IOO Institutional Ownership
iShares Global 100 ETF
1W: -0.5%
1M: +0.4%
3M: +4.4%
YTD: +13.9%
1Y: +20.1%
3Y: +104.1%
5Y: +110.2%
$144.84
+1.39 (+0.97%)
Weekly Expected Move ±1.7%
$140
$142
$145
$147
$150
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — IOO
411
Institutional Holders
+22 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
56
New Positions
120
Increased
127
Reduced
31
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (435 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 28,718,562 | 4.2B | +63,080 | +0.2% | 8Q | SEC ↗ |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,809,336 | $407M | +7,748 | +0.3% | 75Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,261,279 | $183M | +25,293 | +2.0% | 54Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 1,150,470 | $167M | +191,026 | +19.9% | 15Q | SEC ↗ |
| 5 | MORGAN STANLEY | 1,135,955 | $165M | +64,792 | +6.0% | 60Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 659,212 | $95M | +8,513 | +1.3% | 7Q | SEC ↗ |
| 7 | STEPHENS INC /AR | 604,847 | $88M | +76,649 | +14.5% | 16Q | SEC ↗ |
| 8 | UBS Group AG | 438,040 | $63M | +10,464 | +2.4% | 47Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 416,132 | $60M | +27,599 | +7.1% | 71Q | SEC ↗ |
| 10 | ASSETMARK, INC | 408,367 | $59M | +364,237 | +825.4% | 19Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 344,984 | $50M | -14,974 | -4.2% | 23Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 338,608 | $49M | +26,577 | +8.5% | 32Q | SEC ↗ |
| 13 | Amplius Wealth Advisors, LLC | 305,892 | $44M | -3,961 | -1.3% | 19Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 297,859 | $43M | +18,229 | +6.5% | 91Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 260,139 | $38M | +52,059 | +25.0% | 26Q | SEC ↗ |
| 16 | MATHER GROUP, LLC. | 246,365 | $36M | -6,479 | -2.6% | 11Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 244,770 | $35M | -76,191 | -23.7% | 16Q | SEC ↗ |
| 18 | Twelve Points Wealth Management LLC | 237,840 | $34M | +36,660 | +18.2% | 5Q | SEC ↗ |
| 19 | MML INVESTORS SERVICES, LLC | 207,851 | $30M | +24,333 | +13.3% | 37Q | SEC ↗ |
| 20 | JANE STREET GROUP, LLC | 189,696 | $27M | +111,271 | +141.9% | 3Q | SEC ↗ |
| 21 | Modern Wealth Management, LLC | 162,393 | $24M | -138,086 | -46.0% | 11Q | SEC ↗ |
| 22 | SCOTIA CAPITAL INC. | 161,522 | $23M | +1,469 | +0.9% | 71Q | SEC ↗ |
| 23 | One Capital Management, LLC | 160,624 | $23M | — | +0.0% | 3Q | SEC ↗ |
| 24 | CITIGROUP INC | 158,522 | $23M | -3,773 | -2.3% | 56Q | SEC ↗ |
| 25 | JONES FINANCIAL COMPANIES LLLP | 148,109 | $21M | +17,493 | +13.4% | 10Q | SEC ↗ |
| 26 | Asset Allocation Strategies LLC | 146,999 | $21M | +7,058 | +5.0% | 15Q | SEC ↗ |
| 27 | Goldstone Financial Group, LLC | 143,237 | $21M | +76,203 | +113.7% | 2Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 141,263 | $20M | -10,470 | -6.9% | 35Q | SEC ↗ |
| 29 | Bluesphere Advisors LLC | 132,983 | $19M | -310 | -0.2% | 23Q | SEC ↗ |
| 30 | Retirement Management Systems Inc. | 123,827 | $18M | +5,415 | +4.6% | 3Q | SEC ↗ |
| 31 | THOROUGHBRED FINANCIAL SERVICES, LLC | 122,176 | $18M | +1,970 | +1.6% | 20Q | SEC ↗ |
| 32 | Annex Advisory Services, LLC | 115,451 | $17M | -1,156,378 | -90.9% | 6Q | SEC ↗ |
| 33 | Equitable Holdings, Inc. | 113,209 | $16M | -2,905 | -2.5% | 22Q | SEC ↗ |
| 34 | Flagship Private Wealth, LLC | 108,754 | $16M | -3,776 | -3.4% | 23Q | SEC ↗ |
| 35 | Hudock, Inc. | 106,044 | $15M | +2,773 | +2.7% | 14Q | SEC ↗ |
| 36 | Certified Advisory Corp | 103,359 | $15M | +1,674 | +1.6% | 17Q | SEC ↗ |
| 37 | BANK OF MONTREAL /CAN | 100,391 | $15M | +343 | +0.3% | 53Q | SEC ↗ |
| 38 | Federation des caisses Desjardins du Q | 93,740 | $14M | -149 | -0.2% | 37Q | SEC ↗ |
| 39 | Green Ridge Wealth Planning LLC | 93,076 | $13M | +8,598 | +10.2% | 3Q | SEC ↗ |
| 40 | Greykasell Wealth Strategies, Inc. | 91,741 | $13M | +312 | +0.3% | 7Q | SEC ↗ |
