iShares Global 100 ETF (IOO) Institutional Ownership

$87.35
-0.07 (-0.08%)
(As of 10:43 AM ET)

Institutional Ownership Changes (13F Filings) for iShares Global 100 ETF (NYSEARCA:IOO)

Number of
Institutional Buyers
(last 12 months)
144
Total
Institutional Inflows
(last 12 months)
$474.23M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$89.95M
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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
4/23/2024Global Retirement Partners LLC5,297$474K0.0%+87.8%0.009%
4/23/2024Fifth Third Bancorp1,000$89K0.0%-15.3%0.002%
4/23/2024Bluesphere Advisors LLC83,100$7.43M4.1%+0.3%0.142%
4/23/2024Raymond James Financial Services Advisors Inc.209,351$18.72M0.0%+13.7%0.358%
4/22/2024Raymond James & Associates312,106$27.91M0.0%+24.0%0.534%
4/19/2024Whelan Financial41,265$3.69M1.7%+4.9%0.071%
4/19/2024Kaye Capital Management163,926$14.66M6.4%-1.9%0.280%
4/19/2024Evolution Wealth Advisors LLC8,754$783K0.1%-2.7%0.015%
4/19/2024WFA Asset Management Corp2,127$190K0.1%+623.5%0.004%
4/18/2024Tower Wealth Partners Inc.124,220$11.11M7.2%+0.6%0.213%
4/18/2024Mirador Capital Partners LP4,667$417K0.1%-21.5%0.008%
4/17/2024Richardson Capital Management LLC338$30K0.0%N/A0.001%
4/16/2024Weaver Consulting Group5,316$475K0.2%-4.3%0.009%
4/16/2024OneAscent Financial Services LLC9,594$858K0.1%-4.9%0.016%
4/16/2024OneAscent Wealth Management LLC5,599$501K0.2%+2.5%0.010%
4/16/2024Tsfg LLC1,500$134K0.0%-12.0%0.003%
4/16/2024180 Wealth Advisors LLC48,819$4.37M0.8%-2.6%0.084%
4/16/2024Wealth Enhancement Advisory Services LLC158,616$14.18M0.0%+4.8%0.271%
4/15/2024Affiance Financial LLC2,441$218K0.1%N/A0.004%
4/15/2024Future Financial Wealth Managment LLC2,452$219K0.2%N/A0.004%
4/15/2024Kingswood Wealth Advisors LLC41,330$3.70M0.4%+2.1%0.071%
4/11/2024 RDA Financial Network24,586$2.20M0.8%-2.9%0.042%
4/11/2024 Unique Wealth LLC6,403$573K0.2%+2.5%0.011%
4/10/2024 Thomasville National Bank4,497$402K0.0%-6.6%0.008%
4/10/2024 EWG Elevate Inc.11,275$1.01M0.4%-1.5%0.019%
4/9/2024 Mather Group LLC.9,934$888K0.0%+116.1%0.019%
3/28/2024Newbridge Financial Services Group Inc.8,640$696K0.3%+41.7%0.016%
3/15/2024B. Riley Wealth Advisors Inc.4,654$375K0.0%+3.3%0.009%
3/1/2024Pineridge Advisors LLC407$33K0.0%N/A0.001%
2/29/2024Scarborough Advisors LLC903$73K0.0%N/A0.002%
2/26/2024Centaurus Financial Inc.108,838$8.76M0.7%+1.3%0.207%
2/23/2024Chicago Partners Investment Group LLC16,011$1.33M0.1%-3.4%0.030%
2/20/2024GLOBALT Investments LLC GA26,818$2.16M0.1%N/A0.051%
2/14/2024Visionary Wealth Advisors9,190$740K0.1%+9.4%0.017%
2/14/2024Waddell & Associates LLC648,182$52.19M7.0%+65.4%1.233%
2/14/2024Asset Allocation Strategies LLC159,406$12.84M5.0%+18.9%0.303%
2/14/2024Connectus Wealth LLC211,198$17.01M0.3%+1,674.6%0.402%
2/13/2024Stephens Inc. AR307,460$24.76M0.4%-0.6%0.585%
2/13/2024Per Stirling Capital Management LLC.183,161$14.75M2.7%+1.8%0.349%
