iShares Global Financials EtIXGETF

13F holders, Q2 2024 (June 30)
118holders +5
16new positions
13sold out
2famous investors
$77.21avg. 13F price*

At the end of Q2 2024, 118 institutions reported holding iShares Global Financials Et (IXG) in their 13F filings, up 5 from Q1 2024. 16 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($31.8M), Bank of America Corp. ($15.4M) and Jane Street Group, LLC ($14.5M). 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 → Q2 2024

InstitutionsTotal Value
New Positions16$5.0M
Exits13$2.3M

All 13F filers, Q1 2024 → Q2 2024: 278,464 shares bought and 461,236 shares sold, net −182,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 118 holders

Morgan Stanley 0.00% Reduce -2.2% 373,530 $31.8M
Bank of America Corp. 0.00% Add +0.9% 181,501 $15.4M
Jane Street Group, LLC 0.02% Add +4.9% 170,850 $14.5M
Phoenix Financial Ltd. 0.15% Reduce -68.8% 114,193 $9.7M
Salomon & Ludwin, LLC 0.61% Reduce -19.4% 63,960 $5.4M
Richard Bernstein Advisors LLC 0.11% Reduce -5.3% 57,951 $4.9M
Ayalon Insurance Comp Ltd. 1.58% Reduce -3.3% 56,418 $4.8M
Money Design Co.,Ltd. 0.20% Reduce -15.9% 42,563 $3.6M
Arete Wealth Advisors, LLC 0.25% Add +0.1% 36,096 $3.1M
LPL Financial LLC 0.00% Add +0.9% 29,762 $2.5M
Royal Bank of Canada 0.00% Add +42.0% 29,709 $2.5M
GTS Securities LLC 0.05% New 29,308 $2.5M
M&T Bank Corp 0.01% No change 27,704 $2.4M
Cresset Asset Management, LLC 0.01% Add +792.1% 26,782 $2.3M
Ameriprise Financial Inc. 0.00% Reduce -0.1% 23,556 $2.0M
Envestnet Asset Management Inc. 0.00% Add +0.5% 20,910 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -13.7% 20,470 $1.7M
UBS Group AG 0.00% Add +8.4% 19,370 $1.6M
Susquehanna International Group, LLP 0.00% Add +62.9% 18,269 $1.6M
Citadel Advisors 0.00% Reduce -40.9% 16,916 $1.4M
Sentinel Trust Co. Lba 0.17% No change 15,800 $1.3M
Snowden Capital Advisors LLC 0.02% Reduce -7.7% 8,651 $736K
MML Investors Services, LLC 0.00% Add +0.3% 8,597 $731K
MMBG Investment Advisors Co. 0.08% No change 8,580 $730K
Advisors Preferred, LLC 0.13% New 8,563 $730K
Gladstone Institutional Advisory LLC 0.04% Add +43.9% 8,298 $706K
ICICI Prudential Asset Management Co Ltd 0.07% No change 7,050 $600K
Cerity Partners LLC 0.00% Reduce -18.4% 6,757 $575K
Wells Fargo & Company 0.00% Reduce -16.6% 6,463 $550K
Equitable Holdings, Inc. 0.01% New 6,274 $534K
Janney Montgomery Scott LLC 0.00% Reduce -11.2% 5,868 $499K
Cetera Investment Advisers 0.00% Reduce -20.0% 5,715 $486K
Fisher Asset Management 0.00% Add +3.6% 5,674 $483K
Leo Wealth, LLC 0.05% Reduce -94.0% 5,619 $479K
Family Firm, Inc. 0.11% Add +1.2% 5,584 $475K
Commonwealth Equity Services, LLC 0.00% Add +0.9% 5,425 $462K
Private Advisor Group, LLC 0.00% Reduce -0.5% 5,287 $450K
Creative Planning 0.00% Add +87.1% 5,060 $430K
Raymond James & Associates 0.00% Reduce -2.7% 4,769 $406K
JTC Employer Solutions Trustee Ltd 0.03% No change 4,700 $400K
National Bank of Canada 0.00% Reduce -1.2% 4,118 $351K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -15.5% 4,074 $347K
Tiller Private Wealth, Inc. 0.15% New 3,985 $339K
Mandatum Life Insurance Co Ltd 0.11% No change 3,750 $319K
Sunflower Bank, N.A. 0.07% No change 3,480 $296K
International Assets Investment Management, LLC 0.03% Reduce -16.0% 3,468 $295K
Citigroup Inc. 0.00% Add +24.5% 3,328 $283K
HighTower Advisors, LLC 0.00% Reduce -30.7% 3,331 $281K
Federation des caisses Desjardins du Quebec 0.00% Reduce -22.9% 3,216 $274K
