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 134 institutions that hold shares in the stock, with a total of 2.01 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 |
Nov 14, 2024 Q3 2024 |
375,651
shares
|
$38.5 Million
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
268,400
shares
|
$27.5 Million
0.03% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
204,166
shares
|
$20.9 Million
0.0% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
192,113
shares
|
$19.7 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
97,312
shares
|
$9.97 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
83,631
shares
|
$8.57 Million
0.68% of portfolio
|
Q2 2023
Reduced 2.61%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
56,290
shares
|
$5.77 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
54,529
shares
|
$5.59 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
53,615
shares
|
$5.5 Million
0.55% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
49,786
shares
|
$5.1 Million
0.02% of portfolio
|
Q3 2024
Added 85.89%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
47,328
shares
|
$4.85 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
37,336
shares
|
$3.83 Million
0.26% of portfolio
|
Q4 2024
Added 26.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
29,470
shares
|
$3.02 Million
0.0% of portfolio
|
Q4 2024
Added 13.53%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
29,070
shares
|
$2.98 Million
0.14% of portfolio
|
Q4 2024
Reduced 18.58%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
27,704
shares
|
$2.84 Million
0.0% of portfolio
|
Q1 2024
Added 14.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
23,680
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
22,630
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 23.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
20,784
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
19,888
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
19,856
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
18,176
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
17,293
shares
|
$1.77 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
15,800
shares
|
$1.62 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
|
$1.54 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
14,707
shares
|
$1.51 Million
0.23% of portfolio
|
Q4 2024
Added 83.52%
|