iShares Global Timber & Forestry ETF (WOOD) Institutional Ownership

$82.83
+0.46 (+0.56%)
(As of 05/9/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Global Timber & Forestry ETF (NASDAQ:WOOD)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$12.51M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$8.36M
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WOOD Institutional Buying and Selling by Quarter

iShares Global Timber & Forestry ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024Ledyard National Bank4,526$382K0.0%-13.5%0.180%
5/9/2024Endowment Wealth Management Inc.6,257$528K0.4%+151.5%0.248%
5/2/2024 Quent Capital LLC452$38K0.0%N/A0.018%
5/1/2024 Cherry Tree Wealth Management LLC1,556$131K0.0%-9.1%0.062%
4/30/2024 Independent Family Office LLC11,324$956K0.5%-11.7%0.449%
4/30/2024 M Financial Asset Management Inc.9,530$804K2.3%-6.8%0.378%
4/24/2024 U S Global Investors Inc.354$30K0.0%N/A0.014%
4/12/2024 Northwest Investment Counselors LLC189,395$15.98M3.9%-0.3%7.891%
4/11/2024 Boston Standard Wealth Management LLC20,507$1.73M0.4%-71.5%0.854%
2/14/2024Barometer Capital Management Inc.6,500$528K0.2%+3.2%0.252%
2/14/2024Cullen Capital Management LLC2,500$203K0.0%N/A0.097%
2/14/2024Stamos Capital Partners L.P.3,380$275K0.1%-17.2%0.131%
2/13/20241832 Asset Management L.P.243,953$19.83M0.0%-1.8%9.456%
2/8/2024 M Financial Asset Management Inc.10,222$831K2.6%-21.7%0.396%
2/7/2024Endowment Wealth Management Inc.2,488$202K0.2%N/A0.096%
2/6/2024 Private Advisor Group LLC6,601$537K0.0%-10.9%0.256%
2/6/2024National Bank of Canada FI4,556$368K0.0%+50.8%0.177%
2/6/2024 Millburn Ridgefield Corp1,030$84K0.0%N/A0.040%
2/5/2024Ledyard National Bank5,233$425K0.0%-3.5%0.203%
2/5/2024 Matrix Trust Co4,489$365K0.1%-5.5%0.174%
2/2/2024Truist Financial Corp20,989$1.71M0.0%+1.8%0.814%
2/2/2024 Simplex Trading LLC402$32K0.0%N/A0.016%
1/30/2024 Independent Family Office LLC12,820$1.04M0.6%-17.0%0.497%
1/29/2024 Lodestar Private Asset Management LLC6,586$535K0.1%-2.5%0.255%
1/25/2024 International Assets Investment Management LLC26,956$2.19M0.0%N/A1.045%
1/24/2024 International Assets Investment Management LLC26,956$2.19M0.0%N/A1.045%
1/19/2024 Northwest Investment Counselors LLC190,017$15.45M4.1%-0.4%7.198%
1/17/2024 Alhambra Investment Management LLC24,889$2.02M1.2%+20.1%0.943%
1/16/2024 Raymond James Financial Services Advisors Inc.3,889$316K0.0%+15.7%0.147%
1/16/2024 Raymond James & Associates2,588$210K0.0%-14.6%0.098%
1/12/2024 Advisor Resource Council9,920$806K0.1%N/A0.376%
11/21/2023 Tompkins Financial Corp500$37K0.0%-33.3%0.019%
11/8/2023Barometer Capital Management Inc.6,300$466K0.2%N/A0.233%
11/3/2023 Private Advisor Group LLC7,407$548K0.0%-42.8%0.274%
11/1/2023 Wealthfront Advisers LLC3,905$289K0.0%+15.4%0.145%
10/30/2023 Matrix Trust Co4,752$352K0.1%-21.7%0.176%
10/27/2023Oarsman Capital Inc.6,607$489K0.2%-6.2%0.245%
10/27/2023TIAA Trust National Association4,962$367K0.0%N/A0.184%
10/24/2023 Raymond James & Associates3,032$224K0.0%-14.2%0.112%
10/17/2023 Alhambra Investment Partners LLC20,718$1.53M1.0%N/A0.767%
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10/12/2023 Northwest Investment Counselors LLC190,735$14.12M3.9%-2.2%7.064%
10/10/2023National Bank of Canada FI3,022$219K0.0%N/A0.112%
8/15/2023BlueCrest Capital Management Ltd10,393$745K0.0%N/A0.369%
8/14/2023Horizon Kinetics Asset Management LLC11,058$793K0.0%-4.6%0.392%
8/14/20231832 Asset Management L.P.250,325$17.95M0.0%+0.6%8.877%
8/11/2023The Manufacturers Life Insurance Company67,662$4.85M0.0%-7.3%2.399%
8/10/2023 Private Advisor Group LLC12,947$957K0.0%-12.1%0.459%
