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Ishares Global Equity Factor (GLOF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Ignite Planners, LLC
DECREASED
Shares80,984 from 84,960
Change-3,976 (-5%)
Value$4.9M (-$88.8K)
Filed 2026-10-14
Daymark Wealth Partners, LLC
DECREASED
Shares39,976 from 41,261
Change-1,285 (-3%)
Value$2.4M (-$2.1K)
Filed 2026-11-04
3Chopt Investment Partners, LLC
DECREASED
Shares38,089 from 38,369
Change-280 (-1%)
Value$2.3M (+$53.5K)
Filed 2026-10-30
LPL Financial LLC
INCREASED
Shares31,251 from 28,417
Change+2,834 (+10%)
Value$1.9M (+$224.1K)
Filed 2026-11-06
Creative Planning
DECREASED
Shares30,346 from 31,850
Change-1,504 (-5%)
Value$1.8M (-$32.7K)
Filed 2026-11-02
Darwin Wealth Management, LLC
DECREASED
Shares28,825 from 30,379
Change-1,554 (-5%)
Value$1.7M (-$38.4K)
Filed 2026-11-09
LifeGoal Investments, LLC
DECREASED
Shares23,321 from 24,288
Change-967 (-4%)
Value$1.4M (-$14.0K)
Filed 2026-10-09
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares18,824 from 21,332
Change-2,508 (-12%)
Value$1.1M (-$112.9K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares17,231 from 16,473
Change+758 (+5%)
Value$1.0M (+$76.3K)
Filed 2026-11-02
Vise Technologies, Inc.
DECREASED
Shares14,104 from 14,258
Change-154 (-1%)
Value$855.4K (+$16.9K)
Filed 2026-10-29
Belpointe Asset Management LLC
NEW
Shares9,177
Change+9,177
Value$556.6K
Filed 2026-11-09
Ashton Thomas Securities, LLC
NEW
Shares8,500
Change+8,500
Value$515.5K
Filed 2026-10-26
Triad Wealth Partners, LLC
DECREASED
Shares7,378 from 7,661
Change-283 (-4%)
Value$447.5K (-$10.4K)
Filed 2026-10-26
Lake Street Private Wealth, LLC
DECREASED
Shares7,245 from 8,952
Change-1,707 (-19%)
Value$439.4K (-$87.1K)
Filed 2026-10-22
SYM Financial Corp
UNCHANGED
Shares6,415 from 6,415
Change0 (0%)
Value$389.1K (+$11.8K)
Filed 2026-10-26
Worth Financial Advisory Group, LLC
INCREASED
Shares6,166 from 6,011
Change+155 (+3%)
Value$374.0K (+$20.5K)
Filed 2026-10-19
RFG Advisory, LLC
NEW
Shares5,409
Change+5,409
Value$328.1K
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares4,814 from 4,855
Change-41 (-1%)
Value$292.0K (+$6.0K)
Filed 2026-11-02
Cohalo Advisory LLC
UNCHANGED
Shares4,026 from 4,026
Change0 (0%)
Value$244.2K (+$7.4K)
Filed 2026-10-28
M Wealth Management, LLC
DECREASED
Shares4,008 from 4,009
Change-1 (0%)
Value$243.1K (+$7.3K)
Filed 2026-10-14
Sankala Group LLC
DECREASED
Shares3,916 from 4,300
Change-384 (-9%)
Value$238.1K (-$22.7K)
Filed 2026-11-09
ARQ Wealth Advisors, LLC
DECREASED
Shares3,671 from 3,691
Change-20 (-1%)
Value$222.6K (+$4.6K)
Filed 2026-10-29
Kroeger Financial Partners
UNCHANGED
Shares3,149 from 3,149
Change0 (0%)
Value$191.0K (+$5.8K)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares2,278 from 2,840
Change-562 (-20%)
Value$138.2K (-$28.7K)
Filed 2026-10-08
Fifth Third Bancorp
UNCHANGED
Shares2,266 from 2,266
Change0 (0%)
Value$137.4K (+$4.2K)
Filed 2026-11-05
Compass Financial Management LLC
DECREASED
Shares1,491 from 2,224
Change-733 (-33%)
Value$90.4K (-$40.8K)
Filed 2026-10-30
Elevated Capital Advisors, LLC
DECREASED
Shares1,099 from 1,138
Change-39 (-3%)
Value$66.7K (-$274)
Filed 2026-11-04
TFC Financial Management, Inc.
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$54.9K (+$1.7K)
Filed 2026-10-26
Bank of Montreal
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$50.3K (+$1.5K)
Filed 2026-11-09
IFP Advisors, Inc
DECREASED
Shares344 from 345
Change-1 (0%)
Value$20.9K (+$574)
Filed 2026-10-16
Phillip James Consulting Co.
