Go Pro
→ SPCX Warning - and Worst News for Stocks in 50 Years (From TradeSmith) (Ad)tc pixel Free IXG Stock Alerts

iShares Global Financials ETF (IXG) Institutional Ownership

iShares Global Financials ETF logo
$130.96 +1.34 (+1.03%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Global Financials ETF (NYSEARCA:IXG)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$88.59M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$40.86M
Get IXG Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Global Financials ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IXG Institutional Buying and Selling by Quarter

iShares Global Financials ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Avior Wealth Management LLC90,560$11.28M0.3%-1.7%1.927%
6/3/2026NewEdge Advisors LLC240$27K0.0%-28.6%0.005%
6/2/2026Optiver Holding B.V.234$27K0.0%N/A0.005%
5/19/2026McIlrath & Eck LLC2,257$257K0.0%-6.4%0.051%
5/19/2026Bank of America Corp DE263,939$30.09M0.0%-8.1%5.931%
5/18/2026Royal Bank of Canada17,347$1.98M0.0%-54.0%0.390%
5/16/2026KCM Investment Advisors LLC6,510$742K0.0%+10.7%0.146%
5/13/2026Cetera Investment Advisers4,172$476K0.0%-20.5%0.094%
5/5/2026Sanctuary Advisors LLC2,437$278K0.0%+45.1%0.055%
5/1/2026Fifth Third Bancorp3,669$418K0.0%+27.0%0.082%
4/30/2026Kestra Advisory Services LLC8,502$969K0.0%+3.6%0.189%
4/28/2026Ascentis Independent Advisors550$63K0.0%N/A0.012%
4/28/2026NBT Bank N A NY304$35K0.0%+151.2%0.007%
4/27/2026Private Advisor Group LLC4,289$489K0.0%-75.1%0.095%
4/22/2026Janney Montgomery Scott LLC9,031$1.03M0.0%-61.4%0.201%
4/22/2026 Decision Investments Inc.11,896$1.36M1.5%-3.6%0.261%
4/21/2026 Unique Wealth LLC3,503$399K0.1%N/A0.077%
4/17/2026 Johnson Bixby & Associates LLC4,348$496K0.1%-96.7%0.096%
3/13/2026World Investment Advisors3,426$414K0.0%N/A0.063%
2/18/2026Beacon Pointe Advisors LLC3,385$409K0.0%N/A0.062%
2/18/2026NewEdge Advisors LLC336$41K0.0%-48.8%0.006%
2/17/2026Cetera Investment Advisers5,247$634K0.0%-2.5%0.096%
2/17/2026Hilltop Holdings Inc.6,257$756K0.0%+32.5%0.115%
2/17/2026Osaic Holdings Inc.34,061$4.12M0.0%+1.4%0.625%
2/17/2026Royal Bank of Canada37,747$4.56M0.0%+7.7%0.693%
2/16/2026MML Investors Services LLC4,733$572K0.0%+2.3%0.087%
2/16/2026KCM Investment Advisors LLC5,882$710K0.0%+2.8%0.108%
2/16/2026Arax Advisory Partners352$43K0.0%N/A0.006%
2/16/2026Barclays PLC517$62K0.0%N/A0.009%
2/13/2026Stifel Financial Corp3,193$386K0.0%+37.8%0.059%
2/13/2026Smartleaf Asset Management LLC11,958$1.45M0.1%+37.1%0.219%
2/13/2026Integrated Wealth Concepts LLC3,968$479K0.0%+3.1%0.073%
2/13/2026Wells Fargo & Company MN43,736$5.28M0.0%+40.5%0.802%
2/13/2026Banco Santander S.A.59,821$7.23M0.1%+8.9%1.098%
2/13/2026Wealthspire Advisors LLC3,308$400K0.0%+3,175.2%0.061%
2/12/2026Front Row Advisors LLC1,730$209K0.1%-8.5%0.032%
2/12/2026Jane Street Group LLC32,602$3.94M0.0%N/A0.598%
2/12/2026Commonwealth Equity Services LLC3,983$481K0.0%-29.0%0.073%
2/12/2026Steward Partners Investment Advisory LLC921$111K0.0%+30.5%0.017%
2/12/2026Bank of Montreal Can2,193$265K0.0%+123.1%0.040%
Buy this stock today (Ad)

Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to move out of overpriced AI stocks before the tech trade breaks down and into lesser-known names with real potential to challenge the Mag 7. One pick he calls 'an upgrade to Tesla stock' is a little-known company that just inked a partnership with Nvidia, positioning it ahead of Tesla in the autonomous vehicle race.tc pixel

Get the name, ticker, and full Hotlist before markets open
2/11/2026Janney Montgomery Scott LLC23,368$2.82M0.0%+18.9%0.429%
2/11/2026Outlook Wealth Advisors LLC43,517$5.26M1.2%-0.7%0.798%
2/11/2026LPL Financial LLC52,123$6.30M0.0%+51.6%0.956%
2/11/2026O Shaughnessy Asset Management LLC6,528$789K0.0%+521.1%0.120%
2/10/2026Goldman Sachs Group Inc.8,070$975K0.0%N/A0.148%
2/10/2026Waterloo Capital L.P.4,383$529K0.0%+25.7%0.080%
2/10/2026Northwestern Mutual Wealth Management Co.4,257$514K0.0%+3.9%0.078%
2/9/2026Annis Gardner Whiting Capital Advisors LLC1,341$162K0.0%N/A0.025%
2/9/2026Fisher Asset Management LLC6,680$807K0.0%-1.5%0.123%
2/6/2026HighTower Advisors LLC106,705$12.89M0.0%+1,074.0%1.958%
2/3/2026 International Assets Investment Management LLC1,339$162K0.0%-49.3%0.025%
2/3/2026McIlrath & Eck LLC2,412$291K0.0%-4.0%0.045%
2/2/2026Mutual Advisors LLC1,680$203K0.0%N/A0.031%
1/29/2026Pictet Asset Management Holding SA337,660$41.13M0.0%-7.6%6.253%
1/29/2026Sanctuary Advisors LLC1,680$203K0.0%N/A0.031%
1/29/2026 NBC Securities Inc.1,764$213K0.0%+5.1%0.033%
1/28/2026Salomon & Ludwin LLC50,202$6.22M0.5%-0.3%0.930%
1/26/2026 Mirae Asset Global Investments Co. Ltd.3,770$455K0.0%-12.3%0.070%
1/23/2026 Farther Finance Advisors LLC932$113K0.0%-94.9%0.017%
1/23/2026 FSM Wealth Advisors LLC8,727$1.05M0.1%+28.5%0.163%
1/14/2026 Nova Wealth Management Inc.1,403$169K0.1%N/A0.026%
1/14/2026 Johnson Bixby & Associates LLC131,212$15.85M2.0%+0.1%2.453%
1/14/2026Tiller Private Wealth Inc.4,600$556K0.2%+2.8%0.086%
1/12/2026 Founders Grove Wealth Partners LLC16,315$1.97M0.4%-0.5%0.305%
1/8/2026 Wealth Enhancement Advisory Services LLC2,421$300K0.0%+36.4%0.045%
1/7/2026 Harbor Investment Advisory LLC1,045$126K0.0%N/A0.020%
1/1/2026JPMorgan Chase & Co.2,123$248K0.0%+1,178.9%0.040%
12/1/2025Cambria Investment Management L.P.68,000$7.93M0.5%-4.7%1.295%
11/19/2025Sunbelt Securities Inc.300$35K0.0%-66.6%0.006%
11/17/2025Front Row Advisors LLC1,890$221K0.1%-6.2%0.036%
11/17/2025Susquehanna International Group LLP64,867$7.57M0.0%+1,633.9%1.236%
11/17/2025Northwestern Mutual Wealth Management Co.4,099$478K0.0%+6.2%0.078%
11/17/2025Integrated Wealth Concepts LLC3,848$449K0.0%+39.7%0.073%
11/17/2025Hilltop Holdings Inc.4,722$551K0.0%N/A0.090%
11/17/2025Flow Traders U.S. LLC11,236$1.31M0.1%-84.8%0.214%
11/17/2025Bank of America Corp DE309,112$36.07M0.0%+9.6%5.888%
11/17/2025Ameriprise Financial Inc.81,175$9.47M0.0%+26.1%1.546%
11/14/2025Raymond James Financial Inc.69,261$8.08M0.0%+543.9%1.319%
11/14/2025Equitable Holdings Inc.6,289$734K0.0%+30.2%0.120%
11/14/2025Comerica Bank678$79K0.0%-46.9%0.013%
11/13/2025BOKF NA315$37K0.0%N/A0.006%
11/13/2025UBS Group AG10,842$1.27M0.0%-5.0%0.207%
11/13/2025Private Advisor Group LLC15,541$1.81M0.0%+145.6%0.296%
11/13/2025Blair William & Co. IL488$57K0.0%+112.2%0.009%
11/12/2025LOM Asset Management Ltd8,530$995K0.3%+13.3%0.162%
11/12/2025KCM Investment Advisors LLC5,722$668K0.0%+2.6%0.109%
11/12/2025Cresset Asset Management LLC25,951$3.03M0.0%+37.9%0.494%
11/12/2025Fisher Asset Management LLC6,782$791K0.0%+1.5%0.129%
11/12/2025Banco Santander S.A.54,954$6.41M0.1%-3.5%1.047%
11/10/2025 Sava Infond d.o.o.575$67K0.0%+43.8%0.011%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
11/7/2025JPMorgan Chase & Co.2,123$248K0.0%+1,178.9%0.040%
11/6/2025 Cookson Peirce & Co. Inc.4,022$469K0.0%-2.4%0.077%
11/6/2025Cibc World Market Inc.2,260$264K0.0%-4.2%0.043%
11/5/2025Smartleaf Asset Management LLC8,721$1.02M0.1%N/A0.166%
11/5/2025MONECO Advisors LLC2,713$317K0.0%N/A0.052%
11/5/2025Waterloo Capital L.P.3,486$407K0.0%N/A0.066%
11/5/2025Envestnet Asset Management Inc.96,574$11.27M0.0%+1,681.5%1.840%
11/4/2025Jones Financial Companies Lllp4,395$511K0.0%+34.7%0.084%
11/3/2025AE Wealth Management LLC880$103K0.0%+87,900.0%0.017%
10/31/2025MontVue Capital Management Inc.2,561$299K0.2%+7.8%0.049%


