iShares Global 100 ETFIOOETF

13F holders, Q4 2024 (December 31)
308holders +34
37new positions
10sold out
2famous investors
$100.85avg. 13F price*

At the end of Q4 2024, 308 institutions reported holding iShares Global 100 ETF (IOO) in their 13F filings, up 34 from Q3 2024. 37 opened new positions and 10 sold out. The largest holders were BlackRock, Inc. ($2.7B), Northwestern Mutual Wealth Management Co. ($331.1M) and Amplius Wealth Advisors, LLC ($105.1M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
iShares Global 100 ETF
CUSIP
464287572
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 256Q1 2024Q2 2024: 275Q2 2024Q3 2024: 274Q3 2024Q4 2024: 308Q4 2024Q1 2025: 322Q1 2025Q2 2025: 323Q2 2025Q3 2025: 318Q3 2025Q4 2025: 367Q4 2025Q1 2026: 357Q1 2026Q2 2026: 378Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions37$25.4M
Exits10$33.2M

All 13F filers, Q3 2024 → Q4 2024: 2,476,426 shares bought and 1,531,980 shares sold, net +944,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 308 holders

BlackRock, Inc. 0.06% Add +2.2% 27,047,105 $2.7B
Northwestern Mutual Wealth Management Co. 0.28% Reduce -13.0% 3,285,854 $331.1M
Amplius Wealth Advisors, LLC 10.78% Add +13.8% 1,043,413 $105.1M
Morgan Stanley 0.01% Add +8.0% 948,039 $95.5M
LPL Financial LLC 0.04% Add +19.1% 860,363 $86.7M
Bank of America Corp. 0.01% Add +4.7% 837,706 $84.4M
Waddell & Associates, LLC 6.99% Add +0.3% 680,708 $68.6M
Raymond James Financial Inc. 0.02% — 625,128 $63.0M
Assetmark, Inc. 0.16% Reduce -10.0% 576,211 $58.1M
Ameriprise Financial Inc. 0.01% Reduce -3.3% 451,883 $45.5M
Schroder Investment Management Group 0.04% Reduce -47.3% 378,243 $38.3M
Stephens Inc. 0.54% Add +5.9% 379,738 $38.3M
Avantax Advisory Services, Inc. 0.24% Add +4.9% 371,439 $37.4M
Creative Financial Designs Inc. 3.03% Add +2966.7% 370,244 $37.3M
UBS Group AG 0.01% Reduce -2.0% 355,818 $35.9M
Envestnet Asset Management Inc. 0.01% Add +2.4% 338,509 $34.1M
Modern Wealth Management, LLC 1.19% Add +201.2% 316,209 $31.9M
Royal Bank of Canada 0.01% Reduce -2.1% 282,278 $28.4M
Mather Group, Llc. 0.36% Add +2.6% 273,756 $27.6M
MML Investors Services, LLC 0.09% Add +2.3% 249,516 $25.1M
Wells Fargo & Company 0.01% Add +1.3% 236,495 $23.8M
Focus Partners Wealth 0.06% Add +1.3% 225,638 $22.7M
Old National Bancorp 0.51% Reduce -18.1% 212,375 $21.4M
Commonwealth Equity Services, LLC 0.03% Add +13.1% 192,495 $19.4M
Per Stirling Capital Management, LLC. 2.68% Add +1.4% 187,667 $18.9M
Osaic Holdings, Inc. 0.04% Add +9.8% 172,002 $17.3M
Kaye Capital Management 7.65% Reduce -0.1% 167,332 $16.9M
Ameritas Advisory Services, LLC 0.58% Add +3.1% 167,201 $16.8M
Drake & Associates, LLC 4.78% Add +3.1% 164,909 $16.8M
Scotia Capital Inc. 0.08% Reduce -0.5% 154,118 $15.5M
Wealth Enhancement Advisory Services, LLC 0.03% Add +0.9% 153,678 $15.5M
Beaumont Financial Advisors, LLC 1.15% Reduce -35.9% 152,118 $15.3M
Asset Allocation Strategies LLC 3.61% Reduce -2.4% 145,316 $15.0M
Citigroup Inc. 0.01% Add +11.0% 142,816 $14.4M
Sigma Planning Corp 0.45% Reduce -13.8% 140,855 $14.2M
Bank of Montreal 0.01% Add +11.4% 132,540 $13.4M
Flagship Private Wealth, LLC 5.81% Reduce -1.0% 119,635 $12.1M
Kestra Private Wealth Services, LLC 0.20% Add +106.0% 118,649 $12.0M
Tower Wealth Partners, Inc. 6.25% Reduce -3.6% 118,521 $11.9M
Equitable Holdings, Inc. 0.11% Add +22.3% 115,922 $11.7M
Cetera Investment Advisers 0.02% Add +7.7% 114,752 $11.6M
Three Cord True Wealth Management, LLC 9.82% — 112,664 $11.4M
Centaurus Financial, Inc. 0.69% Reduce -0.3% 112,537 $11.3M
