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iShares Global Tech ETF (IXN) Institutional Ownership

iShares Global Tech ETF logo
$106.13 +1.31 (+1.25%)
As of 12:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Global Tech ETF (NYSEARCA:IXN)

Number of
Institutional Buyers
(last 12 months)
257
Total
Institutional Inflows
(last 12 months)
$424.66M
Number of
Institutional Sellers
(last 12 months)
229
Total
Institutional Outflows
(last 12 months)
$351.21M
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IXN Institutional Buying and Selling by Quarter

iShares Global Tech ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/3/2025 Dentgroup LLC20,602$2.13M1.4%-0.7%0.034%
9/26/2025Corient Private Wealth LLC2,420$223K0.0%-54.9%0.004%
9/4/2025Osaic Holdings Inc.214,393$19.80M0.0%+7.5%0.360%
8/27/2025Barnes Wealth Management Group Inc2,185$202K0.1%N/A0.004%
8/27/2025Orion Porfolio Solutions LLC2,971$274K0.0%N/A0.005%
8/26/2025Thrivent Financial for Lutherans154,529$14.27M0.0%-10.1%0.259%
8/19/2025B. Riley Wealth Advisors Inc.6,840$632K0.0%N/A0.011%
8/19/2025Newbridge Financial Services Group Inc.85,375$7.88M1.3%+16.8%0.143%
8/18/2025Tyler Stone Wealth Management9,242$853K0.1%-7.4%0.016%
8/18/2025Geneos Wealth Management Inc.17,749$1.64M0.0%+70.0%0.030%
8/18/2025Front Row Advisors LLC14,825$1.37M0.5%-1.8%0.025%
8/15/2025High Falls Advisors Inc4,576$423K0.1%-8.3%0.008%
8/15/2025Corient Private Wealth LLC2,419$223K0.0%-54.9%0.004%
8/15/2025Captrust Financial Advisors19,129$1.77M0.0%+7.8%0.032%
8/15/2025Snowden Capital Advisors LLC21,355$1.97M0.1%+16.2%0.036%
8/15/2025Orion Porfolio Solutions LLC2,971$274K0.0%N/A0.005%
8/15/2025MML Investors Services LLC70,471$6.51M0.0%+2.3%0.118%
8/15/2025IHT Wealth Management LLC4,505$416K0.0%-4.8%0.008%
8/15/2025Great Valley Advisor Group Inc.6,882$636K0.0%-7.2%0.012%
8/15/2025Bank of America Corp DE2,398,815$221.51M0.0%+8.7%4.025%
8/15/2025Ameriprise Financial Inc.540,922$49.94M0.0%-2.5%0.908%
8/14/2025Vista Capital Partners Inc.3,839$354K0.0%-18.3%0.006%
8/14/2025Jane Street Group LLC106,432$9.83M0.0%-62.8%0.179%
8/14/2025Raymond James Financial Inc.277,043$25.58M0.0%+1.2%0.465%
8/14/2025Quantinno Capital Management LP10,563$975K0.0%+6.5%0.018%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main326,382$30.14M0.0%+14,762.6%0.548%
8/14/2025NewEdge Advisors LLC50,193$4.64M0.0%+0.6%0.084%
8/14/2025Qube Research & Technologies Ltd833$77K0.0%-93.6%0.001%
8/14/2025Balance Wealth LLC14,640$1.35M0.8%+5.0%0.025%
8/14/2025Cerity Partners LLC5,814$537K0.0%-2.4%0.010%
8/13/2025Gamco Investors INC. ET AL6,000$554K0.0%N/A0.010%
8/13/2025PGIM Custom Harvest LLC946,863$87.43M1.8%-50.9%1.589%
8/13/2025Cresset Asset Management LLC78,811$7.28M0.0%+51.6%0.132%
8/13/2025Marshall Wace LLP8,562$791K0.0%N/A0.014%
8/13/2025Baird Financial Group Inc.16,569$1.53M0.0%-1.7%0.028%
8/13/2025Sonoma Private Wealth LLC7,811$721K0.9%-6.0%0.013%
8/13/2025Kilter Group LLC1,853$171K0.1%N/A0.003%
8/13/2025CW Advisors LLC9,349$863K0.0%+20.1%0.016%
8/13/2025Fisher Asset Management LLC2,959,499$273.28M0.1%+0.3%4.966%
8/13/2025Bernardo Wealth Planning LLC33,946$3.14M0.7%-1.4%0.057%
8/13/2025Lido Advisors LLC4,901$453K0.0%+9.7%0.008%
8/13/2025Schroder Investment Management Group19,645$1.81M0.0%+2.6%0.033%
8/13/2025WealthTrust Axiom LLC5,539$511K0.2%-11.8%0.009%
8/13/2025Scotia Capital Inc.200,393$18.50M0.1%-0.1%0.336%
8/13/2025Northwestern Mutual Wealth Management Co.56,059$5.18M0.0%+14.8%0.094%
