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 143 institutions that hold shares in the stock, with a total of 2.49 Million shares, which have been reported (via 13F filing form) to have a value of $288 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
2,200
shares
|
$254,650
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,161
shares
|
$250,135
0.0% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,123
shares
|
$245,737
0.0% of portfolio
|
Q3 2025
Added 1086.03%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
2,041
shares
|
$236,245
0.0% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,982
shares
|
$229,416
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
1,890
shares
|
$218,767
0.08% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
1,812
shares
|
$209,739
0.07% of portfolio
|
Q2 2025
Reduced 10.43%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,678
shares
|
$194,228
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,607
shares
|
$186,010
0.01% of portfolio
|
Q2 2025
Reduced 40.83%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
1,400
shares
|
$162,050
0.05% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,051
shares
|
$121,653
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,045
shares
|
$120,958
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
983
shares
|
$113,782
0.0% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
915
shares
|
$105,911
0.0% of portfolio
|
Q2 2023
Reduced 2.14%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
880
shares
|
$101,860
0.0% of portfolio
|
Q3 2025
Added 87900.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
706
shares
|
$81,719
0.0% of portfolio
|
Q3 2025
Added 17.86%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
678
shares
|
$78,478
0.0% of portfolio
|
Q3 2025
Reduced 46.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
656
shares
|
$75,932
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
650
shares
|
$75,237
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
600
shares
|
$69,450
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Nov 10, 2025 Q3 2025 |
575
shares
|
$66,556
0.01% of portfolio
|
Q3 2025
Added 43.75%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
510
shares
|
$59,032
0.0% of portfolio
|
Q4 2024
Added 41.67%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
488
shares
|
$56,486
0.0% of portfolio
|
Q3 2025
Added 112.17%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
481
shares
|
$55,675
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
476
shares
|
$55,097
0.0% of portfolio
|
Q2 2025
Reduced 18.49%
|
|