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iShares Global Financials ETF (IXG) Institutional Ownership

iShares Global Financials ETF logo
$120.42 +0.78 (+0.65%)
As of 03:08 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)
69
Total
Institutional Inflows
(last 12 months)
$114.98M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$42.27M
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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
5/5/2026Sanctuary 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%
2/18/2026Beacon 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%
2/13/2026 Wealthspire 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%
2/12/2026 Commonwealth 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%
2/11/2026 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%
2/11/2026LPL 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%
1/29/2026 Pictet 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%
1/26/2026Mirae 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%
1/1/2026JPMorgan 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%
11/13/2025 Private 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%
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%
10/31/2025 MontVue Capital Management Inc.2,561$299K0.2%+7.8%0.049%
10/30/2025 Outlook Wealth Advisors LLC43,818$5.11M1.3%N/A0.835%
10/29/2025 Wealth Enhancement Advisory Services LLC1,775$206K0.0%N/A0.034%
10/22/2025Gladstone Institutional Advisory LLC3,848$449K0.0%+21.4%0.073%
10/21/2025Salomon & Ludwin LLC50,364$5.87M0.5%-0.4%0.959%
10/17/2025 FSM Wealth Advisors LLC6,790$792K0.1%+66.6%0.129%
10/16/2025 Johnson Bixby & Associates LLC131,068$15.29M2.0%+1.1%2.497%
10/15/2025Vontobel Holding Ltd.3,000$350K0.0%-25.0%0.057%
10/14/2025 Farther Finance Advisors LLC18,329$2.14M0.0%+1,637.3%0.349%


IXG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IXG shares?

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 ($36.07M), 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.

Which institutional investors have been buying iShares Global Financials ETF's stock?

Of the 92 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), Jane Street Group LLC ($125.07K), Jones Financial Companies Lllp ($123.95K), EWG Elevate Inc. ($112.45K), and HighTower Advisors LLC ($102.33K).

How much institutional buying is happening at iShares Global Financials ETF?

Institutional investors have bought a total of 1,008,722 shares in the last 24 months. This purchase volume represents approximately $114.98M in transactions.

Which of iShares Global Financials ETF's major shareholders have been selling company stock?

Of the 43 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), Arete Wealth Advisors LLC ($35.03K), Pictet Asset Management Holding SA ($27.80K), Farther Finance Advisors LLC ($17.40K), Jane Street Group LLC ($16.75K), and Janney Montgomery Scott LLC ($14.34K).

How much institutional selling is happening at iShares Global Financials ETF?

Institutional investors have sold a total of 372,736 shares in the last 24 months. This volume of shares sold represents approximately $42.27M in transactions.


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