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 139 institutions that hold shares in the stock, with a total of 2.04 Million shares, which have been reported (via 13F filing form) to have a value of $229 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,877
shares
|
$210,468
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
1,812
shares
|
$203,179
0.07% of portfolio
|
Q2 2025
Reduced 10.43%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,607
shares
|
$180,192
0.01% of portfolio
|
Q2 2025
Reduced 40.83%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,425
shares
|
$159,785
0.05% of portfolio
|
Q2 2025
Added 16.33%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,276
shares
|
$143,077
0.0% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,091
shares
|
$122,333
0.02% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,055
shares
|
$118,297
0.0% of portfolio
|
Q2 2025
Added 103.67%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
983
shares
|
$110,223
0.0% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
915
shares
|
$102,598
0.0% of portfolio
|
Q2 2023
Reduced 2.14%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
897
shares
|
$100,580
0.01% of portfolio
|
Q2 2025
Added 199.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
656
shares
|
$73,557
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
650
shares
|
$72,884
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
600
shares
|
$67,278
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
599
shares
|
$67,165
0.0% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
510
shares
|
$57,186
0.0% of portfolio
|
Q4 2024
Added 41.67%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
481
shares
|
$53,934
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
476
shares
|
$53,373
0.0% of portfolio
|
Q2 2025
Reduced 18.49%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
475
shares
|
$53,261
0.0% of portfolio
|
Q1 2022
Added 9.95%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
403
shares
|
$45,188
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
400
shares
|
$44,852
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
398
shares
|
$44,627
0.0% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
335
shares
|
$37,563
0.0% of portfolio
|
Q2 2025
Reduced 23.52%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
308
shares
|
$34,536
0.0% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
304
shares
|
$34,087
0.0% of portfolio
|
Q2 2024
Reduced 41.54%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
301
shares
|
$33,751
0.03% of portfolio
|
Q3 2022
Reduced 91.14%
|