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iShares Global 100 ETF (IOO) Institutional Ownership

iShares Global 100 ETF logo
$121.27 -0.51 (-0.42%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Global 100 ETF (NYSEARCA:IOO)

Number of
Institutional Buyers
(last 12 months)
212
Total
Institutional Inflows
(last 12 months)
$614.00M
Number of
Institutional Sellers
(last 12 months)
148
Total
Institutional Outflows
(last 12 months)
$496.13M
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IOO Institutional Buying and Selling by Quarter

iShares Global 100 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025EWG Elevate Inc.9,278$1.11M0.3%N/A0.015%
10/7/2025Mirador Capital Partners LP5,869$704K0.1%-9.3%0.010%
9/26/2025Corient Private Wealth LLC8,350$900K0.0%-49.9%0.014%
9/4/2025Osaic Holdings Inc.163,667$17.63M0.0%-13.3%0.267%
8/29/2025Centaurus Financial Inc.49,305$5.32M0.3%-57.4%0.081%
8/27/2025Orion Porfolio Solutions LLC3,299$356K0.0%-15.8%0.005%
8/19/2025Newbridge Financial Services Group Inc.57,610$6.21M1.0%+7.7%0.094%
8/19/2025Cape Investment Advisory Inc.3,867$417K0.2%+5.3%0.006%
8/18/2025Geneos Wealth Management Inc.10,775$1.16M0.0%+60.1%0.018%
8/18/2025Hershey Financial Advisers LLC4,245$458K0.4%N/A0.007%
8/15/2025Asset Allocation Strategies LLC136,777$14.75M2.8%+8.2%0.223%
8/15/2025Corient Private Wealth LLC8,349$901K0.0%-49.9%0.014%
8/15/2025Equitable Holdings Inc.117,856$12.71M0.1%-8.6%0.193%
8/15/2025Visionary Wealth Advisors21,389$2.31M0.1%+8.8%0.035%
8/15/2025Orion Porfolio Solutions LLC3,299$356K0.0%-15.8%0.005%
8/15/2025MML Investors Services LLC243,804$26.29M0.1%-12.6%0.398%
8/15/2025Bank of America Corp DE833,249$89.83M0.0%+1.7%1.362%
8/15/2025Ameriprise Financial Inc.275,466$29.70M0.0%-39.5%0.450%
8/14/2025Connecticut Wealth Management LLC34,538$3.72M0.2%-0.4%0.056%
8/14/2025Raymond James Financial Inc.652,089$70.30M0.0%+1.3%1.066%
8/14/2025LWM Advisory Services LLC22,030$2.38M1.6%-15.4%0.036%
8/14/2025HUB Investment Partners LLC2,464$266K0.0%N/A0.004%
8/14/2025Ieq Capital LLC26,826$2.89M0.0%-1.9%0.044%
8/14/2025NewEdge Advisors LLC5,517$595K0.0%-16.2%0.009%
8/14/2025Qube Research & Technologies Ltd9,196$991K0.0%N/A0.015%
8/14/2025Bank of Nova Scotia2,000$216K0.0%N/A0.003%
8/14/2025BlackDiamond Wealth Management LLC3,388$364K0.2%+41.0%0.006%
8/14/2025Cerity Partners LLC17,398$1.88M0.0%-2.2%0.028%
8/13/2025Per Stirling Capital Management LLC.3,350$361K0.0%-8.2%0.005%
8/13/2025Marshall Wace LLP18,575$2.00M0.0%N/A0.030%
8/13/2025Baird Financial Group Inc.19,536$2.11M0.0%-45.7%0.032%
8/13/2025Financial Freedom LLC6,052$652K0.4%+31.4%0.010%
8/13/2025Schroder Investment Management Group67,016$7.21M0.0%-0.8%0.110%
8/13/2025Scotia Capital Inc.158,151$17.05M0.1%+0.5%0.258%
8/13/2025Northwestern Mutual Wealth Management Co.2,902,886$312.96M0.2%-1.8%4.743%
8/13/2025Choreo LLC3,605$389K0.0%N/A0.006%
8/12/2025J.W. Cole Advisors Inc.3,476$375K0.0%-3.4%0.006%
8/12/2025Laurel Wealth Advisors LLC4,510$486K0.0%+10,638.1%0.007%
8/12/2025Steward Partners Investment Advisory LLC19,035$2.05M0.0%+1.7%0.031%
8/12/2025Kaye Capital Management177,302$19.12M7.4%-1.3%0.290%
8/12/2025Ameritas Investment Partners Inc.552$59K0.0%+120.8%0.001%
8/12/2025Global Retirement Partners LLC19,435$2.10M0.1%N/A0.032%
8/12/2025Walled Lake Planning & Wealth Management LLC6,863$740K0.2%-13.1%0.011%
8/12/2025Cozad Asset Management Inc.3,160$341K0.0%N/A0.005%
8/12/2025JPMorgan Chase & Co.39,066$4.21M0.0%-0.7%0.064%
