iShares Global Equity FactorGLOFETF

13F holders, Q4 2025 (December 31)
59holders +2
10new positions
8sold out
1famous investor
$52.87avg. 13F price*

At the end of Q4 2025, 59 institutions reported holding iShares Global Equity Factor (GLOF) in their 13F filings, up 2 from Q3 2025. 10 opened new positions and 8 sold out. The largest holders were JPMorgan Chase & Co. ($14.3M), Waverly Advisors, LLC ($12.1M) and DGS Capital Management, LLC ($8.0M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions10$18.2M
Exits8$7.4M

All 13F filers, Q3 2025 → Q4 2025: 397,674 shares bought and 310,564 shares sold, net +87,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 59 holders

JPMorgan Chase & Co. 0.00% Reduce -16.0% 271,771 $14.3M
Waverly Advisors, LLC 0.10% New 230,040 $12.1M
DGS Capital Management, LLC 1.37% Reduce -0.3% 150,831 $8.0M
Ignite Planners, LLC 0.68% Add +35.1% 82,038 $4.5M
Bank of America Corp. 0.00% Reduce -7.1% 51,875 $2.7M
Jane Street Group, LLC 0.00% Reduce -29.8% 47,316 $2.5M
Daymark Wealth Partners, LLC 0.08% Reduce -41.6% 45,926 $2.4M
5T Wealth, LLC 0.87% Add +5.9% 41,295 $2.2M
Camarda Financial Advisors, LLC 0.80% Add +1.8% 39,824 $2.1M
3Chopt Investment Partners, LLC 0.46% Add +0.4% 38,542 $2.0M
Citadel Advisors 0.00% Reduce -0.9% 37,566 $2.0M
Composition Wealth, LLC 0.03% Reduce -1.3% 33,590 $1.8M
Darwin Wealth Management, LLC 0.55% Reduce -4.3% 33,383 $1.8M
Axxcess Wealth Management, LLC 0.03% New 32,244 $1.7M
Creative Planning 0.00% Add +36.6% 32,068 $1.7M
HSBC Holdings PLC 0.00% New 25,991 $1.4M
LifeGoal Investments, LLC 0.90% Reduce -8.7% 25,404 $1.3M
LPL Financial LLC 0.00% Add +19.2% 23,642 $1.2M
Raymond James Financial Inc. 0.00% New 23,561 $1.2M
MLG Wealth Management DBA Pine Grove Financial Group 0.14% — 22,313 $1.2M
Ameriprise Financial Inc. 0.00% Reduce -5.0% 20,983 $1.1M
Susquehanna International Group, LLP 0.00% Add +301.2% 18,082 $954K
Modern Wealth Management, LLC 0.02% Add +0.8% 17,024 $899K
NewEdge Advisors, LLC 0.00% New 16,731 $883K
Commonwealth Equity Services, LLC 0.00% Add +0.7% 15,947 $842K
Morgan Stanley 0.00% Reduce -82.2% 10,711 $565K
Envestnet Asset Management Inc. 0.00% New 9,403 $496K
Independent Wealth Network Inc. 0.15% Reduce -1.0% 9,250 $488K
Lake Street Private Wealth, LLC 0.06% Reduce -10.0% 8,885 $469K
JMN Financial LLC 0.46% — 8,781 $463K
M Wealth Management, LLC 0.30% Add +0.4% 6,599 $348K
Worth Financial Advisory Group, LLC 0.15% Reduce -0.9% 6,015 $317K
Wells Fargo & Company 0.00% Add +80.3% 5,708 $301K
SYM FINANCIAL Corp 0.03% No change 5,699 $301K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -9.8% 4,908 $259K
Waddell & Associates, LLC 0.02% No change 4,614 $244K
Arq Wealth Advisors, LLC 0.07% Reduce -0.5% 4,580 $242K
Triad Wealth Partners, LLC 0.02% Reduce -0.4% 4,423 $233K
NorthRock Partners, LLC 0.00% New 4,326 $228K
Cohalo Advisory LLC 16.52% Reduce -2.3% 4,222 $223K
Osaic Holdings, Inc. 0.00% Add +12.5% 4,015 $212K
Comerica Bank 0.00% No change 2,561 $135K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,509 $81K
Sankala Group LLC 0.05% — 1,162 $64K
Elevated Capital Advisors, LLC 0.01% New 1,138 $60K
TFC Financial Management, Inc. 0.01% No change 906 $48K
AE Wealth Management LLC 0.00% No change 897 $47K
Bank of Montreal 0.00% No change 830 $44K
MAI Capital Management 0.00% Reduce -60.8% 600 $32K
Royal Bank of Canada 0.00% No change 493 $26K
National Bank of Canada 0.00% New 480 $25K
Farther Finance Advisors, LLC 0.00% No change 454 $24K
FMR LLC 0.00% No change 379 $20K
IFP Advisors, Inc 0.00% No change 192 $10K
Spire Wealth Management 0.00% Add +1.1% 189 $10K
Allworth Financial LP 0.00% No change 106 $6K
Paladin Advisory Group, LLC 0.00% No change 95 $5K
Sunbelt Securities, Inc. 0.00% No change 92 $5K
Parallel Advisors, LLC 0.00% New 50 $3K

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