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Ishares Global Timber & Fore (WOOD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lynx Investment Advisory
UNCHANGED
Shares31,861 from 31,861
Change0 (0%)
Value$2.1M (+$31.1K)
Filed 2026-10-27
Alliance Wealth Advisors, LLC
INCREASED
Shares27,929 from 25,315
Change+2,614 (+10%)
Value$1.9M (+$200.5K)
Filed 2026-10-28
Eclectic Associates Inc
UNCHANGED
Shares14,048 from 14,048
Change0 (0%)
Value$944.3K (+$13.7K)
Filed 2026-10-09
Endowment Wealth Management, Inc.
INCREASED
Shares9,511 from 8,622
Change+889 (+10%)
Value$639.3K (+$68.2K)
Filed 2026-11-03
Cordoba Advisory Partners LLC
UNCHANGED
Shares9,326 from 9,326
Change0 (0%)
Value$626.9K (+$9.1K)
Filed 2026-10-19
Lodestar Private Asset Management LLC
DECREASED
Shares4,740 from 4,765
Change-25 (-1%)
Value$318.6K (+$3.0K)
Filed 2026-10-26
Fifth Third Securities, Inc.
INCREASED
Shares4,045 from 3,521
Change+524 (+15%)
Value$271.9K (+$38.7K)
Filed 2026-10-21
Boston Standard Wealth Management, LLC
UNCHANGED
Shares3,765 from 3,765
Change0 (0%)
Value$253.1K (+$4.1K)
Filed 2026-10-07
Breakwater Investment Management
DECREASED
Shares3,569 from 4,184
Change-615 (-15%)
Value$239.9K (-$37.3K)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares3,313 from 3,293
Change+20 (+1%)
Value$216.2K (-$1.9K)
Filed 2026-11-04
Bank of New York Mellon Corp
NEW
Shares3,043
Change+3,043
Value$204.6K
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares1,745 from 2,324
Change-579 (-25%)
Value$117.3K (-$36.6K)
Filed 2026-10-08
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares988 from 988
Change0 (0%)
Value$66.4K (+$966)
Filed 2026-10-15
Manchester Capital Management LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$47.1K (+$684)
Filed 2026-10-22
Mondrian Investment Partners LTD
INCREASED
Shares584 from 195
Change+389 (+199%)
Value$38.7K (+$25.8K)
Filed 2026-10-23
SBI Securities Co., Ltd.
DECREASED
Shares436 from 465
Change-29 (-6%)
Value$29.3K (-$1.5K)
Filed 2026-10-22
Rossby Financial, LCC
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$17.7K (+$258)
Filed 2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$17.5K (+$255)
Filed 2026-10-23
Larson Financial Group LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$14.4K (+$209)
Filed 2026-11-05
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$13.6K (+$197)
Filed 2026-10-28
Thompson Investment Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13.4K (+$195)
Filed 2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$13.1K (+$191)
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$12.9K (+$187)
Filed 2026-10-08
Allspring Global Investments Holdings, LLC
NEW
Shares191
Change+191
Value$12.6K
Filed 2026-11-04
Simplex Trading, LLC
INCREASED
Shares154 from 128
Change+26 (+20%)
Value$10.4K (+$1.9K)
Filed 2026-11-04
EPG Wealth Management LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$10.1K (+$146)
Filed 2026-11-03
Trust Co of Vermont
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$10.1K (+$146)
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares140
Change+140
Value$9.4K
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares56
Change+56
Value$3.8K
Filed 2026-11-03
Creative Financial Designs Inc
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$3.2K (+$47)
Filed 2026-11-04
Canton Hathaway, LLC
NEW
Shares26
Change+26
Value$1.7K
Filed 2026-10-23
CX Institutional
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1 ($0)
Filed 2026-10-02
Gamma Investing LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$134 (+$2)
Filed 2026-10-08
Truist Financial Corp
CLOSED
Shares0 from 29,146
Change-29,146 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-30
Brookstone Capital Management
CLOSED
Shares0 from 6,997
Change-6,997 (-100%)
Value$0 (-$463.5K)
Filed 2026-10-22
Virtue Capital Management, LLC
CLOSED
Shares0 from 4,682
Change-4,682 (-100%)
Value$0 (-$310.2K)
