Go Pro

iShares Global 100 ETF (IOO) Institutional Ownership

iShares Global 100 ETF logo
$137.44 +0.32 (+0.23%)
As of 07/24/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
206
Total
Institutional Inflows
(last 12 months)
$242.25M
Number of
Institutional Sellers
(last 12 months)
153
Total
Institutional Outflows
(last 12 months)
$826.96M
Get IOO Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Global 100 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
7/10/2026 Annex Advisory Services LLC115,451$15.77M0.3%-90.9%0.185%
7/9/2026 Focus Financial Network Inc.23,376$3.19M0.1%+2.9%0.038%
7/9/2026 Sax Wealth Advisors LLC2,112$288K0.0%N/A0.003%
7/8/2026 First Heartland Consultants Inc.7,907$1.08M0.1%+3.7%0.013%
7/8/2026 Green Ridge Wealth Planning LLC93,076$12.71M5.3%+10.2%0.149%
7/7/2026 180 Wealth Advisors LLC49,920$6.82M0.7%-3.3%0.080%
7/7/2026 Mirador Capital Partners LP4,351$594K0.1%-17.3%0.007%
7/7/2026 Balefire LLC6,159$841K0.1%N/A0.010%
7/7/2026 Dynamic Advisor Solutions LLC4,188$572K0.0%+3.8%0.007%
7/7/2026 Avior Wealth Management LLC12,521$1.71M0.0%+68.1%0.020%
6/16/2026Steelhead Wealth Management LLC2,847$344K0.2%N/A0.005%
6/4/2026Fischer Investment Strategies LLC12,583$1.52M0.9%+1.5%0.020%
6/3/2026NewEdge Advisors LLC5,080$615K0.0%-1.5%0.008%
5/26/2026Glenmede Trust Co. NA5,101$617K0.0%-4.9%0.008%
5/22/2026Independent Wealth Advisors LLC7,516$909K0.9%+8.6%0.012%
5/19/2026Bank of America Corp DE959,444$116.06M0.0%-1.8%1.534%
5/19/2026Strait & Sound Wealth Management LLC2,488$301K0.1%+17.1%0.004%
5/19/2026Centaurus Financial Inc.45,232$5.47M0.3%-4.9%0.072%
5/18/2026Royal Bank of Canada388,533$47M0.0%-2.3%0.621%
5/18/2026Empowered Funds LLC274,000$33.15M0.2%+1.3%0.438%
5/16/2026KCM Investment Advisors LLC9,737$1.18M0.0%-3.2%0.016%
5/15/2026Matrix Private Capital Group LLC295$36K0.0%N/A0.000%
5/15/2026Waverly Advisors LLC18,765$2.27M0.0%-1.4%0.030%
5/14/2026Renaissance Technologies LLC5,900$714K0.0%-63.6%0.009%
5/14/2026Hilltop Holdings Inc.10,838$1.31M0.1%+9.4%0.017%
5/14/2026Modern Wealth Management LLC300,479$36.68M0.6%+1.6%0.480%
5/14/2026Bank of Nova Scotia35,410$4.28M0.0%+1,670.5%0.057%
5/13/2026Cetera Investment Advisers359,958$43.54M0.0%+3.0%0.575%
5/13/2026Envision Financial Transparency LLC16,757$2.03M2.0%N/A0.027%
5/8/2026PNC Financial Services Group Inc.4,015$486K0.0%+15.9%0.006%
5/8/2026Johnson Financial Group Inc.320$39K0.0%N/A0.001%
5/7/2026 Scarborough Advisors LLC885$107K0.0%N/A0.001%
5/6/2026Jennison Associates LLC7,208$872K0.0%-9.8%0.012%
5/6/2026Assetmark Inc.44,130$5.34M0.0%+3.0%0.071%
5/5/2026Gallagher Capital Advisors LLC32,535$3.94M2.4%+714.2%0.052%
5/5/2026D.A. Davidson & CO.2,576$312K0.0%+52.2%0.004%
5/5/2026Geneos Wealth Management Inc.9,325$1.13M0.0%-24.5%0.015%
5/5/2026NFSG Corp54,357$6.58M1.1%-3.6%0.087%
5/5/2026Sigma Planning Corp60,002$7.26M0.2%-12.6%0.096%
5/4/2026Bleakley Financial Group LLC35,146$4.25M0.1%+0.8%0.056%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

