iShares Global Financials EtIXGETF

13F holders, Q3 2025 (September 30)
130holders +1
13new positions
11sold out
1famous investor
$116.68avg. 13F price*

At the end of Q3 2025, 130 institutions reported holding iShares Global Financials Et (IXG) in their 13F filings, up 1 from Q2 2025. 13 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($46.1M), Pictet Asset Management Holding SA ($42.7M) and Bank of America Corp. ($36.1M). 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 2025 → Q3 2025

InstitutionsTotal Value
New Positions13$8.2M
Exits11$7.4M

All 13F filers, Q2 2025 → Q3 2025: 594,210 shares bought and 157,499 shares sold, net +436,711 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 130 holders

Morgan Stanley 0.00% Reduce -2.8% 395,374 $46.1M
Pictet Asset Management Holding SA 0.04% Add +73.0% 365,460 $42.7M
Bank of America Corp. 0.00% Add +9.6% 309,112 $36.1M
Johnson Bixby & Associates, LLC 1.96% Add +1.1% 131,068 $15.3M
EWG Elevate Inc. 3.82% Add +3.5% 104,843 $12.2M
Envestnet Asset Management Inc. 0.00% Add +1681.5% 96,574 $11.3M
Ameriprise Financial Inc. 0.00% Add +26.1% 81,175 $9.5M
Raymond James Financial Inc. 0.00% Add +543.9% 69,261 $8.1M
Cambria Investment Management, L.P. 0.48% Reduce -4.8% 68,000 $7.9M
Susquehanna International Group, LLP 0.01% Add +1634.0% 64,867 $7.6M
Banco Santander, S.A. 0.06% Reduce -3.5% 54,954 $6.4M
Salomon & Ludwin, LLC 0.53% Reduce -0.4% 50,364 $5.9M
Outlook Wealth Advisors, LLC 1.27% New 43,818 $5.1M
BlackRock, Inc. 0.00% Reduce -6.6% 39,293 $4.6M
Royal Bank of Canada 0.00% Add +92.3% 35,053 $4.1M
LPL Financial LLC 0.00% Reduce -1.8% 34,386 $4.0M
Osaic Holdings, Inc. 0.01% Add +60.8% 33,583 $3.9M
Wells Fargo & Company 0.00% Add +12.7% 31,123 $3.6M
Cresset Asset Management, LLC 0.01% Add +37.9% 25,951 $3.0M
M&T Bank Corp 0.01% No change 24,300 $2.8M
Janney Montgomery Scott LLC 0.01% Add +157.1% 19,654 $2.3M
Farther Finance Advisors, LLC 0.03% Add +1637.3% 18,329 $2.1M
Founders Grove Wealth Partners, LLC 0.45% Reduce -0.4% 16,399 $1.9M
Sentinel Trust Co. Lba 0.19% No change 15,800 $1.8M
Private Advisor Group, LLC 0.01% Add +145.6% 15,541 $1.8M
Flow Traders U.S. LLC 0.05% Reduce -84.8% 11,236 $1.3M
UBS Group AG 0.00% Reduce -5.0% 10,842 $1.3M
Snowden Capital Advisors LLC 0.03% Reduce -0.0% 9,798 $1.1M
Citigroup Inc. 0.00% Add +167.4% 9,665 $1.1M
HighTower Advisors, LLC 0.00% Add +12.3% 9,089 $1.1M
Smartleaf Asset Management LLC 0.06% New 8,721 $1.0M
LOM Asset Management Ltd 0.30% Add +13.3% 8,530 $995K
Principal Securities, Inc. 0.02% Add +11484.9% 8,457 $987K
Kestra Advisory Services, LLC 0.00% Reduce -4.2% 8,157 $952K
FSM Wealth Advisors, LLC 0.11% Add +66.6% 6,790 $792K
Fisher Asset Management 0.00% Add +1.5% 6,782 $791K
Equitable Holdings, Inc. 0.01% Add +30.2% 6,289 $734K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -23.6% 5,834 $681K
KCM Investment Advisors LLC 0.02% Add +2.6% 5,722 $668K
Commonwealth Equity Services, LLC 0.00% Reduce -9.3% 5,608 $654K
Cerity Partners LLC 0.00% Add +5.6% 5,476 $639K
Cetera Investment Advisers 0.00% Add +96.3% 5,382 $628K
Creative Planning 0.00% Add +0.9% 4,903 $572K
Hilltop Holdings Inc. 0.03% New 4,722 $551K
JTC Employer Solutions Trustee Ltd 0.05% No change 4,700 $548K
MML Investors Services, LLC 0.00% Reduce -19.7% 4,625 $540K
Tiller Private Wealth, Inc. 0.19% Add +0.6% 4,475 $522K
Jones Financial Companies LLLP 0.00% Add +34.7% 4,395 $511K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 4,300 $502K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.3% 4,099 $478K
Cookson Peirce & Co. Inc. 0.02% Reduce -2.4% 4,022 $469K
Gladstone Institutional Advisory LLC 0.02% Add +21.4% 3,848 $449K
Integrated Wealth Concepts LLC 0.00% Add +39.7% 3,848 $449K
National Bank of Canada 0.00% Add +1.2% 3,607 $421K
Waterloo Capital, L.P. 0.03% New 3,486 $407K
Vontobel Holding Ltd. 0.00% Reduce -25.0% 3,000 $350K
