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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
128
shares
|
$13,071
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
110
shares
|
$11,233
0.0% of portfolio
|
Q4 2024
Reduced 72.5%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
108
shares
|
$11,028
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$10,212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
100
shares
|
$10,212
0.0% of portfolio
|
Q1 2023
Added 127.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
99
shares
|
$10,109
0.0% of portfolio
|
Q3 2024
Reduced 60.4%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
97
shares
|
$9,905
0.0% of portfolio
|
Q1 2023
Reduced 51.74%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
84
shares
|
$8,578
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
67
shares
|
$6,842
0.0% of portfolio
|
Q3 2024
Added 17.54%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
63
shares
|
$6,433
0.0% of portfolio
|
Q4 2023
Reduced 8.7%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
54
shares
|
$5,514
0.0% of portfolio
|
Q1 2024
Reduced 26.03%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
44
shares
|
$4,493
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
42
shares
|
$4,289
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
36
shares
|
$3,676
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
35
shares
|
$3,574
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
34
shares
|
$3,472
0.0% of portfolio
|
Q3 2024
Reduced 61.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
30
shares
|
$3,063
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
24
shares
|
$2,450
0.0% of portfolio
|
Q1 2024
Reduced 97.58%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
15
shares
|
$1,531
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
15
shares
|
$1,531
0.0% of portfolio
|
Q2 2024
Reduced 71.7%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
10
shares
|
$1,021
0.0% of portfolio
|
Q4 2017
Added 1900.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
10
shares
|
$1,021
0.0% of portfolio
|
Q3 2024
Reduced 88.24%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
8
shares
|
$816
0.0% of portfolio
|
Q2 2022
Reduced 94.2%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
6
shares
|
$612
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
3
shares
|
$306
0.0% of portfolio
|
Q3 2024
Reduced 99.04%
|