HolderBook

ISHARES TR (WOOD)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

76
Reporting holders
$60.4M
Reported value
0.4%
Held as options
-6
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
1832 Asset Management L.P.$21.5M325,1180.01%18qHELD
BANK OF AMERICA CORP /DE/$6.3M95,5540.00%31q-21.4%-$1.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.4M62,4310.00%24q+127.3%+$2.4M
Comprehensive Money Management Services LLC$2.4M36,7451.53%7q-1.2%-$30.5K
Lynx Investment Advisory$2.1M31,8610.69%9q+6.2%+$123.9K
ENVESTNET ASSET MANAGEMENT INC$2.0M30,0090.00%31q+7.0%+$130.0K
TRUIST FINANCIAL CORP$1.9M29,1460.00%27q+6.4%+$116.8K
UBS Group AG$1.8M26,4780.00%31q-66.7%-$3.5M
AMERIPRISE FINANCIAL INC$1.7M25,8220.00%newNEW
Alliance Wealth Advisors, LLC /UT$1.7M25,3150.32%newNEW
LPL Financial LLC$1.5M22,2920.00%31q+58.5%+$545.0K
CITADEL ADVISORS LLC$1.2M17,5520.00%3q+29.1%+$262.1K
ECLECTIC ASSOCIATES INC /ADV$930.6K14,0480.11%2q+0.9%+$8.6K
MORGAN STANLEY$906.8K13,6870.00%35q-3.8%-$35.4K
MANUFACTURERS LIFE INSURANCE COMPANY, THE$784.6K11,8440.00%22q+83.1%+$356.1K
ROYAL BANK OF CANADA$641.0K9,6830.00%31q-21.7%-$177.9K
Cordoba Advisory Partners LLC$617.8K9,3260.13%3qHELD
Endowment Wealth Management, Inc.$571.2K8,6220.22%11q+5.8%+$31.4K
Arkadios Wealth Advisors$558.3K8,4280.01%6q+2.8%+$15.1K
Stamos Capital Partners, L.P.$527.1K7,9570.08%13q+20.4%+$89.2K
Brookstone Capital Management$463.5K6,9970.00%12q+6.0%+$26.2K
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$458.1K6,9150.06%19qHELD
RAYMOND JAMES FINANCIAL INC$450.8K6,8040.00%7q-1.2%-$5.5K
CIBC Bancorp USA Inc.$368.3K5,5600.00%2qHELD
OSAIC HOLDINGS, INC.$347.7K5,2430.00%26q-40.8%-$239.1K
MML INVESTORS SERVICES, LLC$342.5K5,1700.00%13q+73.5%+$145.1K
HORIZON KINETICS ASSET MANAGEMENT LLC$325.6K4,9150.00%24q-6.6%-$22.9K
CAPTRUST FINANCIAL ADVISORS$323.9K4,8890.00%10q+8.5%+$25.2K
LODESTAR PRIVATE ASSET MANAGEMENT LLC$315.6K4,7650.03%15qHELD
Virtue Capital Management, LLC$310.2K4,6820.04%newNEW
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$292.3K4,4120.00%2qHELD
Breakwater Investment Management$277.2K4,1840.09%10q-6.3%-$18.7K
Boston Standard Wealth Management, LLC$249.0K3,7650.04%31q+0.9%+$2.2K
Fifth Third Securities, Inc.$233.2K3,5210.01%3q+11.8%+$24.7K
Coppell Advisory Solutions LLC$221.5K750.02%newNEW
Prospera Financial Services Inc$218.1K3,2930.00%21qHELD
Global Retirement Partners, LLC$182.4K2,7540.00%29q+48.9%+$59.9K
WELLS FARGO & COMPANY/MN$156.9K2,3690.00%31q-81.5%-$689.8K
Farther Finance Advisors, LLC$153.9K2,3240.00%2q-64.7%-$281.7K
JPMORGAN CHASE & CO$147.2K2,2170.00%11q-2.1%-$3.2K
FIFTH THIRD BANCORP$132.5K2,0000.00%2qHELD
Clearstead Advisors, LLC$105.7K1,5950.00%15q+4.2%+$4.2K
MERCER GLOBAL ADVISORS INC /ADV$57.9K8740.00%newNEW
Manchester Capital Management LLC$46.4K7000.01%13qHELD