8/12/2025Weaver Consulting Group4,916$530K0.1%-7.1%0.008%
8/11/2025TD Waterhouse Canada Inc.21,385$2.30M0.0%+1.3%0.035%
8/11/2025Greykasell Wealth Strategies Inc.93,779$10.11M4.8%+2.9%0.153%
8/8/2025Rockefeller Capital Management L.P.23,258$2.51M0.0%+2.0%0.038%
8/8/2025Kingsview Wealth Management LLC9,988$1.08M0.0%+2.0%0.016%
8/8/2025Avantax Advisory Services Inc.362,722$39.11M0.2%-5.3%0.593%
8/8/2025Thoroughbred Financial Services LLC106,283$11.46M0.8%-12.0%0.174%
8/8/2025Cetera Investment Advisers117,329$12.65M0.0%-4.3%0.192%
8/8/2025Creative Planning13,330$1.44M0.0%+7.9%0.022%
8/8/2025Meridian Wealth Management LLC38,565$4.16M0.2%-34.1%0.063%
8/8/2025Kane Investment Management Inc.14,926$1.61M0.8%-3.7%0.024%
8/8/2025Donoghue Forlines LLC21,940$2.37M0.7%N/A0.036%
8/8/2025Hudock Inc.102,854$11.09M1.8%+31.9%0.168%
8/7/2025Fagan Associates Inc.41,132$4.43M0.7%-1.9%0.067%
8/7/2025Montag A & Associates Inc.4,400$474K0.0%-29.7%0.007%
8/7/2025Americana Partners LLC1,932$208K0.0%N/A0.003%
8/7/2025Rathbones Group PLC24,225$2.61M0.0%+3.2%0.040%
8/6/2025Marco Investment Management LLC2,000$216K0.0%N/A0.003%
8/6/2025OneAscent Wealth Management LLC3,024$326K0.1%-43.7%0.005%
8/6/2025Mascagni Wealth Management Inc.3,904$421K0.4%-42.0%0.006%
8/6/2025Flagship Private Wealth LLC117,530$12.67M5.4%-1.0%0.192%
8/6/2025Golden State Wealth Management LLC11,059$1.19M0.1%N/A0.018%
8/6/2025Three Cord True Wealth Management LLC8,037$866K0.6%-93.4%0.013%
8/6/2025First Horizon Advisors Inc.362$39K0.0%N/A0.001%
8/5/2025Huntington National Bank2,688$290K0.0%+6.3%0.004%
8/5/2025Transatlantique Private Wealth LLC14,460$1.56M0.6%+6.2%0.024%
8/5/2025Bank of Montreal Can133,147$14.36M0.0%+1.7%0.218%
8/5/2025Sigma Planning Corp103,230$11.13M0.3%-6.2%0.169%
8/4/2025AlphaStar Capital Management LLC3,737$403K0.0%N/A0.006%
8/4/2025Creative Financial Designs Inc. ADV29,970$3.23M0.2%-92.3%0.049%
8/4/2025Kovack Advisors Inc.2,000$216K0.0%N/A0.003%
8/4/2025Amplius Wealth Advisors LLC1,116,281$120.34M11.2%-3.3%1.824%
8/4/2025Atria Investments Inc6,774$730K0.0%-82.8%0.011%
8/4/2025Assetmark Inc.49,314$5.32M0.0%-3.4%0.081%
8/4/2025Arkadios Wealth Advisors6,520$703K0.0%N/A0.011%
8/4/2025World Investment Advisors9,208$993K0.0%-5.9%0.015%
8/4/2025Flagship Harbor Advisors LLC11,345$1.22M0.1%+3.1%0.019%
8/1/2025Envestnet Asset Management Inc.387,294$41.75M0.0%+11.7%0.633%
7/31/2025Strait & Sound Wealth Management LLC2,362$255K0.1%-4.1%0.004%
7/31/2025Glass Jacobson Investment Advisors llc351$38K0.0%-91.5%0.001%
7/31/2025Ground Swell Capital LLC5,496$593K0.9%+9.3%0.009%
7/31/2025GLOBALT Investments LLC GA26,355$2.84M0.1%-1.2%0.043%
7/31/2025180 Wealth Advisors LLC43,120$4.65M0.6%-2.2%0.070%
7/30/2025KPP Advisory Services LLC9,206$993K0.2%-7.4%0.015%
7/30/2025Bleakley Financial Group LLC29,541$3.19M0.1%+12.9%0.048%
7/30/2025Onyx Bridge Wealth Group LLC15,036$1.62M0.2%+4.5%0.025%
7/30/2025Retirement Planning Group LLC14,173$1.53M0.1%-1.4%0.023%
7/30/2025Alexis Investment Partners LLC84,221$9.06M3.9%+2.6%0.138%
7/29/2025Stephens Inc. AR338,163$36.46M0.5%+4.8%0.553%
7/29/2025Chicago Partners Investment Group LLC10,172$1.14M0.0%-18.2%0.017%
7/29/2025Ifrah Financial Services Inc.6,356$685K0.2%-29.7%0.010%
7/29/2025Curbstone Financial Management Corp18,880$2.04M0.4%-4.1%0.031%
7/29/2025Private Trust Co. NA357$38K0.0%-43.9%0.001%
7/28/2025Rosenberg Matthew Hamilton704$76K0.0%N/A0.001%
7/28/2025Harbour Investments Inc.22,807$2.46M0.1%-5.8%0.037%
(Data available from 1/1/2016 forward)