IXG Institutional Ownership - Frequently Asked Questions

During the previous two years, 115 institutional investors and hedge funds held shares of iShares Global Financials ETF. The most heavily invested institutionals were Pictet Asset Management Holding SA ($41.13M), Bank of America Corp DE ($30.09M), HighTower Advisors LLC ($12.89M), EWG Elevate Inc. ($12.23M), Avior Wealth Management LLC ($11.28M), Envestnet Asset Management Inc. ($11.27M), and Ameriprise Financial Inc. ($9.47M).Learn more on iShares Global Financials ETF's institutional investors.

Of the 91 institutional investors that purchased iShares Global Financials ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($545.95K), International Assets Investment Management LLC ($315.08K), Johnson Bixby & Associates LLC ($131.21K), Jones Financial Companies Lllp ($123.95K), EWG Elevate Inc. ($112.45K), HighTower Advisors LLC ($102.33K), and Envestnet Asset Management Inc. ($91.15K).

Institutional investors have bought a total of 760,173 shares in the last 24 months. This purchase volume represents approximately $88.59M in transactions.

Of the 38 institutional investors that sold iShares Global Financials ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Johnson Bixby & Associates LLC ($126.86K), Flow Traders U.S. LLC ($62.86K), Pictet Asset Management Holding SA ($27.80K), Bank of America Corp DE ($23.19K), Royal Bank of Canada ($20.40K), Farther Finance Advisors LLC ($17.40K), and Jane Street Group LLC ($16.75K).

Institutional investors have sold a total of 354,537 shares in the last 24 months. This volume of shares sold represents approximately $40.86M in transactions.


Related Companies

This page (NYSEARCA:IXG) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel