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iShares Global 100 ETF (IOO) Institutional Ownership

iShares Global 100 ETF logo
$145.18 -0.54 (-0.37%)
As of 11:27 AM Eastern

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

Number of
Institutional Buyers
(last 12 months)
187
Total
Institutional Inflows
(last 12 months)
$218.51M
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$749.48M
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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
8/7/2026 Trust Co. of Vermont1,278$175K0.0%N/A0.002%
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%
6/4/2026 Fischer Investment Strategies LLC12,583$1.52M0.9%+1.5%0.020%
6/3/2026 NewEdge Advisors LLC5,080$615K0.0%-1.5%0.008%
5/26/2026 Glenmede Trust Co. NA5,101$617K0.0%-4.9%0.008%
5/22/2026 Independent 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%
5/14/2026 Bank of Nova Scotia35,410$4.28M0.0%+1,670.5%0.057%
5/13/2026 Cetera Investment Advisers359,958$43.54M0.0%+3.0%0.575%
5/13/2026Envision Financial Transparency LLC16,757$2.03M2.0%N/A0.027%
5/8/2026 PNC Financial Services Group Inc.4,015$486K0.0%+15.9%0.006%
5/8/2026 Johnson Financial Group Inc.320$39K0.0%N/A0.001%
5/7/2026 Scarborough Advisors LLC885$107K0.0%N/A0.001%
5/6/2026 Jennison Associates LLC7,208$872K0.0%-9.8%0.012%
5/6/2026 Assetmark Inc.44,130$5.34M0.0%+3.0%0.071%
5/5/2026 Gallagher Capital Advisors LLC32,535$3.94M2.4%+714.2%0.052%
5/5/2026 D.A. Davidson & CO.2,576$312K0.0%+52.2%0.004%
5/5/2026 Geneos Wealth Management Inc.9,325$1.13M0.0%-24.5%0.015%
5/5/2026NFSG Corp54,357$6.58M1.1%-3.6%0.087%
5/5/2026 Sigma Planning Corp60,002$7.26M0.2%-12.6%0.096%
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5/4/2026 Bleakley Financial Group LLC35,146$4.25M0.1%+0.8%0.056%
5/4/2026 HBW Advisory Services LLC5,738$694K0.1%-2.5%0.009%
5/4/2026 Chicago 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%
5/1/2026 Fifth 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%
4/30/2026 Stronghold Wealth Management L.L.C.3,723$450K0.7%-2.2%0.006%
4/30/2026 Kestra Advisory Services LLC67,486$8.16M0.0%-2.7%0.108%
4/30/2026 Money Concepts Capital Corp1,775$215K0.0%-97.9%0.003%
4/28/2026 Stephens Inc. AR528,198$63.90M0.8%+12.0%0.844%
4/27/2026Integrity Wealth Partners LLC2,399$290K0.3%N/A0.004%
4/27/2026 HB Wealth Management LLC2,808$340K0.0%+7.7%0.004%
4/27/2026World Investment Advisors8,122$983K0.0%-2.8%0.013%
4/27/2026 Private Advisor Group LLC41,524$5.02M0.0%-4.0%0.066%
4/25/2026 KPP Advisory Services LLC8,846$1.07M0.2%+1.1%0.014%
4/24/2026 PW Advisors LLC FL2,567$311K0.2%N/A0.004%
4/24/2026 Whelan Financial44,451$5.38M1.7%+8.7%0.071%
4/24/2026 Flagship Private Wealth LLC112,530$13.61M5.5%-2.0%0.180%
4/23/2026 Powell 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%
4/22/2026 Janney 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%
4/21/2026 Financial 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%
4/21/2026 Silver 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%
4/20/2026 Kestra 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%
4/17/2026 Stonebridge 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%
3/9/2026 Corient Private Wealth LLC10,090$1.28M0.0%+22.9%0.016%
2/23/2026 Drake & Associates LLC10,567$1.34M0.3%-3.1%0.017%
2/23/2026Virtu Financial LLC4,407$558K0.0%N/A0.007%
2/20/2026 Catalyst Investment Management LLC53,783$6.81M6.5%N/A0.085%
2/19/2026 Corient Private Wealth LLC10,090$1.28M0.0%+22.9%0.016%
2/18/2026 Strive Financial Group LLC559$71K0.0%N/A0.001%
2/18/2026 Mercer 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%
2/18/2026 EP Wealth Advisors LLC5,303$672K0.0%N/A0.008%
2/18/2026 NewEdge Advisors LLC5,157$653K0.0%-5.9%0.008%
2/18/2026Empowered Funds LLC270,400$34.25M0.3%+2.5%0.429%
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2/18/2026 Main Street Financial Solutions LLC10,124$1.28M0.1%-2.4%0.016%
2/17/2026EFG International AG400$51K0.0%N/A0.001%
2/17/2026 Cetera 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%
2/17/2026 Kovack Advisors Inc.2,059$261K0.0%N/A0.003%
2/17/2026 GeoWealth Management LLC16,748$2.12M0.1%+31.2%0.027%
2/17/2026Osaic Holdings Inc.198,924$25.21M0.0%-0.6%0.316%
2/17/2026 Private 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%


IOO Institutional Ownership - Frequently Asked Questions

During the previous two years, 357 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 308 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), Creative Financial Designs Inc. ADV ($377.95K), LPL Financial LLC ($348.34K), Amplius Wealth Advisors LLC ($249.22K), and Stephens Inc. AR ($246.55K).

Institutional investors have bought a total of 1,759,129 shares in the last 24 months. This purchase volume represents approximately $218.51M in transactions.

Of the 135 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. ($2.78M), Annex Advisory Services LLC ($1.30M), Amplius Wealth Advisors LLC ($792.90K), Ameriprise Financial Inc. ($179.90K), Money Concepts Capital Corp ($86.39K), Susquehanna International Group LLP ($80.55K), and Centaurus Financial Inc. ($69.67K).

Institutional investors have sold a total of 5,950,406 shares in the last 24 months. This volume of shares sold represents approximately $749.48M in transactions.



Institutional ownership data for NYSEARCA:IOO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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