iShares Global Equity FactorGLOFETF

13F holders, Q2 2026 (June 30)
66holders −1
6new positions
7sold out
1famous investor
$58.78avg. 13F price*

At the end of Q2 2026, 66 institutions reported holding iShares Global Equity Factor (GLOF) in their 13F filings, down 1 from Q1 2026. 6 opened new positions and 7 sold out. The largest holders were Goldstone Financial Group, LLC ($19.9M), JPMorgan Chase & Co. ($14.1M) and Waverly Advisors, LLC ($14.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Global Equity Factor
CUSIP
46434V316
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 31Q1 2024Q2 2024: 26Q2 2024Q3 2024: 29Q3 2024Q4 2024: 34Q4 2024Q1 2025: 35Q1 2025Q2 2025: 51Q2 2025Q3 2025: 57Q3 2025Q4 2025: 59Q4 2025Q1 2026: 67Q1 2026Q2 2026: 66Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions6$4.7M
Exits7$849K

All 13F filers, Q1 2026 → Q2 2026: 529,463 shares bought and 156,171 shares sold, net +373,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 66 holders

Goldstone Financial Group, LLC 1.82% Add +116.6% 338,741 $19.9M
JPMorgan Chase & Co. 0.00% Reduce -7.8% 240,806 $14.1M
Waverly Advisors, LLC 0.08% Reduce -8.0% 237,226 $14.0M
Ameriprise Financial Inc. 0.00% Add +1062.9% 180,446 $10.6M
Empowered Funds, LLC 0.05% Add +3.7% 172,322 $10.1M
Ignite Planners, LLC 0.69% Add +3.2% 84,960 $5.0M
Wells Fargo & Company 0.00% Add +377.1% 57,649 $3.4M
HSBC Holdings PLC 0.00% Add +5.6% 49,167 $2.9M
Daymark Wealth Partners, LLC 0.06% Reduce -1.8% 41,261 $2.4M
5T Wealth, LLC 0.90% Reduce -4.0% 41,242 $2.4M
3Chopt Investment Partners, LLC 0.42% Reduce -0.5% 38,369 $2.3M
SHP Wealth Management 0.14% Add +101.2% 35,499 $2.1M
Camarda Financial Advisors, LLC 0.62% Reduce -7.6% 34,810 $2.0M
Composition Wealth, LLC 0.02% Reduce -2.5% 32,475 $1.9M
Creative Planning 0.00% Reduce -0.9% 31,850 $1.9M
Darwin Wealth Management, LLC 0.49% Reduce -3.4% 30,379 $1.8M
Axxcess Wealth Management, LLC 0.03% New 30,380 $1.8M
Citadel Advisors 0.00% New 29,158 $1.7M
LPL Financial LLC 0.00% Add +7.2% 28,417 $1.7M
Raymond James Financial Inc. 0.00% Reduce -49.6% 26,578 $1.6M
LifeGoal Investments, LLC 0.65% Reduce -4.3% 24,288 $1.4M
MLG Wealth Management DBA Pine Grove Financial Group 0.13% Reduce -4.1% 21,332 $1.3M
Commonwealth Equity Services, LLC 0.00% Add +4.3% 16,473 $969K
Rockefeller Capital Management L.P. 0.00% Add +1152.9% 16,363 $962K
NewEdge Advisors, LLC 0.00% Reduce -7.0% 15,568 $916K
Modern Wealth Management, LLC 0.01% Add +0.8% 15,136 $890K
Vise Technologies, Inc. 0.01% New 14,258 $839K
Jane Street Group, LLC 0.00% Reduce -56.2% 12,669 $745K
Bank of America Corp. 0.00% Reduce -75.3% 12,586 $740K
JMN Financial LLC 0.45% Add +7.2% 9,852 $579K
Envestnet Asset Management Inc. 0.00% Reduce -8.6% 9,088 $534K
Lake Street Private Wealth, LLC 0.06% Reduce -5.8% 8,952 $526K
Triad Wealth Partners, LLC 0.03% Add +4.4% 7,661 $458K
SYM FINANCIAL Corp 0.03% No change 6,415 $377K
Worth Financial Advisory Group, LLC 0.15% New 6,011 $354K
Osaic Holdings, Inc. 0.00% Add +53.4% 5,308 $313K
Cambridge Investment Research Advisors, Inc. 0.00% Add +18.2% 4,855 $286K
Waddell & Associates, LLC 0.01% No change 4,591 $270K
Sankala Group LLC 0.17% Add +241.8% 4,300 $261K
WBH Advisory Inc. 0.02% Reduce -25.9% 4,348 $256K
NorthRock Partners, LLC 0.00% No change 4,326 $254K
Cohalo Advisory LLC 14.32% Reduce -0.9% 4,026 $237K
M Wealth Management, LLC 0.19% Reduce -39.2% 4,009 $236K
WealthPlan Investment Management, LLC 0.01% Reduce -6.8% 3,965 $233K
Arq Wealth Advisors, LLC 0.03% Reduce -19.4% 3,691 $218K
Morgan Stanley 0.00% Reduce -3.6% 3,230 $190K
Kroeger Financial Partners 0.18% — 3,149 $185K
Farther Finance Advisors, LLC 0.00% Add +525.5% 2,840 $167K
Whittier Trust Co. of Nevada Inc. 0.00% No change 2,340 $138K
Fifth Third Bancorp 0.00% Reduce -11.5% 2,266 $133K
Compass Financial Management LLC 0.02% — 2,224 $131K
Elevated Capital Advisors, LLC 0.02% No change 1,138 $67K
TFC Financial Management, Inc. 0.01% No change 906 $53K
AE Wealth Management LLC 0.00% Reduce -3.4% 897 $53K
Bank of Montreal 0.00% No change 830 $49K
FMR LLC 0.00% Add +96.3% 744 $44K
Harbour Investments, Inc. 0.00% No change 724 $43K
Royal Bank of Canada 0.00% No change 493 $29K
IFP Advisors, Inc 0.00% No change 345 $20K
Steward Partners Investment Advisory, LLC 0.00% New 264 $16K
Spire Wealth Management 0.00% Add +0.5% 190 $11K
Paladin Advisory Group, LLC 0.00% No change 95 $6K
Allworth Financial LP 0.00% Reduce -36.8% 67 $4K
Davis Capital Management 0.00% New 63 $4K
Parallel Advisors, LLC 0.00% No change 50 $3K
Vanguard Advisers Inc. 0.00% No change 3 $176

"% of holder's portfolio" is GLOF's weight in each manager's 13F, not the share of iShares Global Equity Factor the manager owns.