ISHARES TR (GLOF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
67
Reporting holders
$117.6M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Goldstone Financial Group, LLC | $19.9M | 338,741 | 1.82% | 2q | +116.6%+$10.7M |
| JPMORGAN CHASE & CO | $14.1M | 240,806 | 0.00% | 6q | -7.8%-$1.2M |
| Waverly Advisors, LLC | $14.0M | 237,226 | 0.08% | 3q | -8.0%-$1.2M |
| AMERIPRISE FINANCIAL INC | $10.6M | 180,446 | 0.00% | 6q | +481.4%+$8.8M |
| Empowered Funds, LLC | $10.1M | 172,322 | 0.05% | 2q | +3.7%+$364.5K |
| Ignite Planners, LLC | $5.0M | 84,960 | 0.69% | 5q | +3.2%+$155.7K |
| WELLS FARGO & COMPANY/MN | $3.4M | 57,649 | 0.00% | 7q | +138.5%+$2.0M |
| HSBC HOLDINGS PLC | $2.9M | 49,167 | 0.00% | 3q | +5.6%+$153.9K |
| DAYMARK WEALTH PARTNERS, LLC | $2.4M | 41,261 | 0.06% | 5q | -1.7%-$43.2K |
| 5T Wealth, LLC | $2.4M | 41,242 | 0.90% | 5q | -4.0%-$101.6K |
| 3Chopt Investment Partners, LLC | $2.3M | 38,369 | 0.42% | 5q | HELD |
| SHP Wealth Management | $2.1M | 35,499 | 0.14% | 2q | +101.2%+$1.1M |
| Camarda Financial Advisors, LLC | $2.0M | 34,810 | 0.62% | 30q | -7.6%-$169.4K |
| Composition Wealth, LLC | $1.9M | 32,475 | 0.02% | 4q | -2.5%-$48.5K |
| Creative Planning | $1.9M | 31,850 | 0.00% | 31q | -0.9%-$16.9K |
| Darwin Wealth Management, LLC | $1.8M | 30,379 | 0.49% | 25q | -3.4%-$63.4K |
| AXXCESS WEALTH MANAGEMENT, LLC | $1.8M | 30,380 | 0.03% | new | NEW |
| CITADEL ADVISORS LLC | $1.7M | 29,158 | 0.00% | new | NEW |
| LPL Financial LLC | $1.7M | 28,417 | 0.00% | 31q | +7.2%+$112.6K |
| RAYMOND JAMES FINANCIAL INC | $1.6M | 26,578 | 0.00% | 3q | -49.6%-$1.5M |
| LifeGoal Investments, LLC | $1.4M | 24,288 | 0.65% | 7q | -4.3%-$64.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $968.8K | 16,473 | 0.00% | 31q | +4.3%+$39.9K |
| Rockefeller Capital Management L.P. | $962.4K | 16,363 | 0.00% | 2q | +1152.9%+$885.6K |
| NewEdge Advisors, LLC | $915.6K | 15,568 | 0.00% | 3q | -7.0%-$68.4K |
| Modern Wealth Management, LLC | $890.1K | 15,136 | 0.01% | 8q | +0.8%+$7.4K |
| Vise Technologies, Inc. | $838.6K | 14,258 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $745.1K | 12,669 | 0.00% | 4q | -56.2%-$955.9K |
| BANK OF AMERICA CORP /DE/ | $740.2K | 12,586 | 0.00% | 31q | -75.3%-$2.3M |
| JMN Financial LLC | $579.4K | 9,852 | 0.45% | 3q | +7.2%+$38.8K |
| ENVESTNET ASSET MANAGEMENT INC | $534.5K | 9,088 | 0.00% | 3q | -8.6%-$50.1K |
| LAKE STREET PRIVATE WEALTH, LLC | $526.5K | 8,952 | 0.06% | 5q | -5.8%-$32.5K |
| Triad Wealth Partners, LLC | $457.8K | 7,661 | 0.03% | 4q | +4.4%+$19.4K |
| SYM FINANCIAL Corp | $377.3K | 6,415 | 0.03% | 31q | HELD |
| Worth Financial Advisory Group, LLC | $353.5K | 6,011 | 0.15% | new | NEW |
| OSAIC HOLDINGS, INC. | $312.6K | 5,308 | 0.00% | 26q | +53.4%+$108.8K |
| WADDELL & ASSOCIATES, LLC | $270.0K | 4,591 | 0.01% | 31q | HELD |
| Sankala Group LLC | $260.8K | 4,300 | 0.17% | 3q | +241.8%+$184.5K |
| WBH ADVISORY INC | $255.7K | 4,348 | 0.02% | 2q | -26.0%-$89.6K |
| NorthRock Partners, LLC | $254.4K | 4,326 | 0.00% | 3q | HELD |
| Cohalo Advisory LLC | $236.8K | 4,026 | 14.32% | 5q | -0.9%-$2.2K |
| M Wealth Management, LLC | $235.8K | 4,009 | 0.19% | 7q | -39.2%-$152.2K |
| WealthPlan Investment Management, LLC | $233.2K | 3,965 | 0.01% | 2q | -6.8%-$17.1K |
| ARQ WEALTH ADVISORS, LLC | $218.1K | 3,691 | 0.03% | 26q | -19.4%-$52.5K |
| MORGAN STANLEY | $190.0K | 3,230 | 0.00% | 5q | -3.6%-$7.1K |