Filed 2026-10-29
Chilton Capital Management LLC
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-28
1832 Asset Management L.P.
N/A
Shares— from 325,118
Change-325,118 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 95,554
Change-95,554 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 62,431
Change-62,431 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 36,745
Change-36,745 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 30,009
Change-30,009 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 29,964
Change-29,964 (-100%)
Value—
UBS Group AG
N/A
Shares— from 26,478
Change-26,478 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 25,822
Change-25,822 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 22,292
Change-22,292 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,552
Change-17,552 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,687
Change-13,687 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 11,844
Change-11,844 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,683
Change-9,683 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,428
Change-8,428 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 7,957
Change-7,957 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 6,915
Change-6,915 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,804
Change-6,804 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,560
Change-5,560 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,243
Change-5,243 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 4,915
Change-4,915 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,889
Change-4,889 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,412
Change-4,412 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 415
Change-415 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 300
Change-300 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 275
Change-275 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 270
Change-270 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 200
Change-200 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 193
Change-193 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Central Trust Co
N/A
Shares— from 96
Change-96 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
FMR LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 25
Change-25 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Lynx Investment Advisory
UNCHANGED31,86131,86100%$2.1M$2.1M+$31.1K2026-10-27
Alliance Wealth Advisors, LLC
INCREASED27,92925,315+2,614+10%$1.7M$1.9M+$200.5K2026-10-28
Eclectic Associates Inc
UNCHANGED14,04814,04800%$930.6K$944.3K+$13.7K2026-10-09
Endowment Wealth Management, Inc.
INCREASED9,5118,622+889+10%$571.2K$639.3K+$68.2K2026-11-03
Cordoba Advisory Partners LLC
UNCHANGED9,3269,32600%$617.8K$626.9K+$9.1K2026-10-19
Lodestar Private Asset Management LLC
DECREASED4,7404,765-25-1%$315.6K$318.6K+$3.0K2026-10-26
Fifth Third Securities, Inc.
INCREASED4,0453,521+524+15%$233.2K$271.9K+$38.7K2026-10-21
Boston Standard Wealth Management, LLC
UNCHANGED3,7653,76500%$249.0K$253.1K+$4.1K2026-10-07
Breakwater Investment Management
DECREASED3,5694,184-615-15%$277.2K$239.9K-$37.3K2026-10-20
Prospera Financial Services Inc
INCREASED3,3133,293+20+1%$218.1K$216.2K-$1.9K2026-11-04
Bank of New York Mellon Corp
NEW3,043—+3,043——$204.6K—2026-11-05
Farther Finance Advisors, LLC
DECREASED1,7452,324-579-25%$154.0K$117.3K-$36.6K2026-10-08
Cherry Tree Wealth Management, LLC
UNCHANGED98898800%$65.4K$66.4K+$9662026-10-15
Manchester Capital Management LLC
UNCHANGED70070000%$46.4K$47.1K+$6842026-10-22
Mondrian Investment Partners LTD
INCREASED584195+389+199%$12.9K$38.7K+$25.8K2026-10-23
SBI Securities Co., Ltd.
DECREASED436465-29-6%$30.8K$29.3K-$1.5K2026-10-22
Rossby Financial, LCC
UNCHANGED26426400%$17.5K$17.7K+$2582026-11-05
Tradewinds Capital Management, LLC
UNCHANGED26026000%$17.2K$17.5K+$2552026-10-23
Larson Financial Group LLC
UNCHANGED21421400%$14.2K$14.4K+$2092026-11-05
Intesa Sanpaolo Wealth Management
UNCHANGED20220200%$13.4K$13.6K+$1972026-10-28
Thompson Investment Management, Inc.
