Institutional Ownership Ishares Global Fin'L ETF (IXG)
This table provides information about the institutional ownership of Ishares Global Fin'L ETF (IXG). We have compiled data on the 137 institutions that hold shares in the stock, with a total of 1.9 Million shares, which have been reported (via 13F filing form) to have a value of $207 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
3,211
shares
|
$349,613
0.0% of portfolio
|
Q2 2024
Reduced 33.73%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
3,000
shares
|
$326,640
0.0% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,963
shares
|
$322,611
0.0% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,916
shares
|
$317,494
0.0% of portfolio
|
Q1 2025
Reduced 23.64%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
2,888
shares
|
$314,445
0.0% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
2,775
shares
|
$302,142
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,716
shares
|
$295,718
0.01% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
2,639
shares
|
$287,334
0.02% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
2,588
shares
|
$281,781
0.04% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,580
shares
|
$280,910
0.0% of portfolio
|
Q1 2025
Reduced 51.07%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
2,473
shares
|
$269,260
0.0% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
2,467
shares
|
$268,606
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
2,451
shares
|
$266,864
0.01% of portfolio
|
Q1 2025
Reduced 18.76%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,360
shares
|
$256,956
0.0% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
2,327
shares
|
$253,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,302
shares
|
$250,641
0.02% of portfolio
|
Q1 2025
Reduced 93.83%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
2,266
shares
|
$246,722
0.09% of portfolio
|
Q2 2024
Reduced 16.75%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
2,242
shares
|
$244,108
0.01% of portfolio
|
Q1 2025
Reduced 16.93%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
2,200
shares
|
$239,536
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
2,146
shares
|
$233,656
0.07% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,117
shares
|
$230,498
0.0% of portfolio
|
Q1 2025
Reduced 98.3%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
2,023
shares
|
$220,264
0.08% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,225
shares
|
$133,378
0.04% of portfolio
|
Q1 2024
Reduced 19.67%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,223
shares
|
$133,160
0.0% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,077
shares
|
$117,263
0.02% of portfolio
|
Q1 2025
New holding
|