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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
300
shares
|
$33,639
0.01% of portfolio
|
Q3 2024
Reduced 22.88%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
291
shares
|
$32,629
0.0% of portfolio
|
Q1 2025
Reduced 27.43%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
291
shares
|
$32,629
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
266
shares
|
$29,826
0.01% of portfolio
|
Q4 2023
Reduced 12.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
262
shares
|
$29,378
0.0% of portfolio
|
Q4 2017
Reduced 4.58%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
256
shares
|
$28,705
0.0% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
233
shares
|
$26,126
0.01% of portfolio
|
Q2 2023
Reduced 16.19%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
230
shares
|
$25,789
0.0% of portfolio
|
Q3 2024
Reduced 29.23%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
210
shares
|
$23,547
0.0% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
207
shares
|
$23,210
0.0% of portfolio
|
Q1 2025
Added 22.49%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
200
shares
|
$22,426
0.01% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
179
shares
|
$20,071
0.0% of portfolio
|
Q1 2025
Added 4375.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
151
shares
|
$16,931
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
126
shares
|
$14,128
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
125
shares
|
$14,016
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
112
shares
|
$12,558
0.0% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$11,213
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
88
shares
|
$9,867
0.0% of portfolio
|
Q2 2025
Added 46.67%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
75
shares
|
$8,409
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
73
shares
|
$8,185
0.0% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
72
shares
|
$8,073
0.0% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
44
shares
|
$4,933
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
44
shares
|
$4,933
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
42
shares
|
$4,709
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
35
shares
|
$3,924
0.0% of portfolio
|
Q4 2021
New holding
|