NEW
Shares232
Change+232
Value$14.1K
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares171 from 190
Change-19 (-10%)
Value$10.4K (-$802)
Filed 2026-10-30
Allworth Financial LP
INCREASED
Shares106 from 67
Change+39 (+58%)
Value$6.2K (+$2.3K)
Filed 2026-11-06
Paladin Advisory Group, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$5.8K (+$175)
Filed 2026-11-09
Parallel Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.0K (+$92)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares27
Change+27
Value$1.6K
Filed 2026-11-03
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 30,380
Change-30,380 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-21
WBH Advisory Inc
CLOSED
Shares0 from 4,348
Change-4,348 (-100%)
Value$0 (-$255.7K)
Filed 2026-11-05
WealthPlan Investment Management, LLC
CLOSED
Shares0 from 3,965
Change-3,965 (-100%)
Value$0 (-$233.2K)
Filed 2026-10-15
Harbour Investments, Inc.
CLOSED
Shares0 from 724
Change-724 (-100%)
Value$0 (-$42.6K)
Filed 2026-11-09
Davis Capital Management
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-08
Goldstone Financial Group, LLC
N/A
Shares— from 338,741
Change-338,741 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 240,806
Change-240,806 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 237,226
Change-237,226 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 180,446
Change-180,446 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 172,322
Change-172,322 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 57,649
Change-57,649 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 49,167
Change-49,167 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 41,242
Change-41,242 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 35,499
Change-35,499 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 34,810
Change-34,810 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 32,475
Change-32,475 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 29,158
Change-29,158 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 26,578
Change-26,578 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 16,363
Change-16,363 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 15,568
Change-15,568 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 15,136
Change-15,136 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,669
Change-12,669 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 12,586
Change-12,586 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 9,852
Change-9,852 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,088
Change-9,088 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,308
Change-5,308 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 4,591
Change-4,591 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,230
Change-3,230 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
FMR LLC
N/A
Shares— from 744
Change-744 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 493
Change-493 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3
Change-3 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 0
Change0
Value—
Status
Ignite Planners, LLC
DECREASED80,98484,960-3,976-5%$5.0M$4.9M-$88.8K2026-10-14
Daymark Wealth Partners, LLC
DECREASED39,97641,261-1,285-3%$2.4M$2.4M-$2.1K2026-11-04
3Chopt Investment Partners, LLC
DECREASED38,08938,369-280-1%$2.3M$2.3M+$53.5K2026-10-30
LPL Financial LLC
INCREASED31,25128,417+2,834+10%$1.7M$1.9M+$224.1K2026-11-06
Creative Planning
DECREASED30,34631,850-1,504-5%$1.9M$1.8M-$32.7K2026-11-02
Darwin Wealth Management, LLC
DECREASED28,82530,379-1,554-5%$1.8M$1.7M-$38.4K2026-11-09
LifeGoal Investments, LLC
DECREASED23,32124,288-967-4%$1.4M$1.4M-$14.0K2026-10-09
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED18,82421,332-2,508-12%$1.3M$1.1M-$112.9K2026-10-13
Commonwealth Equity Services, LLC
INCREASED17,23116,473+758+5%$968.8K$1.0M+$76.3K2026-11-02
Vise Technologies, Inc.
DECREASED14,10414,258-154-1%$838.6K$855.4K+$16.9K2026-10-29
Belpointe Asset Management LLC
NEW9,177—+9,177——$556.6K—2026-11-09
Ashton Thomas Securities, LLC
NEW8,500—+8,500——$515.5K—2026-10-26
Triad Wealth Partners, LLC
DECREASED7,3787,661-283-4%$457.8K$447.5K-$10.4K2026-10-26
Lake Street Private Wealth, LLC
DECREASED7,2458,952-1,707-19%$526.5K$439.4K-$87.1K2026-10-22
SYM Financial Corp
UNCHANGED6,4156,41500%$377.3K$389.1K+$11.8K2026-10-26
Worth Financial Advisory Group, LLC
INCREASED6,1666,011+155+3%$353.5K$374.0K+$20.5K2026-10-19
RFG Advisory, LLC
NEW5,409—+5,409——$328.1K—2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED4,8144,855-41-1%$286.0K$292.0K+$6.0K2026-11-02
Cohalo Advisory LLC
UNCHANGED4,0264,02600%$236.8K$244.2K+$7.4K2026-10-28
M Wealth Management, LLC
DECREASED4,0084,009-10%$235.8K$243.1K+$7.3K2026-10-14
Sankala Group LLC
DECREASED3,9164,300-384-9%$260.8K$238.1K-$22.7K2026-11-09
ARQ Wealth Advisors, LLC
DECREASED3,6713,691-20-1%$218.1K$222.6K+$4.6K2026-10-29
Kroeger Financial Partners
UNCHANGED3,1493,14900%$185.2K$191.0K+$5.8K2026-10-19
Farther Finance Advisors, LLC
DECREASED2,2782,840-562-20%$166.9K$138.2K-$28.7K2026-10-08
Fifth Third Bancorp
UNCHANGED2,2662,26600%$133.3K$137.4K+$4.2K2026-11-05
Compass Financial Management LLC
DECREASED1,4912,224-733-33%$131.2K$90.4K-$40.8K2026-10-30
Elevated Capital Advisors, LLC
DECREASED1,0991,138-39-3%$66.9K$66.7K-$2742026-11-04
TFC Financial Management, Inc.
UNCHANGED90690600%$53.3K$54.9K+$1.7K2026-10-26
Bank of Montreal
UNCHANGED83083000%$48.8K$50.3K+$1.5K2026-11-09
IFP Advisors, Inc
DECREASED344345-10%$20.3K$20.9K+$5742026-10-16
Phillip James Consulting Co.
NEW232—+232——$14.1K—2026-11-03
Spire Wealth Management
DECREASED171190-19-10%$11.2K$10.4K-$8022026-10-30
Allworth Financial LP
INCREASED10667+39+58%$3.9K$6.2K+$2.3K2026-11-06
Paladin Advisory Group, LLC
UNCHANGED959500%$5.6K$5.8K+$1752026-11-09
Parallel Advisors, LLC
UNCHANGED505000%$2.9K$3.0K+$922026-11-03
Ascentis Independent Advisors
NEW27—+27——$1.6K—2026-11-03
Axxcess Wealth Management, LLC
CLOSED030,380-30,380-100%$1.8M$0-$1.8M2026-10-21
WBH Advisory Inc
CLOSED04,348-4,348-100%$255.7K$0-$255.7K2026-11-05
WealthPlan Investment Management, LLC
CLOSED03,965-3,965-100%$233.2K$0-$233.2K2026-10-15
Harbour Investments, Inc.
CLOSED0724-724-100%$42.6K$0-$42.6K2026-11-09
Davis Capital Management
CLOSED063-63-100%$3.7K$0-$3.7K2026-10-08
Goldstone Financial Group, LLC
N/A—338,741-338,741-100%$19.9M———
JPMorgan Chase & Co
N/A—240,806-240,806-100%$14.1M———
Waverly Advisors, LLC
N/A—237,226-237,226-100%$14.0M———
Ameriprise Financial Inc
N/A—180,446-180,446-100%$10.6M———
Empowered Funds, LLC
N/A—172,322-172,322-100%$10.1M———
Wells Fargo & Company
N/A—57,649-57,649-100%$3.4M———
HSBC Holdings PLC
N/A—49,167-49,167-100%$2.9M———
5T Wealth, LLC
N/A—41,242-41,242-100%$2.4M———
SHP Wealth Management
N/A—35,499-35,499-100%$2.1M———
Camarda Financial Advisors, LLC
N/A—34,810-34,810-100%$2.0M———
Composition Wealth, LLC
N/A—32,475-32,475-100%$1.9M———
Citadel Advisors LLC
N/A—29,158-29,158-100%$1.7M———
Raymond James Financial Inc
N/A—26,578-26,578-100%$1.6M———
Rockefeller Capital Management L.P.
N/A—16,363-16,363-100%$962.4K———
NewEdge Advisors, LLC
N/A—15,568-15,568-100%$915.6K———
Modern Wealth Management, LLC
N/A—15,136-15,136-100%$890.2K———
Jane Street Group, LLC
N/A—12,669-12,669-100%$745.1K———
Bank of America Corp
N/A—12,586-12,586-100%$740.2K———
JMN Financial LLC
N/A—9,852-9,852-100%$579.4K———
Envestnet Asset Management Inc
N/A—9,088-9,088-100%$534.5K———
Osaic Holdings, Inc.
N/A—5,308-5,308-100%$312.6K———
Waddell & Associates, LLC
N/A—4,591-4,591-100%$270.0K———
NorthRock Partners, LLC
N/A—4,326-4,326-100%$254.4K———
Morgan Stanley
N/A—3,230-3,230-100%$190.0K———
Whittier Trust Co of Nevada Inc
N/A—2,340-2,340-100%$137.7K———
AE Wealth Management LLC
N/A—897-897-100%$52.8K———
FMR LLC
N/A—744-744-100%$43.8K———
Royal Bank of Canada
N/A—493-493-100%$29.0K———
Steward Partners Investment Advisory, LLC
N/A—264-264-100%$15.5K———
Vanguard Advisers Inc
N/A—3-3-100%$176———
Colonial Trust Advisors
N/A—00—$0———
Showing 72 of 72 institutions