iShares Global Financials EtIXGETF

13F holders, Q1 2025 (March 31)
127holders
10new positions
11sold out
2famous investors
$102.93avg. 13F price*

At the end of Q1 2025, 127 institutions reported holding iShares Global Financials Et (IXG) in their 13F filings, unchanged from Q4 2024. 10 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($40.8M), Pictet Asset Management Holding SA ($33.0M) and Bank of America Corp. ($25.8M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions10$15.9M
Exits11$7.1M

All 13F filers, Q4 2024 → Q1 2025: 336,653 shares bought and 240,779 shares sold, net +95,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 127 holders

Morgan Stanley 0.00% Add +5.2% 396,342 $40.8M
Pictet Asset Management Holding SA 0.04% Add +20.0% 322,100 $33.0M
Bank of America Corp. 0.00% Add +24.6% 250,024 $25.8M
Johnson Bixby & Associates, LLC 1.96% New 127,044 $13.1M
Cambria Investment Management, L.P. 0.62% Reduce -3.9% 86,726 $8.9M
Banco Santander, S.A. 0.06% Add +16.7% 55,215 $5.7M
Salomon & Ludwin, LLC 0.59% Reduce -0.1% 53,539 $5.5M
Jane Street Group, LLC 0.01% Add +14.2% 33,211 $3.4M
LPL Financial LLC 0.00% Add +4.3% 30,738 $3.2M
BlackRock, Inc. 0.00% Add +93.5% 27,174 $2.8M
Cresset Asset Management, LLC 0.01% Reduce -18.6% 25,807 $2.7M
Money Design Co.,Ltd. 0.13% Reduce -15.2% 24,657 $2.5M
M&T Bank Corp 0.01% Reduce -12.3% 24,300 $2.5M
Ameriprise Financial Inc. 0.00% Reduce -0.1% 23,422 $2.4M
Citadel Advisors 0.00% New 21,909 $2.3M
Osaic Holdings, Inc. 0.00% Add +8.9% 20,412 $2.1M
Royal Bank of Canada 0.00% Reduce -12.5% 18,005 $1.9M
Wells Fargo & Company 0.00% Add +9.6% 17,498 $1.8M
Sentinel Trust Co. Lba 0.19% No change 15,800 $1.6M
Founders Grove Wealth Partners, LLC 0.43% Reduce -0.5% 14,973 $1.5M
UBS Group AG 0.00% Reduce -43.2% 11,895 $1.2M
EWG Elevate Inc. 0.38% Reduce -44.0% 9,682 $997K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -29.6% 9,230 $946K
Snowden Capital Advisors LLC 0.03% Reduce -0.8% 8,721 $898K
Equitable Holdings, Inc. 0.01% Add +35.3% 8,191 $844K
HighTower Advisors, LLC 0.00% Add +110.4% 8,042 $829K
Kestra Advisory Services, LLC 0.00% Add +236.2% 7,803 $804K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +316.8% 7,640 $787K
Raymond James Financial Inc. 0.00% Add +10.5% 6,958 $717K
Fisher Asset Management 0.00% Add +88.8% 6,262 $645K
Cerity Partners LLC 0.00% Reduce -0.2% 6,208 $640K
Private Advisor Group, LLC 0.00% Reduce -1.3% 6,087 $627K
Advisors Preferred, LLC 0.08% Reduce -59.0% 6,032 $621K
Vontobel Holding Ltd. 0.00% Add +100.0% 6,000 $618K
Janney Montgomery Scott LLC 0.00% Reduce -0.1% 5,976 $616K
MML Investors Services, LLC 0.00% Reduce -12.6% 5,817 $599K
Envestnet Asset Management Inc. 0.00% Reduce -70.7% 5,657 $583K
Commonwealth Equity Services, LLC 0.00% Add +12.3% 5,213 $537K
Family Firm, Inc. 0.11% Reduce -4.9% 4,993 $514K
Creative Planning 0.00% Reduce -12.8% 4,860 $501K
JTC Employer Solutions Trustee Ltd 0.04% No change 4,700 $484K
Cookson Peirce & Co. Inc. 0.02% Reduce -3.6% 4,295 $442K
Tiller Private Wealth, Inc. 0.18% Add +1.5% 4,295 $442K
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.6% 3,891 $401K
