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iShares Global Financials ETF (IXG) Institutional Ownership

iShares Global Financials ETF logo
$137.00 +2.26 (+1.68%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Global Financials ETF (NYSEARCA:IXG)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$70.35M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$39.05M
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IXG Institutional Buying and Selling by Quarter

iShares Global Financials ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Citadel Advisors LLC30,578$3.81M0.0%-30.9%0.600%
8/23/2026 Unique Wealth LLC3,375$420K0.0%-3.7%0.066%
7/7/2026 Avior Wealth Management LLC90,560$11.28M0.3%-1.7%1.927%
6/3/2026 NewEdge Advisors LLC240$27K0.0%-28.6%0.005%
6/2/2026 Optiver Holding B.V.234$27K0.0%N/A0.005%
5/19/2026McIlrath & Eck LLC2,257$257K0.0%-6.4%0.051%
5/19/2026 Bank of America Corp DE263,939$30.09M0.0%-8.1%5.931%
5/18/2026 Royal Bank of Canada17,347$1.98M0.0%-54.0%0.390%
5/16/2026 KCM Investment Advisors LLC6,510$742K0.0%+10.7%0.146%
5/13/2026 Cetera Investment Advisers4,172$476K0.0%-20.5%0.094%
5/5/2026 Sanctuary Advisors LLC2,437$278K0.0%+45.1%0.055%
5/1/2026 Fifth Third Bancorp3,669$418K0.0%+27.0%0.082%
4/30/2026 Kestra Advisory Services LLC8,502$969K0.0%+3.6%0.189%
4/28/2026 Ascentis Independent Advisors550$63K0.0%N/A0.012%
4/28/2026 NBT Bank N A NY304$35K0.0%+151.2%0.007%
4/27/2026 Private Advisor Group LLC4,289$489K0.0%-75.1%0.095%
4/22/2026 Janney 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%
3/13/2026 World Investment Advisors3,426$414K0.0%N/A0.063%
2/18/2026 Beacon Pointe Advisors LLC3,385$409K0.0%N/A0.062%
2/18/2026 NewEdge Advisors LLC336$41K0.0%-48.8%0.006%
2/17/2026 Cetera Investment Advisers5,247$634K0.0%-2.5%0.096%
2/17/2026 Hilltop Holdings Inc.6,257$756K0.0%+32.5%0.115%
2/17/2026 Osaic Holdings Inc.34,061$4.12M0.0%+1.4%0.625%
2/17/2026 Royal Bank of Canada37,747$4.56M0.0%+7.7%0.693%
2/16/2026 MML Investors Services LLC4,733$572K0.0%+2.3%0.087%
2/16/2026 KCM Investment Advisors LLC5,882$710K0.0%+2.8%0.108%
2/16/2026 Arax Advisory Partners352$43K0.0%N/A0.006%
2/16/2026 Barclays PLC517$62K0.0%N/A0.009%
2/13/2026 Stifel Financial Corp3,193$386K0.0%+37.8%0.059%
2/13/2026 Smartleaf Asset Management LLC11,958$1.45M0.1%+37.1%0.219%
2/13/2026 Integrated Wealth Concepts LLC3,968$479K0.0%+3.1%0.073%
2/13/2026 Wells Fargo & Company MN43,736$5.28M0.0%+40.5%0.802%
2/13/2026 Banco Santander S.A.59,821$7.23M0.1%+8.9%1.098%
2/13/2026 Wealthspire Advisors LLC3,308$400K0.0%+3,175.2%0.061%
2/12/2026 Front Row Advisors LLC1,730$209K0.1%-8.5%0.032%
2/12/2026 Jane Street Group LLC32,602$3.94M0.0%N/A0.598%
2/12/2026 Commonwealth Equity Services LLC3,983$481K0.0%-29.0%0.073%
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2/12/2026 Steward Partners Investment Advisory LLC921$111K0.0%+30.5%0.017%
2/12/2026 Bank of Montreal Can2,193$265K0.0%+123.1%0.040%
2/11/2026 Janney Montgomery Scott LLC23,368$2.82M0.0%+18.9%0.429%
2/11/2026 Outlook Wealth Advisors LLC43,517$5.26M1.2%-0.7%0.798%
2/11/2026 LPL Financial LLC52,123$6.30M0.0%+51.6%0.956%
2/11/2026 O Shaughnessy Asset Management LLC6,528$789K0.0%+521.1%0.120%
2/10/2026 Goldman Sachs Group Inc.8,070$975K0.0%N/A0.148%
2/10/2026 Waterloo Capital L.P.4,383$529K0.0%+25.7%0.080%