5/4/2026 HBW Advisory Services LLC5,738$694K0.1%-2.5%0.009%
5/4/2026Chicago Partners Investment Group LLC13,602$1.81M0.0%+27.9%0.022%
5/1/2026 180 Wealth Advisors LLC51,640$6.25M0.7%+7.4%0.083%
5/1/2026Fifth Third Bancorp7,166$867K0.0%+99.4%0.011%
5/1/2026 Walled Lake Planning & Wealth Management LLC6,320$764K0.2%-9.5%0.010%
4/30/2026Stronghold Wealth Management L.L.C.3,723$450K0.7%-2.2%0.006%
4/30/2026Kestra Advisory Services LLC67,486$8.16M0.0%-2.7%0.108%
4/30/2026Money Concepts Capital Corp1,775$215K0.0%-97.9%0.003%
4/28/2026Stephens Inc. AR528,198$63.90M0.8%+12.0%0.844%
4/27/2026Integrity Wealth Partners LLC2,399$290K0.3%N/A0.004%
4/27/2026HB Wealth Management LLC2,808$340K0.0%+7.7%0.004%
4/27/2026World Investment Advisors8,122$983K0.0%-2.8%0.013%
4/27/2026Private Advisor Group LLC41,524$5.02M0.0%-4.0%0.066%
4/25/2026KPP Advisory Services LLC8,846$1.07M0.2%+1.1%0.014%
4/24/2026PW Advisors LLC FL2,567$311K0.2%N/A0.004%
4/24/2026Whelan Financial44,451$5.38M1.7%+8.7%0.071%
4/24/2026Flagship Private Wealth LLC112,530$13.61M5.5%-2.0%0.180%
4/23/2026Powell Investment Advisors LLC29,609$3.58M1.2%+0.3%0.047%
4/23/2026Asset Allocation Strategies LLC139,941$16.93M3.0%+2.2%0.224%
4/22/2026 Ifrah Financial Services Inc.5,922$716K0.2%-3.0%0.009%
4/22/2026Janney Montgomery Scott LLC49,801$6.02M0.0%+15.3%0.080%
4/21/2026 Laurel Oak Wealth Management LLC1,688$204K0.0%-6.1%0.003%
4/21/2026Financial Council LLC3,620$438K0.2%+16.2%0.006%
4/21/2026 Unique Wealth LLC4,914$594K0.1%-1.8%0.008%
4/21/2026 OLD National Bancorp IN70,580$8.54M0.1%-5.2%0.113%
4/21/2026Silver Oak Securities Incorporated44,881$5.43M0.4%-1.4%0.072%
4/20/2026 Christensen King & Associates Investment Services Inc.33,617$4.07M1.7%+4.8%0.054%
4/20/2026Kestra Private Wealth Services LLC50,590$6.12M0.1%-20.4%0.081%
4/20/2026 RFG Advisory LLC8,363$1.01M0.0%-1.5%0.013%
4/18/2026 BCS Wealth Management7,673$928K0.2%-50.0%0.012%
4/17/2026 Certified Advisory Corp101,685$12.29M1.1%+0.1%0.162%
4/17/2026Stonebridge Financial Group LLC MO54,799$6.63M5.6%+14.1%0.087%
4/17/2026 Capital Advisors Ltd. LLC50,458$6.10M0.7%+0.7%0.081%
3/17/2026Rockefeller Capital Management L.P.30,663$3.88M0.0%+42.1%0.049%
3/13/2026World Investment Advisors8,360$1.06M0.0%-8.4%0.013%
3/12/2026Nalls Sherbakoff Group LLC200$25K0.0%N/A0.000%
3/11/2026 Green Ridge Wealth Planning LLC76,146$9.65M4.9%N/A0.121%
3/9/2026Corient Private Wealth LLC10,090$1.28M0.0%+22.9%0.016%
2/23/2026Drake & Associates LLC10,567$1.34M0.3%-3.1%0.017%
2/23/2026Virtu Financial LLC4,407$558K0.0%N/A0.007%
2/20/2026Catalyst Investment Management LLC53,783$6.81M6.5%N/A0.085%
2/19/2026Corient Private Wealth LLC10,090$1.28M0.0%+22.9%0.016%
2/18/2026Strive Financial Group LLC559$71K0.0%N/A0.001%
2/18/2026Mercer Global Advisors Inc. ADV12,990$1.65M0.0%-2.2%0.021%
2/18/2026 Onyx Bridge Wealth Group LLC16,474$2.09M0.2%+9.6%0.026%
2/18/2026Beacon Pointe Advisors LLC9,129$1.16M0.0%+25.4%0.014%
2/18/2026EP Wealth Advisors LLC5,303$672K0.0%N/A0.008%
2/18/2026NewEdge Advisors LLC5,157$653K0.0%-5.9%0.008%
2/18/2026Empowered Funds LLC270,400$34.25M0.3%+2.5%0.429%
2/18/2026Main Street Financial Solutions LLC10,124$1.28M0.1%-2.4%0.016%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
2/17/2026EFG International AG400$51K0.0%N/A0.001%
2/17/2026Cetera Investment Advisers349,312$44.25M0.0%-6.7%0.554%
2/17/2026Hilltop Holdings Inc.9,908$1.26M0.1%+9.9%0.016%
2/17/2026Equitable Holdings Inc.130,723$16.56M0.1%+2.0%0.207%
2/17/2026Kovack Advisors Inc.2,059$261K0.0%N/A0.003%
2/17/2026GeoWealth Management LLC16,748$2.12M0.1%+31.2%0.027%
2/17/2026Osaic Holdings Inc.198,924$25.21M0.0%-0.6%0.316%
2/17/2026Private Advisor Group LLC43,232$5.48M0.0%-2.9%0.069%
2/17/2026Royal Bank of Canada397,873$50.40M0.0%+19.0%0.631%
2/17/2026Stark Wealth Management LLC1,666$211K0.7%N/A0.003%