| 41 | Mariner, LLC | 86,375 | $13M | +1,203 | +1.4% | 15Q | SEC ↗ |
| 42 | Cambridge Investment Research Advisors | 84,410 | $12M | +828 | +1.0% | 37Q | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 72,583 | $11M | +38,763 | +114.6% | 34Q | SEC ↗ |
| 44 | PERRYMAN FINANCIAL ADVISORY INC /AD | 71,515 | $10M | -58 | -0.1% | 3Q | SEC ↗ |
| 45 | CIBC WORLD MARKET INC. | 69,290 | $10M | -566 | -0.8% | 33Q | SEC ↗ |
| 46 | OLD NATIONAL BANCORP /IN | 66,599 | $10M | -3,981 | -5.6% | 13Q | SEC ↗ |
| 47 | Empowered Funds, LLC | 65,482 | $9M | -208,518 | -76.1% | 4Q | SEC ↗ |
| 48 | Integrated Wealth Concepts LLC | 61,661 | $9M | +147 | +0.2% | 14Q | SEC ↗ |
| 49 | Ameritas Advisory Services, LLC | 59,564 | $9M | -1,794 | -2.9% | 19Q | SEC ↗ |
| 50 | Sigma Planning Corp | 58,948 | $9M | -1,054 | -1.8% | 34Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 33,086 | $5M |
| Legacy CG, LLC | 27,352 | $4M |
| R2 Capital Strategies, LLC | 19,546 | $3M |
| Alexis Investment Partners, LLC | 15,132 | $2M |
| Banque Transatlantique SA | 12,998 | $2M |
| NICOLET BANKSHARES INC | 12,159 | $2M |
| Mirae Asset Global Investments Co., | 10,652 | $2M |
| CAPE COD FIVE CENTS SAVINGS BANK | 7,005 | $1M |
| Balefire, LLC | 6,159 | $892K |
| INDEPENDENT FINANCIAL GROUP, LLC | 6,106 | $884K |
| Composition Wealth, LLC | 5,442 | $788K |
| Gateway Wealth Partners, LLC | 4,936 | $715K |
| Algorithmic Investment Models, LLC | 4,303 | $623K |
| Y-Intercept (Hong Kong) Ltd | 3,676 | $532K |
| OneAscent Family Office, LLC | 3,550 | $514K |
| CIBC Asset Management Inc | 3,464 | $502K |
| Pinnacle Financial Partners, Inc. | 3,309 | $479K |
| J.W. COLE ADVISORS, INC. | 3,290 | $477K |
| One Charles Private Wealth Services | 3,056 | $443K |
| Ascent Group, LLC | 2,882 | $417K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 40,041 | $6M |
| ADAPT WEALTH ADVISORS, LLC | 23,531 | $3M |
| Envision Financial Transparency, LL | 16,757 | $2M |
| GeoWealth Management, LLC | 16,748 | $2M |
| Independent Advisor Alliance | 9,457 | $1M |
| Envestnet Portfolio Solutions, Inc. | 7,817 | $1M |
| HRT FINANCIAL LP | 7,487 | $1M |
| JENNISON ASSOCIATES LLC | 7,208 | $1M |
| Orion Porfolio Solutions, LLC | 5,833 | $845K |
| GLENMEDE TRUST CO NA | 5,101 | $739K |
| Fortis Group Advisors, LLC | 4,803 | $696K |
| LWM Advisory Services, LLC | 4,723 | $684K |
| Capital World Investors | 3,491 | $506K |
| Investor's Fiduciary Advisor Networ | 2,847 | $412K |
| TWO SIGMA SECURITIES, LLC | 2,671 | $387K |
| Avise Financial Cooperative, Inc. | 2,381 | $345K |
| Signal Advisors Wealth, LLC | 2,331 | $338K |
| PCM Encore, LLC | 2,286 | $331K |
| ADELL HARRIMAN & CARPENTER INC | 2,150 | $311K |
| Valmark Advisers, Inc. | 2,115 | $306K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ASSETMARK, INC | +364,237 | +825.4% | 408,367 |
| BANK OF AMERICA CORP /DE | +191,026 | +19.9% | 1,150,470 |
| JANE STREET GROUP, LLC | +111,271 | +141.9% | 189,696 |
| STEPHENS INC /AR | +76,649 | +14.5% | 604,847 |
| Goldstone Financial Group, LLC | +76,203 | +113.7% | 143,237 |
| MORGAN STANLEY | +64,792 | +6.0% | 1,135,955 |
| BlackRock, Inc. | +63,080 | +0.2% | 28,718,562 |
| OSAIC HOLDINGS, INC. | +52,059 | +25.0% | 260,139 |
| Rockefeller Capital Management L.P. | +38,763 | +114.6% | 72,583 |
| Twelve Points Wealth Management LLC | +36,660 | +18.2% | 237,840 |
| ROYAL BANK OF CANADA | +27,599 | +7.1% | 416,132 |
| ENVESTNET ASSET MANAGEMENT INC | +26,577 | +8.5% | 338,608 |
| LPL Financial LLC | +25,293 | +2.0% | 1,261,279 |
| MML INVESTORS SERVICES, LLC | +24,333 | +13.3% | 207,851 |
| WELLS FARGO & COMPANY/MN | +18,229 | +6.5% | 297,859 |
| JONES FINANCIAL COMPANIES LLLP | +17,493 | +13.4% | 148,109 |
| BigSur Wealth Management LLC | +15,000 | +295.5% | 20,076 |
| Gallagher Capital Advisors, LLC | +10,717 | +32.9% | 43,252 |
| UBS Group AG | +10,464 | +2.4% | 438,040 |
| Green Ridge Wealth Planning LLC | +8,598 | +10.2% | 93,076 |