WOOD — ISHARES TR
As of Q2 2026, 8 SEC-registered investment managers reported holding WOOD (ISHARES TR) in their latest 13F filings, with a combined reported value of $11.25M across 169.78K shares. That is -31.6% by share count (-78.31K shares) versus the previous quarter, while reported value moved -36.1%. Ownership is concentrated: the five largest holders account for 97.3% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 6 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 95.55K | $6.33M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 26.48K | $1.75M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 17.55K | $1.16M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 13.69K | $906.81K | 0.00% | Reduce |
| Manulife Financial history | Q2 2026 | 11.84K | $784.59K | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 2.37K | $156.91K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 2.22K | $147.20K | 0.00% | New |
| Franklin Resources history | Q4 2024 | 190 | $14.51K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 75 | $4.95K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.22K sh · $147.20K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 197.04K | 186.64K | 221.45K | 217.70K | 185.51K | 166.66K | 161.18K | 151.98K | 148.31K | 142.37K | 128.54K | 126.83K | 104.88K | 101.58K | 99.56K | 91.67K | 91.28K | 82.75K | 121.53K | 95.55K |
| UBS Group AG | 17.57K | 22.73K | 17.73K | 16.86K | 16.78K | 8.60K | 3.67K | 4.04K | 4.11K | 7.16K | 7.38K | 8.05K | 5.45K | 13.46K | 15.88K | 15.88K | 15.86K | 1.45K | 79.40K | 26.48K |
| Citadel Advisors | 61.92K | 10.86K | 24.27K | 27.02K | 62.89K | 21.22K | 10.65K | 46.41K | — | 6.30K | 18.34K | 14.06K | — | — | 2.80K | — | — | 2.90K | 19.80K | 17.55K |
| Morgan Stanley | 27.86K | 34.68K | 24.80K | 17.83K | 15.51K | 15.83K | 14.87K | 9.09K | 9.57K | 9.98K | 8.17K | 7.43K | 7.83K | 8.60K | 9.84K | 10.03K | 10.15K | 11.06K | 14.22K | 13.69K |
| Manulife Financial | 30.79K | 30.79K | 30.79K | 75.39K | 101.08K | 73.01K | 73.01K | 67.66K | 56.66K | 38.89K | 29.89K | 40.84K | 36.29K | 15.37K | 6.47K | 6.47K | 6.47K | 6.47K | 6.47K | 11.84K |
| Wells Fargo & Co | 46.61K | 25.38K | 81.35K | 25.93K | 28.00K | 21.62K | 27.55K | 26.23K | 23.99K | 24.53K | 27.95K | 15.79K | 14.27K | 12.12K | 18.98K | 31.65K | 15.70K | 9.14K | 6.39K | 2.37K |
| JPMorgan Chase & Co | — | — | — | — | — | — | 27 | — | — | 4.00K | 4.94K | 28 | 27 | 27 | 237 | 344 | 2.09K | 2.16K | — | 2.22K |
| Fidelity Management & Research (FMR) | 76 | 69 | 256 | 197 | 43 | 302 | 38 | 39 | — | — | 175 | 375 | 376 | 375 | 375 | 375 | 200 | 200 | 275 | 75 |
| Franklin Resources | 151 | — | — | — | — | — | 190 | 190 | 190 | 190 | 190 | 190 | 190 | 190 | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details