iSHARES TRUST - IFGL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 177,312 | 3,964 | 0.0% | 0.0% | 1 | +5,035 | 2.92% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 168,318 | 3,763 | 0.21% | 0.2% | 2 | +12,032 | 7.7% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Added to | 128,545 | 2,874 | 0.0% | 0.0% | 3 | +6,543 | 5.36% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 103,687 | 2,318 | 0.0% | 0.0% | 4 | +72,572 | 233.24% | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 88,053 | 2,033 | 0.55% | 0.55% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Payne Capital Management, LLC | History | Added to | 75,560 | 1,689 | 0.51% | 0.54% | 6 | +1,381 | 1.86% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 71,746 | 1,604 | 0.0% | 0.0% | 7 | -5,047 | -6.57% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 68,557 | 1,532 | 0.01% | 0.02% | 8 | -34,199 | -33.28% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 64,677 | 1,446 | 0.05% | — | 9 | +64,677 | New | Q1 2026 | May 15, 2026 |
| Old Port Advisors | History | Reduced | 54,556 | 1,219 | 0.28% | 0.39% | 10 | -14,788 | -21.33% | Q1 2026 | Apr 06, 2026 |
| Wealthfront Advisers LLC | History | Added to | 52,026 | 1,163 | 0.0% | 0.0% | 11 | +29,738 | 133.43% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Added to | 44,792 | 1,001 | 0.0% | 0.0% | 12 | +3,725 | 9.07% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 40,500 | 905 | 0.0% | 0.0% | 13 | +7,721 | 23.55% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 38,763 | 866 | 0.0% | 0.0% | 14 | -16,203 | -29.48% | Q1 2026 | May 12, 2026 |
| Dunhill Financial, LLC | History | Added to | 35,605 | 796 | 0.19% | 0.04% | 15 | +29,273 | 462.3% | Q1 2026 | May 06, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 23,987 | 553 | 0.19% | 0.19% | 16 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 24,194 | 540 | 0.0% | 0.0% | 17 | +11,963 | 97.81% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 24,045 | 537 | 0.0% | 0.0% | 18 | +20,142 | 516.06% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Reduced | 17,562 | 392 | 0.0% | 0.0% | 19 | -225 | -1.26% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 17,525 | 391 | 0.0% | 0.0% | 20 | -37,732 | -68.28% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Reduced | 16,030 | 358 | 0.0% | 0.0% | 21 | -1,087 | -6.35% | Q1 2026 | May 12, 2026 |
| Prosperity Planning, Inc. | History | Added to | 15,863 | 354 | 0.09% | 0.09% | 22 | +1,006 | 6.77% | Q1 2026 | Apr 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 15,750 | 352 | 0.0% | 0.0% | 23 | +10,681 | 210.71% | Q1 2026 | May 15, 2026 |
| Financial Alternatives, Inc | History | Added to | 15,364 | 343 | 0.18% | 0.21% | 24 | +2 | 0.01% | Q1 2026 | May 01, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 13,883 | 310 | 0.15% | 0.11% | 25 | +3,171 | 29.6% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 13,611 | 304 | 0.0% | 0.0% | 26 | -1 | -0.01% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 13,389 | 299 | 0.0% | 0.0% | 27 | +659 | 5.18% | Q1 2026 | May 13, 2026 |
| Ariadne Wealth Management, LP | History | No change | 13,040 | 291 | 0.13% | 0.14% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 12,284 | 275 | 0.0% | — | 29 | +12,284 | New | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 12,089 | 270 | 0.01% | 0.01% | 30 | +548 | 4.75% | Q1 2026 | Apr 27, 2026 |
| Upper Left Wealth Management, LLC | History | New | 10,789 | 241 | 0.14% | — | 31 | +10,789 | New | Q1 2026 | Apr 16, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 10,680 | 238 | 0.02% | 0.03% | 32 | -3,388 | -24.08% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 10,241 | 228 | 0.01% | 0.01% | 33 | -2,100 | -17.02% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,240 | 206 | 0.0% | 0.0% | 34 | -343 | -3.58% | Q1 2026 | May 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 6,179 | 138 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 4,656 | 101 | 0.0% | — | 36 | +4,656 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 4,120 | 92 | 0.0% | 0.0% | 37 | -2,940 | -41.64% | Q1 2026 | May 05, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 3,405 | 76 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,883 | 64 | 0.0% | 0.0% | 39 | +10 | 0.35% | Q1 2026 | May 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 1,309,580 | 58 | 0.0% | 0.04% | 40 | +1,253,907 | 2252.27% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | Added to | 2,188 | 48 | 0.01% | 0.01% | 41 | +63 | 2.96% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | No change | 1,009 | 22 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 923 | 20 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | No change | 882 | 19 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 681 | 15 | 0.0% | 0.0% | 45 | -2 | -0.29% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 446 | 10 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 446 | 9 | 0.0% | — | 47 | +446 | New | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 300 | 6 | 0.0% | — | 49 | +300 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 275 | 6 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Freedom, LLC | History | New | 108 | 2 | 0.0% | — | 50 | +108 | New | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | New | 55 | 1 | 0.0% | — | 51 | +55 | New | Q1 2026 | May 13, 2026 |
| Moss Adams Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,657 | -100.0% | Q1 2026 | Apr 23, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -342 | -100.0% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |