iSHARES TRUST - GLOF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 4,222 | 222,874 | 16.52% | 17.4% | 1 | -99 | -2.29% | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 271,771 | 14,344 | 0.0% | 0.0% | 2 | -51,640 | -15.97% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | New | 230,040 | 12,141 | 0.1% | — | 3 | +230,040 | New | Q4 2025 | Feb 17, 2026 |
| DGS Capital Management, LLC | History | Reduced | 150,831 | 7,961 | 1.36% | 1.42% | 4 | -380 | -0.25% | Q4 2025 | Feb 24, 2026 |
| Ignite Planners, LLC | History | Added to | 82,038 | 4,451 | 0.68% | 0.51% | 5 | +21,333 | 35.14% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 51,875 | 2,738 | 0.0% | 0.0% | 6 | -3,950 | -7.08% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 47,316 | 2,497 | 0.0% | 0.0% | 7 | -20,037 | -29.75% | Q4 2025 | Feb 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 45,926 | 2,424 | 0.08% | 0.14% | 8 | -32,700 | -41.59% | Q4 2025 | Jan 12, 2026 |
| 5T Wealth, LLC | History | Added to | 41,295 | 2,179 | 0.87% | 0.88% | 9 | +2,290 | 5.87% | Q4 2025 | Jan 27, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 39,824 | 2,101 | 0.8% | 0.74% | 10 | +703 | 1.8% | Q4 2025 | Feb 17, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 38,542 | 2,034 | 0.46% | 0.45% | 11 | +138 | 0.36% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 37,566 | 1,982 | 0.0% | 0.0% | 12 | -332 | -0.88% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 33,590 | 1,772 | 0.03% | 0.03% | 13 | -433 | -1.27% | Q4 2025 | Feb 02, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 33,383 | 1,762 | 0.55% | 0.57% | 14 | -1,501 | -4.3% | Q4 2025 | Jan 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 32,244 | 1,701 | 0.03% | — | 15 | +32,244 | New | Q4 2025 | Feb 19, 2026 |
| Creative Planning | History | Added to | 32,068 | 1,692 | 0.0% | 0.0% | 16 | +8,593 | 36.6% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 25,991 | 1,371 | 0.0% | — | 17 | +25,991 | New | Q4 2025 | Mar 20, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 25,404 | 1,340 | 0.89% | 1.19% | 18 | -2,407 | -8.65% | Q4 2025 | Jan 15, 2026 |
| LPL Financial LLC | History | Added to | 23,642 | 1,247 | 0.0% | 0.0% | 19 | +3,806 | 19.19% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 23,561 | 1,243 | 0.0% | — | 20 | +23,561 | New | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 20,983 | 1,107 | 0.0% | 0.0% | 21 | -1,110 | -5.02% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 18,082 | 954 | 0.0% | 0.0% | 22 | +13,575 | 301.2% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 17,024 | 898 | 0.02% | 0.02% | 23 | +143 | 0.85% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | New | 16,731 | 883 | 0.0% | — | 24 | +16,731 | New | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,947 | 841 | 0.0% | 0.0% | 25 | +111 | 0.7% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 10,711 | 565 | 0.0% | 0.0% | 26 | -49,343 | -82.16% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 9,403 | 496 | 0.0% | — | 27 | +9,403 | New | Q4 2025 | Feb 10, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 9,250 | 488 | 0.15% | 0.15% | 28 | -94 | -1.01% | Q4 2025 | Jan 26, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 8,885 | 468 | 0.06% | 0.07% | 29 | -984 | -9.97% | Q4 2025 | Jan 07, 2026 |
| M Wealth Management, LLC | History | Added to | 6,599 | 348 | 0.3% | 0.3% | 30 | +28 | 0.43% | Q4 2025 | Jan 29, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 6,015 | 317 | 0.15% | 0.18% | 31 | -52 | -0.86% | Q4 2025 | Jan 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,708 | 301 | 0.0% | 0.0% | 32 | +2,543 | 80.35% | Q4 2025 | Feb 13, 2026 |
| SYM FINANCIAL Corp | History | No change | 5,699 | 300 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 4,908 | 259 | 0.03% | 0.03% | 34 | -534 | -9.81% | Q4 2025 | Feb 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 4,614 | 243 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 4,580 | 241 | 0.07% | 0.07% | 36 | -25 | -0.54% | Q4 2025 | Feb 09, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 4,423 | 233 | 0.02% | 0.03% | 37 | -18 | -0.41% | Q4 2025 | Jan 22, 2026 |
| NorthRock Partners, LLC | History | New | 4,326 | 228 | 0.0% | — | 38 | +4,326 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,015 | 212 | 0.0% | 0.0% | 39 | +445 | 12.46% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | No change | 2,561 | 135 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,509 | 81 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sankala Group LLC | History | New | 1,162 | 64 | 0.05% | — | 42 | +1,162 | New | Q4 2025 | Mar 02, 2026 |
| Elevated Capital Advisors, LLC | History | New | 1,138 | 60 | 0.01% | — | 43 | +1,138 | New | Q4 2025 | Jan 27, 2026 |
| AE Wealth Management LLC | History | No change | 897 | 47 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TFC Financial Management, Inc. | History | No change | 906 | 47 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 830 | 43 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Reduced | 600 | 31 | 0.0% | 0.0% | 47 | -929 | -60.76% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 493 | 26 | 0.0% | — | 48 | +493 | New | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 480 | 25 | 0.0% | — | 49 | +480 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 454 | 23 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | No change | 379 | 20 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 192 | 10 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Added to | 189 | 9 | 0.0% | 0.0% | 53 | +2 | 1.07% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 106 | 5 | 0.0% | — | 54 | +106 | New | Q4 2025 | Feb 05, 2026 |
| Paladin Advisory Group, LLC | History | No change | 95 | 5 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 92 | 4 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Parallel Advisors, LLC | History | New | 50 | 2 | 0.0% | — | 57 | +50 | New | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -117,604 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,316 | -100.0% | Q3 2025 | Feb 04, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,500 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,014 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,371 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,138 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 04, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Colonial Trust Advisors | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |