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 136 institutions that hold shares in the stock, with a total of 1.98 Million shares, which have been reported (via 13F filing form) to have a value of $206 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
376,653
shares
|
$39.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
268,400
shares
|
$28 Million
0.03% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
200,584
shares
|
$20.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
192,113
shares
|
$20 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
90,240
shares
|
$9.4 Million
0.56% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
83,631
shares
|
$8.71 Million
0.68% of portfolio
|
Q2 2023
Reduced 2.61%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
56,290
shares
|
$5.86 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
54,529
shares
|
$5.68 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
53,615
shares
|
$5.59 Million
0.55% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
47,328
shares
|
$4.93 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
37,336
shares
|
$3.89 Million
0.26% of portfolio
|
Q4 2024
Added 26.71%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
31,705
shares
|
$3.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 36.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
29,470
shares
|
$3.07 Million
0.0% of portfolio
|
Q4 2024
Added 13.53%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,080
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
29,070
shares
|
$3.03 Million
0.14% of portfolio
|
Q4 2024
Reduced 18.58%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
27,704
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2024
Added 14.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
23,456
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
20,929
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 15.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
20,568
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
19,856
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
19,305
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
17,293
shares
|
$1.8 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
15,965
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Added 167.15%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
15,800
shares
|
$1.65 Million
0.17% of portfolio
|
Q1 2023
Reduced 49.2%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
15,043
shares
|
$1.57 Million
0.42% of portfolio
|
Q4 2024
New holding
|