iShares Global Equity FactorGLOFETF
13F holders, Q1 2026 (March 31)67holders +8
14new positions
6sold out
$51.92avg. 13F price*
At the end of Q1 2026, 67 institutions reported holding iShares Global Equity Factor (GLOF) in their 13F filings, up 8 from Q4 2025. 14 opened new positions and 6 sold out. The largest holders were Waverly Advisors, LLC ($13.4M), JPMorgan Chase & Co. ($13.2M) and Empowered Funds, LLC ($8.7M).
- Company
- iShares Global Equity Factor
- CUSIP
- 46434V316
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $19.5M |
| Exits | 6 | $5.7M |
All 13F filers, Q4 2025 → Q1 2026: 469,653 shares bought and 164,020 shares sold, net +305,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Waverly Advisors, LLC | 0.10% | Add +12.1% | 257,783 | $13.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.9% | 261,207 | $13.2M |
| Empowered Funds, LLC | 0.06% | New | 166,125 | $8.7M |
| Goldstone Financial Group, LLC | 0.88% | New | 156,366 | $8.1M |
| DGS Capital Management, LLC | 1.28% | Reduce -1.1% | 149,243 | $7.8M |
| Ignite Planners, LLC | 0.66% | Add +0.3% | 82,315 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Add +124.0% | 52,781 | $2.8M |
| Bank of America Corp. | 0.00% | Reduce -1.7% | 50,978 | $2.7M |
| HSBC Holdings PLC | 0.00% | Add +79.1% | 46,551 | $2.4M |
| 5T Wealth, LLC | 0.89% | Add +4.0% | 42,969 | $2.2M |
| Daymark Wealth Partners, LLC | 0.07% | Reduce -8.6% | 41,995 | $2.2M |
| 3Chopt Investment Partners, LLC | 0.46% | No change | 38,542 | $2.0M |
| Camarda Financial Advisors, LLC | 1.03% | Reduce -5.4% | 37,691 | $2.0M |
| Composition Wealth, LLC | 0.02% | Reduce -0.9% | 33,300 | $1.7M |
| Creative Planning | 0.00% | Add +0.2% | 32,138 | $1.7M |
| Darwin Wealth Management, LLC | 0.51% | Reduce -5.8% | 31,457 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -38.9% | 28,922 | $1.5M |
| LPL Financial LLC | 0.00% | Add +12.1% | 26,502 | $1.4M |
| LifeGoal Investments, LLC | 0.77% | Reduce -0.1% | 25,376 | $1.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.13% | Reduce -0.3% | 22,242 | $1.2M |
| SHP Wealth Management | 0.07% | New | 17,645 | $920K |
| NewEdge Advisors, LLC | 0.00% | No change | 16,731 | $872K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.9% | 15,795 | $823K |
| Ameriprise Financial Inc. | 0.00% | Reduce -26.1% | 15,517 | $809K |
| Modern Wealth Management, LLC | 0.01% | Reduce -11.8% | 15,010 | $791K |
| Wells Fargo & Company | 0.00% | Add +111.7% | 12,084 | $630K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.7% | 9,940 | $518K |
| Lake Street Private Wealth, LLC | 0.06% | Add +7.0% | 9,505 | $495K |
| JMN Financial LLC | 0.47% | Add +4.7% | 9,192 | $479K |
| Ashton Thomas Securities, LLC | 0.06% | New | 8,500 | $443K |
| Triad Wealth Partners, LLC | 0.03% | Add +65.9% | 7,337 | $382K |
| M Wealth Management, LLC | 0.29% | Reduce -0.0% | 6,597 | $344K |
| SYM FINANCIAL Corp | 0.03% | Add +12.6% | 6,415 | $334K |
| WBH Advisory Inc. | 0.02% | New | 5,872 | $310K |
| Flow Traders U.S. LLC | 0.01% | New | 5,382 | $281K |
| Waddell & Associates, LLC | 0.01% | Reduce -0.5% | 4,591 | $239K |
| Arq Wealth Advisors, LLC | 0.04% | No change | 4,580 | $239K |
| NorthRock Partners, LLC | 0.00% | No change | 4,326 | $225K |
| WealthPlan Investment Management, LLC | 0.01% | New | 4,255 | $222K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,109 | $214K |
| Cohalo Advisory LLC | 14.99% | Reduce -3.7% | 4,064 | $212K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.8% | 3,460 | $180K |
| Morgan Stanley | 0.00% | Reduce -68.7% | 3,350 | $175K |
| Fifth Third Bancorp | 0.00% | New | 2,561 | $133K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +55.1% | 2,340 | $124K |
| Advisory Services Network, LLC | 0.00% | New | 1,371 | $71K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,306 | $68K |
| Sankala Group LLC | 0.05% | Add +8.3% | 1,258 | $64K |
| Elevated Capital Advisors, LLC | 0.01% | No change | 1,138 | $59K |
| AE Wealth Management LLC | 0.00% | Add +3.6% | 929 | $48K |
| TFC Financial Management, Inc. | 0.01% | No change | 906 | $47K |
| Bank of Montreal | 0.00% | No change | 830 | $43K |
| Harbour Investments, Inc. | 0.00% | New | 724 | $38K |
| MAI Capital Management | 0.00% | No change | 600 | $31K |
| Royal Bank of Canada | 0.00% | No change | 493 | $26K |
| Farther Finance Advisors, LLC | 0.00% | No change | 454 | $24K |
| FMR LLC | 0.00% | No change | 379 | $20K |
| IFP Advisors, Inc | 0.00% | Add +79.7% | 345 | $18K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 263 | $14K |
| Spire Wealth Management | 0.00% | No change | 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 |
| Ascentis Independent Advisors | 0.00% | New | 84 | $4K |
| National Bank of Canada | 0.00% | Reduce -83.8% | 78 | $4K |
| Parallel Advisors, LLC | 0.00% | No change | 50 | $3K |
| Vanguard Advisers Inc. | 0.00% | — | 3 | $156 |
"% of holder's portfolio" is GLOF's weight in each manager's 13F, not the share of iShares Global Equity Factor the manager owns.