8/13/2025Elevation Point Wealth Partners LLC4,140$382K0.0%-74.7%0.007%
8/13/2025Choreo LLC30,494$2.82M0.0%-1.1%0.051%
8/12/2025J.W. Cole Advisors Inc.8,568$791K0.0%+14.2%0.014%
8/12/2025RiverFront Investment Group LLC3,000$277K0.0%N/A0.005%
8/12/2025Steward Partners Investment Advisory LLC13,313$1.23M0.0%+24.0%0.022%
8/12/2025Tableaux LLC34,427$3.18M0.2%+603.6%0.058%
8/12/2025MAI Capital Management9,762$901K0.0%+13.3%0.016%
8/12/2025JPMorgan Chase & Co.2,326,749$214.85M0.0%-4.9%3.904%
8/11/2025Traub Capital Management LLC1,860$172K0.2%N/A0.003%
8/11/2025Western Wealth Management LLC27,267$2.52M0.1%-4.6%0.046%
8/8/2025Rockefeller Capital Management L.P.23,630$2.18M0.0%-3.7%0.040%
8/8/2025Avantax Advisory Services Inc.47,853$4.42M0.0%-3.4%0.080%
8/8/2025Cetera Investment Advisers149,234$13.78M0.0%+0.2%0.250%
8/8/2025Creative Planning38,884$3.59M0.0%+5.2%0.065%
8/8/2025Empower Advisory Group LLC5,948$549K0.0%+42.4%0.010%
8/8/2025PNC Financial Services Group Inc.13,498$1.25M0.0%+0.9%0.023%
8/8/2025SBI Securities Co. Ltd.6,285$580K0.0%+2.7%0.011%
8/7/2025Vise Technologies Inc.3,673$339K0.0%N/A0.006%
8/7/2025Addison Advisors LLC1,785$165K0.0%-20.8%0.003%
8/7/2025Summit X LLC3,295$304K0.1%-6.2%0.006%
8/7/2025Rollins Financial Advisors LLC88,090$8.13M1.3%-10.6%0.148%
8/7/2025Sound View Wealth Advisors Group LLC3,500$323K0.0%-22.2%0.006%
8/7/2025Rathbones Group PLC91,364$8.44M0.0%-4.0%0.153%
8/6/2025Prospera Financial Services Inc2,700$249K0.0%N/A0.005%
8/6/2025RWA Wealth Partners LLC5,868$542K0.0%-4.9%0.010%
8/6/2025AE Wealth Management LLC33,229$3.07M0.0%+4.1%0.056%
8/6/2025KCM Investment Advisors LLC4,348$401K0.0%+56.0%0.007%
8/6/2025Wedbush Securities Inc.3,070$283K0.0%N/A0.005%
8/6/2025Mascagni Wealth Management Inc.2,179$201K0.2%N/A0.004%
8/6/2025Flagship Private Wealth LLC50,808$4.69M2.0%+1.3%0.085%
8/6/2025Golden State Wealth Management LLC1,221$113K0.0%-18.8%0.002%
8/6/2025Summit Wealth Group LLC96,769$8.94M2.3%+1.0%0.162%
8/6/2025Able Wealth Management LLC11,972$1.11M0.6%-16.1%0.020%
8/6/2025Atlantic Union Bankshares Corp27,701$2.56M0.1%N/A0.046%
8/6/2025Stonebridge Financial Planning Group LLC9,650$891K0.4%-5.9%0.016%
8/6/2025Moors & Cabot Inc.2,445$226K0.0%N/A0.004%
8/5/2025Key Financial Inc2,272$210K0.0%-6.8%0.004%
8/5/2025Freestone Capital Holdings LLC22,216$2.05M0.1%-8.9%0.037%
8/5/2025Bank of Montreal Can81,963$7.57M0.0%-2.6%0.138%
8/5/2025W.G. Shaheen & Associates DBA Whitney & Co2,500$231K0.0%N/A0.004%
8/5/2025Sigma Planning Corp8,511$786K0.0%-3.4%0.014%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors16,652$1.54M0.1%-8.8%0.028%
8/4/2025Pinnacle Associates Ltd.30,545$2.82M0.0%-0.5%0.051%
8/4/2025Savvy Advisors Inc.2,444$226K0.0%-24.4%0.004%
8/4/2025Assetmark Inc.834$77K0.0%-13.4%0.001%
8/4/2025Spire Wealth Management7,603$702K0.0%-21.0%0.013%
8/4/2025Arkadios Wealth Advisors5,549$512K0.0%N/A0.009%
8/4/2025World Investment Advisors84,181$7.77M0.2%N/A0.141%
8/1/2025Koss Olinger Consulting LLC16,157$1.49M0.1%-5.8%0.027%
8/1/2025Ashton Thomas Private Wealth LLC16,790$1.55M0.1%+7.1%0.028%
8/1/2025Envestnet Asset Management Inc.168,601$15.57M0.0%-31.0%0.283%
7/31/2025Wealthfront Advisers LLC60,299$5.57M0.0%-3.0%0.101%
7/31/2025Brighton Jones LLC3,222$298K0.0%-26.7%0.005%
7/31/2025Burke & Herbert Bank & Trust Co.24,328$2.25M0.5%-0.8%0.041%
7/31/2025Cardinal Point Capital Management ULC2,600$239K0.0%N/A0.004%
(Data available from 1/1/2016 forward)

