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 138 institutions that hold shares in the stock, with a total of 2.07 Million shares, which have been reported (via 13F filing form) to have a value of $239 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
26
shares
|
$3,001
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
26
shares
|
$3,001
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
24
shares
|
$2,770
0.0% of portfolio
|
Q1 2024
Reduced 97.58%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
15
shares
|
$1,731
0.0% of portfolio
|
Q2 2024
Reduced 71.7%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
15
shares
|
$1,731
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
10
shares
|
$1,154
0.0% of portfolio
|
Q4 2017
Added 1900.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
8
shares
|
$923
0.0% of portfolio
|
Q2 2022
Reduced 94.2%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
6
shares
|
$692
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
2
shares
|
$230
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
2
shares
|
$230
0.0% of portfolio
|
Q1 2025
Reduced 100.0%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1
shares
|
$115
0.0% of portfolio
|
Q2 2025
Reduced 99.34%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1
shares
|
$115
0.0% of portfolio
|
Q1 2025
Reduced 98.41%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|