iShares Global Financials EtIXGETF

13F holders, Q1 2024 (March 31)
113holders
2famous investors
$86.63avg. 13F price*

At the end of Q1 2024, 113 institutions reported holding iShares Global Financials Et (IXG) in their 13F filings. The largest holders were Morgan Stanley ($33.1M), Phoenix Financial Ltd. ($31.8M) and Bank of America Corp. ($15.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
iShares Global Financials Et
CUSIP
464287333
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 113Q1 2024Q2 2024: 118Q2 2024Q3 2024: 113Q3 2024Q4 2024: 127Q4 2024Q1 2025: 127Q1 2025Q2 2025: 129Q2 2025Q3 2025: 130Q3 2025Q4 2025: 140Q4 2025Q1 2026: 138Q1 2026Q2 2026: 130Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions9$4.7M
Exits17$4.2M

Ownership 113 holders

Morgan Stanley 0.00% Add +0.9% 382,070 $33.1M
Phoenix Financial Ltd. 0.44% No change 366,476 $31.8M
Bank of America Corp. 0.00% Reduce -0.2% 179,814 $15.6M
Jane Street Group, LLC 0.02% Add +57.2% 162,878 $14.1M
Leo Wealth, LLC 0.82% Add +5.4% 93,247 $8.1M
Salomon & Ludwin, LLC 0.59% Reduce -4.1% 79,348 $6.9M
Richard Bernstein Advisors LLC 0.11% Reduce -4.4% 61,213 $5.3M
Ayalon Insurance Comp Ltd. 1.68% Add +16.6% 58,355 $5.1M
Money Design Co.,Ltd. 0.24% Reduce -17.8% 50,607 $4.4M
Arete Wealth Advisors, LLC 0.29% Add +0.1% 36,055 $3.1M
LPL Financial LLC 0.00% Reduce -8.1% 29,484 $2.6M
Citadel Advisors 0.00% New 28,630 $2.5M
M&T Bank Corp 0.01% Add +14.0% 27,704 $2.4M
Bank of Montreal 0.00% Add +2192.3% 27,393 $2.4M
Osaic Holdings, Inc. 0.00% Reduce -5.8% 23,716 $2.1M
Ameriprise Financial Inc. 0.00% Reduce -12.9% 23,579 $2.0M
Royal Bank of Canada 0.00% Reduce -4.2% 20,929 $1.8M
Envestnet Asset Management Inc. 0.00% Reduce -14.5% 20,802 $1.8M
UBS Group AG 0.00% Reduce -7.0% 17,864 $1.5M
Sentinel Trust Co. Lba 0.18% No change 15,800 $1.4M
Susquehanna International Group, LLP 0.00% Reduce -42.8% 11,213 $972K
Snowden Capital Advisors LLC 0.03% Add +8.5% 9,375 $812K
Qube Research & Technologies Ltd 0.00% Reduce -0.2% 8,983 $778K
MMBG Investment Advisors Co. 0.08% No change 8,580 $743K
MML Investors Services, LLC 0.00% Add +5.3% 8,575 $743K
Cerity Partners LLC 0.00% New 8,285 $718K
Wells Fargo & Company 0.00% Reduce -12.5% 7,753 $672K
Cetera Investment Advisers 0.00% Add +141.0% 7,146 $619K
ICICI Prudential Asset Management Co Ltd 0.07% Reduce -22.2% 7,050 $611K
Janney Montgomery Scott LLC 0.00% Add +3.4% 6,609 $573K
Gladstone Institutional Advisory LLC 0.03% New 5,768 $500K
Family Firm, Inc. 0.12% No change 5,517 $478K
Fisher Asset Management 0.00% Reduce -4.0% 5,478 $475K
Commonwealth Equity Services, LLC 0.00% Reduce -16.2% 5,379 $466K
Private Advisor Group, LLC 0.00% Reduce -7.9% 5,314 $460K
Raymond James & Associates 0.00% Add +1.7% 4,900 $425K
D.A. Davidson & Co. 0.00% Reduce -17.6% 4,845 $420K
HighTower Advisors, LLC 0.00% Reduce -0.3% 4,809 $419K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.1% 4,822 $418K
JTC Employer Solutions Trustee Ltd 0.03% No change 4,700 $406K
Greenwood Capital Associates LLC 0.05% No change 4,264 $369K
National Bank of Canada 0.00% Add +2.9% 4,168 $363K
Federation des caisses Desjardins du Quebec 0.00% Reduce -15.7% 4,172 $361K
