Who Owns ISHARES TR (IFGL)? -- Institutional Holders (2026-06-30)
55 institutions reported holding $31.1M of ISHARES TR (IFGL) in SEC 13F filings for 2026-06-30. Largest institutional holders: COURIER CAPITAL LLC ($4.2M), BANK OF AMERICA CORP /DE/ ($4.1M), MORGAN STANLEY ($2.9M), Cerity Partners LLC ($2.2M), Payne Capital Management, LLC ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | COURIER CAPITAL LLC | $4.2M | 187,055 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $4.1M | 185,107 | Added |
| 3 | MORGAN STANLEY | $2.9M | 127,974 | Trimmed |
| 4 | Cerity Partners LLC | $2.2M | 98,070 | Trimmed |
| 5 | Payne Capital Management, LLC | $1.7M | 77,709 | Added |
| 6 | Gallagher Fiduciary Advisors, LLC | $1.4M | 62,316 | Trimmed |
| 7 | Old Port Advisors | $1.2M | 52,151 | Trimmed |
| 8 | Beacon Pointe Advisors, LLC | $1.1M | 50,859 | Trimmed |
| 9 | Lido Advisors, LLC | $1.0M | 46,220 | Added |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 45,047 | Added |
| 11 | AE Wealth Management LLC | $955,567 | 42,851 | Added |
| 12 | OSAIC HOLDINGS, INC. | $893,536 | 40,069 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $734,569 | 32,940 | Trimmed |
| 14 | Wealthfront Advisers LLC | $594,184 | 26,645 | Trimmed |
| 15 | Dunhill Financial, LLC | $543,000 | 24,349 | Trimmed |
| 16 | MARYLAND CAPITAL ADVISORS INC. | $480,699 | 21,556 | Trimmed |
| 17 | CITADEL ADVISORS LLC | $448,520 | 20,113 | Trimmed |
| 18 | Creative Planning | $413,311 | 18,534 | Added |
| 19 | LPL Financial LLC | $379,348 | 17,011 | Trimmed |
| 20 | Invesco Ltd. | $376,870 | 16,900 | Trimmed |
| 21 | JANE STREET GROUP, LLC | $359,900 | 16,139 | Trimmed |
| 22 | Financial Alternatives, Inc | $345,865 | 15,510 | Added |
| 23 | NATIXIS ADVISORS, LLC | $344,000 | 15,452 | Added |
| 24 | Prosperity Planning, Inc. | $319,871 | 14,344 | Trimmed |
| 25 | AWM CAPITAL, LLC | $318,865 | 14,299 | Added |
Source: SEC Form 13F filings · as of 2026-06-30