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iShares Global 100 ETF (IOO) Institutional Ownership

iShares Global 100 ETF logo
$103.71 -1.41 (-1.34%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Global 100 ETF (NYSEARCA:IOO)

Number of
Institutional Buyers
(last 12 months)
191
Total
Institutional Inflows
(last 12 months)
$532.54M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$207.22M
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IOO Institutional Buying and Selling by Quarter

iShares Global 100 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025Ascent Group LLC5,345$539K0.0%-34.8%0.008%
2/19/2025 Three Cord True Wealth Management LLC112,664$11.35M9.8%N/A0.175%
2/18/2025 Strait & Sound Wealth Management LLC2,464$248K0.1%-28.3%0.004%
2/18/2025 Sunbelt Securities Inc.4,317$438K0.0%+2.5%0.007%
2/18/2025 Retirement Planning Group LLC15,036$1.52M0.1%-1.7%0.023%
2/18/2025 Connecticut Wealth Management LLC70,729$7.13M0.3%-0.7%0.110%
2/18/2025 First Heartland Consultants Inc.6,888$694K0.1%+10.5%0.011%
2/17/2025 Waverly Advisors LLC15,743$1.59M0.0%+611.4%0.027%
2/17/2025 Whelan Financial45,582$4.59M1.8%+2.5%0.077%
2/17/2025 Royal Bank of Canada282,278$28.45M0.0%-2.1%0.480%
2/17/2025 Obermeyer Wealth Partners3,852$388K0.0%+89.5%0.007%
2/17/2025 Lazard Asset Management LLC3,412$343K0.0%+6,461.5%0.006%
2/17/2025 Focus Partners Wealth225,638$22.74M0.1%+1.3%0.383%
2/17/2025 EP Wealth Advisors LLC5,406$545K0.0%+7.0%0.009%
2/17/2025 Cetera Investment Advisers114,752$11.56M0.0%+7.7%0.195%
2/17/2025 Baird Financial Group Inc.36,515$3.68M0.0%-6.0%0.062%
2/17/2025 Beaumont Capital Management LLC2,900$292K0.2%+23.6%0.005%
2/17/2025 Bank of America Corp DE837,706$84.42M0.0%+4.7%1.423%
2/17/2025 Ameriprise Financial Inc.451,883$45.53M0.0%-3.3%0.768%
2/14/2025 Mercer Global Advisors Inc. ADV12,517$1.26M0.0%-18.5%0.021%
2/14/2025 Comerica Bank8,254$832K0.0%+6.7%0.014%
2/14/2025 Fischer Investment Strategies LLC19,705$1.99M1.6%+40.3%0.033%
2/14/2025 Lido Advisors LLC2,778$280K0.0%N/A0.005%
2/14/2025 Stonebridge Capital Advisors LLC2,000$202K0.0%N/A0.003%
2/14/2025 Integrated Wealth Concepts LLC51,719$5.21M0.1%+17.7%0.088%
2/14/2025 Transatlantique Private Wealth LLC7,798$786K0.3%+14.9%0.013%
2/14/2025 MML Investors Services LLC249,516$25.14M0.1%+2.3%0.424%
2/14/2025 Capital World Investors4,523$459K0.0%N/A0.008%
2/14/2025 Capital International Investors55,296$5.61M0.0%+158.1%0.094%
2/14/2025 Alexis Investment Partners LLC80,297$8.13M4.0%N/A0.136%
2/13/2025 NewEdge Advisors LLC9,307$938K0.0%+9.1%0.016%
2/13/2025 Main Street Financial Solutions LLC10,663$1.08M0.1%-3.4%0.018%
2/13/2025 Kane Investment Management Inc.21,373$2.15M1.2%N/A0.036%
2/13/2025 Belpointe Asset Management LLC7,855$792K0.0%+28.5%0.013%
2/13/2025 Mariner LLC80,146$8.08M0.0%+1.9%0.136%
2/13/2025 Sagespring Wealth Partners LLC15,795$1.59M0.0%N/A0.027%
2/13/2025 Rockefeller Capital Management L.P.18,128$1.83M0.0%+14.7%0.031%
2/13/2025 Glass Jacobson Investment Advisors llc4,141$417K0.1%+229.2%0.007%
2/13/2025 Scotia Capital Inc.154,118$15.54M0.1%-0.5%0.262%
2/13/2025 Waddell & Associates LLC680,708$68.60M7.0%+0.2%1.157%
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2/13/2025 Renaissance Technologies LLC7,800$786K0.0%N/A0.013%
2/13/2025 Bank of Nova Scotia2,000$202K0.0%N/A0.003%
2/13/2025 Rathbones Group PLC27,351$2.76M0.0%+15.9%0.046%
2/13/2025 Bank of Montreal Can132,540$13.36M0.0%+11.4%0.225%
2/13/2025 Cerity Partners LLC17,547$1.77M0.0%+5.9%0.030%
2/13/2025 Wedbush Securities Inc.5,607$565K0.0%-38.1%0.010%
