Institutional Ownership Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO). We have compiled data on the 359 institutions that hold shares in the stock, with a total of 45 Million shares, which have been reported (via 13F filing form) to have a value of $5.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
67,306
shares
|
$7.67 Million
0.31% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
67,016
shares
|
$7.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
66,924
shares
|
$7.62 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
57,610
shares
|
$6.56 Million
1.08% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
56,308
shares
|
$6.41 Million
0.7% of portfolio
|
Q1 2023
Reduced 8.39%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
55,009
shares
|
$6.26 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
50,415
shares
|
$5.74 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
49,314
shares
|
$5.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
49,305
shares
|
$5.62 Million
0.38% of portfolio
|
Q2 2025
Reduced 57.45%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
49,134
shares
|
$5.6 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
48,879
shares
|
$5.57 Million
0.46% of portfolio
|
Q2 2025
Reduced 52.45%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
45,245
shares
|
$5.15 Million
0.03% of portfolio
|
Q1 2025
Added 32.92%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
44,950
shares
|
$5.12 Million
0.38% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
44,234
shares
|
$5.04 Million
0.03% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
43,702
shares
|
$4.98 Million
1.72% of portfolio
|
Q1 2023
Added 693.72%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
43,120
shares
|
$4.91 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
41,132
shares
|
$4.68 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
40,355
shares
|
$4.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
39,335
shares
|
$4.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
38,565
shares
|
$4.39 Million
0.18% of portfolio
|
Q2 2025
Reduced 34.07%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
37,920
shares
|
$4.32 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
37,471
shares
|
$4.27 Million
1.46% of portfolio
|
Q2 2025
Reduced 17.77%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
37,217
shares
|
$4.24 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
37,023
shares
|
$4.22 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.7%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
35,127
shares
|
$4 Million
0.08% of portfolio
|
Q4 2023
Reduced 3.12%
|