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iShares Global Tech ETF (IXN) Institutional Ownership

iShares Global Tech ETF logo
$132.94 -2.28 (-1.69%)
As of 07/24/2026 04:10 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)
273
Total
Institutional Inflows
(last 12 months)
$389.88M
Number of
Institutional Sellers
(last 12 months)
206
Total
Institutional Outflows
(last 12 months)
$284.79M
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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
7/10/2026 Investors Research Corp265$38K0.0%N/A0.000%
7/10/2026 Annex Advisory Services LLC1,404$203K0.0%N/A0.002%
7/10/2026 West Branch Capital LLC272$39K0.0%-22.9%0.000%
7/10/2026 Clarus Wealth Advisors17,571$2.42M0.9%-18.0%0.027%
7/10/2026 Wealthcare Advisory Partners LLC22,305$3.22M0.1%+1.3%0.034%
7/9/2026 Shira Ridge Wealth Management69,258$10.01M3.5%-1.7%0.106%
7/8/2026 Williams & Novak LLC1,590$230K0.2%N/A0.002%
7/8/2026 First Heartland Consultants Inc.2,950$426K0.0%N/A0.005%
7/7/2026 Dynamic Advisor Solutions LLC9,440$1.36M0.0%+20.7%0.014%
7/7/2026 Arlington Trust Co LLC2,000$289K0.0%-16.7%0.003%
7/7/2026 CoreCap Advisors LLC4,269$617K0.0%+13.5%0.007%
7/2/2026 CX Institutional12,463$1.80M0.1%+465.5%0.019%
6/9/2026 Rathbones Group PLC100,850$10.08M0.0%+1.1%0.155%
6/3/2026Parallel Advisors LLC290,773$29.07M0.5%+1.6%0.447%
6/3/2026NewEdge Advisors LLC36,654$3.66M0.0%-3.3%0.056%
5/22/2026Wellington Grp LLC399$40K0.0%N/A0.001%
5/22/2026Verus Capital Partners LLC2,369$237K0.0%-48.8%0.004%
5/20/2026J. Mark Nickell & Co.32,213$3.22M2.9%+6.0%0.050%
5/19/2026Front Row Advisors LLC13,365$1.34M0.5%-5.0%0.021%
5/19/2026Western Wealth Management LLC27,738$2.77M0.1%+7.7%0.043%
5/19/2026Mascagni Wealth Management Inc.8,837$883K0.6%+302.6%0.014%
5/19/2026Bank of America Corp DE2,210,237$220.96M0.0%-8.1%3.398%
5/19/2026Centaurus Financial Inc.1,759$176K0.0%+8.6%0.003%
5/19/2026Arkadios Wealth Advisors5,539$554K0.0%+3.0%0.009%
5/18/2026Amundi232,619$23.26M0.0%-10.6%0.358%
5/18/2026Royal Bank of Canada887,977$88.77M0.0%-6.0%1.365%
5/16/2026KCM Investment Advisors LLC5,526$552K0.0%+20.0%0.008%
5/16/2026Quantinno Capital Management LP17,640$1.76M0.0%+53.3%0.027%
5/15/2026Intelligence Driven Advisers LLC3,527$353K0.1%-2.5%0.005%
5/15/2026Gateway Wealth Partners LLC2,120$212K0.0%N/A0.003%
5/15/2026Waverly Advisors LLC37,392$3.74M0.0%+0.9%0.057%
5/14/2026FCA Corp TX41,875$4.19M1.2%+1.1%0.064%
5/14/2026Lido Advisors LLC4,158$416K0.0%-46.8%0.006%
5/13/2026Cetera Investment Advisers169,052$16.90M0.0%+0.7%0.260%
5/12/2026Marin Bay Wealth Advisors LLC3,698$370K0.1%N/A0.006%
5/12/2026Bellwether Advisors LLC64,450$6.44M1.1%+0.4%0.099%
5/8/2026PNC Financial Services Group Inc.11,221$1.12M0.0%-4.1%0.017%
5/8/2026 One Charles Private Wealth Services LLC2,396$240K0.1%N/A0.004%
5/7/2026Hanover Advisors Inc.14,104$1.41M0.6%+1.7%0.022%
5/7/2026 Continuum Wealth Advisors LLC4,770$477K0.2%-4.2%0.007%
Oxford Club Analyst’s Urgent AI Warning (Ad)

Alexander Green, Chief Investment Strategist at The Oxford Club, is sharing a private presentation with a warning for AI investors - and a specific prediction about what the number-one investment of the next decade will be. Green started his career on Wall Street four decades ago and retired in his 40s. He believes a major shift in the AI trade is coming - and that most investors won't hear about it until it's too late.tc pixel

Watch Green's private presentation and see his full AI prediction
5/7/2026Parallel Advisors LLC290,773$29.07M0.5%+1.6%0.447%
5/7/2026Koss Olinger Consulting LLC11,167$1.12M0.1%-20.9%0.017%
5/6/2026Bessemer Group Inc.16,518$1.65M0.0%+36.3%0.025%
5/6/2026 Independent Financial Group LLC9,490$949K0.0%N/A0.015%
5/5/2026BCGM Wealth Management LLC2,418$242K0.1%-15.2%0.004%
5/5/2026Wealthfront Advisers LLC66,893$6.69M0.0%-2.9%0.103%
5/5/2026Geneos Wealth Management Inc.18,592$1.86M0.0%+3.6%0.029%
5/5/2026NFSG Corp101,862$10.18M1.7%+2.7%0.157%
5/5/2026Sanctuary Advisors LLC16,868$1.69M0.0%+2.3%0.026%
5/5/2026Sigma Planning Corp9,221$922K0.0%+6.7%0.014%
5/4/2026Summit Wealth Group LLC100,149$10.01M2.3%+3.0%0.154%
5/4/2026Northland Securities Inc.32,246$3.22M3.1%+4.0%0.050%
5/4/2026Chicago Partners Investment Group LLC1,794$179K0.0%N/A0.003%
5/2/2026Global Assets Advisory LLC1,064$106K0.0%N/A0.002%
5/2/2026 International Assets Investment Management LLC2,136$217K0.0%+6.7%0.003%
5/2/2026Carnegie Investment Counsel21,242$2.12M0.0%-3.7%0.033%
5/1/2026 Ferguson Wellman Capital Management Inc.3,434$343K0.0%N/A0.005%
5/1/2026Fifth Third Bancorp36,071$3.61M0.0%+461.3%0.055%
5/1/2026 Darwin Wealth Management LLC387$39K0.0%N/A0.001%
5/1/2026 Sequoia Financial Advisors LLC3,846$384K0.0%+3.7%0.006%
4/30/2026Yukon Wealth Management Inc.11,656$1.17M0.7%-2.2%0.018%
4/30/2026SkyOak Wealth LLC2,488$249K0.0%N/A0.004%
4/30/2026ATX Financial Planning LLC2,629$263K0.2%-35.4%0.004%
4/30/2026Kestra Advisory Services LLC52,692$5.27M0.0%+32.0%0.081%
4/30/2026Money Concepts Capital Corp29,953$2.99M0.2%-2.3%0.046%
4/29/2026Marino Stram & Associates LLC15,191$1.52M0.3%-5.8%0.023%
4/29/2026Integrated Advisors Network LLC3,517$352K0.0%+16.0%0.005%
4/28/2026Stephens Inc. AR6,525$652K0.0%-2.0%0.010%
4/28/2026NBT Bank N A NY866$87K0.0%+724.8%0.001%
4/27/2026HB Wealth Management LLC6,480$648K0.0%+20.9%0.010%
4/27/2026World Investment Advisors72,626$7.26M0.1%-15.5%0.112%
4/27/2026 Marotta Asset Management23,162$2.36M0.4%-2.1%0.036%
4/27/2026Private Advisor Group LLC64,603$6.46M0.0%-0.6%0.100%
4/27/2026VAUGHAN & Co SECURITIES INC.88,375$8.84M4.6%-3.2%0.136%
4/27/2026Elevation Point Wealth Partners LLC6,376$637K0.0%N/A0.010%
4/27/2026Platform Technology Partners6,016$601K0.1%N/A0.009%
4/25/2026Patten Group Inc.18,151$1.82M0.3%-9.5%0.028%
4/25/2026Clarity Wealth Advisors LLC2,557$256K0.1%-7.0%0.004%
4/25/2026 Physician Wealth Advisors Inc.6,202$620K0.1%+5.3%0.010%
4/25/2026Able Wealth Management LLC7,947$794K0.2%-23.8%0.012%
4/24/2026Flagship Private Wealth LLC49,526$4.95M2.0%-2.0%0.076%
4/24/2026Bayban285$28K0.0%N/A0.000%
4/24/2026Key Financial Inc2,397$240K0.0%+5.5%0.004%
4/23/2026 Caliber Wealth Management LLC KS13,823$1.38M0.2%-1.4%0.021%
4/23/2026 Mayflower Financial Advisors LLC6,703$670K0.1%+35.7%0.010%
4/23/2026 Apollon Wealth Management LLC11,014$1.10M0.0%+1.8%0.017%
4/22/2026Janney Montgomery Scott LLC35,409$3.54M0.0%-0.4%0.055%
4/22/2026 Nicholson Meyer Capital Management Inc.83,507$8.35M6.4%-1.6%0.129%
4/22/2026Goodman Advisory Group LLC5,342$534K0.1%N/A0.008%
4/22/2026 Decision Investments Inc.30,228$3.02M3.4%-3.0%0.047%
Oxford Club Analyst’s Urgent AI Warning (Ad)