8/8/2023 Catalyst Capital Advisors LLC2,844$204K0.0%-10.2%0.101%
8/8/2023Prospera Financial Services Inc4,162$298K0.0%-4.5%0.148%
8/4/2023Envestnet Asset Management Inc.21,937$1.57M0.0%-1.7%0.778%
8/2/2023Bank of Montreal Can4,601$338K0.0%N/A0.163%
8/1/2023Truist Financial Corp20,198$1.45M0.0%-7.5%0.716%
7/31/2023LPL Financial LLC21,236$1.52M0.0%-1.7%0.753%
7/25/2023 Raymond James Financial Services Advisors Inc.3,501$251K0.0%-9.1%0.124%
7/25/2023 Raymond James & Associates3,532$253K0.0%-8.2%0.125%
7/25/2023 Independent Family Office LLC15,442$1.11M0.7%-40.9%0.548%
7/21/2023 Millburn Ridgefield Corp3,259$234K0.0%-6.1%0.116%
7/19/2023 Matrix Trust Co6,069$435K0.1%+85.7%0.215%
7/18/2023Virtue Capital Management LLC2,947$210K0.0%-35.4%0.105%
7/17/2023 Eclectic Associates Inc. ADV13,238$949K0.5%+1.8%0.469%
7/11/2023 Northwest Investment Counselors LLC195,109$13.99M3.7%+2.2%6.919%
7/6/2023 Boston Standard Wealth Management LLC83,393$5.98M1.5%+8.5%2.957%
5/15/2023 Catalyst Capital Advisors LLC3,167$227K0.0%-7.0%0.112%
5/10/2023 Private Advisor Group LLC14,727$1.05M0.0%N/A0.522%
5/9/2023Tortoise Investment Management LLC5,809$416K0.1%-6.2%0.206%
5/5/2023Truist Financial Corp21,827$1.56M0.0%+1.5%0.774%
5/4/2023 Wealthcare Advisory Partners LLC6,417$459K0.0%-43.2%0.228%
5/4/2023 Independent Family Office LLC26,147$1.87M1.1%-8.2%0.927%
5/1/2023 Csenge Advisory Group5,454$390K0.0%-22.8%0.193%
4/28/2023 Wealthfront Advisers LLC4,841$347K0.0%+59.7%0.172%
4/20/2023 Novare Capital Management LLC5,847$419K0.0%-17.0%0.207%
4/17/2023 Northwest Investment Counselors LLC190,858$13.66M3.8%-1.7%6.768%
4/14/2023 Raymond James Financial Services Advisors Inc.3,852$276K0.0%-3.7%0.137%
4/12/2023 Matrix Trust Co3,268$234K0.1%N/A0.116%
4/4/2023 Boston Standard Wealth Management LLC76,887$5.50M1.6%-0.5%2.615%
3/6/2023OLD Mission Capital LLC40,970$2.98M0.1%-10.5%1.394%
2/13/2023 Wealthcare Advisory Partners LLC11,288$821K0.0%+17.3%0.384%
2/13/2023 M&T Bank Corp4,566$476K0.0%-67.4%0.155%
2/13/2023M Holdings Securities Inc.19,021$1.38M0.1%-17.5%0.647%
2/13/2023 M Financial Asset Management Inc.13,100$953K3.5%+2.9%0.446%
2/9/2023Horizon Kinetics Asset Management LLC13,811$1.01M0.0%-5.4%0.470%
2/9/2023Mercer Global Advisors Inc. ADV3,000$218K0.0%N/A0.102%
2/8/2023 Raymond James Financial Services Advisors Inc.3,998$291K0.0%N/A0.136%
2/8/2023Belpointe Asset Management LLC2,074$151K0.0%-36.9%0.071%
2/7/2023 Catalyst Capital Advisors LLC3,406$248K0.0%+4.1%0.116%
2/7/2023Horizon Kinetics Asset Management LLC13,811$1.01M0.0%-5.4%0.470%
2/7/2023LPL Financial LLC24,675$1.80M0.0%-15.4%0.839%
2/7/2023Envestnet Asset Management Inc.21,939$1.60M0.0%+4.3%0.746%
2/3/2023Tortoise Investment Management LLC6,194$451K0.1%-14.5%0.211%
2/3/2023 CX Institutional9,122$664K0.0%-31.0%0.310%
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2/2/2023 Lodestar Private Asset Management LLC7,009$510K0.1%N/A0.238%
1/20/2023 Millburn Ridgefield Corp3,406$247K0.0%-15.3%0.116%
1/18/2023 Private Advisor Group LLC15,928$660.17M0.0%-17.3%0.542%
1/18/2023 Northwest Investment Counselors LLC194,129$14.12M4.1%+0.1%6.603%
1/17/2023 Novare Capital Management LLC7,047$513K0.1%-41.5%0.240%
1/10/2023 Boston Standard Wealth Management LLC77,252$5.62M1.7%+7.7%2.628%
11/17/2022M Holdings Securities Inc.23,054$1.51M0.2%-11.0%0.739%
11/16/2022Horizon Kinetics Asset Management LLC14,598$955K0.0%-2.5%0.477%
11/15/2022Belpointe Asset Management LLC3,289$215K0.0%-7.5%0.105%
11/14/2022OLD Mission Capital LLC45,775$3.00M0.1%N/A1.467%
(Data available from 1/1/2016 forward)

