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 |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
266
shares
|
$27,275
0.01% of portfolio
|
Q4 2023
Reduced 12.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
262
shares
|
$26,865
0.0% of portfolio
|
Q4 2017
Reduced 4.58%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
237
shares
|
$24,301
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
233
shares
|
$23,891
0.01% of portfolio
|
Q2 2023
Reduced 16.19%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
230
shares
|
$23,584
0.0% of portfolio
|
Q3 2024
Reduced 29.23%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
200
shares
|
$20,508
0.01% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
184
shares
|
$18,867
0.0% of portfolio
|
Q3 2024
Added 35.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
169
shares
|
$17,329
0.0% of portfolio
|
Q4 2024
Added 56.48%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
151
shares
|
$15,483
0.0% of portfolio
|
Q1 2021
Reduced 53.25%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
147
shares
|
$15,073
0.0% of portfolio
|
Q4 2024
Reduced 25.38%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
126
shares
|
$12,920
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
110
shares
|
$11,279
0.0% of portfolio
|
Q4 2024
Reduced 72.5%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
100
shares
|
$10,254
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$10,254
0.0% of portfolio
|
Q1 2023
Added 127.27%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
84
shares
|
$8,613
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
75
shares
|
$7,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
67
shares
|
$6,870
0.0% of portfolio
|
Q3 2024
Added 17.54%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
63
shares
|
$6,460
0.0% of portfolio
|
Q4 2023
Reduced 8.7%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
60
shares
|
$6,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
44
shares
|
$4,511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
44
shares
|
$4,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
42
shares
|
$4,306
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
35
shares
|
$3,588
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
30
shares
|
$3,076
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
26
shares
|
$2,666
0.0% of portfolio
|
Q4 2024
New holding
|