IOO Institutional Ownership - Frequently Asked Questions

During the previous two years, 361 institutional investors and hedge funds held shares of iShares Global 100 ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($352.19M), LPL Financial LLC ($154.44M), Morgan Stanley ($128.39M), Bank of America Corp DE ($116.06M), Raymond James Financial Inc. ($78.96M), Stephens Inc. AR ($63.90M), and UBS Group AG ($57.60M).Learn more on iShares Global 100 ETF's institutional investors.

Of the 313 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: Annex Advisory Services LLC ($1.42M), Raymond James Financial Inc. ($657.92K), Assetmark Inc. ($591.07K), LPL Financial LLC ($441.68K), Creative Financial Designs Inc. ADV ($377.95K), Amplius Wealth Advisors LLC ($249.22K), and One Capital Management LLC ($247.88K).

Institutional investors have bought a total of 1,979,631 shares in the last 24 months. This purchase volume represents approximately $242.25M in transactions.

Of the 152 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: Northwestern Mutual Wealth Management Co. ($2.83M), Annex Advisory Services LLC ($1.30M), Amplius Wealth Advisors LLC ($830.63K), Creative Financial Designs Inc. ADV ($362.16K), Ameriprise Financial Inc. ($179.90K), Three Cord True Wealth Management LLC ($115.46K), and Money Concepts Capital Corp ($86.39K).

Institutional investors have sold a total of 6,669,087 shares in the last 24 months. This volume of shares sold represents approximately $826.96M in transactions.



This page (NYSEARCA:IOO) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners