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WOOD — ISHARES TR

Reported value held$11.26M
Funds holding (latest)9
Sector—
Funds holding (Q2 2026)8
Institutional value$11.25M · 169.78K sh
New / Add / Cut / Exit1 / 1 / 6 / 0
Top-5 / Top-10 concentration97.3% / 100.0%
Institutional holdings change Reducing -31.6% (-78.31K sh)
Institutional value change Down -36.1%

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.

FundQuarterSharesValuePortfolio WeightChange
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)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 9 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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 — — — — — —

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