Susquehanna International Group, LLP 0.00% Reduce -58.4% 3,741 $385K
National Bank of Canada 0.00% Reduce -11.6% 3,658 $376K
Citigroup Inc. 0.00% Add +9.3% 3,634 $374K
Northwestern Mutual Wealth Management Co. 0.00% Add +279.0% 3,502 $361K
D.A. Davidson & Co. 0.00% No change 3,211 $331K
Federation des caisses Desjardins du Quebec 0.00% Reduce -4.4% 3,000 $309K
Cwm, LLC 0.00% Reduce -23.6% 2,916 $300K
Fifth Third Bancorp 0.00% No change 2,888 $298K
Mesirow Financial Investment Management, Inc. 0.01% No change 2,775 $286K
Spire Wealth Management 0.01% Reduce -3.8% 2,716 $280K
International Assets Investment Management, LLC 0.02% Reduce -5.0% 2,639 $272K
McIlrath & Eck, LLC 0.03% Add +1.4% 2,588 $267K
Lynx Investment Advisory 0.18% Reduce -19.6% 2,582 $266K
Cetera Investment Advisers 0.00% Reduce -51.1% 2,580 $266K
Integrated Wealth Concepts LLC 0.00% Add +11.4% 2,473 $255K
Partners Wealth Management, LLC 0.29% No change 2,467 $254K
Gladstone Institutional Advisory LLC 0.01% Reduce -18.8% 2,451 $253K
Cibc World Market Inc. 0.00% Reduce -8.7% 2,360 $243K
Waverly Advisors, LLC 0.00% No change 2,327 $240K
Arete Wealth Advisors, LLC 0.02% Reduce -93.8% 2,302 $237K
Front Row Advisors LLC 0.09% No change 2,266 $233K
Signature Estate & Investment Advisors LLC 0.01% Reduce -16.9% 2,242 $231K
Strategic Financial Concepts, LLC 0.04% New 2,200 $227K
MPS Loria Financial Planners, LLC 0.07% No change 2,146 $221K
Jones Financial Companies LLLP 0.00% Add +19.3% 2,117 $217K
Client 1ST Advisory Group, LLC 0.08% Reduce -5.4% 2,023 $208K
FMR LLC 0.00% Add +46.2% 1,335 $138K
City State Bank 0.04% No change 1,225 $126K
Comerica Bank 0.00% Reduce -3.0% 1,223 $126K
Beacon Capital Management, LLC 0.01% New 1,077 $111K
Bank of Montreal 0.00% No change 983 $101K
Coldstream Capital Management Inc. 0.00% New 945 $97K
Steward Partners Investment Advisory, LLC 0.00% Add +15.1% 657 $68K
NewEdge Advisors, LLC 0.00% Reduce -6.4% 654 $67K
Clearstead Advisors, LLC 0.00% No change 650 $67K
Medallion Wealth Advisors, LLC 0.03% No change 644 $66K
Provident Wealth Management, LLC 0.02% New 600 $62K
Harbour Investments, Inc. 0.00% Reduce -26.3% 584 $60K
Farther Finance Advisors, LLC 0.00% Add +423.2% 518 $53K
Franklin Resources Inc. 0.00% No change 510 $53K
Sound Income Strategies, LLC 0.00% No change 481 $50K
Edmond DE Rothschild Holding S.A. 0.00% No change 438 $45K
Sava Infond d.o.o. 0.01% No change 400 $41K
Sandy Spring Bank 0.00% No change 398 $41K
NBT Bank, N.A. 0.00% No change 304 $31K
Founders Financial Alliance, LLC 0.01% No change 300 $31K
Sunbelt Securities, Inc. 0.00% Reduce -66.6% 300 $31K
Wilmington Savings Fund Society, FSB 0.00% No change 297 $31K
TD Waterhouse Canada Inc. 0.00% Reduce -27.4% 291 $30K
SBI Securities Co., Ltd. 0.00% Add +19.0% 282 $29K
Wayfinding Financial, LLC 0.01% New 263 $27K
Riggs Asset Managment Co. Inc. 0.01% No change 233 $24K
Blair William & Co. 0.00% No change 230 $24K
Arax Advisory Partners 0.00% Add +22.5% 207 $21K
Nalls Sherbakoff Group, LLC 0.02% — 200 $21K
Assetmark, Inc. 0.00% No change 184 $19K

"% 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