13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
GLOF

ISHARES TR

73 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V316·73 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.7%
vs prior quarter
13F value held
$95M
63.0% inst. owned
of float
Holders
73
-87 QoQ
filers reporting
Activity
+8 / −35
+916 added · −820 reduced
this quarter
Concentration
14.16%
Waverly Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

73 institutions reported GLOF in Q1 2026. Waverly Advisors, LLC leads at 14.2% of the visible book. -87 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Waverly Advisors, LLC
CIK 0001568787
$13M258K0.10%Q1 202602
JPMORGAN CHASE & CO
CIK 0000019617
$13M261K0.00%Q1 202603
Promus Capital, LLC
CIK 0002054921
$13M248K8.18%Q3 202504
Empowered Funds, LLC
CIK 0001592828
$9M166K0.06%Q1 202605
Goldstone Financial Group, LLC
CIK 0002040021
$8M156K0.88%Q1 202606
DGS Capital Management, LLC
CIK 0001900110
$8M149K1.28%Q1 202607
Ignite Planners, LLC
CIK 0001849348
$4M82K0.66%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M53K0.00%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M51K0.00%Q1 202610
HSBC HOLDINGS PLC
CIK 0000873630
$2M47K0.00%Q1 202611
5T Wealth, LLC
CIK 0002039313
$2M43K0.89%Q1 202612
DAYMARK WEALTH PARTNERS, LLC
CIK 0001956824
$2M42K0.07%Q1 202613
3Chopt Investment Partners, LLC
CIK 0001978521
$2M39K0.46%Q1 202614
CITADEL ADVISORS LLC
CIK 0001423053
$2M38K0.00%Q4 202515
Camarda Financial Advisors, LLC
CIK 0001536444
$2M38K1.03%Q1 202616
Miracle Mile Advisors, LLC
CIK 0001585859
$2M33K0.02%Q1 202617
Blue Oak Capital, LLC
CIK 0001307125
$2M36K0.91%Q2 202518
Creative Planning
CIK 0001540235
$2M32K0.00%Q1 202619
Darwin Wealth Management, LLC
CIK 0001663224
$2M31K0.51%Q1 202620
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M29K0.00%Q1 2026
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