WOOD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WOOD shares?

During the previous two years, 70 institutional investors and hedge funds held shares of iShares Global Timber & Forestry ETF. The most heavily invested institutionals were 1832 Asset Management L.P. ($19.83M), Northwest Investment Counselors LLC ($15.98M), The Manufacturers Life Insurance Company ($4.85M), Clark Capital Management Group Inc. ($3.81M), OLD Mission Capital LLC ($2.98M), International Assets Investment Management LLC ($2.19M), and Alhambra Investment Management LLC ($2.02M).Learn more on WOOD's institutional investors.

Which institutional investors have been buying iShares Global Timber & Forestry ETF stock?

Of the 49 institutional investors that purchased iShares Global Timber & Forestry ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($53.91K), OLD Mission Capital LLC ($45.78K), M Holdings Securities Inc. ($32.58K), The Manufacturers Life Insurance Company ($25.70K), Alhambra Investment Partners LLC ($20.72K), Private Advisor Group LLC ($18.16K), and Boston Standard Wealth Management LLC ($16.66K).

How much institutional buying is happening at iShares Global Timber & Forestry ETF?

Institutional investors have bought a total of 372,417 shares in the last 24 months. This purchase volume represents approximately $28.26M in transactions.

Which iShares Global Timber & Forestry ETF major shareholders have been selling company stock?

Of the 43 institutional investors that sold iShares Global Timber & Forestry ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Boston Standard Wealth Management LLC ($51.82K), Clark Capital Management Group Inc. ($32.14K), Independent Family Office LLC ($26.11K), M Holdings Securities Inc. ($13.56K), Northwest Investment Counselors LLC ($12.30K), Private Advisor Group LLC ($11.91K), and M&T Bank Corp ($9.43K).

How much institutional selling is happening at iShares Global Timber & Forestry ETF?

Institutional investors have sold a total of 234,201 shares in the last 24 months. This volume of shares sold represents approximately $18.36M in transactions.


This page (NASDAQ:WOOD) was last updated on 5/10/2024 by MarketBeat.com Staff

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