Cambridge Investment Research Advisors, Inc. 0.04% Add +1.6% 111,459 $11.2M
Thoroughbred Financial Services, LLC 0.69% Add +4.2% 111,237 $11.2M
Federation des caisses Desjardins du Quebec 0.05% Add +9.3% 101,457 $10.2M
Silver Oak Securities, Incorporated 0.95% Add +26.1% 100,478 $10.2M
Greykasell Wealth Strategies, Inc. 5.01% — 89,428 $9.0M
Kingswood Wealth Advisors, LLC 0.67% Add +88.1% 89,040 $9.0M
Certified Advisory Corp 0.93% Add +1.7% 85,371 $8.6M
Bluesphere Advisors LLC 4.03% Reduce -0.9% 81,722 $8.2M
Alexis Investment Partners, LLC 3.98% — 80,297 $8.1M
Mariner, LLC 0.01% Add +1.9% 80,146 $8.1M
Gladstone Institutional Advisory LLC 0.35% Add +173.6% 74,991 $7.6M
Kestra Advisory Services, LLC 0.04% Add +74.6% 74,689 $7.5M
Cibc World Market Inc. 0.02% Add +15.1% 72,236 $7.3M
Valmark Advisers, Inc. 0.11% Add +731.0% 71,643 $7.2M
Connecticut Wealth Management, LLC 0.35% Reduce -0.8% 70,729 $7.1M
USAdvisors Wealth Management, LLC 2.21% Reduce -7.2% 37,686 $6.8M
Dogwood Wealth Management LLC 3.15% Add +21.6% 59,025 $5.9M
Capital International Investors 0.00% Add +158.1% 55,296 $5.6M
Hidden Cove Wealth Management, LLC 4.42% — 54,029 $5.4M
Hudock, Inc. 0.95% Add +1.0% 54,018 $5.4M
Meridian Wealth Management, LLC 0.25% Add +28.2% 52,648 $5.3M
Capital Advisors, Ltd. LLC 0.66% Reduce -0.2% 51,842 $5.2M
Integrated Wealth Concepts LLC 0.06% Add +17.7% 51,719 $5.2M
Merit Financial Group, LLC 0.09% New 48,725 $4.9M
Private Advisor Group, LLC 0.03% Reduce -7.7% 48,498 $4.9M
Signature Estate & Investment Advisors LLC 0.12% Add +2.1% 48,409 $4.9M
180 Wealth Advisors, LLC 0.72% Reduce -1.3% 45,686 $4.6M
Whelan Financial 1.81% Add +2.5% 45,582 $4.6M
Jones Financial Companies LLLP 0.00% Add +80.3% 43,824 $4.4M
NFSG Corp 1.12% Add +15.0% 43,110 $4.3M
Fagan Associates, Inc. 0.69% Reduce -0.8% 42,805 $4.3M
Atria Investments, Inc 0.05% Add +2.2% 42,644 $4.3M
Janney Montgomery Scott LLC 0.01% Reduce -1.1% 41,418 $4.2M
JPMorgan Chase & Co. 0.00% Add +291.9% 39,353 $4.0M
Perigon Wealth Management, LLC 0.10% Add +1.0% 38,809 $3.9M
Baird Financial Group, Inc. 0.01% Reduce -6.0% 36,515 $3.7M
Boyd Watterson Asset Management LLC 0.98% Reduce -11.8% 34,698 $3.5M
Brown Brothers Harriman & Co. 0.02% New 34,039 $3.4M
Christensen, King & Associates Investment Services, Inc. 1.39% Add +2.2% 28,790 $3.0M
Rathbones Group PLC 0.01% Add +15.9% 27,351 $2.8M
RDA Financial Network 0.80% Add +19.2% 27,122 $2.7M
Ieq Capital, LLC 0.03% No change 26,782 $2.7M
GLOBALT Investments LLC / GA 0.10% No change 26,672 $2.7M
Bleakley Financial Group, LLC 0.08% Add +1.1% 26,160 $2.6M
LWM Advisory Services, LLC 1.82% Add +8.3% 25,925 $2.6M
Harbour Investments, Inc. 0.07% Add +68.5% 23,962 $2.4M
HighTower Advisors, LLC 0.00% Add +97.7% 23,389 $2.4M
Vickerman Investment Advisors, Inc. 0.64% Add +0.8% 23,304 $2.3M
Cullen Capital Management, LLC 0.03% New 21,889 $2.2M
Kane Investment Management, Inc. 1.20% — 21,373 $2.2M
Atria Wealth Solutions, Inc. 0.02% Reduce -32.1% 21,005 $2.1M
TD Waterhouse Canada Inc. 0.02% Add +0.1% 20,958 $2.1M
Visionary Wealth Advisors 0.12% Reduce -0.4% 20,435 $2.1M
Curbstone Financial Management Corp 0.43% Reduce -1.0% 20,180 $2.0M
Arcadia Investment Advisors LLC 1.09% No change 19,793 $2.0M
CHB Investment Group, LLC 1.08% Reduce -11.2% 19,727 $2.0M
Fischer Investment Strategies, LLC 1.58% Add +40.3% 19,705 $2.0M

"% of holder's portfolio" is IOO's weight in each manager's 13F, not the share of iShares Global 100 ETF the manager owns.

Show all 308 holders