UNCHANGED20020000%$13.2K$13.4K+$1952026-10-14
JFS Wealth Advisors, LLC
UNCHANGED19519500%$12.9K$13.1K+$1912026-11-03
CoreCap Advisors, LLC
UNCHANGED19219200%$12.7K$12.9K+$1872026-10-08
Allspring Global Investments Holdings, LLC
NEW191—+191——$12.6K—2026-11-04
Simplex Trading, LLC
INCREASED154128+26+20%$8.5K$10.4K+$1.9K2026-11-04
EPG Wealth Management LLC
UNCHANGED15015000%$9.9K$10.1K+$1462026-11-03
Trust Co of Vermont
UNCHANGED15015000%$9.9K$10.1K+$1462026-10-21
Latitude Advisors, LLC
NEW140—+140——$9.4K—2026-10-27
Ascentis Independent Advisors
NEW56—+56——$3.8K—2026-11-03
Creative Financial Designs Inc
UNCHANGED474700%$3.1K$3.2K+$472026-11-04
Canton Hathaway, LLC
NEW26—+26——$1.7K—2026-10-23
CX Institutional
UNCHANGED141400%$1$1$02026-10-02
Gamma Investing LLC
UNCHANGED2200%$132$134+$22026-10-08
Truist Financial Corp
CLOSED029,146-29,146-100%$1.9M$0-$1.9M2026-10-30
Brookstone Capital Management
CLOSED06,997-6,997-100%$463.5K$0-$463.5K2026-10-22
Virtue Capital Management, LLC
CLOSED04,682-4,682-100%$310.2K$0-$310.2K2026-10-29
Chilton Capital Management LLC
CLOSED090-90-100%$6.0K$0-$6.0K2026-10-28
1832 Asset Management L.P.
N/A—325,118-325,118-100%$21.5M———
Bank of America Corp
N/A—95,554-95,554-100%$6.3M———
Susquehanna International Group, LLP
N/A—62,431-62,431-100%$4.1M———
Comprehensive Money Management Services LLC
N/A—36,745-36,745-100%$2.4M———
Envestnet Asset Management Inc
N/A—30,009-30,009-100%$2.0M———
Flow Traders U.S. LLC
N/A—29,964-29,964-100%$2.0M———
UBS Group AG
N/A—26,478-26,478-100%$1.8M———
Ameriprise Financial Inc
N/A—25,822-25,822-100%$1.7M———
LPL Financial LLC
N/A—22,292-22,292-100%$1.5M———
Citadel Advisors LLC
N/A—17,552-17,552-100%$1.2M———
Morgan Stanley
N/A—13,687-13,687-100%$906.8K———
Manufacturers Life Insurance Company, the
N/A—11,844-11,844-100%$784.6K———
Royal Bank of Canada
N/A—9,683-9,683-100%$641.0K———
Arkadios Wealth Advisors
N/A—8,428-8,428-100%$558.3K———
Stamos Capital Partners, L.P.
N/A—7,957-7,957-100%$527.1K———
Cornerstone Advisors Asset Management, LLC
N/A—6,915-6,915-100%$458.1K———
Raymond James Financial Inc
N/A—6,804-6,804-100%$450.8K———
CIBC Bancorp USA Inc.
N/A—5,560-5,560-100%$368.3K———
Osaic Holdings, Inc.
N/A—5,243-5,243-100%$347.7K———
MML Investors Services, LLC
N/A—5,170-5,170-100%$342.5K———
Horizon Kinetics Asset Management LLC
N/A—4,915-4,915-100%$325.6K———
Captrust Financial Advisors
N/A—4,889-4,889-100%$323.9K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,412-4,412-100%$292.3K———
Global Retirement Partners, LLC
N/A—2,754-2,754-100%$182.4K———
Wells Fargo & Company
N/A—2,369-2,369-100%$156.9K———
JPMorgan Chase & Co
N/A—2,217-2,217-100%$147.2K———
Fifth Third Bancorp
N/A—2,000-2,000-100%$132.5K———
Clearstead Advisors, LLC
N/A—1,595-1,595-100%$105.7K———
Jones Financial Companies Lllp
N/A—415-415-100%$27.7K———
LRI Investments, LLC
N/A—362-362-100%$24.0K———
Private Wealth Asset Management, LLC
N/A—350-350-100%$23.2K———
Smartleaf Asset Management LLC
N/A—305-305-100%$20.2K———
Bank of Montreal
N/A—300-300-100%$19.9K———
Topsail Wealth Management, LLC
N/A—300-300-100%$19.9K———
SouthState Bank Corp
N/A—275-275-100%$18.2K———
Reyl & Cie S.A.
N/A—270-270-100%$19.2K———
Steward Partners Investment Advisory, LLC
N/A—200-200-100%$13.2K———
Federation des caisses Desjardins du Quebec
N/A—200-200-100%$13.2K———
National Bank of Canada
N/A—193-193-100%$12.8K———
O'shaughnessy Asset Management, LLC
N/A—183-183-100%$12.1K———
Basepoint Wealth LLC
N/A—104-104-100%$6.9K———
Central Trust Co
N/A—96-96-100%$6.4K———
Coppell Advisory Solutions LLC
N/A—75-75-100%$221.5K———
FMR LLC
N/A—75-75-100%$5.0K———
Medallion Wealth Advisors, LLC
N/A—73-73-100%$4.8K———
BFC Planning, Inc.
N/A—60-60-100%$4.0K———
Delos Wealth Advisors, LLC
N/A—30-30-100%$2.0K———
Northwestern Mutual Wealth Management Co
N/A—25-25-100%$1.7K———
Russell Investments Group, Ltd.
N/A—1-1-100%$88———
Showing 86 of 86 institutions