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 | No change | 4,026 | 236,828 | 14.32% | 14.32% | 1 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Goldstone Financial Group, LLC | History | No change | 338,741 | 19,921 | 1.82% | 1.82% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 240,806 | 14,082 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 237,226 | 13,951 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 180,446 | 10,612 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 172,322 | 10,134 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | No change | 84,960 | 5,000 | 0.69% | 0.69% | 7 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 57,649 | 3,390 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 49,167 | 2,891 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 41,261 | 2,426 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 5T Wealth, LLC | History | No change | 41,242 | 2,425 | 0.9% | 0.9% | 11 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 38,369 | 2,256 | 0.42% | 0.42% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SHP Wealth Management | History | No change | 35,499 | 2,087 | 0.14% | 0.14% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 34,810 | 2,047 | 0.62% | 0.62% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 32,475 | 1,909 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | No change | 31,850 | 1,873 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 30,379 | 1,786 | 0.49% | 0.49% | 17 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 30,380 | 1,786 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 29,158 | 1,714 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LPL Financial LLC | History | No change | 28,417 | 1,671 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 26,578 | 1,563 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 23,321 | 1,414 | 0.43% | 0.65% | 22 | -967 | -3.98% | Q3 2026 | Oct 08, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 21,332 | 1,254 | 0.13% | 0.13% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 16,473 | 968 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 16,363 | 962 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 15,568 | 915 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 15,136 | 890 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 14,258 | 838 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 12,669 | 745 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 12,586 | 740 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JMN Financial LLC | History | No change | 9,852 | 579 | 0.45% | 0.45% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 9,088 | 534 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 8,952 | 526 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triad Wealth Partners, LLC | History | No change | 7,661 | 457 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SYM FINANCIAL Corp | History | No change | 6,415 | 377 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 6,011 | 353 | 0.15% | 0.15% | 36 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,308 | 312 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 4,855 | 286 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 4,591 | 270 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sankala Group LLC | History | No change | 4,300 | 260 | 0.17% | 0.17% | 40 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WBH ADVISORY INC | History | No change | 4,348 | 255 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthRock Partners, LLC | History | No change | 4,326 | 254 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M Wealth Management, LLC | History | No change | 4,009 | 235 | 0.18% | 0.18% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 3,965 | 233 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 3,691 | 218 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MORGAN STANLEY | History | No change | 3,230 | 189 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kroeger Financial Partners | History | No change | 3,149 | 185 | 0.18% | 0.18% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,278 | 138 | 0.0% | 0.0% | 48 | -562 | -19.79% | Q3 2026 | Oct 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,340 | 137 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,266 | 133 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 2,224 | 131 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 1,138 | 66 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TFC Financial Management, Inc. | History | No change | 906 | 53 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 897 | 52 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 830 | 48 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 744 | 43 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 724 | 42 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 493 | 29 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 345 | 20 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 264 | 15 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 190 | 11 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Paladin Advisory Group, LLC | History | No change | 95 | 5 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 67 | 3 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2026 | Oct 08, 2026 |
| VANGUARD ADVISERS INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |