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iShares Global Tech ETF (IXN) Institutional Ownership

iShares Global Tech ETF logo
$148.94 +1.67 (+1.13%)
As of 02:48 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)
251
Total
Institutional Inflows
(last 12 months)
$316.35M
Number of
Institutional Sellers
(last 12 months)
180
Total
Institutional Outflows
(last 12 months)
$150.13M
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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
9/23/2026 Envestnet Asset Management Inc.210,313$30.39M0.0%+1.0%0.319%
9/9/2026 Sequoia Financial Advisors LLC6,217$898K0.0%+61.6%0.010%
9/9/2026 Lunt Capital Management Inc.6,956$1.01M0.4%-6.9%0.011%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC6,019$870K0.1%+6.8%0.010%
9/9/2026 Integrated Wealth Concepts LLC107,571$15.54M0.1%-0.5%0.172%
9/9/2026 NewEdge Advisors LLC37,000$5.35M0.0%+0.9%0.059%
9/9/2026 IFP Advisors Inc4,901$708K0.0%-24.0%0.008%
9/9/2026 Baird Financial Group Inc.17,283$2.50M0.0%-1.3%0.028%
9/8/2026 Allworth Financial LP1,315$190K0.0%+12.1%0.002%
9/8/2026 Waverly Advisors LLC38,398$5.55M0.0%+2.7%0.061%
8/27/2026 Tucker Asset Management LLC393$57K0.0%+25.2%0.001%
8/23/2026 Ameritas Advisory Services LLC2,274$329K0.0%N/A0.004%
8/23/2026 Angeles Wealth Management LLC2,235$323K0.0%+57.4%0.004%
8/22/2026 XP Advisory US Inc.370$53K0.0%N/A0.001%
8/22/2026 Tenet Wealth Partners LLC2,639$348K0.3%N/A0.004%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC4,589$663K0.2%N/A0.007%
8/22/2026 Shum Financial Group Inc.18,531$2.68M1.5%-1.9%0.030%
8/22/2026 Investor s Fiduciary Advisor Network LLC2,373$342K0.1%+7.2%0.004%
8/22/2026 Concurrent Investment Advisors LLC16,771$2.42M0.0%+5.3%0.027%
8/21/2026 Continuum Advisory LLC2,676$387K0.0%-36.4%0.004%
8/21/2026 Secure Asset Management LLC3,271$473K0.1%N/A0.005%
8/21/2026 Clarus Wealth Advisors17,571$2.42M0.9%-18.0%0.028%
8/21/2026 Investors Research Corp265$38K0.0%N/A0.000%
8/19/2026 Navellier & Associates Inc.21,261$1.45M0.1%N/A0.034%
8/15/2026 First Bancorp Inc ME362$52K0.0%N/A0.001%
8/12/2026 C M Bidwell & Associates Ltd.210$30K0.0%N/A0.000%
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%
6/3/2026 Parallel Advisors LLC290,773$29.07M0.5%+1.6%0.447%
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6/3/2026 NewEdge Advisors LLC36,654$3.66M0.0%-3.3%0.056%
5/22/2026 Wellington Grp LLC399$40K0.0%N/A0.001%
5/22/2026 Verus Capital Partners LLC2,369$237K0.0%-48.8%0.004%
5/20/2026 J. Mark Nickell & Co.32,213$3.22M2.9%+6.0%0.050%
5/19/2026 Front Row Advisors LLC13,365$1.34M0.5%-5.0%0.021%
5/19/2026 Western Wealth Management LLC27,738$2.77M0.1%+7.7%0.043%
5/19/2026 Mascagni Wealth Management Inc.8,837$883K0.6%+302.6%0.014%
5/19/2026 Bank of America Corp DE2,210,237$220.96M0.0%-8.1%3.398%
5/19/2026 Centaurus Financial Inc.1,759$176K0.0%+8.6%0.003%
5/19/2026 Arkadios Wealth Advisors5,539$554K0.0%+3.0%0.009%
5/18/2026 Amundi232,619$23.26M0.0%-10.6%0.358%
5/18/2026 Royal Bank of Canada887,977$88.77M0.0%-6.0%1.365%
5/16/2026 KCM Investment Advisors LLC5,526$552K0.0%+20.0%0.008%
5/16/2026 Quantinno Capital Management LP17,640$1.76M0.0%+53.3%0.027%
5/15/2026 Intelligence Driven Advisers LLC3,527$353K0.1%-2.5%0.005%
5/15/2026 Gateway Wealth Partners LLC2,120$212K0.0%N/A0.003%
5/15/2026 Waverly Advisors LLC37,392$3.74M0.0%+0.9%0.057%
5/14/2026 FCA Corp TX41,875$4.19M1.2%+1.1%0.064%
5/14/2026 Lido Advisors LLC4,158$416K0.0%-46.8%0.006%
5/13/2026 Cetera Investment Advisers169,052$16.90M0.0%+0.7%0.260%
5/12/2026 Marin Bay Wealth Advisors LLC3,698$370K0.1%N/A0.006%
5/12/2026 Bellwether Advisors LLC64,450$6.44M1.1%+0.4%0.099%
5/8/2026 PNC 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%
5/7/2026 Hanover 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%
5/7/2026 Parallel Advisors LLC290,773$29.07M0.5%+1.6%0.447%
5/7/2026 Koss Olinger Consulting LLC11,167$1.12M0.1%-20.9%0.017%
5/6/2026 Bessemer Group Inc.16,518$1.65M0.0%+36.3%0.025%
5/6/2026 Independent Financial Group LLC9,490$949K0.0%N/A0.015%
5/5/2026 BCGM Wealth Management LLC2,418$242K0.1%-15.2%0.004%
5/5/2026 Wealthfront Advisers LLC66,893$6.69M0.0%-2.9%0.103%
5/5/2026 Geneos Wealth Management Inc.18,592$1.86M0.0%+3.6%0.029%
5/5/2026 NFSG Corp101,862$10.18M1.7%+2.7%0.157%
5/5/2026 Sanctuary Advisors LLC16,868$1.69M0.0%+2.3%0.026%
5/5/2026 Sigma Planning Corp9,221$922K0.0%+6.7%0.014%
5/4/2026 Summit Wealth Group LLC100,149$10.01M2.3%+3.0%0.154%
5/4/2026 Northland Securities Inc.32,246$3.22M3.1%+4.0%0.050%
5/4/2026 Chicago Partners Investment Group LLC1,794$179K0.0%N/A0.003%
5/2/2026 Global Assets Advisory LLC1,064$106K0.0%N/A0.002%
5/2/2026 International Assets Investment Management LLC2,136$217K0.0%+6.7%0.003%
5/2/2026 Carnegie 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%
5/1/2026 Fifth 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%
4/30/2026 Yukon Wealth Management Inc.11,656$1.17M0.7%-2.2%0.018%
4/30/2026 SkyOak Wealth LLC2,488$249K0.0%N/A0.004%
4/30/2026 ATX Financial Planning LLC2,629$263K0.2%-35.4%0.004%
4/30/2026 Kestra Advisory Services LLC52,692$5.27M0.0%+32.0%0.081%
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4/30/2026 Money Concepts Capital Corp29,953$2.99M0.2%-2.3%0.046%
4/29/2026 Marino Stram & Associates LLC15,191$1.52M0.3%-5.8%0.023%
4/29/2026 Integrated Advisors Network LLC3,517$352K0.0%+16.0%0.005%
4/28/2026 Stephens Inc. AR6,525$652K0.0%-2.0%0.010%
4/28/2026 NBT Bank N A NY866$87K0.0%+724.8%0.001%
4/27/2026 HB Wealth Management LLC6,480$648K0.0%+20.9%0.010%
4/27/2026 World Investment Advisors72,626$7.26M0.1%-15.5%0.112%
4/27/2026 Marotta Asset Management23,162$2.36M0.4%-2.1%0.036%
4/27/2026 Private Advisor Group LLC64,603$6.46M0.0%-0.6%0.100%
4/27/2026 VAUGHAN & Co SECURITIES INC.88,375$8.84M4.6%-3.2%0.136%


IXN Institutional Ownership - Frequently Asked Questions

During the previous two years, 510 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 411 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 3,032,785 shares in the last 24 months. This purchase volume represents approximately $316.35M in transactions.

Of the 180 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: JPMorgan Chase & Co. ($229.97K), Bank of America Corp DE ($194.65K), M&T Bank Corp ($124.58K), FIL Ltd ($84.47K), Cibc World Market Inc. ($63.30K), Royal Bank of Canada ($56.57K), and Commonwealth Equity Services LLC ($45.60K).

Institutional investors have sold a total of 1,448,420 shares in the last 24 months. This volume of shares sold represents approximately $150.13M in transactions.


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Institutional ownership data for NYSEARCA:IXN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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