D.A. Davidson & Co. 0.00% Reduce -33.7% 3,211 $273K
Client 1ST Advisory Group, LLC 0.12% Reduce -10.6% 3,145 $268K
Fifth Third Bancorp 0.00% No change 3,030 $258K
Spire Wealth Management 0.01% Reduce -8.7% 2,979 $253K
McIlrath & Eck, LLC 0.04% Add +1.9% 2,869 $244K
Mesirow Financial Investment Management, Inc. 0.01% No change 2,775 $236K
Lynx Investment Advisory 0.17% — 2,724 $232K
Virtu Financial LLC 0.02% New 2,678 $228K
Signature Estate & Investment Advisors LLC 0.01% New 2,676 $228K
Sanctuary Advisors, LLC 0.00% — 2,685 $226K
Cookson Peirce & Co. Inc. 0.01% New 2,644 $225K
Kestra Advisory Services, LLC 0.00% Add +2.5% 2,788 $210K
Front Row Advisors LLC 0.07% Reduce -16.8% 2,266 $193K
Cwm, LLC 0.00% Reduce -18.9% 2,126 $181K
Comerica Bank 0.00% Reduce -4.2% 1,690 $144K
City State Bank 0.04% No change 1,225 $104K
Lindbrook Capital, LLC 0.01% No change 1,213 $103K
Northwest Capital Management Inc 0.04% Reduce -37.9% 1,191 $101K
Jones Financial Companies LLLP 0.00% New 1,179 $100K
Sunbelt Securities, Inc. 0.01% Add +0.2% 999 $85K
Bank of Montreal 0.00% Reduce -96.7% 913 $78K
Harbour Investments, Inc. 0.00% Add +0.1% 792 $67K
NewEdge Advisors, LLC 0.00% Reduce -8.6% 727 $62K
Clearstead Advisors, LLC 0.00% New 650 $55K
FMR LLC 0.00% Add +31.5% 609 $52K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.9% 572 $49K
Steward Partners Investment Advisory, LLC 0.00% No change 571 $49K
JPMorgan Chase & Co. 0.00% Add +15500.0% 312 $43K
TD Waterhouse Canada Inc. 0.00% New 501 $43K
Sound Income Strategies, LLC 0.00% No change 481 $41K
Edmond DE Rothschild Holding S.A. 0.00% No change 438 $37K
AdvisorNet Financial, Inc 0.00% Add +0.5% 408 $35K
Sandy Spring Bank 0.00% Add +1.8% 394 $33K
Founders Financial Alliance, LLC 0.01% No change 389 $33K
Franklin Resources Inc. 0.00% No change 360 $31K
Rise Advisors, LLC 0.02% Add +1.7% 351 $30K
Bessemer Group Inc. 0.00% New 345 $29K
Blair William & Co. 0.00% Reduce -4.1% 325 $28K
NBT Bank, N.A. 0.00% Reduce -41.5% 304 $26K
Global Retirement Partners, LLC 0.00% Reduce -4.9% 290 $25K
Farther Finance Advisors, LLC 0.00% Add +0.8% 250 $21K
Riggs Asset Managment Co. Inc. 0.01% No change 233 $20K
Coppell Advisory Solutions LLC 0.00% — 197 $17K
WR Wealth Planners, LLC 0.00% Reduce -21.1% 180 $15K
Avion Wealth 0.00% No change 151 $12K
Assetmark, Inc. 0.00% New 136 $12K
Johnson Financial Group, Inc. 0.00% No change 128 $11K
Arax Advisory Partners 0.00% New 108 $9K
Optimum Investment Advisors 0.00% No change 100 $9K
Tucker Asset Management LLC 0.00% No change 97 $8K
Creative Financial Designs Inc. 0.00% Reduce -63.6% 88 $7K
Rosenberg Matthew Hamilton 0.00% Reduce -94.2% 85 $7K
PNC Financial Services Group, Inc. 0.00% No change 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% No change 57 $5K
Ancora Advisors LLC 0.00% No change 54 $5K
Central Pacific Bank - Trust Division 0.00% No change 42 $4K
Integrity Financial Corp 0.00% No change 41 $3K
Brown, Lisle/Cummings, Inc. 0.00% No change 35 $3K
BlackRock Inc. 0.00% No change 24 $2K
Strategic Financial Concepts, LLC 0.00% New 161,722 $2K
Bogart Wealth, LLC 0.00% New 20 $2K
Blue Bell Private Wealth Management, LLC 0.00% No change 15 $1K
Cornerstone Planning Group LLC 0.00% Reduce -71.7% 15 $1K
Anchor Investment Management, LLC 0.00% No change 10 $851
Kelly Financial Services LLC 0.00% No change 9 $766
WealthShield Partners, LLC 0.00% Reduce -62.5% 6 $510
Parallel Advisors, LLC 0.00% No change 1 $57

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