International Assets Investment Management, LLC 0.04% Reduce -9.8% 4,128 $355K
Mandatum Life Insurance Co Ltd 0.11% No change 3,750 $325K
Client 1ST Advisory Group, LLC 0.14% Reduce -6.9% 3,517 $305K
Sunflower Bank, N.A. 0.07% Reduce -51.5% 3,480 $302K
Spire Wealth Management 0.01% Reduce -49.3% 3,261 $283K
Fifth Third Bancorp 0.00% No change 3,030 $263K
Cresset Asset Management, LLC 0.00% New 3,002 $260K
McIlrath & Eck, LLC 0.04% Reduce -26.5% 2,817 $244K
MPS Loria Financial Planners, LLC 0.08% No change 2,785 $241K
Mesirow Financial Investment Management, Inc. 0.01% No change 2,775 $240K
Front Row Advisors LLC 0.09% No change 2,722 $236K
Kestra Advisory Services, LLC 0.00% New 2,720 $236K
Creative Planning 0.00% Add +0.0% 2,704 $234K
Citigroup Inc. 0.00% Add +27.2% 2,674 $232K
Cedar Brook Financial Partners, LLC 0.05% Reduce -6.5% 2,651 $230K
Cwm, LLC 0.00% Reduce -8.9% 2,621 $227K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -23.2% 2,591 $225K
Mariner, LLC 0.00% New 2,573 $223K
Waverly Advisors, LLC 0.00% New 2,327 $202K
Northwest Capital Management Inc 0.05% Reduce -1.1% 1,918 $166K
Comerica Bank 0.00% Reduce -0.1% 1,764 $153K
Rosenberg Matthew Hamilton 0.04% Reduce -0.6% 1,461 $126K
City State Bank 0.05% Reduce -19.7% 1,225 $106K
Lindbrook Capital, LLC 0.01% No change 1,213 $105K
Sunbelt Securities, Inc. 0.01% No change 997 $86K
NewEdge Advisors, LLC 0.00% Reduce -21.0% 795 $69K
Harbour Investments, Inc. 0.00% Reduce -19.2% 791 $69K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.5% 621 $54K
Steward Partners Investment Advisory, LLC 0.00% No change 571 $49K
NBT Bank, N.A. 0.00% No change 520 $45K
Sound Income Strategies, LLC 0.00% No change 481 $42K
FMR LLC 0.00% Reduce -2.9% 463 $40K
Edmond DE Rothschild Holding S.A. 0.00% No change 438 $38K
AdvisorNet Financial, Inc 0.00% No change 406 $35K
Founders Financial Alliance, LLC 0.01% No change 389 $34K
Sandy Spring Bank 0.00% No change 387 $34K
Franklin Resources Inc. 0.00% No change 360 $31K
Blair William & Co. 0.00% Add +5.0% 339 $29K
Global Retirement Partners, LLC 0.00% Reduce -5.9% 305 $26K
CoreCap Advisors, LLC 0.00% New 272 $24K
Farther Finance Advisors, LLC 0.00% Reduce -21.8% 248 $21K
Creative Financial Designs Inc. 0.00% No change 242 $21K
Riggs Asset Managment Co. Inc. 0.01% No change 233 $20K
WR Wealth Planners, LLC 0.01% New 228 $20K
Avion Wealth 0.00% No change 151 $14K
US Bancorp \de 0.00% No change 142 $12K
Impact Partnership Wealth, LLC 0.00% No change 132 $11K
Johnson Financial Group, Inc. 0.00% No change 128 $11K
Lanark Financial, Inc. 0.00% No change 116 $11K
Optimum Investment Advisors 0.00% No change 100 $9K
Tucker Asset Management LLC 0.00% No change 97 $8K
PNC Financial Services Group, Inc. 0.00% Add +66.7% 75 $6K
Tower Research Capital LLC (TRC) 0.00% No change 63 $5K
Aptus Capital Advisors, LLC 0.00% No change 62 $5K
Principal Securities, Inc. 0.00% Add +3.6% 57 $5K
Ancora Advisors LLC 0.00% Reduce -26.0% 54 $5K
Cornerstone Planning Group LLC 0.00% No change 53 $4K

"% of holder's portfolio" is IXG's weight in each manager's 13F, not the share of iShares Global Financials Et the manager owns.

Show all 113 holders