Federation des caisses Desjardins du Quebec 0.00% No change 3,000 $350K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -16.2% 2,944 $344K
Fifth Third Bancorp 0.00% No change 2,888 $337K
Mesirow Financial Investment Management, Inc. 0.01% No change 2,775 $324K
Moneco Advisors, LLC 0.03% New 2,713 $317K
Cwm, LLC 0.00% Reduce -1.1% 2,605 $304K
MontVue Capital Management, Inc. 0.20% Add +7.8% 2,561 $299K
International Assets Investment Management, LLC 0.02% No change 2,639 $294K
D.A. Davidson & Co. 0.00% No change 2,516 $294K
McIlrath & Eck, LLC 0.03% Add +3.6% 2,512 $293K
Partners Wealth Management, LLC 0.28% No change 2,467 $288K
Kestra Private Wealth Services, LLC 0.00% Reduce -0.3% 2,352 $274K
Waverly Advisors, LLC 0.00% No change 2,327 $271K
Stifel Financial Corp. 0.00% Add +23.4% 2,317 $270K
Signature Estate & Investment Advisors LLC 0.01% No change 2,264 $264K
Cibc World Market Inc. 0.00% Reduce -4.2% 2,260 $264K
Strategic Financial Concepts, LLC 0.04% No change 2,200 $257K
Mercer Global Advisors Inc. 0.00% Add +0.9% 2,161 $252K
JPMorgan Chase & Co. 0.00% Add +1178.9% 2,123 $248K
OneDigital Investment Advisors LLC 0.00% Add +1.4% 2,041 $238K
Rockefeller Capital Management L.P. 0.00% New 1,982 $231K
Front Row Advisors LLC 0.07% Reduce -6.2% 1,890 $221K
Client 1ST Advisory Group, LLC 0.07% No change 1,812 $211K
Wealth Enhancement Advisory Services, LLC 0.00% New 1,775 $206K
Lanark Financial, Inc. 0.02% New 1,678 $196K
Spire Wealth Management 0.01% No change 1,607 $188K
FMR LLC 0.00% Add +5.3% 1,541 $180K
City State Bank 0.05% Reduce -1.8% 1,400 $163K
O'shaughnessy Asset Management, LLC 0.00% New 1,051 $123K
Bank of Montreal 0.00% No change 983 $115K
AE Wealth Management LLC 0.00% Add +87900.0% 880 $103K
Steward Partners Investment Advisory, LLC 0.00% Add +17.9% 706 $82K
Comerica Bank 0.00% Reduce -46.9% 678 $79K
NewEdge Advisors, LLC 0.00% No change 656 $76K
Clearstead Advisors, LLC 0.00% No change 650 $76K
Medallion Wealth Advisors, LLC 0.03% No change 644 $75K
Provident Wealth Management, LLC 0.02% No change 600 $70K
Sava Infond d.o.o. 0.01% Add +43.8% 575 $67K
Franklin Resources Inc. 0.00% No change 510 $60K
Blair William & Co. 0.00% Add +112.2% 488 $57K
Harbour Investments, Inc. 0.00% No change 476 $56K
Sound Income Strategies, LLC 0.00% No change 481 $55K
Atlantic Union Bankshares Corp 0.00% No change 403 $47K
Edmond DE Rothschild Holding S.A. 0.00% No change 335 $39K
Bokf, NA 0.00% New 315 $37K
SBI Securities Co., Ltd. 0.00% No change 308 $36K
NBT Bank, N.A. 0.00% Reduce -61.5% 117 $35K
Sunbelt Securities, Inc. 0.00% Reduce -66.6% 300 $35K
Founders Financial Alliance, LLC 0.01% No change 300 $35K
Global Retirement Partners, LLC 0.00% No change 291 $34K
Nalls Sherbakoff Group, LLC 0.02% No change 200 $23K
Assetmark, Inc. 0.00% Reduce -11.4% 186 $22K
Avion Wealth 0.00% No change 151 $17K
Advisory Services Network, LLC 0.00% New 135 $16K
Russell Investments Group, Ltd. 0.00% No change 125 $15K
AdvisorNet Financial, Inc 0.00% No change 112 $13K
Physician Wealth Advisors, Inc. 0.00% Add +21.6% 107 $13K
Wealthspire Advisors, LLC 0.00% New 101 $12K
Larson Financial Group LLC 0.00% No change 100 $12K
Flagship Wealth Advisors, LLC 0.00% No change 75 $9K
Rise Advisors, LLC 0.00% No change 72 $8K
Blue Trust, Inc. 0.00% No change 44 $5K
CX Institutional 0.00% No change 44 $5K
Central Pacific Bank - Trust Division 0.00% No change 42 $5K
Brown, Lisle/Cummings, Inc. 0.00% No change 35 $4K
PNC Financial Services Group, Inc. 0.00% No change 30 $4K
Quest 10 Wealth Builders, Inc. 0.00% No change 26 $3K
Creative Financial Designs Inc. 0.00% No change 26 $3K
Blue Bell Private Wealth Management, LLC 0.00% No change 15 $2K
Anchor Investment Management, LLC 0.00% No change 10 $1K
CoreCap Advisors, LLC 0.00% No change 6 $719
Kelleher Financial Advisors 0.00% New 6 $700
Rosenberg Matthew Hamilton 0.00% No change 2 $233
Richard Bernstein Advisors LLC 0.00% No change 2 $228

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