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iShares Global Tech ETF (IXN) Institutional Ownership

iShares Global Tech ETF logo
$79.57 +1.30 (+1.66%)
As of 05/2/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Global Tech ETF (NYSEARCA:IXN)

Number of
Institutional Buyers
(last 12 months)
212
Total
Institutional Inflows
(last 12 months)
$322.93M
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$180.86M
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IXN Institutional Buying and Selling by Quarter

iShares Global Tech ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025 Summit X LLC3,512$266K0.1%-3.5%0.006%
5/2/2025 Capital A Wealth Management LLC1,172$89K0.1%-10.5%0.002%
5/2/2025 Summit Wealth Group LLC95,819$7.26M2.1%-1.5%0.166%
5/2/2025 Wealthfront Advisers LLC62,155$4.71M0.0%-1.1%0.108%
5/2/2025 Apollon Wealth Management LLC10,809$819K0.0%-11.4%0.019%
5/2/2025 Sigma Planning Corp8,815$668K0.0%+2.7%0.015%
5/2/2025 Slow Capital Inc.43,556$3.30M0.4%-23.7%0.075%
5/1/2025 Zullo Investment Group Inc.2,841$215K0.1%-17.6%0.005%
5/1/2025 Marks Group Wealth Management Inc59,391$4.50M0.4%+25.9%0.103%
5/1/2025 CWM LLC35,259$2.67M0.0%-0.5%0.061%
5/1/2025 Cardinal Strategic Wealth Guidance82,182$6.22M2.0%+4.2%0.142%
4/30/2025 Sharkey Howes & Javer27,186$2.06M0.3%-0.7%0.047%
4/30/2025 New Insight Wealth Advisors88,545$6.71M3.0%+12.4%0.153%
4/30/2025 Stratos Wealth Partners LTD.35,682$2.70M0.0%-1.5%0.062%
4/29/2025 U.S. Capital Wealth Advisors LLC31,505$2.39M0.1%+8.6%0.055%
4/29/2025 Envestnet Asset Management Inc.244,237$18.50M0.0%+36.1%0.423%
4/29/2025 Vickerman Investment Advisors Inc.133,410$10.10M2.3%-0.7%0.231%
4/29/2025 Concurrent Investment Advisors LLC7,458$565K0.0%+141.7%0.013%
4/29/2025 VAUGHAN & Co SECURITIES INC.97,974$7.42M4.6%-0.5%0.170%
4/29/2025 OneDigital Investment Advisors LLC14,851$1.13M0.0%-2.9%0.026%
4/29/2025 4J Wealth Management LLC3,352$254K0.2%-87.3%0.006%
4/29/2025 Values Added Financial LLC2,709$205K0.1%N/A0.005%
4/28/2025 North Capital Inc.1,008$76K0.1%N/A0.002%
4/28/2025 Mountain Capital Investment Advisors Inc.5,349$404K0.1%+5.6%0.009%
4/28/2025 D.A. Davidson & CO.6,433$487K0.0%-10.0%0.011%
4/28/2025 Mutual Advisors LLC8,991$686K0.0%-12.0%0.016%
4/28/2025 Able Wealth Management LLC14,265$1.08M0.6%-8.1%0.025%
4/28/2025 MontVue Capital Management Inc.4,113$312K0.2%N/A0.007%
4/28/2025 Private Trust Co. NA5,160$391K0.0%-2.6%0.009%
4/28/2025 Arlington Trust Co LLC29,380$2.23M0.5%+8.9%0.051%
4/28/2025 Pictet North America Advisors SA22,900$1.73M0.2%-9.5%0.040%
4/28/2025 Yukon Wealth Management Inc.14,214$1.08M0.4%N/A0.025%
4/28/2025 Sterling Group Wealth Management LLC105,326$7.98M4.3%-1.7%0.183%
4/25/2025 Intelligence Driven Advisers LLC3,267$247K0.0%-7.4%0.006%
4/25/2025 Tradewinds Capital Management LLC469$36K0.0%N/A0.001%
4/25/2025 Nicholson Meyer Capital Management Inc.85,831$6.50M6.0%N/A0.149%
4/25/2025 Ameritas Advisory Services LLC4,658$358K0.0%+4.6%0.008%
4/25/2025 Avidian Wealth Enterprises LLC13,931$1.06M0.0%+3.7%0.024%
4/25/2025 Essex Financial Services Inc.13,005$985K0.1%-2.4%0.023%
4/24/2025 Sunbelt Securities Inc.650$49K0.0%-71.9%0.001%
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4/24/2025 Money Concepts Capital Corp29,959$2.27M0.2%-1.2%0.052%
4/23/2025 Western Wealth Management LLC28,588$2.17M0.1%-6.6%0.050%
4/23/2025 Sequoia Financial Advisors LLC3,467$263K0.0%+11.6%0.006%
4/23/2025 SOL Capital Management CO87,020$6.59M0.7%+1.3%0.151%
4/23/2025 Golden State Wealth Management LLC3,006$228K0.0%+99.9%0.005%
4/23/2025 Bessemer Group Inc.12,415$940K0.0%-28.9%0.022%
4/23/2025 Balance Wealth LLC13,945$1.06M0.7%N/A0.024%
4/23/2025 Sheets Smith Wealth Management16,388$1.24M0.2%-17.0%0.028%
4/23/2025 Oppenheimer & Co. Inc.4,443$337K0.0%-16.1%0.008%
4/22/2025 Cambridge Investment Research Advisors Inc.435,667$33.00M0.1%-6.3%0.755%
4/21/2025 Blue Trust Inc.4,994$378K0.0%-52.8%0.009%
4/21/2025 Johnson Investment Counsel Inc.109,400$8.29M0.1%+0.4%0.190%
4/21/2025 Kingswood Wealth Advisors LLC7,745$591K0.0%+76.4%0.013%
4/18/2025 Financial Perspectives Inc2,500$189K0.1%+34.1%0.004%
4/17/2025 Janney Montgomery Scott LLC35,980$2.73M0.0%-0.4%0.062%
4/17/2025 Keystone Wealth Services LLC10,034$760K0.2%-9.4%0.017%
4/16/2025 Wealth Enhancement Advisory Services LLC64,579$4.89M0.0%-10.6%0.112%
4/16/2025 Elevation Point Wealth Partners LLC16,386$1.24M0.1%-23.8%0.028%
4/16/2025 Defined Wealth Management LLC35,632$2.70M1.8%-0.9%0.062%
4/16/2025 NorthCrest Asset Manangement LLC4,770$361K0.0%-10.1%0.008%
4/16/2025 Thomasville National Bank3,751$284K0.0%-26.2%0.007%
4/15/2025 Two West Capital Advisors LLC2,854$209K0.2%-10.0%0.005%
4/15/2025 Integrated Advisors Network LLC4,585$347K0.0%-7.0%0.008%
4/15/2025 Central Valley Advisors LLC7,840$594K0.2%-2.3%0.014%
4/15/2025 Shira Ridge Wealth Management100,451$7.61M3.8%-48.7%0.174%
4/15/2025 Wealthcare Advisory Partners LLC22,734$1.72M0.0%-5.5%0.039%
4/14/2025 PFS Partners LLC373$28K0.0%-30.5%0.001%
4/14/2025 Courier Capital LLC52,282$3.96M0.3%-0.6%0.091%
4/14/2025 Flagship Private Wealth LLC50,173$3.80M1.8%-1.1%0.087%
4/14/2025 Charter Oak Capital Management LLC41,831$3.17M0.3%+2.1%0.072%
4/11/2025 Pines Wealth Management LLC9,982$756K0.3%+106.2%0.016%
4/11/2025 Safeguard Financial LLC6,662$505K0.1%N/A0.011%
4/10/2025 Cypress Wealth Services LLC10,603$803K0.2%-2.9%0.017%
4/10/2025 Long Run Wealth Advisors LLC42,150$3.19M0.7%-26.0%0.069%
4/8/2025 Parallel Advisors LLC271,432$20.56M0.4%+3.3%0.445%
4/7/2025 Silvia Mccoll Wealth Management LLC23,400$1.77M1.3%-4.1%0.038%
3/27/2025Milestone Asset Management Group LLC6,999$593K0.5%N/A0.011%
3/24/2025 Mascagni Wealth Management Inc.2,176$184K0.2%N/A0.004%
3/17/2025 Wealth Enhancement Advisory Services LLC72,212$6.12M0.0%+15.6%0.122%
3/17/2025 NorthCrest Asset Manangement LLC5,303$449K0.0%+6.2%0.009%
3/14/2025Tableaux LLC5,310$450K0.4%N/A0.009%
2/26/2025 Capital A Wealth Management LLC1,309$111K0.2%N/A0.002%
2/25/2025B. Riley Wealth Advisors Inc.18,096$1.53M0.1%-13.4%0.029%
2/25/2025 Integrated Advisors Network LLC4,929$418K0.0%+37.5%0.008%
2/24/2025Ameriflex Group Inc.1,873$157K0.1%N/A0.003%
2/24/2025 United Advisor Group LLC2,944$249K0.0%+8.3%0.005%
2/18/2025GTS Securities LLC19,514$1.65M0.1%+104.4%0.033%
2/18/2025Stonebridge Financial Planning Group LLC10,280$871K0.4%-3.1%0.017%
2/18/2025Delta Investment Management LLC3,695$313K0.1%-5.8%0.006%
2/17/2025Waverly Advisors LLC45,486$3.86M0.1%+3.7%0.076%
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2/17/2025Snowden Capital Advisors LLC18,332$1.55M0.0%-2.1%0.031%
2/17/2025Royal Bank of Canada855,132$72.47M0.0%-0.3%1.434%
2/17/2025Minot DeBlois Advisors LLC3,950$335K0.3%N/A0.007%
2/17/2025Guardian Wealth Advisors LLC NC5,448$462K0.0%+9.8%0.009%
2/17/2025Gotham Asset Management LLC6,314$535K0.0%+94.7%0.011%
2/17/2025Focus Partners Wealth24,204$2.05M0.0%+125.2%0.041%
2/17/2025D. E. Shaw & Co. Inc.3,597$305K0.0%-72.6%0.006%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main2,281$193K0.0%-97.5%0.004%
2/17/2025CoreCap Advisors LLC5,124$434K0.0%+13.2%0.009%
2/17/2025Cresset Asset Management LLC56,904$4.82M0.0%-48.0%0.095%
(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, 426 institutional investors and hedge funds held shares of iShares Global Tech ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($406.39M), JPMorgan Chase & Co. ($221.64M), Bank of America Corp DE ($192.65M), Wells Fargo & Company MN ($85.72M), Royal Bank of Canada ($72.47M), LPL Financial LLC ($70.87M), and FIL Ltd ($68.32M).Learn more on IXN's institutional investors.

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

Of the 331 institutional investors that purchased iShares Global Tech ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Summit Wealth Group LLC ($4.75M), Bank Julius Baer & Co. Ltd Zurich ($2.94M), International Assets Investment Management LLC ($897.51K), Wealthfront Advisers LLC ($738.65K), Assetmark Inc. ($699.86K), Raymond James Financial Inc. ($552.85K), and Fisher Asset Management LLC ($405.16K).

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

Institutional investors have bought a total of 16,341,795 shares in the last 24 months. This purchase volume represents approximately $1.07B in transactions.

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

Of the 264 institutional investors that sold iShares Global Tech ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Credit Suisse AG ($1.82M), Goldman Sachs Group Inc. ($758.42K), Fisher Asset Management LLC ($706.63K), Bessemer Group Inc. ($367.01K), International Assets Investment Management LLC ($365.00K), Pictet Asset Management SA ($358K), and JPMorgan Chase & Co. ($349.07K).

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

Institutional investors have sold a total of 7,882,563 shares in the last 24 months. This volume of shares sold represents approximately $521.58M in transactions.



This page (NYSEARCA:IXN) was last updated on 5/4/2025 by MarketBeat.com Staff
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