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 137 institutions that hold shares in the stock, with a total of 1.9 Million shares, which have been reported (via 13F filing form) to have a value of $207 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
262
shares
|
$28,526
0.0% of portfolio
|
Q4 2017
Reduced 4.58%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
233
shares
|
$25,369
0.01% of portfolio
|
Q2 2023
Reduced 16.19%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
230
shares
|
$25,042
0.0% of portfolio
|
Q3 2024
Reduced 29.23%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
207
shares
|
$22,538
0.0% of portfolio
|
Q1 2025
Added 22.49%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
200
shares
|
$21,776
0.01% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
184
shares
|
$20,033
0.0% of portfolio
|
Q3 2024
Added 35.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
179
shares
|
$19,489
0.0% of portfolio
|
Q1 2025
Added 4375.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
152
shares
|
$16,549
0.0% of portfolio
|
Q1 2025
Reduced 58.36%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
151
shares
|
$16,440
0.0% of portfolio
|
Q1 2021
Reduced 53.25%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
126
shares
|
$13,718
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
125
shares
|
$13,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
110
shares
|
$11,976
0.0% of portfolio
|
Q4 2024
Reduced 72.5%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
100
shares
|
$10,888
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
100
shares
|
$10,888
0.0% of portfolio
|
Q1 2023
Added 127.27%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
84
shares
|
$9,145
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
75
shares
|
$8,166
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
71
shares
|
$7,730
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
67
shares
|
$7,294
0.0% of portfolio
|
Q3 2024
Added 17.54%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
60
shares
|
$6,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
44
shares
|
$4,790
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
44
shares
|
$4,790
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
42
shares
|
$4,572
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
35
shares
|
$3,810
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
30
shares
|
$3,266
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
26
shares
|
$2,830
0.0% of portfolio
|
Q4 2024
New holding
|