2/13/2024Capital International Investors28,759$2.32M0.0%+129.1%0.055%
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2/13/2024Rathbones Group PLC26,106$2.10M0.0%-5.3%0.050%
2/12/2024Peterson Financial Group Inc.2,869$231K0.1%N/A0.005%
2/12/2024Scotia Capital Inc.150,618$12.13M0.1%-1.8%0.287%
2/12/2024Dorsey & Whitney Trust CO LLC13,605$1.10M0.1%-8.0%0.026%
2/12/2024Fischer Investment Strategies LLC4,325$348K0.3%N/A0.008%
2/12/2024TD Capital Management LLC684$55K0.0%N/A0.001%
2/12/2024Focus Financial Network Inc. ADV23,531$1.90M0.1%N/A0.045%
2/12/2024Parallel Advisors LLC5,903$475K0.0%-9.1%0.011%
2/12/2024Cape Investment Advisory Inc.3,680$296K0.1%-7.8%0.007%
2/9/2024US Bancorp DE10,221$823K0.0%-73.1%0.019%
2/9/2024Cambridge Investment Research Advisors Inc.85,817$6.91M0.0%-2.0%0.163%
2/9/2024Hanlon Investment Management Inc.4,138$333K0.1%-19.9%0.008%
2/9/2024Certified Advisory Corp71,596$5.77M0.9%+5.0%0.136%
2/9/2024Assetmark Inc.1,284,812$103.45M0.4%-7.1%2.445%
2/9/2024Wells Fargo & Company MN188,796$15.20M0.0%+37.7%0.359%
2/9/2024Thoroughbred Financial Services LLC84,159$6.78M0.5%+12.7%0.160%
2/9/2024UBS Group AG402,426$32.40M0.0%+3.2%0.766%
2/8/2024Level Four Advisory Services LLC3,303$266K0.0%N/A0.006%
2/8/2024Financial Advocates Investment Management9,618$774K0.0%+159.8%0.018%
2/8/2024Strait & Sound Wealth Management LLC3,680$295K0.2%+3.6%0.007%
2/8/2024First Heartland Consultants Inc.5,746$463K0.1%-4.4%0.011%
2/8/2024Meridian Wealth Management LLC21,551$1.74M0.1%N/A0.041%
2/8/2024Apexium Financial LP2,815$227K0.0%N/A0.005%
2/8/2024Janney Montgomery Scott LLC41,995$3.38M0.0%+1.4%0.080%
2/8/2024Fagan Associates Inc.45,264$3.65M0.8%-2.6%0.086%
2/7/2024Avantax Advisory Services Inc.160,002$12.88M0.1%+30.7%0.304%
2/7/2024Ieq Capital LLC26,782$2.16M0.0%-4.0%0.051%
2/7/2024Envestnet Portfolio Solutions Inc.6,129$494K0.0%-49.2%0.012%
2/7/2024Calton & Associates Inc.2,851$230K0.1%N/A0.005%
2/7/2024Principal Securities Inc.1,644$132K0.0%N/A0.003%
2/6/2024Private Advisor Group LLC56,461$4.55M0.0%+0.8%0.107%
2/6/2024Ifrah Financial Services Inc.9,799$789K0.2%-5.0%0.019%
2/6/2024Montis Financial LLC6,762$544K0.3%+83.0%0.013%
2/6/2024Aveo Capital Partners LLC44,769$3.61M0.4%-4.1%0.085%
2/5/2024Kestra Private Wealth Services LLC103,204$8.31M0.2%+12.0%0.196%
2/5/2024LWM Advisory Services LLC20,577$1.66M1.5%+3,587.6%0.039%
2/5/2024 Mather Group LLC.4,596$370K0.0%N/A0.009%
2/5/2024Silver Oak Securities Incorporated86,160$6.94M0.9%+50.1%0.164%
2/2/2024Valmark Advisers Inc.8,715$702K0.0%-31.7%0.017%
2/2/2024Truist Financial Corp3,702$298K0.0%-31.2%0.007%
2/2/2024Bradley & Co. Private Wealth Management LLC5,205$419K0.4%N/A0.010%
2/2/2024Atria Wealth Solutions Inc.19,888$1.60M0.0%+23.8%0.038%
2/2/2024Capital Advisors Ltd. LLC52,325$4.21M0.6%-3.5%0.100%
2/1/2024OLD National Bancorp IN1,312,094$105.65M2.8%+7.1%2.497%
2/1/2024Sigma Planning Corp74,456$6.00M0.5%+198.2%0.142%