Alexander Green, Chief Investment Strategist at The Oxford Club, is sharing a private presentation with a warning for AI investors - and a specific prediction about what the number-one investment of the next decade will be. Green started his career on Wall Street four decades ago and retired in his 40s. He believes a major shift in the AI trade is coming - and that most investors won't hear about it until it's too late.tc pixel

Watch Green's private presentation and see his full AI prediction
4/22/2026Pictet Asset Management Holding SA1,152,840$110.40M0.1%+64.2%1.797%
4/21/2026Maridea Wealth Management LLC11,811$1.18M0.2%+2.3%0.018%
4/21/2026 Laurel Oak Wealth Management LLC2,817$282K0.0%-4.7%0.004%
4/21/2026Pinnacle Wealth Management Advisory Group LLC5,634$563K0.0%+153.0%0.009%
4/21/2026 Columbus Macro LLC18,339$1.83M0.2%+0.6%0.029%
4/21/2026 Urban Wealth Management LLC3,715$371K0.4%-15.2%0.006%
4/21/2026 Balance Wealth LLC15,923$1.59M0.5%+0.6%0.025%
4/20/2026Cardinal Strategic Wealth Guidance65,350$6.53M1.7%-12.4%0.102%
4/20/2026 Blue Trust Inc.4,389$439K0.0%-86.3%0.007%
4/17/2026Defined Wealth Management LLC34,789$3.48M2.0%-0.4%0.054%


IXN Institutional Ownership - Frequently Asked Questions

During the previous two years, 508 institutional investors and hedge funds held shares of iShares Global Tech ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($320.59M), Bank of America Corp DE ($220.96M), JPMorgan Chase & Co. ($220.16M), Pictet Asset Management Holding SA ($110.40M), Morgan Stanley ($110.16M), Wells Fargo & Company MN ($107.81M), and LPL Financial LLC ($100.26M).Learn more on iShares Global Tech ETF's institutional investors.

Of the 413 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: Pictet Asset Management Holding SA ($764.84K), Wealthfront Advisers LLC ($736.77K), Jane Street Group LLC ($659.18K), Raymond James Financial Inc. ($556.96K), PGIM Custom Harvest LLC ($534.90K), International Assets Investment Management LLC ($356.64K), and DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($324.19K).

Institutional investors have bought a total of 3,853,543 shares in the last 24 months. This purchase volume represents approximately $389.88M in transactions.

Of the 206 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 ($1.01M), JPMorgan Chase & Co. ($350.33K), Bank of America Corp DE ($194.65K), Jane Street Group LLC ($179.40K), M&T Bank Corp ($124.58K), FIL Ltd ($84.47K), and Envestnet Asset Management Inc. ($75.64K).

Institutional investors have sold a total of 2,911,600 shares in the last 24 months. This volume of shares sold represents approximately $284.79M in transactions.


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This page (NYSEARCA:IXN) was last updated on 7/26/2026 by MarketBeat.com Staff.
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