iShares Global Equity FactorGLOFETF

13F holders, Q4 2024 (December 31)
34holders +5
7new positions
6sold out
1famous investor
$43.37avg. 13F price*

At the end of Q4 2024, 34 institutions reported holding iShares Global Equity Factor (GLOF) in their 13F filings, up 5 from Q3 2024. 7 opened new positions and 6 sold out. The largest holders were Promus Capital, LLC ($13.6M), DGS Capital Management, LLC ($6.5M) and LifeGoal Investments, LLC ($4.5M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions7$657K
Exits6$2.3M

All 13F filers, Q3 2024 → Q4 2024: 25,248 shares bought and 72,148 shares sold, net −46,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 34 holders

Promus Capital, LLC 10.44% — 314,143 $13.6M
DGS Capital Management, LLC 1.63% Add +5.5% 150,195 $6.5M
LifeGoal Investments, LLC 4.87% — 103,512 $4.5M
HSBC Holdings PLC 0.00% Reduce -0.8% 55,684 $2.4M
Camarda Financial Advisors, LLC 0.75% Reduce -0.7% 46,173 $2.0M
Darwin Wealth Management, LLC 0.53% Reduce -25.4% 36,364 $1.6M
Susquehanna International Group, LLP 0.00% Reduce -0.3% 30,208 $1.3M
Creative Planning 0.00% Add +2.9% 23,900 $1.0M
Flow Traders U.S. LLC 0.04% Reduce -7.7% 23,307 $1.0M
Jane Street Group, LLC 0.00% Reduce -5.0% 20,400 $885K
Commonwealth Equity Services, LLC 0.00% Add +1.2% 16,709 $725K
Modern Wealth Management, LLC 0.03% Add +9.2% 15,568 $675K
LPL Financial LLC 0.00% Reduce -19.4% 15,261 $662K
Independent Wealth Network Inc. 0.18% Add +0.6% 10,392 $451K
M Wealth Management, LLC 0.30% — 7,701 $334K
Burt Wealth Advisors 0.08% No change 7,315 $317K
Waddell & Associates, LLC 0.03% Reduce -3.8% 7,250 $314K
Bank of America Corp. 0.00% Reduce -0.0% 6,800 $295K
Worth Financial Advisory Group, LLC 0.17% Reduce -2.1% 6,252 $271K
SYM FINANCIAL Corp 0.03% No change 6,046 $262K
Goldman Sachs Group Inc. 0.00% New 6,045 $262K
Cohalo Advisory LLC 19.94% — 5,373 $233K
Arq Wealth Advisors, LLC 0.09% No change 5,315 $230K
Citadel Advisors 0.00% New 4,911 $213K
AE Wealth Management LLC 0.00% New 2,256 $98K
MAI Capital Management 0.00% New 1,516 $66K
Royal Bank of Canada 0.00% No change 493 $21K
FMR LLC 0.00% New 379 $16K
Osaic Holdings, Inc. 0.00% Reduce -63.1% 253 $11K
Sunbelt Securities, Inc. 0.00% No change 92 $4K
Allworth Financial LP 0.00% No change 67 $3K
Physician Wealth Advisors, Inc. 0.00% New 40 $2K
Colonial Trust Advisors 0.00% No change 1 $43
Wells Fargo & Company 0.00% New 1 $24

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