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 1.84 Million shares, which have been reported (via 13F filing form) to have a value of $190 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
983
shares
|
$101,317
0.0% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
945
shares
|
$97,401
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
915
shares
|
$94,309
0.0% of portfolio
|
Q2 2023
Reduced 2.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
699
shares
|
$72,045
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
657
shares
|
$67,716
0.0% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
650
shares
|
$66,995
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
600
shares
|
$61,841
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
584
shares
|
$60,192
0.0% of portfolio
|
Q1 2025
Reduced 26.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
518
shares
|
$53,390
0.0% of portfolio
|
Q1 2025
Added 423.23%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
510
shares
|
$52,565
0.0% of portfolio
|
Q4 2024
Added 41.67%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
481
shares
|
$49,576
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
475
shares
|
$48,958
0.0% of portfolio
|
Q1 2022
Added 9.95%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
438
shares
|
$45,144
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
400
shares
|
$41,228
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
398
shares
|
$41,021
0.0% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
304
shares
|
$31,333
0.0% of portfolio
|
Q2 2024
Reduced 41.54%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
301
shares
|
$31,024
0.03% of portfolio
|
Q3 2022
Reduced 91.14%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
300
shares
|
$30,920
0.01% of portfolio
|
Q3 2024
Reduced 22.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
300
shares
|
$30,920
0.0% of portfolio
|
Q1 2025
Reduced 66.56%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
297
shares
|
$30,611
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
291
shares
|
$29,993
0.0% of portfolio
|
Q1 2025
Reduced 27.43%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
289
shares
|
$29,787
0.0% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
282
shares
|
$29,065
0.0% of portfolio
|
Q1 2025
Added 18.99%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
266
shares
|
$27,416
0.01% of portfolio
|
Q4 2023
Reduced 12.21%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
263
shares
|
$27,107
0.01% of portfolio
|
Q1 2025
New holding
|