SBI Securities Co., Ltd.$30.8K4650.00%7q-1.9%
JONES FINANCIAL COMPANIES LLLP$27.7K4150.00%9q+80.4%+$12.3K
LRI Investments, LLC$24.0K3620.00%8qHELD
Private Wealth Asset Management, LLC$23.2K3500.00%5qHELD
Smartleaf Asset Management LLC$20.2K3050.00%11qHELD
BANK OF MONTREAL /CAN/$19.9K3000.00%22qHELD
Topsail Wealth Management, LLC$19.9K3000.00%7qHELD
SouthState Bank Corp$18.2K2750.00%20qHELD
Rossby Financial, LCC$17.5K2640.00%3q+1.1%
Tradewinds Capital Management, LLC$17.2K2600.00%3qHELD
Larson Financial Group LLC$14.2K2140.00%9q+0.9%
Intesa Sanpaolo Wealth Management$13.4K2020.00%3qHELD
THOMPSON INVESTMENT MANAGEMENT, INC.$13.2K2000.00%14qHELD
Steward Partners Investment Advisory, LLC$13.2K2000.00%29qHELD
Federation des caisses Desjardins du Quebec$13.2K2000.00%27qHELD
JFS WEALTH ADVISORS, LLC$12.9K1950.00%20q+0.5%
Mondrian Investment Partners LTD$12.9K1950.00%newNEW
NATIONAL BANK OF CANADA /FI/$12.8K1930.00%12qHELD
CoreCap Advisors, LLC$12.7K1920.00%6qHELD
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$12.1K1830.00%5q-24.1%-$3.8K
TRUST CO OF VERMONT$9.9K1500.00%newNEW
EPG Wealth Management LLC$9.9K1500.00%13qHELD
SIMPLEX TRADING, LLC$8.5K1280.00%2q-75.4%-$26.0K
Basepoint Wealth LLC$6.9K1040.00%3q+1.0%
CENTRAL TRUST Co$6.4K960.00%2qHELD
CHILTON CAPITAL MANAGEMENT LLC$6.0K900.00%newNEW
FMR LLC$5.0K750.00%10q-72.7%-$13.2K
Medallion Wealth Advisors, LLC$4.8K730.00%7qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$3.1K470.00%21qHELD
Delos Wealth Advisors, LLC$2.0K300.00%5qHELD
FLOW TRADERS U.S. LLC$2.0K29,9640.08%4q+17.6%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.7K250.00%23qHELD
GAMMA Investing LLC$13220.00%11qHELD
Russell Investments Group, Ltd.$8810.00%newNEW
CX Institutional$1140.00%6qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202676$60.4M908,107823160.4%
Q1 202682$70.0M973,203919161.4%
Q4 202577$62.5M863,198625190.3%
Q3 202577$68.1M908,319618162.6%
Q2 202576$67.9M900,550720161.9%
Q1 202575$70.2M896,041916173.8%
Q4 202477$59.1M744,090315213.6%
Q3 202477$77.4M878,056711232.2%
Q2 202475$79.4M1,011,180617260.2%
Q1 202476$93.3M1,080,794615222.3%
Q4 202374$100.5M1,225,707916161.4%
Q3 202374$84.9M1,115,8771110212.8%
Q2 202373$92.1M1,241,219813243.4%
Q1 202371$84.6M1,153,80879262.4%
Q4 202275$89.1M1,189,577811273.4%
Q3 202291$97.7M1,393,8921012296.6%
Q2 2022100$111.4M1,457,220829302.7%
Q1 2022110$136.5M1,512,4732127231.2%
Q4 2021101$131.3M1,395,1671322282.3%
Q3 202193$125.1M1,387,090924285.7%
Q2 2021105$148.5M1,549,22528282513.2%
Q1 202192$115.1M1,411,7341926250.3%
Q4 202078$106.7M1,333,1502215160.5%
Q3 202061$87.3M1,346,4291315110.4%
Q2 202054$62.0M1,117,048614180.0%
Q1 202061$66.8M1,392,714817150.0%
Q4 201982$105.5M1,573,4352116140.0%
Q3 201967$75.2M1,280,280716160.3%
Q2 201970$85.2M1,421,452726210.0%
Q1 201970$83.9M1,320,440819230.0%
Q4 201874$99.5M1,742,3103220.0%