IOO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IOO shares?

During the previous two years, 324 institutional investors and hedge funds held shares of iShares Global 100 ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($312.96M), Annex Advisory Services LLC ($153.32M), Amplius Wealth Advisors LLC ($120.34M), LPL Financial LLC ($90.15M), Bank of America Corp DE ($89.83M), Raymond James Financial Inc. ($70.30M), and Envestnet Asset Management Inc. ($41.75M).Learn more on iShares Global 100 ETF's institutional investors.

Which institutional investors have been buying iShares Global 100 ETF's stock?

Of the 280 institutional investors that purchased iShares Global 100 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($1.97M), Annex Advisory Services LLC ($1.42M), Raymond James Financial Inc. ($652.09K), Amplius Wealth Advisors LLC ($417.23K), Creative Financial Designs Inc. ADV ($377.95K), LPL Financial LLC ($363.41K), and Mather Group LLC. ($354.57K).

How much institutional buying is happening at iShares Global 100 ETF?

Institutional investors have bought a total of 6,138,098 shares in the last 24 months. This purchase volume represents approximately $614.00M in transactions.

Which of iShares Global 100 ETF's major shareholders have been selling company stock?

Of the 147 institutional investors that sold iShares Global 100 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Waddell & Associates LLC ($676.33K), Assetmark Inc. ($590.77K), Northwestern Mutual Wealth Management Co. ($382.97K), Creative Financial Designs Inc. ADV ($363.35K), Schroder Investment Management Group ($339.47K), OLD National Bancorp IN ($334.76K), and Three Cord True Wealth Management LLC ($228.91K).

How much institutional selling is happening at iShares Global 100 ETF?

Institutional investors have sold a total of 4,890,931 shares in the last 24 months. This volume of shares sold represents approximately $496.13M in transactions.



This page (NYSEARCA:IOO) was last updated on 10/7/2025 by MarketBeat.com Staff
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