2/1/2024 CWM LLC1,175$95K0.0%+42.1%0.002%
2/1/2024Signaturefd LLC1,260$101K0.0%N/A0.002%
1/31/2024J.W. Cole Advisors Inc.3,576$288K0.0%-5.5%0.007%
1/31/2024Onyx Bridge Wealth Group LLC13,665$1.10M0.2%+1.7%0.026%
1/31/2024Beaumont Financial Advisors LLC325,404$26.20M2.4%-17.8%0.619%
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1/30/2024Avior Wealth Management LLC13,180$1.06M0.1%-18.8%0.025%
1/30/2024Drake & Associates LLC151,096$12.17M5.0%+0.9%0.288%
1/29/2024Kaye Capital Management167,111$13.80M6.2%-2.4%0.318%
1/29/2024Simplicity Solutions LLC35,127$2.83M0.1%-3.1%0.067%
1/29/2024DHK Financial Advisors Inc.3,500$282K0.2%-50.0%0.007%
1/26/2024Cerity Partners LLC8,204$661K0.0%+145.6%0.016%
1/26/2024Geneos Wealth Management Inc.2,845$229K0.0%+53.8%0.005%
1/25/2024 International Assets Investment Management LLC43,078$3.47M0.0%N/A0.082%
1/25/2024Bleakley Financial Group LLC35,127$2.83M0.1%-3.1%0.067%
1/25/2024Phillips Financial Management LLC1,182$95K0.0%-11.5%0.002%
(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, 242 institutional investors and hedge funds held shares of iShares Global 100 ETF. The most heavily invested institutionals were BlackRock Inc. ($1.86B), Northwestern Mutual Wealth Management Co. ($160.75M), OLD National Bancorp IN ($105.65M), Assetmark Inc. ($103.45M), Amplius Wealth Advisors LLC ($58.31M), Waddell & Associates LLC ($52.19M), and Bank of America Corp DE ($37.12M).Learn more on IOO's institutional investors.

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

Of the 209 institutional investors that purchased iShares Global 100 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($3.29M), OLD National Bancorp IN ($1.31M), Waddell & Associates LLC ($639.32K), BlackRock Inc. ($567.73K), Northwestern Mutual Wealth Management Co. ($567.50K), Beaumont Financial Advisors LLC ($437.51K), and Empowered Funds LLC ($286.68K).

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

Institutional investors have bought a total of 12,048,481 shares in the last 24 months. This purchase volume represents approximately $842.20M in transactions.

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

Of the 138 institutional investors that sold iShares Global 100 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($2.00M), Amplius Wealth Advisors LLC ($412.53K), BlackRock Inc. ($301.44K), Advisor Group Holdings Inc. ($126.79K), Crumly & Associates Inc. ($117.75K), Beaumont Financial Advisors LLC ($112.11K), and Cambridge Investment Research Advisors Inc. ($111.17K).

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

Institutional investors have sold a total of 4,694,703 shares in the last 24 months. This volume of shares sold represents approximately $319.56M in transactions.


This page (NYSEARCA:IOO) was last updated on 4/24/2024 by MarketBeat.com Staff

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