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 124 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $201 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$9,927
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
100
shares
|
$9,927
0.0% of portfolio
|
Q1 2023
Added 127.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
99
shares
|
$9,827
0.0% of portfolio
|
Q3 2024
Reduced 60.4%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
97
shares
|
$9,629
0.0% of portfolio
|
Q1 2023
Reduced 51.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
67
shares
|
$6,651
0.0% of portfolio
|
Q3 2024
Added 17.54%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
63
shares
|
$6,254
0.0% of portfolio
|
Q4 2023
Reduced 8.7%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
54
shares
|
$5,360
0.0% of portfolio
|
Q1 2024
Reduced 26.03%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
44
shares
|
$4,367
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
42
shares
|
$4,169
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
36
shares
|
$3,573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
35
shares
|
$3,474
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
34
shares
|
$3,375
0.0% of portfolio
|
Q3 2024
Reduced 61.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
30
shares
|
$2,978
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
24
shares
|
$2,382
0.0% of portfolio
|
Q1 2024
Reduced 97.58%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
15
shares
|
$1,489
0.0% of portfolio
|
Q2 2024
Reduced 71.7%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
15
shares
|
$1,489
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
10
shares
|
$992
0.0% of portfolio
|
Q3 2024
Reduced 88.24%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
10
shares
|
$992
0.0% of portfolio
|
Q4 2017
Added 1900.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
8
shares
|
$794
0.0% of portfolio
|
Q2 2022
Reduced 94.2%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
6
shares
|
$595
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
3
shares
|
$297
0.0% of portfolio
|
Q3 2024
Reduced 99.04%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|