IOO β€” ISHARES GLOBAL 100 ETF

Ownership history in Rosenberg Matthew Hamilton  Β·  4 quarters on record

AI Ownership Summary

Rosenberg Matthew Hamilton reported ISHARES GLOBAL 100 ETF (IOO) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows IOO at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rosenberg Matthew Hamilton's position in ISHARES GLOBAL 100 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IOO was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rosenberg Matthew Hamilton held IOO β€” position size vs. price
% of Fund (quarterly)    IOO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 704 β€” 0% 0.02% $85K 2026-04-07 $nan
2025 Q4 UNCHANGED 704 β€” 0% 0.02% $89K 2026-01-05 $127.65
2025 Q3 UNCHANGED 704 β€” 0% 0.02% $84K 2025-11-10 $125.83
2025 Q2 INITIATED 704 β€” β€” 0.02% $76K 2025-07-28 $111.98

FAQ About Rosenberg Matthew Hamilton and IOO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rosenberg Matthew Hamilton reported owning IOO?

Rosenberg Matthew Hamilton reported IOO across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported IOO position in Rosenberg Matthew Hamilton's portfolio?

The largest reported portfolio weight for IOO was 0.02% in 2025 Q4.

What is the latest reported IOO position on this page?

The most recent filing on this page is 2026 Q1, when Rosenberg Matthew Hamilton reported 704 shares, equal to 0.02% of portfolio, with an estimated market value of $85K.

What does the chart on this IOO ownership page compare?

The chart compares Rosenberg Matthew Hamilton's quarterly IOO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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