IXN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IXN shares?

During the previous two years, 459 institutional investors and hedge funds held shares of iShares Global Tech ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($273.28M), Bank of America Corp DE ($221.51M), JPMorgan Chase & Co. ($214.85M), PGIM Custom Harvest LLC ($87.43M), Wells Fargo & Company MN ($85.72M), FIL Ltd ($68.32M), and Royal Bank of Canada ($64.40M).Learn more on iShares Global Tech ETF's institutional investors.

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

Of the 354 institutional investors that purchased iShares Global Tech ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($897.51K), Wealthfront Advisers LLC ($738.65K), Jane Street Group LLC ($718.35K), Assetmark Inc. ($699.86K), Raymond James Financial Inc. ($556.23K), PGIM Custom Harvest LLC ($534.90K), and DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($324.19K).

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

Institutional investors have bought a total of 5,108,001 shares in the last 24 months. This purchase volume represents approximately $424.66M in transactions.

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

Of the 229 institutional investors that sold iShares Global Tech ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: PGIM Custom Harvest LLC ($982.35K), JPMorgan Chase & Co. ($500.36K), International Assets Investment Management LLC ($355.78K), Jane Street Group LLC ($317.72K), Fisher Asset Management LLC ($308.85K), Pictet North America Advisors SA ($113.32K), and Shira Ridge Wealth Management ($104.08K).

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

Institutional investors have sold a total of 4,084,609 shares in the last 24 months. This volume of shares sold represents approximately $351.21M in transactions.


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This page (NYSEARCA:IXN) was last updated on 10/6/2025 by MarketBeat.com Staff
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