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 128 institutions that hold shares in the stock, with a total of 1.92 Million shares, which have been reported (via 13F filing form) to have a value of $196 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
792
shares
|
$80,879
0.0% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
698
shares
|
$71,279
0.0% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
650
shares
|
$66,378
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
572
shares
|
$58,412
0.0% of portfolio
|
Q2 2024
Reduced 7.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
571
shares
|
$58,310
0.0% of portfolio
|
Q4 2023
Added 123.05%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
481
shares
|
$49,119
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
475
shares
|
$48,507
0.0% of portfolio
|
Q1 2022
Added 9.95%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
438
shares
|
$44,728
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
401
shares
|
$40,950
0.0% of portfolio
|
Q3 2024
Reduced 19.96%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
394
shares
|
$40,235
0.0% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
360
shares
|
$36,763
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
304
shares
|
$31,044
0.0% of portfolio
|
Q2 2024
Reduced 41.54%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
301
shares
|
$30,738
0.03% of portfolio
|
Q3 2022
Reduced 91.14%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
300
shares
|
$30,636
0.01% of portfolio
|
Q3 2024
Reduced 22.88%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
297
shares
|
$30,329
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
289
shares
|
$29,512
0.0% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
266
shares
|
$27,163
0.01% of portfolio
|
Q4 2023
Reduced 12.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
262
shares
|
$26,755
0.0% of portfolio
|
Q4 2017
Reduced 4.58%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
233
shares
|
$23,793
0.01% of portfolio
|
Q2 2023
Reduced 16.19%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
230
shares
|
$23,487
0.0% of portfolio
|
Q3 2024
Reduced 29.23%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
200
shares
|
$20,424
0.01% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
197
shares
|
$20,117
0.0% of portfolio
|
Q2 2024
Reduced 21.83%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
184
shares
|
$18,790
0.0% of portfolio
|
Q3 2024
Added 35.29%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
180
shares
|
$18,381
0.0% of portfolio
|
Q2 2022
Reduced 5.77%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
151
shares
|
$15,420
0.0% of portfolio
|
Q1 2021
Reduced 53.25%
|