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iShares Global Financials ETF (IXG) Institutional Ownership

iShares Global Financials ETF logo
$127.77 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$99.78M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$41.53M
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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
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%
4/22/2026Decision Investments Inc.11,896$1.36M1.5%-3.6%0.261%
4/21/2026Unique Wealth LLC3,503$399K0.1%N/A0.077%
4/17/2026Johnson 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%
2/11/2026Janney Montgomery Scott LLC23,368$2.82M0.0%+18.9%0.429%
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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%
2/3/2026International 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%
1/29/2026NBC Securities Inc.1,764$213K0.0%+5.1%0.033%
1/28/2026Salomon & Ludwin LLC50,202$6.22M0.5%-0.3%0.930%
1/26/2026Mirae Asset Global Investments Co. Ltd.3,770$455K0.0%-12.3%0.070%
1/23/2026Farther Finance Advisors LLC932$113K0.0%-94.9%0.017%
1/23/2026FSM Wealth Advisors LLC8,727$1.05M0.1%+28.5%0.163%
1/14/2026Nova Wealth Management Inc.1,403$169K0.1%N/A0.026%
1/14/2026Johnson 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%
1/12/2026Founders Grove Wealth Partners LLC16,315$1.97M0.4%-0.5%0.305%
1/8/2026Wealth Enhancement Advisory Services LLC2,421$300K0.0%+36.4%0.045%
1/7/2026Harbor 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%
11/10/2025Sava Infond d.o.o.575$67K0.0%+43.8%0.011%
11/7/2025JPMorgan Chase & Co.2,123$248K0.0%+1,178.9%0.040%
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11/6/2025Cookson 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%
10/30/2025Outlook Wealth Advisors LLC43,818$5.11M1.3%N/A0.835%


IXG Institutional Ownership - Frequently Asked Questions

During the previous two years, 114 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), Envestnet Asset Management Inc. ($11.27M), Ameriprise Financial Inc. ($9.47M), and Raymond James Financial Inc. ($8.08M).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 861,153 shares in the last 24 months. This purchase volume represents approximately $99.78M in transactions.

Of the 40 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 360,731 shares in the last 24 months. This volume of shares sold represents approximately $41.53M in transactions.


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This page (NYSEARCA:IXG) was last updated on 7/5/2026 by MarketBeat.com Staff.
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