iSHARES TRUST - GLOF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cohalo Advisory LLC | History | Reduced | 4,026 | 236,828 | 14.32% | 14.99% | 1 | -38 | -0.94% | Q2 2026 | Jul 24, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 338,741 | 19,921 | 1.82% | 0.88% | 2 | +182,375 | 116.63% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 240,806 | 14,082 | 0.0% | 0.0% | 3 | -20,401 | -7.81% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 237,226 | 13,951 | 0.08% | 0.1% | 4 | -20,557 | -7.97% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 180,446 | 10,612 | 0.0% | 0.0% | 5 | +164,929 | 1062.89% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Added to | 172,322 | 10,134 | 0.05% | 0.06% | 6 | +6,197 | 3.73% | Q2 2026 | Aug 14, 2026 |
| DGS Capital Management, LLC | History | No change | 149,243 | 7,778 | 1.28% | 1.28% | 7 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ignite Planners, LLC | History | Added to | 84,960 | 5,000 | 0.69% | 0.66% | 8 | +2,645 | 3.21% | Q2 2026 | Jul 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 57,649 | 3,390 | 0.0% | 0.0% | 9 | +45,565 | 377.07% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 49,167 | 2,891 | 0.0% | 0.0% | 10 | +2,616 | 5.62% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 41,261 | 2,426 | 0.06% | 0.07% | 11 | -734 | -1.75% | Q2 2026 | Jul 31, 2026 |
| 5T Wealth, LLC | History | Reduced | 41,242 | 2,425 | 0.9% | 0.88% | 12 | -1,727 | -4.02% | Q2 2026 | Jul 21, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 38,369 | 2,256 | 0.42% | 0.46% | 13 | -173 | -0.45% | Q2 2026 | Jul 29, 2026 |
| SHP Wealth Management | History | Added to | 35,499 | 2,087 | 0.14% | 0.07% | 14 | +17,854 | 101.18% | Q2 2026 | Aug 11, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 34,810 | 2,047 | 0.62% | 1.03% | 15 | -2,881 | -7.64% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 32,475 | 1,909 | 0.02% | 0.02% | 16 | -825 | -2.48% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | Reduced | 31,850 | 1,873 | 0.0% | 0.0% | 17 | -288 | -0.9% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 30,380 | 1,786 | 0.03% | — | 19 | +30,380 | New | Q2 2026 | Jul 28, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 30,379 | 1,786 | 0.49% | 0.51% | 18 | -1,078 | -3.43% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | New | 29,158 | 1,714 | 0.0% | — | 20 | +29,158 | New | Q2 2026 | Sep 02, 2026 |
| LPL Financial LLC | History | Added to | 28,417 | 1,671 | 0.0% | 0.0% | 21 | +1,915 | 7.23% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 26,578 | 1,563 | 0.0% | 0.0% | 22 | -26,203 | -49.64% | Q2 2026 | Aug 14, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 24,288 | 1,428 | 0.65% | 0.77% | 23 | -1,088 | -4.29% | Q2 2026 | Jul 08, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Reduced | 21,332 | 1,254 | 0.13% | 0.13% | 24 | -910 | -4.09% | Q2 2026 | Sep 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 16,473 | 968 | 0.0% | 0.0% | 25 | +678 | 4.29% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 16,363 | 962 | 0.0% | 0.0% | 26 | +15,057 | 1152.91% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 15,568 | 915 | 0.0% | 0.0% | 27 | -1,163 | -6.95% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 15,136 | 890 | 0.01% | 0.01% | 28 | +126 | 0.84% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | New | 14,258 | 838 | 0.01% | — | 29 | +14,258 | New | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,669 | 745 | 0.0% | 0.0% | 30 | -16,253 | -56.2% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 12,586 | 740 | 0.0% | 0.0% | 31 | -38,392 | -75.31% | Q2 2026 | Aug 14, 2026 |
| JMN Financial LLC | History | Added to | 9,852 | 579 | 0.45% | 0.47% | 32 | +660 | 7.18% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 9,088 | 534 | 0.0% | 0.0% | 33 | -852 | -8.57% | Q2 2026 | Sep 23, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 8,952 | 526 | 0.06% | 0.06% | 34 | -553 | -5.82% | Q2 2026 | Aug 10, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 7,661 | 457 | 0.03% | 0.03% | 35 | +324 | 4.42% | Q2 2026 | Aug 10, 2026 |
| SYM FINANCIAL Corp | History | No change | 6,415 | 377 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 6,011 | 353 | 0.15% | — | 37 | +6,011 | New | Q2 2026 | Jul 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,308 | 312 | 0.0% | 0.0% | 38 | +1,848 | 53.41% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,855 | 286 | 0.0% | 0.0% | 39 | +746 | 18.16% | Q2 2026 | Jul 27, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 4,591 | 270 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sankala Group LLC | History | Added to | 4,300 | 260 | 0.17% | 0.05% | 41 | +3,042 | 241.81% | Q2 2026 | Aug 18, 2026 |
| WBH ADVISORY INC | History | Reduced | 4,348 | 255 | 0.02% | 0.02% | 42 | -1,524 | -25.95% | Q2 2026 | Aug 05, 2026 |
| NorthRock Partners, LLC | History | No change | 4,326 | 254 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M Wealth Management, LLC | History | Reduced | 4,009 | 235 | 0.18% | 0.29% | 44 | -2,588 | -39.23% | Q2 2026 | Jul 27, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 3,965 | 233 | 0.01% | 0.01% | 45 | -290 | -6.82% | Q2 2026 | Jul 28, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 3,691 | 218 | 0.03% | 0.04% | 46 | -889 | -19.41% | Q2 2026 | Jul 24, 2026 |
| MORGAN STANLEY | History | Reduced | 3,230 | 189 | 0.0% | 0.0% | 47 | -120 | -3.58% | Q2 2026 | Aug 13, 2026 |
| Kroeger Financial Partners | History | New | 3,149 | 185 | 0.18% | — | 48 | +3,149 | New | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,840 | 166 | 0.0% | 0.0% | 49 | +2,386 | 525.55% | Q2 2026 | Jul 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,340 | 137 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,266 | 133 | 0.0% | 0.0% | 51 | -295 | -11.52% | Q2 2026 | Aug 05, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 2,224 | 131 | 0.02% | — | 52 | +2,224 | New | Q2 2026 | Aug 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 1,138 | 66 | 0.02% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TFC Financial Management, Inc. | History | No change | 906 | 53 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 897 | 52 | 0.0% | 0.0% | 55 | -32 | -3.44% | Q2 2026 | Aug 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 830 | 48 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 744 | 43 | 0.0% | 0.0% | 57 | +365 | 96.31% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 724 | 42 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 493 | 29 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 345 | 20 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 264 | 15 | 0.0% | — | 61 | +264 | New | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 190 | 11 | 0.0% | 0.0% | 62 | +1 | 0.53% | Q2 2026 | Jul 15, 2026 |
| Paladin Advisory Group, LLC | History | No change | 95 | 5 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 92 | 4 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Davis Capital Management | History | New | 63 | 3 | 0.0% | — | 66 | +63 | New | Q2 2026 | Jul 16, 2026 |
| Allworth Financial LP | History | Reduced | 67 | 3 | 0.0% | 0.0% | 65 | -39 | -36.79% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,500 | -100.0% | Q2 2026 | Jul 27, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,382 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,371 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -263 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q2 2026 | Aug 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |