iShares Global Financials EtIXGETF

13F holders, Q3 2024 (September 30)
113holders −5
10new positions
14sold out
1famous investor
$94.56avg. 13F price*

At the end of Q3 2024, 113 institutions reported holding iShares Global Financials Et (IXG) in their 13F filings, down 5 from Q2 2024. 10 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($35.5M), Pictet Asset Management Holding SA ($23.9M) and Bank of America Corp. ($19.3M). One famous investor held it 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions10$35.6M
Exits14$29.7M

All 13F filers, Q2 2024 → Q3 2024: 431,716 shares bought and 559,037 shares sold, net −127,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 113 holders

Morgan Stanley 0.00% Add +0.6% 375,651 $35.5M
Pictet Asset Management Holding SA 0.03% New 253,100 $23.9M
Bank of America Corp. 0.00% Add +12.5% 204,166 $19.3M
Cambria Investment Management, L.P. 0.55% New 97,312 $9.2M
Salomon & Ludwin, LLC 0.56% Reduce -9.5% 57,858 $5.5M
Ayalon Insurance Comp Ltd. 1.66% Reduce -0.2% 56,290 $5.3M
Richard Bernstein Advisors LLC 0.11% Reduce -4.8% 55,178 $5.2M
Cresset Asset Management, LLC 0.02% Add +85.9% 49,786 $4.7M
Money Design Co.,Ltd. 0.17% Reduce -16.1% 35,703 $3.4M
Arete Wealth Advisors, LLC 0.24% Reduce -18.4% 29,466 $2.8M
M&T Bank Corp 0.01% No change 27,704 $2.6M
LPL Financial LLC 0.00% Reduce -12.8% 25,957 $2.5M
Ameriprise Financial Inc. 0.00% Add +0.5% 23,680 $2.2M
Susquehanna International Group, LLP 0.00% Add +23.9% 22,630 $2.1M
Royal Bank of Canada 0.00% Reduce -30.0% 20,784 $2.0M
Envestnet Asset Management Inc. 0.00% Reduce -4.9% 19,888 $1.9M
Osaic Holdings, Inc. 0.00% Reduce -4.2% 19,605 $1.9M
UBS Group AG 0.00% Reduce -6.2% 18,176 $1.7M
Mirae Asset Global Investments Co., Ltd. 0.01% New 17,120 $1.6M
Sentinel Trust Co. Lba 0.17% No change 15,800 $1.5M
Snowden Capital Advisors LLC 0.03% Add +1.5% 8,778 $830K
Advisors Preferred, LLC 0.11% Reduce -6.4% 8,014 $751K
MML Investors Services, LLC 0.00% Reduce -12.0% 7,568 $716K
Gladstone Institutional Advisory LLC 0.03% Reduce -12.3% 7,277 $688K
ICICI Prudential Asset Management Co Ltd 0.07% No change 7,050 $667K
Cerity Partners LLC 0.00% Reduce -2.3% 6,605 $625K
Janney Montgomery Scott LLC 0.00% Add +3.5% 6,074 $574K
Equitable Holdings, Inc. 0.01% Reduce -4.5% 5,992 $567K
Wells Fargo & Company 0.00% Reduce -7.5% 5,976 $565K
Family Firm, Inc. 0.12% No change 5,584 $528K
Fisher Asset Management 0.00% Reduce -3.5% 5,478 $518K
Cetera Investment Advisers 0.00% Reduce -6.6% 5,337 $505K
Private Advisor Group, LLC 0.00% Reduce -0.5% 5,260 $498K
Creative Planning 0.00% No change 5,060 $479K
Commonwealth Equity Services, LLC 0.00% Reduce -10.9% 4,834 $457K
JTC Employer Solutions Trustee Ltd 0.03% No change 4,700 $444K
Raymond James & Associates 0.00% Reduce -3.0% 4,626 $437K
Tiller Private Wealth, Inc. 0.17% Add +6.2% 4,230 $400K
National Bank of Canada 0.00% Reduce -1.9% 4,040 $382K
HighTower Advisors, LLC 0.00% Add +10.0% 3,664 $344K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -11.1% 3,620 $342K
Citigroup Inc. 0.00% Add +7.3% 3,570 $338K
Sunflower Bank, N.A. 0.09% No change 3,480 $329K
International Assets Investment Management, LLC 0.03% Reduce -2.9% 3,368 $319K
D.A. Davidson & Co. 0.00% No change 3,211 $304K
Sanctuary Advisors, LLC 0.00% Add +12.0% 3,006 $303K
Federation des caisses Desjardins du Quebec 0.00% Reduce -2.5% 3,137 $297K
Spire Wealth Management 0.01% Reduce -1.5% 2,934 $277K
Fifth Third Bancorp 0.00% Reduce -4.7% 2,888 $273K
Lynx Investment Advisory 0.19% Add +2.1% 2,782 $263K
Mesirow Financial Investment Management, Inc. 0.01% No change 2,775 $262K
McIlrath & Eck, LLC 0.03% Reduce -3.5% 2,769 $262K
Signature Estate & Investment Advisors LLC 0.01% No change 2,676 $253K
Cibc World Market Inc. 0.00% New 2,675 $253K
Cookson Peirce & Co. Inc. 0.01% Reduce -2.0% 2,592 $245K
Mandatum Life Insurance Co Ltd 0.07% Reduce -33.7% 2,485 $235K
Kestra Advisory Services, LLC 0.00% Reduce -12.5% 2,440 $231K
Waverly Advisors, LLC 0.00% New 2,327 $220K
Front Row Advisors LLC 0.08% No change 2,266 $214K
Integrated Wealth Concepts LLC 0.00% New 2,220 $210K
Client 1ST Advisory Group, LLC 0.08% Reduce -30.5% 2,187 $207K
MPS Loria Financial Planners, LLC 0.06% New 2,122 $201K
Cwm, LLC 0.00% Reduce -15.8% 1,791 $169K
Jones Financial Companies LLLP 0.00% Add +33.7% 1,576 $149K
Comerica Bank 0.00% Reduce -25.1% 1,266 $120K
City State Bank 0.04% No change 1,225 $116K
Lindbrook Capital, LLC 0.01% No change 1,213 $115K
Northwest Capital Management Inc 0.04% No change 1,191 $113K
Bank of Montreal 0.00% No change 913 $86K
Sunbelt Securities, Inc. 0.01% Reduce -10.2% 897 $85K
Harbour Investments, Inc. 0.00% No change 792 $75K
NewEdge Advisors, LLC 0.00% Reduce -4.0% 698 $66K
FMR LLC 0.00% Add +12.5% 685 $65K
Clearstead Advisors, LLC 0.00% No change 650 $61K
Northwestern Mutual Wealth Management Co. 0.00% No change 572 $54K
Steward Partners Investment Advisory, LLC 0.00% No change 571 $54K
Sound Income Strategies, LLC 0.00% No change 481 $45K
Edmond DE Rothschild Holding S.A. 0.00% No change 438 $41K
AdvisorNet Financial, Inc 0.00% Reduce -2.0% 400 $38K
TD Waterhouse Canada Inc. 0.00% Reduce -20.0% 401 $38K
Sandy Spring Bank 0.00% No change 394 $37K
Franklin Resources Inc. 0.00% No change 360 $35K
Rise Advisors, LLC 0.02% No change 351 $33K
Global Retirement Partners, LLC 0.00% Add +8.6% 315 $30K
NBT Bank, N.A. 0.00% No change 304 $29K
Founders Financial Alliance, LLC 0.01% Reduce -22.9% 300 $28K
Wilmington Savings Fund Society, FSB 0.00% New 297 $28K
Riggs Asset Managment Co. Inc. 0.01% No change 233 $22K
Blair William & Co. 0.00% Reduce -29.2% 230 $22K
Coppell Advisory Solutions LLC 0.00% No change 197 $19K
Assetmark, Inc. 0.00% Add +35.3% 184 $17K
WR Wealth Planners, LLC 0.00% No change 180 $17K
Avion Wealth 0.00% No change 151 $14K
Johnson Financial Group, Inc. 0.00% No change 128 $12K
Arax Advisory Partners 0.00% No change 108 $10K
Optimum Investment Advisors 0.00% No change 100 $9K
Larson Financial Group LLC 0.00% New 100 $9K
Farther Finance Advisors, LLC 0.00% Reduce -60.4% 99 $9K
Principal Securities, Inc. 0.00% Add +17.5% 67 $6K
Tower Research Capital LLC (TRC) 0.00% No change 63 $6K

"% 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