iSHARES TRUST - WOOD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1832 Asset Management L.P. | History | Added to | 313,335 | 22,563 | 0.02% | 0.02% | 1 | +15,966 | 5.37% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 92,726 | 6,799 | 0.01% | 0.02% | 2 | -78,507 | -45.85% | Q4 2025 | Jan 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 82,751 | 5,958 | 0.0% | 0.0% | 3 | -8,528 | -9.34% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 37,155 | 2,675 | 1.84% | 1.14% | 4 | +15,180 | 69.08% | Q4 2025 | Jan 22, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 32,320 | 2,327 | 0.0% | 0.0% | 5 | +7,295 | 29.15% | Q4 2025 | Feb 12, 2026 |
| Lynx Investment Advisory | History | Added to | 29,991 | 2,159 | 1.18% | 1.16% | 6 | +3,556 | 13.45% | Q4 2025 | Feb 05, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 28,504 | 2,053 | 0.07% | 0.11% | 7 | -6,847 | -19.37% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 28,379 | 2,043 | 0.0% | 0.0% | 8 | +2,390 | 9.2% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 27,322 | 1,967 | 0.0% | 0.0% | 9 | -297 | -1.08% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 22,636 | 1,630 | 0.0% | 0.0% | 10 | -10,456 | -31.6% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 13,090 | 942 | 0.0% | 0.0% | 11 | -1,294 | -9.0% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 11,057 | 796 | 0.0% | 0.0% | 12 | +911 | 8.98% | Q4 2025 | Feb 13, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 9,702 | 698 | 0.11% | 0.09% | 13 | +3,049 | 45.83% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 9,513 | 685 | 0.0% | — | 14 | +9,513 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,142 | 658 | 0.0% | 0.0% | 15 | -6,555 | -41.76% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,836 | 636 | 0.0% | 0.0% | 16 | +3,411 | 62.88% | Q4 2025 | Feb 17, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 8,033 | 578 | 0.27% | 0.23% | 17 | +1,019 | 14.53% | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,680 | 553 | 0.01% | 0.01% | 18 | +583 | 8.21% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 7,145 | 514 | 0.0% | 0.0% | 19 | -232 | -3.14% | Q4 2025 | Feb 18, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 6,915 | 497 | 0.08% | 0.09% | 20 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cordoba Advisory Partners LLC | History | New | 6,587 | 474 | 0.12% | — | 21 | +6,587 | New | Q4 2025 | Feb 13, 2026 |
| Cullen Capital Management, LLC | History | New | 6,560 | 472 | 0.01% | — | 22 | +6,560 | New | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 6,469 | 465 | 0.0% | — | 23 | +6,469 | New | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 6,080 | 437 | 0.0% | 0.0% | 24 | +478 | 8.53% | Q4 2025 | Jan 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,560 | 400 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 5,505 | 396 | 0.01% | 0.01% | 26 | -290 | -5.0% | Q4 2025 | Feb 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 4,837 | 348 | 0.03% | 0.04% | 27 | -71 | -1.45% | Q4 2025 | Jan 27, 2026 |
| Breakwater Investment Management | History | No change | 4,792 | 345 | 0.12% | 0.13% | 28 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,512 | 324 | 0.0% | 0.0% | 29 | +497 | 12.38% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,508 | 324 | 0.0% | 0.0% | 30 | -379 | -7.76% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 4,412 | 317 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 3,855 | 277 | 0.0% | 0.0% | 32 | +274 | 7.65% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | No change | 3,778 | 272 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 3,731 | 268 | 0.04% | 0.04% | 34 | +136 | 3.78% | Q4 2025 | Jan 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,396 | 244 | 0.0% | 0.0% | 35 | +18 | 0.53% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 2,942 | 211 | 0.0% | 0.0% | 36 | +36 | 1.24% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 2,900 | 208 | 0.0% | — | 37 | +2,900 | New | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,897 | 208 | 0.0% | 0.0% | 39 | -969 | -25.06% | Q4 2025 | Jan 30, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 2,900 | 208 | 0.02% | 0.02% | 38 | -93 | -3.11% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 2,826 | 203 | 0.01% | — | 40 | +2,826 | New | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,697 | 194 | 0.0% | 0.0% | 41 | +2,288 | 559.41% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,163 | 155 | 0.0% | 0.0% | 42 | +77 | 3.69% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | No change | 2,000 | 144 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,850 | 133 | 0.0% | 0.0% | 44 | +108 | 6.2% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,531 | 110 | 0.0% | 0.0% | 45 | +22 | 1.46% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 1,449 | 104 | 0.0% | 0.0% | 46 | -14,410 | -90.86% | Q4 2025 | Jan 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 988 | 71 | 0.01% | 0.02% | 47 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Manchester Capital Management LLC | History | No change | 700 | 50 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 547 | 39 | 0.0% | 0.0% | 49 | -37 | -6.34% | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | Reduced | 404 | 29 | 0.0% | 0.0% | 50 | -677 | -62.63% | Q4 2025 | Feb 06, 2026 |
| LRI Investments, LLC | History | No change | 362 | 26 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 350 | 25 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | No change | 312 | 22 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | No change | 305 | 22 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 300 | 21 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SouthState Bank Corp | History | No change | 275 | 19 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | New | 261 | 18 | 0.01% | — | 58 | +261 | New | Q4 2025 | Feb 12, 2026 |
| Tradewinds Capital Management, LLC | History | New | 260 | 18 | 0.0% | — | 57 | +260 | New | Q4 2025 | Jan 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 241 | 17 | 0.0% | 0.0% | 59 | +183 | 315.52% | Q4 2025 | Feb 11, 2026 |
| CGC Financial Services, LLC | History | No change | 235 | 16 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 202 | 14 | 0.0% | — | 65 | +202 | New | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | No change | 200 | 14 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 200 | 14 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 200 | 14 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 200 | 14 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 193 | 13 | 0.0% | 0.0% | 66 | -577 | -74.94% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 194 | 13 | 0.0% | 0.0% | 67 | +2 | 1.04% | Q4 2025 | Jan 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 192 | 13 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 145 | 10 | 0.0% | 0.0% | 69 | -85 | -36.96% | Q4 2025 | Feb 17, 2026 |
| EPG Wealth Management LLC | History | No change | 150 | 10 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 125 | 9 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Basepoint Wealth LLC | History | New | 102 | 7 | 0.0% | — | 73 | +102 | New | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 111 | 7 | 0.0% | 0.0% | 72 | +2 | 1.83% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 47 | 3 | 0.0% | 0.0% | 74 | +1 | 2.17% | Q4 2025 | Feb 06, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 26 | 1 | 0.0% | 0.0% | 76 | +1 | 4.0% | Q4 2025 | Feb 10, 2026 |
| CX Institutional | History | No change | 14 | 1 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,902 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,093 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -337 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GAMMA Investing LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -50 | -96.15% | Q4 2025 | Jan 05, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |