iShares Global 100 ETFIOOETF

13F holders, Q2 2025 (June 30)
323holders +1
27new positions
26sold out
3famous investors
$107.81avg. 13F price*

At the end of Q2 2025, 323 institutions reported holding iShares Global 100 ETF (IOO) in their 13F filings, up 1 from Q1 2025. 27 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($3.0B), Northwestern Mutual Wealth Management Co. ($313.0M) and Annex Advisory Services, LLC ($153.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions27$25.5M
Exits26$47.4M

All 13F filers, Q1 2025 → Q2 2025: 1,197,035 shares bought and 2,401,243 shares sold, net −1,204,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 323 holders

BlackRock, Inc. 0.06% Reduce -0.1% 27,385,813 $3.0B
Northwestern Mutual Wealth Management Co. 0.23% Reduce -1.8% 2,902,886 $313.0M
Annex Advisory Services, LLC 3.69% Add +31.0% 1,422,141 $153.3M
Amplius Wealth Advisors, LLC 11.19% Reduce -3.3% 1,116,281 $120.3M
Morgan Stanley 0.01% Add +2.0% 918,852 $99.1M
LPL Financial LLC 0.03% Reduce -2.3% 914,560 $98.6M
Bank of America Corp. 0.01% Add +1.7% 833,249 $89.8M
Raymond James Financial Inc. 0.02% Add +1.3% 652,089 $70.3M
Envestnet Asset Management Inc. 0.01% Add +11.7% 387,294 $41.8M
UBS Group AG 0.01% Reduce -0.1% 364,458 $39.3M
Avantax Advisory Services, Inc. 0.21% Reduce -5.3% 362,722 $39.1M
Stephens Inc. 0.50% Add +4.8% 338,163 $36.5M
Modern Wealth Management, LLC 0.84% Add +0.0% 316,947 $34.2M
Royal Bank of Canada 0.01% Add +6.0% 299,842 $32.3M
Citadel Advisors 0.03% Add +876.4% 277,641 $29.9M
Mather Group, Llc. 0.32% Add +1.0% 277,577 $29.9M
Ameriprise Financial Inc. 0.01% Reduce -39.5% 275,466 $29.7M
MML Investors Services, LLC 0.08% Reduce -12.6% 243,804 $26.3M
Commonwealth Equity Services, LLC 0.03% Reduce -7.9% 180,405 $19.4M
Kaye Capital Management 7.35% Reduce -1.3% 177,302 $19.1M
Osaic Holdings, Inc. 0.03% Reduce -13.3% 163,667 $17.6M
Wells Fargo & Company 0.00% Reduce -9.5% 159,133 $17.2M
Scotia Capital Inc. 0.08% Add +0.5% 158,151 $17.0M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -0.8% 146,056 $16.0M
Citigroup Inc. 0.01% Reduce -2.3% 145,411 $15.7M
Asset Allocation Strategies LLC 3.26% Add +8.2% 136,777 $14.7M
Bank of Montreal 0.01% Add +1.7% 133,147 $14.4M
Equitable Holdings, Inc. 0.10% Reduce -8.6% 117,856 $12.7M
Susquehanna International Group, LLP 0.02% Add +231.3% 117,679 $12.7M
Flagship Private Wealth, LLC 5.39% Reduce -1.0% 117,530 $12.7M
Cetera Investment Advisers 0.02% Reduce -4.3% 117,329 $12.6M
Thoroughbred Financial Services, LLC 0.80% Reduce -12.0% 106,283 $11.5M
Sigma Planning Corp 0.33% Reduce -6.2% 103,230 $11.1M
Hudock, Inc. 1.78% Add +31.9% 102,854 $11.1M
Kestra Private Wealth Services, LLC 0.16% Reduce -12.8% 100,589 $10.8M
Federation des caisses Desjardins du Quebec 0.05% Reduce -0.4% 100,440 $10.8M
Ameritas Advisory Services, LLC 0.56% Reduce -38.6% 99,082 $10.7M
Certified Advisory Corp 1.08% Add +3.9% 96,365 $10.4M
Focus Partners Wealth 0.02% Reduce -51.2% 94,724 $10.2M
Kestra Advisory Services, LLC 0.05% Add +50.5% 94,439 $10.2M
Greykasell Wealth Strategies, Inc. 4.84% Add +2.9% 93,779 $10.1M
Old National Bancorp 0.18% Reduce -42.1% 93,516 $10.1M
Money Concepts Capital Corp. 0.64% New 88,161 $9.5M
Jones Financial Companies LLLP 0.01% Add +15.9% 86,017 $9.3M
Mariner, LLC 0.01% Add +2.0% 85,102 $9.2M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -29.8% 84,254 $9.1M
Alexis Investment Partners, LLC 3.90% Add +2.6% 84,221 $9.1M
Bluesphere Advisors LLC 4.16% Reduce -1.2% 77,301 $8.3M
Cibc World Market Inc. 0.02% Reduce -1.2% 66,924 $7.2M
Schroder Investment Management Group 0.01% Reduce -0.8% 67,016 $7.2M
NFSG Corp 1.01% Add +7.7% 57,610 $6.2M
Integrated Wealth Concepts LLC 0.06% Reduce -6.0% 55,009 $5.9M
Capital Advisors, Ltd. LLC 0.67% Reduce -1.0% 50,415 $5.4M
Assetmark, Inc. 0.01% Reduce -3.4% 49,314 $5.3M
Centaurus Financial, Inc. 0.31% Reduce -57.5% 49,305 $5.3M
Signature Estate & Investment Advisors LLC 0.12% Reduce -0.2% 49,134 $5.3M
Silver Oak Securities, Incorporated 0.44% Reduce -52.5% 48,879 $5.3M
Brown Brothers Harriman & Co. 0.03% No change 45,245 $4.9M
Kingswood Wealth Advisors, LLC 0.38% Reduce -4.7% 44,950 $4.8M
Private Advisor Group, LLC 0.03% Add +3.8% 44,234 $4.8M
180 Wealth Advisors, LLC 0.65% Reduce -2.2% 43,120 $4.6M
Fagan Associates, Inc. 0.69% Reduce -1.9% 41,132 $4.4M
Janney Montgomery Scott LLC 0.01% No change 40,355 $4.4M
JPMorgan Chase & Co. 0.00% Reduce -0.7% 39,066 $4.2M
Meridian Wealth Management, LLC 0.18% Reduce -34.1% 38,565 $4.2M
Perigon Wealth Management, LLC 0.10% Reduce -1.1% 37,920 $4.1M
Whelan Financial 1.46% Reduce -17.8% 37,471 $4.0M
Twelve Points Wealth Management LLC 1.08% New 37,217 $4.0M
Gladstone Institutional Advisory LLC 0.16% Reduce -47.7% 35,189 $3.8M
Boyd Watterson Asset Management LLC 1.19% No change 34,698 $3.7M
Connecticut Wealth Management, LLC 0.18% Reduce -0.4% 34,538 $3.7M
Christensen, King & Associates Investment Services, Inc. 1.50% Add +1.1% 30,276 $3.3M
Creative Financial Designs Inc. 0.23% Reduce -92.3% 29,970 $3.2M
Bleakley Financial Group, LLC 0.08% Add +12.9% 29,541 $3.2M
Powell Investment Advisors, LLC 1.19% Add +233.8% 29,364 $3.2M
Atria Wealth Solutions, Inc. 0.07% Add +12.2% 29,022 $3.1M
Hidden Cove Wealth Management, LLC 2.18% Reduce -51.5% 27,906 $3.0M
Ieq Capital, LLC 0.02% Reduce -1.9% 26,826 $2.9M
GLOBALT Investments LLC / GA 0.11% Reduce -1.2% 26,355 $2.8M
Vickerman Investment Advisors, Inc. 0.60% Reduce -1.4% 25,978 $2.8M
Rathbones Group PLC 0.01% Add +3.2% 24,225 $2.6M
FMR LLC 0.00% Add +29.2% 23,668 $2.6M
HighTower Advisors, LLC 0.00% Add +0.3% 23,328 $2.5M
Rockefeller Capital Management L.P. 0.01% Add +2.0% 23,258 $2.5M
Harbour Investments, Inc. 0.06% Reduce -5.8% 22,807 $2.5M
LWM Advisory Services, LLC 1.64% Reduce -15.3% 22,030 $2.4M
Donoghue Forlines LLC 0.67% New 21,940 $2.4M
Visionary Wealth Advisors 0.12% Add +8.8% 21,389 $2.3M
TD Waterhouse Canada Inc. 0.02% Add +1.3% 21,385 $2.3M
Merit Financial Group, LLC 0.02% Reduce -59.6% 19,839 $2.1M
Arcadia Investment Advisors LLC 1.09% Reduce -1.0% 19,587 $2.1M
Baird Financial Group, Inc. 0.00% Reduce -45.8% 19,536 $2.1M
Global Retirement Partners, LLC 0.05% — 19,435 $2.1M
Steward Partners Investment Advisory, LLC 0.02% Add +1.7% 19,035 $2.1M
CHB Investment Group, LLC 1.04% Reduce -1.0% 18,933 $2.0M
Curbstone Financial Management Corp 0.42% Reduce -4.1% 18,880 $2.0M
Marshall Wace, LLP 0.00% New 18,575 $2.0M
Capital International Investors 0.00% Reduce -31.4% 18,604 $2.0M
Legacy Advisory Services, LLC 1.58% Add +5.3% 18,502 $2.0M
Cerity Partners LLC 0.00% Reduce -2.2% 17,398 $1.9M
GAMCO Investors 0.02% No change 16,800 $1.8M
AQR Capital Management 0.00% Add +24.1% 16,694 $1.8M
Fortis Group Advisors, LLC 0.30% Reduce -5.8% 14,880 $1.7M
Onyx Bridge Wealth Group LLC 0.21% Add +4.5% 15,036 $1.6M
Kane Investment Management, Inc. 0.84% Reduce -3.7% 14,926 $1.6M
US Bancorp \de 0.00% Add +0.6% 14,567 $1.6M
Transatlantique Private Wealth LLC 0.57% Add +6.2% 14,460 $1.6M
Sagespring Wealth Partners, LLC 0.03% Reduce -9.7% 14,444 $1.6M
Fischer Investment Strategies, LLC 1.03% Add +50.0% 14,291 $1.5M
Retirement Planning Group, LLC 0.07% Reduce -1.4% 14,173 $1.5M
Stifel Financial Corp. 0.00% Add +21.9% 14,154 $1.5M
Creekside Partners 0.69% No change 13,441 $1.4M
Creative Planning 0.00% Add +7.9% 13,330 $1.4M
Howard Wealth Management, LLC 0.70% Reduce -2.2% 12,786 $1.4M
Montis Financial, LLC 0.38% No change 12,770 $1.4M
Mercer Global Advisors Inc. 0.00% Add +5.9% 12,650 $1.4M
Fifth Third Securities, Inc. 0.10% Add +2.6% 12,608 $1.4M
Drake & Associates, LLC 0.32% Reduce -92.8% 12,155 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Add +10.3% 11,567 $1.2M
Cape Cod Five Cents Savings Bank 0.11% No change 12,489 $1.2M
Flagship Harbor Advisors, LLC 0.06% Add +3.1% 11,345 $1.2M
Waverly Advisors, LLC 0.01% Reduce -25.7% 11,138 $1.2M
Golden State Wealth Management, LLC 0.15% New 11,059 $1.2M
Stratos Wealth Partners, LTD. 0.02% Reduce -0.0% 10,786 $1.2M
Geneos Wealth Management Inc. 0.03% Add +60.1% 10,775 $1.2M
Main Street Financial Solutions, LLC 0.08% No change 10,572 $1.1M
Chicago Partners Investment Group LLC 0.03% Reduce -18.2% 10,172 $1.1M
Oppenheimer & Co. Inc. 0.01% Reduce -0.2% 10,455 $1.1M
Alesco Advisors, LLC, An ESL Co 0.03% No change 10,115 $1.1M
KCM Investment Advisors LLC 0.04% No change 10,062 $1.1M
Kingsview Wealth Management, LLC 0.02% Add +2.0% 9,988 $1.1M
Goldman Sachs Group Inc. 0.00% Add +0.1% 9,384 $1.0M
World Investment Advisors 0.02% Reduce -5.9% 9,208 $993K
KPP Advisory Services LLC 0.16% Reduce -7.4% 9,206 $993K
Qube Research & Technologies Ltd 0.00% New 9,196 $991K
Rik Saylor Financial, Inc. 0.73% Reduce -0.6% 8,800 $949K
Ausdal Financial Partners, Inc. 0.06% Reduce -0.9% 8,623 $930K
Matrix Trust Co 0.15% New 8,529 $919K
Pathstone Holdings, LLC 0.00% No change 8,504 $917K
HBW Advisory Services LLC 0.11% Add +13.9% 8,482 $914K
Corient Private Wealth LP 0.00% Reduce -49.9% 8,350 $900K
Evolution Wealth Advisors, LLC 0.13% No change 8,254 $890K
Avior Wealth Management, LLC 0.03% Reduce -4.7% 8,141 $878K
RFG Advisory, LLC 0.02% Add +1.2% 8,115 $875K
Three Cord True Wealth Management, LLC 0.65% Reduce -93.4% 8,037 $866K
First Heartland Consultants, Inc. 0.08% Reduce -2.5% 7,901 $852K
DMKC Advisory Services, LLC 0.44% New 7,644 $845K
Fortitude Family Office, LLC 0.28% No change 7,800 $841K
BCS Wealth Management 0.18% No change 7,673 $827K
O'shaughnessy Asset Management, LLC 0.01% Reduce -2.7% 7,242 $781K
Walled Lake Planning & Wealth Management, LLC 0.24% Reduce -13.2% 6,863 $740K
Atria Investments, Inc 0.01% Reduce -82.8% 6,774 $730K
Arkadios Wealth Advisors 0.02% New 6,520 $703K
Legacy Financial Strategies, LLC 0.14% No change 6,518 $703K
Mirador Capital Partners LP 0.11% Reduce -1.9% 6,469 $697K
Ifrah Financial Services, Inc. 0.19% Reduce -29.7% 6,356 $685K
Wedbush Securities Inc. 0.02% Add +1.0% 6,324 $682K
Truist Financial Corp. 0.00% Add +58.4% 6,163 $664K
Financial Freedom, LLC 0.35% Add +31.4% 6,052 $652K
Avaii Wealth Management, LLC 0.29% No change 5,984 $645K
GTS Securities LLC 0.03% Add +178.3% 5,846 $630K
OneAscent Financial Services LLC 0.04% Reduce -51.9% 5,644 $609K
NewEdge Advisors, LLC 0.00% Reduce -16.2% 5,517 $595K
Ground Swell Capital, LLC 0.98% Add +9.3% 5,496 $593K
NTV Asset Management LLC 0.07% No change 5,430 $585K
Glenmede Investment Management, LP 0.00% — 5,399 $582K
Prosperity Wealth Management, Inc. 0.21% Reduce -1.5% 5,332 $575K
MidAtlantic Capital Management, Inc. 0.41% Reduce -3.3% 5,331 $575K
EP Wealth Advisors, LLC 0.00% Add +1.6% 5,133 $553K
HHM Wealth Advisors, LLC 0.07% No change 5,106 $550K
BigSur Wealth Management LLC 0.14% No change 5,076 $547K
Concurrent Investment Advisors, LLC 0.01% Reduce -6.9% 5,001 $539K
Whittier Trust Co. 0.01% No change 5,000 $539K
Parallel Advisors, LLC 0.01% Add +0.0% 4,959 $535K
Unique Wealth, LLC 0.09% Reduce -0.1% 4,922 $531K
Weaver Consulting Group 0.15% Reduce -7.1% 4,916 $530K
WPWealth LLP 0.09% No change 4,610 $497K
Sowell Financial Services LLC 0.02% Add +18.7% 4,583 $494K
DHK Financial Advisors, Inc. 0.28% No change 4,500 $485K
Montag A & Associates Inc. 0.02% Reduce -29.7% 4,400 $474K
Hershey Financial Advisers, LLC 0.41% — 4,245 $458K
Beacon Pointe Advisors, LLC 0.00% No change 4,235 $457K
First Community Trust NA 0.37% No change 4,204 $453K
MAI Capital Management 0.00% No change 4,181 $451K
Mainstay Capital Management LLC 0.02% Add +53.5% 4,122 $444K
Grey Ledge Advisors, LLC 0.11% Reduce -5.3% 4,052 $437K
Catalyst Financial Partners LLC 0.05% No change 4,042 $436K
Sunbelt Securities, Inc. 0.04% Add +872.3% 4,317 $435K
RDA Financial Network 0.12% Reduce -85.1% 4,015 $433K
Mascagni Wealth Management, Inc. 0.36% Reduce -42.0% 3,904 $421K
Cape Investment Advisory, Inc. 0.15% Add +5.3% 3,867 $417K
Comerica Bank 0.00% Reduce -8.0% 3,797 $409K
HRT Financial LP 0.00% Reduce -57.0% 3,768 $406K
AlphaStar Capital Management, LLC 0.03% New 3,737 $403K
Dogwood Wealth Management LLC 0.20% Reduce -93.9% 3,693 $400K
Sierra Ocean, LLC 0.29% No change 3,687 $398K
Daymark Wealth Partners, LLC 0.01% Reduce -1.6% 3,645 $393K
PNC Financial Services Group, Inc. 0.00% Add +0.1% 3,640 $392K
Choreo, LLC 0.01% New 3,605 $389K
Fifth Third Bancorp 0.00% Add +259.3% 3,593 $387K
SkyOak Wealth, LLC 0.08% Add +0.7% 3,513 $379K
J.W. Cole Advisors, Inc. 0.01% Reduce -3.4% 3,476 $375K
Secure Asset Management, LLC 0.07% Reduce -2.4% 3,413 $368K
Hilltop Holdings Inc. 0.02% New 3,395 $366K
Atala Financial Inc 0.25% Add +83.3% 3,388 $365K
BlackDiamond Wealth Management, LLC 0.21% Add +41.0% 3,388 $364K
Per Stirling Capital Management, LLC. 0.05% Reduce -8.2% 3,350 $361K
Dynamic Advisor Solutions LLC 0.01% Reduce -0.9% 3,349 $361K
Bar Harbor Wealth Management 0.02% No change 3,317 $358K
Orion Porfolio Solutions, LLC 0.00% Reduce -15.8% 3,299 $356K
Sanctuary Advisors, LLC 0.00% Add +0.4% 3,294 $355K
Level Four Advisory Services, LLC 0.01% No change 3,286 $354K
Sfmg, LLC 0.03% Add +0.7% 3,272 $353K
Burke & Herbert Bank & Trust Co. 0.08% No change 3,230 $348K
Palisade Asset Management, LLC 0.03% No change 3,220 $347K
National Bank of Canada 0.00% Reduce -6.8% 3,213 $346K
LongView Wealth Management 0.10% Add +14.2% 3,195 $344K
Cozad Asset Management Inc. 0.03% New 3,160 $341K
Financial Council, LLC 0.16% No change 3,116 $336K
Adell Harriman & Carpenter Inc. 0.02% No change 3,100 $334K
IFP Advisors, Inc 0.01% Add +1.2% 3,065 $330K
Valmark Advisers, Inc. 0.00% Reduce -95.6% 3,057 $330K
OneAscent Wealth Management LLC 0.12% Reduce -43.7% 3,024 $326K
Revisor Wealth Management LLC 0.12% No change 2,947 $323K
SBI Securities Co., Ltd. 0.01% Reduce -2.7% 2,996 $323K
RiverTree Advisors, LLC 0.22% Reduce -33.9% 2,983 $322K
Waddell & Associates, LLC 0.03% Reduce -33.5% 2,909 $314K
Darrow Company, Inc. 0.15% Add +1.3% 2,716 $293K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -8.4% 2,714 $293K
Savant Capital, LLC 0.00% No change 2,694 $290K
Focus Financial Network, Inc. 0.01% Reduce -26.6% 2,686 $290K
HB Wealth Management, LLC 0.00% No change 2,608 $281K
Silvercrest Asset Management Group LLC 0.00% No change 2,570 $277K
Gallagher Capital Advisors, LLC 0.22% Add +0.7% 2,456 $276K
Tritonpoint Wealth, LLC 0.03% Reduce -7.1% 2,550 $275K
HUB Investment Partners, LLC 0.01% New 2,464 $266K
Future Financial Wealth Managment LLC 0.18% No change 2,452 $264K
Diversify Wealth Management, LLC 0.02% Add +0.7% 2,263 $259K
Strait & Sound Wealth Management LLC 0.11% Reduce -4.1% 2,362 $255K
M&T Bank Corp 0.00% No change 2,359 $254K
Cresset Asset Management, LLC 0.00% No change 2,348 $253K
Joel Isaacson & Co., LLC 0.01% No change 2,273 $245K
Obermeyer Wealth Partners 0.01% Add +0.6% 2,251 $243K
CIBC Asset Management Inc 0.00% No change 2,240 $241K
Willow Creek Wealth Management Inc. 0.02% No change 2,219 $239K
Guyasuta Investment Advisors Inc. 0.01% No change 2,185 $236K
Great Valley Advisor Group, Inc. 0.01% Add +0.1% 2,163 $233K
Blair William & Co. 0.00% Reduce -37.0% 2,162 $233K
Affiance Financial, LLC 0.05% Reduce -4.6% 2,103 $227K
Beese Fulmer Investment Management, Inc. 0.02% No change 2,082 $224K
Great Lakes Advisors, LLC 0.00% New 2,053 $221K
Kovack Advisors, Inc. 0.02% New 2,000 $216K
Marco Investment Management LLC 0.02% New 2,000 $216K
Bank of Nova Scotia 0.00% New 2,000 $216K
Breakwater Investment Management 0.08% No change 1,990 $215K
Americana Partners, LLC 0.01% New 1,932 $208K
WFA Asset Management Corp 0.12% Add +0.7% 2,141 $207K
Cullen/Frost Bankers, Inc. 0.00% Add +0.7% 1,838 $198K
Allworth Financial LP 0.00% No change 1,681 $181K
Principal Securities, Inc. 0.00% Add +2.6% 1,623 $175K
Tsfg, LLC 0.03% No change 1,500 $162K
Signaturefd, LLC 0.00% Reduce -11.3% 1,260 $136K
Cwm, LLC 0.00% Add +0.6% 1,194 $129K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,190 $128K
High Note Wealth, LLC 0.03% No change 1,090 $118K
Trust Co. of Vermont 0.01% Add +338.5% 1,026 $111K
CIBC Private Wealth Group LLC 0.00% Reduce -29.0% 1,001 $108K
MJT & Associates Financial Advisory Group, Inc. 0.13% No change 963 $104K
Pillar Financial Advisors, LLC 0.06% No change 845 $91K
Blue Trust, Inc. 0.00% No change 800 $86K
AdvisorNet Financial, Inc 0.01% Reduce -32.0% 745 $80K
Rosenberg Matthew Hamilton 0.02% New 704 $76K
Semmax Financial Advisors Inc. 0.02% Add +0.6% 657 $75K
TD Capital Management LLC 0.01% Add +0.7% 596 $64K
Ameritas Investment Partners, Inc. 0.00% Add +120.8% 552 $59K
Glassman Wealth Services 0.01% No change 446 $48K
Phillips Financial Management, LLC 0.00% No change 439 $47K
Arax Advisory Partners 0.00% No change 10 $45K
Center for Financial Planning, Inc. 0.01% No change 404 $44K
AE Wealth Management LLC 0.00% No change 372 $40K
First Horizon Advisors, Inc. 0.00% New 362 $39K
Private Trust Co. NA 0.00% Reduce -43.9% 357 $38K
Glass Jacobson Investment Advisors llc 0.01% Reduce -91.5% 351 $38K
Richardson Capital Management LLC 0.02% Add +0.6% 326 $35K
Guardian Wealth Advisors, LLC / NC 0.00% No change 316 $34K
Aptus Capital Advisors, LLC 0.00% No change 316 $34K
CoreCap Advisors, LLC 0.00% No change 300 $32K
Matrix Private Capital Group LLC 0.02% No change 295 $32K
Olistico Wealth, LLC 0.02% No change 276 $30K
Chilton Capital Management LLC 0.00% No change 266 $29K
Sound Income Strategies, LLC 0.00% Add +605.9% 240 $26K
Capital Investment Advisory Services, LLC 0.00% No change 230 $25K
Lanark Financial, Inc. 0.00% Reduce -21.8% 226 $24K
Farther Finance Advisors, LLC 0.00% No change 204 $22K
Deutsche Bank AG 0.00% No change 203 $22K
Nalls Sherbakoff Group, LLC 0.02% No change 200 $22K
Clearstead Advisors, LLC 0.00% No change 200 $22K
HM Payson & Co. 0.00% No change 200 $22K
Front Row Advisors LLC 0.01% No change 180 $19K
JNBA Financial Advisors 0.00% No change 178 $19K
Johnson Financial Group, Inc. 0.00% New 164 $18K
Atlantic Union Bankshares Corp 0.00% New 156 $17K
N.E.W. Advisory Services LLC 0.00% No change 156 $17K
St Germain D J Co. Inc. 0.00% Add +141.4% 140 $15K
IAG Wealth Partners, LLC 0.00% Reduce -78.3% 115 $12K
Atwood & Palmer Inc. 0.00% No change 110 $12K
Lazard Asset Management LLC 0.00% Reduce -89.9% 107 $11K
Trust Co. of Toledo NA 0.00% New 99 $11K
Independence Bank of Kentucky 0.00% No change 90 $10K
Copia Wealth Management 0.01% No change 88 $9K
Central Pacific Bank - Trust Division 0.00% No change 80 $9K
WFA of San Diego, LLC 0.01% — 72 $8K
Highline Wealth Partners LLC 0.00% New 56 $6K
Main Street Group, LTD 0.00% No change 51 $6K
New Millennium Group LLC 0.00% Reduce -15.0% 51 $5K
Dunhill Financial, LLC 0.00% Reduce -2.1% 47 $5K
First Financial Corp. 0.00% Reduce -66.4% 42 $5K
Inlight Wealth Management, LLC 0.00% No change 22 $2K
Evolution Advisers, Inc. 0.00% No change 19 $2K
Decker Retirement Planning Inc. 0.00% No change 16 $2K
Simplex Trading, LLC 0.00% New 10 $1K
Capital Analysts, LLC 0.00% New 12 $1K
Tower Research Capital LLC (TRC) 0.00% Reduce -58.3% 5 $539

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