2/10/2026 Northwestern Mutual Wealth Management Co.4,257$514K0.0%+3.9%0.078%
2/9/2026 Annis Gardner Whiting Capital Advisors LLC1,341$162K0.0%N/A0.025%
2/9/2026 Fisher Asset Management LLC6,680$807K0.0%-1.5%0.123%
2/6/2026 HighTower 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%
2/2/2026 Mutual Advisors LLC1,680$203K0.0%N/A0.031%
1/29/2026 Pictet Asset Management Holding SA337,660$41.13M0.0%-7.6%6.253%
1/29/2026 Sanctuary Advisors LLC1,680$203K0.0%N/A0.031%
1/29/2026 NBC Securities Inc.1,764$213K0.0%+5.1%0.033%
1/28/2026 Salomon & 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%
1/14/2026 Tiller 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%
1/1/2026 JPMorgan Chase & Co.2,123$248K0.0%+1,178.9%0.040%
12/1/2025 Cambria 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%
11/17/2025 Front Row Advisors LLC1,890$221K0.1%-6.2%0.036%
11/17/2025 Susquehanna International Group LLP64,867$7.57M0.0%+1,633.9%1.236%
11/17/2025 Northwestern Mutual Wealth Management Co.4,099$478K0.0%+6.2%0.078%
11/17/2025 Integrated Wealth Concepts LLC3,848$449K0.0%+39.7%0.073%
11/17/2025 Hilltop Holdings Inc.4,722$551K0.0%N/A0.090%
11/17/2025 Flow Traders U.S. LLC11,236$1.31M0.1%-84.8%0.214%
11/17/2025 Bank of America Corp DE309,112$36.07M0.0%+9.6%5.888%
11/17/2025 Ameriprise Financial Inc.81,175$9.47M0.0%+26.1%1.546%
11/14/2025 Raymond James Financial Inc.69,261$8.08M0.0%+543.9%1.319%
11/14/2025 Equitable Holdings Inc.6,289$734K0.0%+30.2%0.120%
11/14/2025Comerica Bank678$79K0.0%-46.9%0.013%
11/13/2025 BOKF NA315$37K0.0%N/A0.006%
11/13/2025 UBS Group AG10,842$1.27M0.0%-5.0%0.207%
11/13/2025 Private Advisor Group LLC15,541$1.81M0.0%+145.6%0.296%
11/13/2025 Blair William & Co. IL488$57K0.0%+112.2%0.009%
11/12/2025 LOM Asset Management Ltd8,530$995K0.3%+13.3%0.162%
11/12/2025 KCM Investment Advisors LLC5,722$668K0.0%+2.6%0.109%
11/12/2025 Cresset Asset Management LLC25,951$3.03M0.0%+37.9%0.494%
11/12/2025 Fisher Asset Management LLC6,782$791K0.0%+1.5%0.129%
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11/12/2025 Banco 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%
11/7/2025 JPMorgan 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%
11/6/2025 Cibc World Market Inc.2,260$264K0.0%-4.2%0.043%
11/5/2025 Smartleaf Asset Management LLC8,721$1.02M0.1%N/A0.166%
11/5/2025 MONECO Advisors LLC2,713$317K0.0%N/A0.052%
11/5/2025 Waterloo Capital L.P.3,486$407K0.0%N/A0.066%
11/5/2025 Envestnet Asset Management Inc.96,574$11.27M0.0%+1,681.5%1.840%
11/4/2025 Jones Financial Companies Lllp4,395$511K0.0%+34.7%0.084%


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 89 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 ($384.23K), 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 595,520 shares in the last 24 months. This purchase volume represents approximately $70.35M in transactions.

Of the 31 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 Janney Montgomery Scott LLC ($14.34K).

Institutional investors have sold a total of 336,439 shares in the last 24 months. This volume of shares sold represents approximately $39.05M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IXG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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