iShares Global Financials EtIXGETF

13F holders, Q4 2024 (December 31)
127holders +14
9new positions
3sold out
1famous investor
$96.07avg. 13F price*

At the end of Q4 2024, 127 institutions reported holding iShares Global Financials Et (IXG) in their 13F filings, up 14 from Q3 2024. 9 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($36.2M), Pictet Asset Management Holding SA ($25.8M) 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions9$11.1M
Exits3$374K

All 13F filers, Q3 2024 → Q4 2024: 169,553 shares bought and 74,510 shares sold, net +95,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 127 holders

Morgan Stanley 0.00% Add +0.3% 376,653 $36.2M
Pictet Asset Management Holding SA 0.03% Add +6.0% 268,400 $25.8M
Bank of America Corp. 0.00% Reduce -1.8% 200,584 $19.3M
Cambria Investment Management, L.P. 0.53% Reduce -7.3% 90,240 $8.7M
Ayalon Insurance Comp Ltd. 1.67% No change 56,290 $5.4M
Richard Bernstein Advisors LLC 0.12% Reduce -1.2% 54,529 $5.2M
Salomon & Ludwin, LLC 0.55% Reduce -7.3% 53,615 $5.2M
Banco Santander, S.A. 0.05% New 47,328 $4.5M
Arete Wealth Advisors, LLC 0.26% Add +26.7% 37,336 $3.6M
Cresset Asset Management, LLC 0.01% Reduce -36.3% 31,705 $3.0M
LPL Financial LLC 0.00% Add +13.5% 29,470 $2.8M
Money Design Co.,Ltd. 0.14% Reduce -18.6% 29,070 $2.8M
Jane Street Group, LLC 0.00% New 29,080 $2.8M
M&T Bank Corp 0.01% No change 27,704 $2.7M
Ameriprise Financial Inc. 0.00% Reduce -0.9% 23,456 $2.3M
UBS Group AG 0.00% Add +15.2% 20,929 $2.0M
Royal Bank of Canada 0.00% Reduce -1.0% 20,568 $2.0M
Envestnet Asset Management Inc. 0.00% Reduce -2.9% 19,305 $1.9M
Osaic Holdings, Inc. 0.00% Reduce -4.4% 18,750 $1.8M
EWG Elevate Inc. 0.51% New 17,293 $1.7M
Wells Fargo & Company 0.00% Add +167.2% 15,965 $1.5M
Sentinel Trust Co. Lba 0.17% No change 15,800 $1.5M
Founders Grove Wealth Partners, LLC 0.42% — 15,043 $1.4M
Advisors Preferred, LLC 0.23% Add +83.5% 14,707 $1.4M
BlackRock, Inc. 0.00% New 14,044 $1.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -23.4% 13,120 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -60.3% 8,984 $863K
Snowden Capital Advisors LLC 0.03% Add +0.1% 8,791 $844K
ICICI Prudential Asset Management Co Ltd 0.07% No change 7,050 $677K
MML Investors Services, LLC 0.00% Reduce -12.0% 6,659 $640K
Raymond James Financial Inc. 0.00% — 6,295 $605K
Cerity Partners LLC 0.00% Reduce -5.8% 6,220 $597K
Private Advisor Group, LLC 0.00% Add +17.2% 6,166 $592K
Equitable Holdings, Inc. 0.01% Add +1.1% 6,056 $582K
Janney Montgomery Scott LLC 0.00% Reduce -1.6% 5,979 $574K
Creative Planning 0.00% Add +10.2% 5,576 $536K
Cetera Investment Advisers 0.00% Reduce -1.2% 5,273 $507K
Family Firm, Inc. 0.11% Reduce -6.0% 5,248 $504K
JTC Employer Solutions Trustee Ltd 0.03% No change 4,700 $452K
Commonwealth Equity Services, LLC 0.00% Reduce -4.0% 4,641 $446K
Cookson Peirce & Co. Inc. 0.02% Add +71.9% 4,456 $428K
Tiller Private Wealth, Inc. 0.17% No change 4,230 $406K
National Bank of Canada 0.00% Add +2.5% 4,140 $398K
HighTower Advisors, LLC 0.00% Add +4.3% 3,823 $367K
Cwm, LLC 0.00% Add +113.2% 3,819 $367K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.0% 3,549 $341K
Citigroup Inc. 0.00% Reduce -6.9% 3,324 $319K
Fisher Asset Management 0.00% Reduce -39.5% 3,317 $319K
Lynx Investment Advisory 0.21% Add +15.5% 3,213 $309K
D.A. Davidson & Co. 0.00% No change 3,211 $308K
Sanctuary Advisors, LLC 0.00% Reduce -1.4% 2,963 $305K
Federation des caisses Desjardins du Quebec 0.00% No change 3,137 $301K
Gladstone Institutional Advisory LLC 0.01% Reduce -58.5% 3,017 $290K
Vontobel Holding Ltd. 0.00% New 3,000 $288K
Fifth Third Bancorp 0.00% No change 2,888 $277K
Spire Wealth Management 0.01% Reduce -3.8% 2,823 $271K
Mesirow Financial Investment Management, Inc. 0.01% No change 2,775 $267K
International Assets Investment Management, LLC 0.02% Reduce -17.5% 2,778 $266K
Signature Estate & Investment Advisors LLC 0.01% Add +0.9% 2,699 $259K
Cibc World Market Inc. 0.00% Reduce -3.4% 2,585 $248K
McIlrath & Eck, LLC 0.03% Reduce -7.8% 2,552 $245K
Mandatum Life Insurance Co Ltd 0.07% No change 2,485 $239K
Partners Wealth Management, LLC 0.27% — 2,467 $237K
Waverly Advisors, LLC 0.00% No change 2,327 $224K
Kestra Advisory Services, LLC 0.00% Reduce -4.9% 2,321 $223K
Front Row Advisors LLC 0.08% No change 2,266 $218K
GTS Securities LLC 0.01% New 2,236 $215K
Integrated Wealth Concepts LLC 0.00% No change 2,220 $213K
MPS Loria Financial Planners, LLC 0.06% Add +1.1% 2,146 $206K
Client 1ST Advisory Group, LLC 0.08% Reduce -2.2% 2,139 $205K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 1,833 $176K
Jones Financial Companies LLLP 0.00% Add +12.6% 1,775 $171K
Comerica Bank 0.00% Reduce -0.4% 1,261 $121K
City State Bank 0.04% No change 1,225 $118K
Lindbrook Capital, LLC 0.01% No change 1,213 $117K
Bank of Montreal 0.00% Add +7.7% 983 $94K
Northwestern Mutual Wealth Management Co. 0.00% Add +61.5% 924 $89K
FMR LLC 0.00% Add +33.3% 913 $88K
Sunbelt Securities, Inc. 0.01% No change 897 $86K
Northwest Capital Management Inc 0.04% Reduce -26.4% 876 $84K
Harbour Investments, Inc. 0.00% No change 792 $76K
NewEdge Advisors, LLC 0.00% Add +0.1% 699 $67K
Medallion Wealth Advisors, LLC 0.03% — 644 $63K
Clearstead Advisors, LLC 0.00% No change 650 $62K
Steward Partners Investment Advisory, LLC 0.00% No change 571 $55K
Franklin Resources Inc. 0.00% Add +41.7% 510 $49K
Sound Income Strategies, LLC 0.00% No change 481 $46K
Edmond DE Rothschild Holding S.A. 0.00% No change 438 $42K
TD Waterhouse Canada Inc. 0.00% No change 401 $38K
Sava Infond d.o.o. 0.01% — 400 $38K
Sandy Spring Bank 0.00% Add +1.0% 398 $38K
AE Wealth Management LLC 0.00% New 365 $35K
NBT Bank, N.A. 0.00% No change 304 $29K
Founders Financial Alliance, LLC 0.01% No change 300 $29K
Wilmington Savings Fund Society, FSB 0.00% No change 297 $29K
Global Retirement Partners, LLC 0.00% Reduce -8.3% 289 $28K
SBI Securities Co., Ltd. 0.00% — 237 $23K
Riggs Asset Managment Co. Inc. 0.01% No change 233 $22K
Blair William & Co. 0.00% No change 230 $22K
Assetmark, Inc. 0.00% No change 184 $18K

"% 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 127 holders