Stock ownership · SEC 13F · Q3 2025

ISHARES GLOBAL TIMBER & FORE

A breakdown of ISHARES GLOBAL TIMBER & FORE's institutional base (CUSIP 464288174): the holders, the concentration among them, and what changed last quarter.

$634K
Reported value
3
Institutions
100%
Top-5 share

The verdict

$634K of ISHARES GLOBAL TIMBER & FORE is reported by 3 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

3
institutions hold it
$634K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 464288174 · Q3 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $0.6M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 4Q history

Read with: Ownership concentration guide - ISHARES GLOBAL TIMBER & FORE's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of ISHARES GLOBAL TIMBER & FORE
  1. 1
    CIBC Private Wealth Group LLC $408K
  2. 2
    JPMORGAN CHASE & CO $153K
  3. 3
    Cherry Tree Wealth Management, LLC $73K

Top 3 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a ISHARES GLOBAL TIMBER & FORE position has risen from 1 to 3 over the last 4 quarters of 13F filings.

0.511.522.533.5 Q1'24Q3'24Q1'25Q3'25 3
Distinct 13F filers holding ISHARES GLOBAL TIMBER & FORE, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 CIBC Private Wealth Group LLC 5,560 $408K 64.4%
2 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 2,086 $153K 24.2%
3 Cherry Tree Wealth Management, LLC 988 $73K 11.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES GLOBAL TIMBER & FORE's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
75.8%
Shared-other discretion (OTR)
24.2%

Latest Quarter Activity · Q3 2025

New positions (3)

CIBC Private Wealth Group LLC $408K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $153K
Cherry Tree Wealth Management, LLC $73K

Frequently Asked Questions

How many institutions hold ISHARES GLOBAL TIMBER & FORE?▼
ISHARES GLOBAL TIMBER & FORE is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of ISHARES GLOBAL TIMBER & FORE?▼
Institutions report $634K of ISHARES GLOBAL TIMBER & FORE as of Q3 2025.
How concentrated is ownership of ISHARES GLOBAL TIMBER & FORE?▼
The top five institutional holders account for 100% of the reported institutional value in ISHARES GLOBAL TIMBER & FORE, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of ISHARES GLOBAL TIMBER & FORE?▼
CIBC Private Wealth Group LLC is the largest reported holder of ISHARES GLOBAL TIMBER & FORE with $408K across 5,560 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.