iShares Global Equity FactorGLOFETF

13F holders, Q2 2025 (June 30)
51holders +16
20new positions
3sold out
1famous investor
$48.20avg. 13F price*

At the end of Q2 2025, 51 institutions reported holding iShares Global Equity Factor (GLOF) in their 13F filings, up 16 from Q1 2025. 20 opened new positions and 3 sold out. The largest holders were JPMorgan Chase & Co. ($19.0M), Promus Capital, LLC ($11.1M) and DGS Capital Management, LLC ($7.4M). 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions20$19.6M
Exits3$2.1M

All 13F filers, Q1 2025 → Q2 2025: 868,775 shares bought and 191,214 shares sold, net +677,561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 51 holders

JPMorgan Chase & Co. 0.00% Add +74203.0% 393,806 $19.0M
Promus Capital, LLC 7.22% Reduce -27.3% 230,595 $11.1M
DGS Capital Management, LLC 1.52% Reduce -0.7% 152,850 $7.4M
Cambridge Investment Research Advisors, Inc. 0.02% New 113,624 $5.5M
Daymark Wealth Partners, LLC 0.16% New 89,174 $4.3M
Bank of America Corp. 0.00% Add +6838.3% 57,865 $2.8M
Ignite Planners, LLC 0.48% New 56,921 $2.8M
HSBC Holdings PLC 0.00% Reduce -0.2% 49,523 $2.4M
Camarda Financial Advisors, LLC 0.78% Reduce -1.9% 41,412 $2.0M
3Chopt Investment Partners, LLC 0.45% New 38,511 $1.9M
5T Wealth, LLC 0.92% New 37,661 $1.8M
Darwin Wealth Management, LLC 0.60% Reduce -0.4% 36,230 $1.7M
Blue Oak Capital, LLC 0.91% New 35,862 $1.7M
LifeGoal Investments, LLC 1.39% Reduce -28.1% 30,327 $1.5M
Ameriprise Financial Inc. 0.00% Add +66.3% 25,078 $1.2M
Creative Planning 0.00% Add +0.6% 23,546 $1.1M
Citadel Advisors 0.00% Reduce -53.9% 23,253 $1.1M
Modern Wealth Management, LLC 0.02% Add +1.5% 16,735 $807K
LPL Financial LLC 0.00% Add +4.7% 16,174 $780K
Commonwealth Equity Services, LLC 0.00% Reduce -5.8% 15,895 $766K
Lake Street Private Wealth, LLC 0.07% New 10,337 $498K
Nwam LLC 0.03% New 9,437 $460K
Independent Wealth Network Inc. 0.17% Reduce -4.5% 9,521 $459K
Burt Wealth Advisors 0.10% Add +24.6% 9,117 $439K
Susquehanna International Group, LLP 0.00% Reduce -58.5% 8,200 $395K
M Wealth Management, LLC 0.30% Reduce -8.5% 6,710 $323K
Worth Financial Advisory Group, LLC 0.18% Add +0.9% 6,122 $295K
SYM FINANCIAL Corp 0.03% Reduce -3.9% 5,811 $280K
Waddell & Associates, LLC 0.02% No change 4,781 $230K
Arq Wealth Advisors, LLC 0.08% No change 5,243 $225K
Cohalo Advisory LLC 15.92% New 4,321 $208K
Comerica Bank 0.00% New 2,561 $123K
Ameritas Advisory Services, LLC 0.01% New 2,418 $117K
Osaic Holdings, Inc. 0.00% Add +3.7% 1,820 $88K
MAI Capital Management 0.00% Add +0.9% 1,529 $74K
Whittier Trust Co. of Nevada Inc. 0.00% New 1,509 $73K
Principal Securities, Inc. 0.00% New 1,093 $53K
AE Wealth Management LLC 0.00% Reduce -21.7% 897 $43K
Bank of Montreal 0.00% New 874 $42K
Royal Bank of Canada 0.00% No change 493 $24K
Farther Finance Advisors, LLC 0.00% New 454 $22K
FMR LLC 0.00% No change 379 $18K
Twin Peaks Wealth Advisors, LLC 0.00% New 295 $15K
IFP Advisors, Inc 0.00% New 143 $7K
Morgan Stanley 0.00% New 100 $5K
Paladin Advisory Group, LLC 0.00% New 95 $5K
Sunbelt Securities, Inc. 0.00% No change 92 $4K
Allworth Financial LP 0.00% No change 67 $3K
Physician Wealth Advisors, Inc. 0.00% No change 40 $2K
National Bank of Canada 0.00% New 25 $1K
Colonial Trust Advisors 0.00% No change 1 $48

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