 $15,981,000 -622
   BANK OF AMERICA CORP /DE/ 2238 - 2023-12-31 142,365 $11,574,000 -5,943
   MANUFACTURERES LIFE INSURANCE CO 1312 - 2023-12-31 38,894 $3,162,000 -17,768
   ENVESTNET ASSET MANAGEMENT INC 2534 - 2023-12-31 21,884 $1,779,000 -33
   Boston Standard Wealth Management LLC 22 - 2024-03-31 20,507 $1,730,000 -51,450
   LPL FINANCIAL CORP 2629 - 2023-12-31 18,741 $1,524,000 -1,245
   Independent Family Office LLC 31 - 2023-12-31 12,820 $1,042,000 -2,622
   M Financial Asset Management Inc. 8 - 2023-12-31 10,222 $831,000 -2,831
   HORIZON ASSET MANAGEMENT INC/NY 169 - 2023-12-31 9,824 $799,000 -610
   Private Advisor Group LLC 1419 - 2023-12-31 6,601 $537,000 -806
   OARSMAN CAPITAL, INC. 115 - 2023-12-31 6,467 $526,000 -140
   Advisor Group Holdings Inc. 3206 - 2023-12-31 5,750 $468,000 -3,865
   LEDYARD NATIONAL BANK 154 - 2023-12-31 5,233 $425,000 -190
   Matrix Trust Co 53 - 2023-12-31 4,489 $365,000 -263
   COMMONWEALTH EQUITY SERVICES LLC. 2958 - 2023-12-31 4,334 $352,000 -196
   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
   Stamos Capital Partners L.P. 121 - 2023-12-31 3,380 $275,000 -700
   MML INVESTORS SERVICES LLC 2157 - 2023-12-31 3,060 $249,000 -50
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2923 - 2024-03-31 2,630 $222,000 -224
   Millburn Ridgefield Corp 101 - 2024-03-31 290 $24,000 -740
   CWM LLC 3853 - 2024-03-31 35 $3,000 -166
  24 Records found
  1    
  Page 1 of 1
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