2/13/2025 Envestnet Asset Management Inc.338,509$34.11M0.0%+2.4%0.575%
2/13/2025 Cullen Capital Management LLC21,889$2.21M0.0%N/A0.037%
2/13/2025 KCM Investment Advisors LLC10,062$1.01M0.0%-7.5%0.017%
2/13/2025 Wells Fargo & Company MN236,495$23.83M0.0%+1.3%0.402%
2/12/2025 Thoroughbred Financial Services LLC111,237$11.21M0.7%+4.2%0.189%
2/12/2025 Arete Wealth Advisors LLC8,614$868K0.1%+3.6%0.015%
2/12/2025 World Investment Advisors9,976$1.01M0.0%-4.0%0.017%
2/12/2025 OneAscent Financial Services LLC12,818$1.29M0.1%N/A0.022%
2/12/2025 Huntington National Bank771$78K0.0%+475.4%0.001%
2/12/2025 O Shaughnessy Asset Management LLC7,964$803K0.0%+8.6%0.014%
2/12/2025 Walled Lake Planning & Wealth Management LLC7,822$788K0.3%+7.6%0.013%
2/12/2025 Schroder Investment Management Group378,243$38.35M0.0%-47.3%0.643%
2/12/2025 OneAscent Wealth Management LLC6,749$680K0.3%-12.3%0.011%
2/12/2025 Brown Brothers Harriman & Co.34,039$3.43M0.0%N/A0.058%
2/12/2025 Level Four Advisory Services LLC3,336$336K0.0%+21.1%0.006%
2/12/2025 Orion Portfolio Solutions LLC3,029$305K0.0%N/A0.005%
2/12/2025 JPMorgan Chase & Co.39,353$3.97M0.0%+291.8%0.067%
2/12/2025 Ausdal Financial Partners Inc.7,422$748K0.1%+11.4%0.013%
2/11/2025 Signature Estate & Investment Advisors LLC48,409$4.88M0.1%+2.1%0.082%
2/11/2025 Modern Wealth Management LLC316,721$32.59M1.1%+201.6%0.538%
2/11/2025 LPL Financial LLC860,363$86.70M0.0%+19.1%1.462%
2/11/2025 Sfmg LLC3,349$338K0.0%+3.5%0.006%
2/11/2025 Vickerman Investment Advisors Inc.23,304$2.35M0.6%+0.8%0.040%
2/11/2025 Independent Solutions Wealth Management LLC12,965$1.31M0.3%N/A0.022%
2/10/2025 Polen Capital Management LLC6,708$676K0.0%N/A0.011%
2/10/2025 Creative Financial Designs Inc. ADV370,244$37.31M3.0%+2,966.7%0.629%
2/10/2025 Harbour Investments Inc.23,962$2.42M0.1%+68.5%0.041%
2/10/2025 Corient Private Wealth LLC6,371$642K0.0%+13.6%0.011%
2/10/2025 Envestnet Portfolio Solutions Inc.11,595$1.17M0.0%+43.1%0.020%
2/10/2025 Greykasell Wealth Strategies Inc.89,428$9.01M5.0%N/A0.152%
2/10/2025 Atala Financial Inc2,776$280K0.2%N/A0.005%
2/10/2025 Phillips Financial Management LLC581$59K0.0%-44.3%0.001%
2/10/2025 Commonwealth Equity Services LLC192,495$19.40M0.0%+13.1%0.327%
2/10/2025 IAG Wealth Partners LLC531$54K0.0%-37.2%0.001%
2/10/2025 Avantax Advisory Services Inc.371,439$37.43M0.2%+4.9%0.631%
2/7/2025 HighTower Advisors LLC23,389$2.36M0.0%+97.7%0.040%
2/7/2025 Independent Advisor Alliance14,358$1.45M0.0%N/A0.024%
2/7/2025 Tower Wealth Partners Inc.118,521$11.94M6.2%-3.6%0.201%
2/7/2025 Gallagher Capital Advisors LLC3,233$326K0.2%N/A0.005%
2/7/2025 Pillar Financial Advisors LLC845$85K0.1%N/A0.001%
2/7/2025 Dorsey & Whitney Trust CO LLC4,393$443K0.0%-6.6%0.007%
2/7/2025 Marco Investment Management LLC2,000$202K0.0%N/A0.003%
2/6/2025 Raymond James Financial Inc.625,128$62.99M0.0%N/A1.062%
2/6/2025 Cullen Frost Bankers Inc.1,825$184K0.0%N/A0.003%
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2/6/2025 Atria Investments Inc42,644$4.30M0.1%+2.2%0.072%
2/6/2025 Assetmark Inc.576,211$58.07M0.2%-10.0%0.979%
2/6/2025 Meridian Wealth Management LLC52,648$5.31M0.3%+28.2%0.089%
2/6/2025 SBI Securities Co. Ltd.3,253$328K0.0%N/A0.006%
2/6/2025 Jones Financial Companies Lllp43,824$4.42M0.0%+80.3%0.074%
2/5/2025 US Bancorp DE15,322$1.54M0.0%+10.9%0.026%
2/5/2025 Oppenheimer & Co. Inc.10,497$1.06M0.0%-2.9%0.018%
2/4/2025 Mainstay Capital Management LLC ADV2,068$208K0.0%N/A0.004%
2/4/2025 Capital Advisors Ltd. LLC51,842$5.22M0.7%-0.2%0.088%
2/4/2025 LWM Advisory Services LLC25,925$2.61M1.8%+8.3%0.044%
(Data available from 1/1/2016 forward)

