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 Million shares, which have been reported (via 13F filing form) to have a value of $205 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,225
shares
|
$125,611
0.04% of portfolio
|
Q1 2024
Reduced 19.67%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
1,213
shares
|
$124,381
0.01% of portfolio
|
Q1 2022
Reduced 7.33%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
983
shares
|
$100,796
0.0% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
924
shares
|
$94,746
0.0% of portfolio
|
Q4 2024
Added 61.54%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
915
shares
|
$93,824
0.0% of portfolio
|
Q2 2023
Reduced 2.14%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
897
shares
|
$91,978
0.01% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
876
shares
|
$89,825
0.04% of portfolio
|
Q4 2024
Reduced 26.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
792
shares
|
$81,211
0.0% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
699
shares
|
$71,675
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
650
shares
|
$66,651
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
571
shares
|
$58,550
0.0% of portfolio
|
Q4 2023
Added 123.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
518
shares
|
$53,115
0.0% of portfolio
|
Q1 2025
Added 423.23%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
510
shares
|
$52,295
0.0% of portfolio
|
Q4 2024
Added 41.67%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
481
shares
|
$49,321
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
475
shares
|
$48,706
0.0% of portfolio
|
Q1 2022
Added 9.95%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
438
shares
|
$44,912
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
401
shares
|
$41,118
0.0% of portfolio
|
Q3 2024
Reduced 19.96%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Feb 12, 2025 Q4 2024 |
400
shares
|
$41,016
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
398
shares
|
$40,810
0.0% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
365
shares
|
$37,427
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
304
shares
|
$31,172
0.0% of portfolio
|
Q2 2024
Reduced 41.54%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
301
shares
|
$30,864
0.03% of portfolio
|
Q3 2022
Reduced 91.14%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
300
shares
|
$30,762
0.01% of portfolio
|
Q3 2024
Reduced 22.88%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
297
shares
|
$30,454
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
289
shares
|
$29,634
0.0% of portfolio
|
Q4 2024
Reduced 8.25%
|