| Kroeger Financial Partners | $185.2K | 3,149 | 0.18% | new | FIRST |
| Farther Finance Advisors, LLC | $166.9K | 2,840 | 0.00% | 5q | +525.6%+$140.2K |
| Integrated Wealth Concepts LLC | $166.3K | 2,827 | 0.00% | new | NEW |
| WHITTIER TRUST CO OF NEVADA INC | $137.7K | 2,340 | 0.00% | 5q | HELD |
| FIFTH THIRD BANCORP | $133.3K | 2,266 | 0.00% | 2q | -11.5%-$17.3K |
| COMPASS FINANCIAL MANAGEMENT LLC | $131.2K | 2,224 | 0.02% | new | FIRST |
| Elevated Capital Advisors, LLC | $66.9K | 1,138 | 0.02% | 3q | HELD |
| TFC Financial Management, Inc. | $53.3K | 906 | 0.01% | 4q | HELD |
| AE Wealth Management LLC | $52.8K | 897 | 0.00% | 7q | -3.4%-$1.9K |
| BANK OF MONTREAL /CAN/ | $48.8K | 830 | 0.00% | 5q | HELD |
| FMR LLC | $43.8K | 744 | 0.00% | 7q | +96.3%+$21.5K |
| HARBOUR INVESTMENTS, INC. | $42.6K | 724 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $29.0K | 493 | 0.00% | 31q | HELD |
| IFP Advisors, Inc | $20.3K | 345 | 0.00% | 5q | HELD |
| Steward Partners Investment Advisory, LLC | $15.5K | 264 | 0.00% | new | NEW |
| Spire Wealth Management | $11.2K | 190 | 0.00% | 4q | +0.5% |
| MERCER GLOBAL ADVISORS INC /ADV | $7.4K | 126 | 0.00% | new | NEW |
| Paladin Advisory Group, LLC | $5.6K | 95 | 0.00% | 5q | HELD |
| Allworth Financial LP | $3.9K | 67 | 0.00% | 21q | -36.8%-$2.3K |
| Davis Capital Management | $3.7K | 63 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $2.9K | 50 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $572 | 9,710 | 0.00% | 2q | +136.3% |
| VANGUARD ADVISERS INC | $176 | 3 | 0.00% | 2q | HELD |
| Colonial Trust Advisors | $0 | 0 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 67 | $117.6M | 2,001,430 | 9 | 18 | 24 | 0.0% |
| Q1 2026 | 63 | $92.1M | 1,774,471 | 12 | 15 | 15 | 0.0% |
| Q4 2025 | 58 | $79.1M | 1,495,937 | 10 | 11 | 17 | 0.0% |
| Q3 2025 | 55 | $94.0M | 1,820,440 | 10 | 11 | 19 | 0.0% |
| Q2 2025 | 50 | $81.0M | 1,681,096 | 19 | 12 | 10 | 0.0% |
| Q1 2025 | 32 | $36.7M | 855,653 | 2 | 6 | 13 | 0.0% |
| Q4 2024 | 32 | $38.6M | 889,906 | 7 | 4 | 8 | 0.0% |
| Q3 2024 | 27 | $22.6M | 505,888 | 3 | 2 | 8 | 0.0% |
| Q2 2024 | 25 | $24.6M | 579,322 | 1 | 8 | 9 | 0.0% |
| Q1 2024 | 28 | $22.0M | 532,748 | 2 | 9 | 9 | 0.0% |
| Q4 2023 | 33 | $24.3M | 640,652 | 1 | 6 | 15 | 0.0% |
| Q3 2023 | 30 | $22.0M | 640,124 | 2 | 6 | 14 | 0.0% |
| Q2 2023 | 31 | $25.7M | 726,756 | 2 | 7 | 15 | 0.0% |
| Q1 2023 | 33 | $31.7M | 942,977 | 4 | 8 | 10 | 0.0% |
| Q4 2022 | 31 | $34.4M | 1,077,715 | 5 | 8 | 12 | 0.0% |
| Q3 2022 | 31 | $34.5M | 1,179,289 | 4 | 11 | 12 | 0.0% |
| Q2 2022 | 30 | $37.7M | 1,202,112 | 2 | 11 | 9 | 0.0% |
| Q1 2022 | 35 | $43.0M | 1,164,696 | 5 | 12 | 11 | 0.0% |
| Q4 2021 | 40 | $61.7M | 1,586,868 | 6 | 11 | 14 | 0.0% |
| Q3 2021 | 34 | $43.1M | 1,167,714 | 4 | 8 | 9 | 0.0% |
| Q2 2021 | 31 | $41.4M | 1,085,897 | 3 | 11 | 10 | 0.0% |
| Q1 2021 | 30 | $30.1M | 824,147 | 3 | 8 | 11 | 0.0% |
| Q4 2020 | 30 | $26.4M | 783,508 | 2 | 14 | 6 | 0.0% |
| Q3 2020 | 28 | $20.4M | 685,449 | 4 | 4 | 13 | 0.0% |
| Q2 2020 | 28 | $55.7M | 1,997,342 | 8 | 7 | 10 | 0.0% |
| Q1 2020 | 24 | $49.0M | 2,045,044 | 3 | 6 | 8 | 0.0% |
| Q4 2019 | 26 | $55.7M | 1,785,830 | 3 | 3 | 13 | 0.0% |
| Q3 2019 | 19 | $54.4M | 1,876,123 | 4 | 7 | 8 | 0.0% |
| Q2 2019 | 17 | $65.9M | 2,251,999 | 1 | 6 | 8 | 0.0% |
| Q1 2019 | 19 | $68.5M | 2,363,256 | 3 | 8 | 4 | 0.0% |
| Q4 2018 | 18 | $183.9M | 7,082,706 | 0 | 1 | 1 | 0.0% |