IOO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IOO shares?

During the previous two years, 295 institutional investors and hedge funds held shares of iShares Global 100 ETF. The most heavily invested institutionals were BlackRock Inc. ($1.86B), Northwestern Mutual Wealth Management Co. ($347.81M), Amplius Wealth Advisors LLC ($105.14M), LPL Financial LLC ($86.70M), Bank of America Corp DE ($84.42M), Waddell & Associates LLC ($68.60M), and Raymond James Financial Inc. ($62.99M).Learn more on IOO's institutional investors.

Which institutional investors have been buying iShares Global 100 ETF stock?

Of the 253 institutional investors that purchased iShares Global 100 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($1.97M), OLD National Bancorp IN ($1.31M), Raymond James Financial Inc. ($625.13K), Beaumont Financial Advisors LLC ($437.51K), LPL Financial LLC ($428.77K), Creative Financial Designs Inc. ADV ($360.03K), and Mather Group LLC. ($350.75K).

How much institutional buying is happening at iShares Global 100 ETF?

Institutional investors have bought a total of 11,685,234 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

Which iShares Global 100 ETF major shareholders have been selling company stock?

Of the 138 institutional investors that sold iShares Global 100 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OLD National Bancorp IN ($1.00M), Schroder Investment Management Group ($338.94K), BlackRock Inc. ($301.44K), Beaumont Financial Advisors LLC ($208.79K), Assetmark Inc. ($162.51K), Osaic Holdings Inc. ($156.53K), and Asset Allocation Strategies LLC ($99.64K).

How much institutional selling is happening at iShares Global 100 ETF?

Institutional investors have sold a total of 3,352,548 shares in the last 24 months. This volume of shares sold represents approximately $300.53M in transactions.



This page (NYSEARCA:IOO) was last updated on 2/22/2025 by MarketBeat.com Staff
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