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 | 4,064 | 211,840 | 14.99% | 16.52% | 1 | -158 | -3.74% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 257,783 | 13,435 | 0.1% | 0.1% | 2 | +27,743 | 12.06% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 261,207 | 13,235 | 0.0% | 0.0% | 3 | -10,564 | -3.89% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | New | 166,125 | 8,658 | 0.06% | — | 4 | +166,125 | New | Q1 2026 | May 14, 2026 |
| Goldstone Financial Group, LLC | History | New | 156,366 | 8,149 | 0.88% | — | 5 | +156,366 | New | Q1 2026 | Apr 24, 2026 |
| DGS Capital Management, LLC | History | Reduced | 149,243 | 7,778 | 1.28% | 1.36% | 6 | -1,588 | -1.05% | Q1 2026 | Apr 28, 2026 |
| Ignite Planners, LLC | History | Added to | 82,315 | 4,278 | 0.66% | 0.68% | 7 | +277 | 0.34% | Q1 2026 | Apr 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 52,781 | 2,750 | 0.0% | 0.0% | 8 | +29,220 | 124.02% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 50,978 | 2,656 | 0.0% | 0.0% | 9 | -897 | -1.73% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 46,551 | 2,426 | 0.0% | 0.0% | 10 | +20,560 | 79.1% | Q1 2026 | Apr 30, 2026 |
| 5T Wealth, LLC | History | Added to | 42,969 | 2,239 | 0.88% | 0.87% | 11 | +1,674 | 4.05% | Q1 2026 | Apr 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 41,995 | 2,188 | 0.07% | 0.08% | 12 | -3,931 | -8.56% | Q1 2026 | May 11, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 38,542 | 2,008 | 0.46% | 0.46% | 13 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 37,691 | 1,964 | 1.03% | 0.8% | 14 | -2,133 | -5.36% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 33,300 | 1,735 | 0.02% | 0.03% | 15 | -290 | -0.86% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 32,138 | 1,675 | 0.0% | 0.0% | 16 | +70 | 0.22% | Q1 2026 | May 12, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 31,457 | 1,639 | 0.51% | 0.55% | 17 | -1,926 | -5.77% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 28,922 | 1,507 | 0.0% | 0.0% | 18 | -18,394 | -38.87% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 26,502 | 1,381 | 0.0% | 0.0% | 19 | +2,860 | 12.1% | Q1 2026 | May 06, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 25,376 | 1,337 | 0.77% | 0.89% | 20 | -28 | -0.11% | Q1 2026 | Apr 14, 2026 |
| SHP Wealth Management | History | New | 17,645 | 919 | 0.07% | — | 21 | +17,645 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,795 | 823 | 0.0% | 0.0% | 22 | -152 | -0.95% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 15,517 | 808 | 0.0% | 0.0% | 23 | -5,466 | -26.05% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 15,010 | 791 | 0.01% | 0.02% | 24 | -2,014 | -11.83% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 12,084 | 629 | 0.0% | 0.0% | 25 | +6,376 | 111.7% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,940 | 518 | 0.0% | 0.0% | 26 | +537 | 5.71% | Q1 2026 | May 04, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 9,505 | 495 | 0.06% | 0.06% | 27 | +620 | 6.98% | Q1 2026 | Apr 13, 2026 |
| JMN Financial LLC | History | Added to | 9,192 | 479 | 0.47% | 0.46% | 28 | +411 | 4.68% | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 8,500 | 443 | 0.06% | — | 29 | +8,500 | New | Q1 2026 | May 18, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 7,337 | 382 | 0.03% | 0.02% | 30 | +2,914 | 65.88% | Q1 2026 | Apr 16, 2026 |
| M Wealth Management, LLC | History | Reduced | 6,597 | 343 | 0.29% | 0.3% | 31 | -2 | -0.03% | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | Added to | 6,415 | 334 | 0.03% | 0.03% | 32 | +716 | 12.56% | Q1 2026 | May 08, 2026 |
| WBH ADVISORY INC | History | New | 5,872 | 309 | 0.02% | — | 33 | +5,872 | New | Q1 2026 | Apr 27, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,382 | 281 | 0.01% | — | 34 | +5,382 | New | Q1 2026 | May 15, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 4,591 | 239 | 0.01% | 0.02% | 35 | -23 | -0.5% | Q1 2026 | May 11, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 4,580 | 238 | 0.04% | 0.07% | 36 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NorthRock Partners, LLC | History | No change | 4,326 | 225 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | New | 4,255 | 221 | 0.01% | — | 38 | +4,255 | New | Q1 2026 | Apr 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 4,109 | 214 | 0.0% | — | 39 | +4,109 | New | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,460 | 180 | 0.0% | 0.0% | 40 | -555 | -13.82% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 3,350 | 174 | 0.0% | 0.0% | 41 | -7,361 | -68.72% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 2,561 | 135 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,561 | 133 | 0.0% | — | 43 | +2,561 | New | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 2,340 | 123 | 0.0% | 0.0% | 44 | +831 | 55.07% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | New | 1,371 | 71 | 0.0% | — | 45 | +1,371 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,306 | 68 | 0.0% | — | 46 | +1,306 | New | Q1 2026 | May 14, 2026 |
| Sankala Group LLC | History | Added to | 1,258 | 64 | 0.05% | 0.05% | 47 | +96 | 8.26% | Q1 2026 | Mar 31, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 1,138 | 59 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Added to | 929 | 48 | 0.0% | 0.0% | 49 | +32 | 3.57% | Q1 2026 | May 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 906 | 47 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 830 | 43 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 724 | 37 | 0.0% | — | 52 | +724 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 600 | 31 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 493 | 26 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 454 | 23 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FMR LLC | History | No change | 379 | 19 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 345 | 17 | 0.0% | 0.0% | 57 | +153 | 79.69% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 16,731 | 16 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 263 | 13 | 0.0% | — | 59 | +263 | New | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | No change | 189 | 9 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | No change | 106 | 5 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 78 | 4 | 0.0% | 0.0% | 62 | -402 | -83.75% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 84 | 4 | 0.0% | — | 65 | +84 | New | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 92 | 4 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Paladin Advisory Group, LLC | History | No change | 95 | 4 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,566 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -32,244 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,082 | -100.0% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -9,250 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,015 | -100.0% | Q1 2026 | May 04, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -4,908 | -100.0% | Q1 2026 | May 05, 2026 |
| VANGUARD ADVISERS INC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 08, 2026 |