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iShares Global 100 ETF (IOO) Institutional Ownership

iShares Global 100 ETF logo
$136.53 +1.58 (+1.17%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
213
Total
Institutional Inflows
(last 12 months)
$301.86M
Number of
Institutional Sellers
(last 12 months)
167
Total
Institutional Outflows
(last 12 months)
$924.05M
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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
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%
5/4/2026HBW 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%
5/1/2026 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%
4/27/2026 Integrity Wealth Partners LLC2,399$290K0.3%N/A0.004%
4/27/2026 HB Wealth Management LLC2,808$340K0.0%+7.7%0.004%
4/27/2026 World 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%
4/23/2026 Asset 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%
3/13/2026 World 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%
2/20/2026 Catalyst 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%
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%
2/17/2026 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%
2/17/2026Stark Wealth Management LLC1,666$211K0.7%N/A0.003%
2/16/2026 Perryman Financial Advisory Inc. AD65,600$8.31M1.2%N/A0.104%
2/16/2026 MLP3 LLC4,992$632K0.7%N/A0.008%
2/16/2026MML Investors Services LLC218,048$27.62M0.1%-5.0%0.346%
2/16/2026Mariner LLC84,640$10.72M0.0%-1.9%0.134%
2/16/2026Focus Partners Wealth99,358$12.59M0.0%+3.8%0.158%
2/16/2026Arax Advisory Partners452$57K0.0%N/A0.001%
2/13/2026 Kestra Advisory Services LLC69,360$8.79M0.0%-8.9%0.110%
2/13/2026Visionary Wealth Advisors10,458$1.33M0.1%-4.1%0.017%
2/13/2026Stifel Financial Corp15,702$1.99M0.0%+2.5%0.025%
2/13/2026PCM Encore LLC2,286$290K0.1%N/A0.004%
2/13/2026Morgan Stanley1,013,535$128.39M0.0%+4.4%1.608%
2/13/2026Schroder Investment Management Group47,571$6.06M0.0%-19.1%0.075%
2/13/2026Arkadios Wealth Advisors6,965$882K0.0%+6.8%0.011%
2/13/2026Integrated Wealth Concepts LLC55,931$7.09M0.1%-6.8%0.089%
2/13/2026OpenArc Corporate Advisory LLC2,004$254K0.0%N/A0.003%
2/13/2026 Golden State Wealth Management LLC6,083$771K0.1%-4.6%0.010%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,690$214K0.0%N/A0.003%
2/13/2026Wells Fargo & Company MN224,928$28.49M0.0%+3.9%0.357%
2/13/2026Kane Investment Management Inc.15,345$1.94M0.9%+2.7%0.024%
2/13/2026 Asset Allocation Strategies LLC136,881$17.34M3.3%+3.7%0.217%
2/13/2026Concorde Asset Management LLC1,735$220K0.1%N/A0.003%
2/12/2026 Laurel Oak Wealth Management LLC1,798$228K0.0%N/A0.003%
2/12/2026Jane Street Group LLC37,670$4.77M0.0%N/A0.060%
2/12/2026Federation des caisses Desjardins du Quebec97,953$12.41M0.0%-0.1%0.155%
2/12/2026HRT Financial LP1,805$228K0.0%N/A0.003%
2/12/2026Orion Porfolio Solutions LLC5,833$739K0.0%+19.1%0.009%
2/12/2026 Retirement Management Systems Inc.109,172$13.83M3.5%N/A0.173%
2/12/2026Gallagher Capital Advisors LLC3,996$506K0.3%N/A0.006%
2/12/2026Financial Engines Advisors L.L.C.1,654$210K0.0%N/A0.003%
2/12/2026Burke & Herbert Bank & Trust Co.2,730$346K0.1%-15.5%0.004%
2/12/2026 Commonwealth Equity Services LLC134,795$17.08M0.0%-8.0%0.214%
2/12/2026Renaissance Technologies LLC16,200$2.05M0.0%+244.7%0.026%
2/12/2026 LWM Advisory Services LLC23,962$3.04M1.8%+3.6%0.038%
2/12/2026Vickerman Investment Advisors Inc.25,249$3.20M0.6%-0.8%0.040%
2/12/2026 Walled Lake Planning & Wealth Management LLC6,983$885K0.3%-1.4%0.011%
2/12/2026Steward Partners Investment Advisory LLC19,411$2.46M0.0%+3.2%0.031%


IOO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IOO shares?

During the previous two years, 360 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), Annex Advisory Services LLC ($161.75M), LPL Financial LLC ($154.44M), Morgan Stanley ($128.39M), Bank of America Corp DE ($101.38M), Raymond James Financial Inc. ($78.96M), and Stephens Inc. AR ($63.90M).Learn more on iShares Global 100 ETF's institutional investors.

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

Of the 310 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. ($589.77K), LPL Financial LLC ($441.68K), Creative Financial Designs Inc. ADV ($377.95K), Mather Group LLC. ($344.64K), and Amplius Wealth Advisors LLC ($252.84K).

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

Institutional investors have bought a total of 2,586,530 shares in the last 24 months. This purchase volume represents approximately $301.86M in transactions.

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

Of the 166 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. ($3.16M), Amplius Wealth Advisors LLC ($830.63K), Waddell & Associates LLC ($676.33K), Assetmark Inc. ($533.38K), Creative Financial Designs Inc. ADV ($362.16K), Three Cord True Wealth Management LLC ($229.92K), and Per Stirling Capital Management LLC. ($184.32K).

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

Institutional investors have sold a total of 8,079,150 shares in the last 24 months. This volume of shares sold represents approximately $924.05M in transactions.



This page (NYSEARCA:IOO) was last updated on 5/5/2026 by MarketBeat.com Staff.
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