iShares Global Financials EtIXGETF

13F holders, Q4 2025 (December 31)
140holders +10
18new positions
10sold out
2famous investors
$121.01avg. 13F price*

At the end of Q4 2025, 140 institutions reported holding iShares Global Financials Et (IXG) in their 13F filings, up 10 from Q3 2025. 18 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($45.9M), Pictet Asset Management Holding SA ($41.1M) and Bank of America Corp. ($34.7M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions18$10.0M
Exits10$2.6M

All 13F filers, Q3 2025 → Q4 2025: 271,906 shares bought and 155,928 shares sold, net +115,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 140 holders

Morgan Stanley 0.00% Reduce -4.0% 379,652 $45.9M
Pictet Asset Management Holding SA 0.04% Reduce -7.6% 337,660 $41.1M
Bank of America Corp. 0.00% Reduce -7.1% 287,126 $34.7M
Johnson Bixby & Associates, LLC 1.96% Add +0.1% 131,212 $15.8M
HighTower Advisors, LLC 0.01% Add +1074.0% 106,705 $12.9M
Envestnet Asset Management Inc. 0.00% Reduce -9.7% 87,216 $10.5M
Raymond James Financial Inc. 0.00% Add +19.0% 82,390 $10.0M
Cambria Investment Management, L.P. 0.55% Add +14.9% 78,116 $9.4M
Ameriprise Financial Inc. 0.00% Reduce -15.5% 68,612 $8.3M
Banco Santander, S.A. 0.05% Add +8.9% 59,821 $7.2M
Susquehanna International Group, LLP 0.01% Reduce -11.5% 57,408 $6.9M
LPL Financial LLC 0.00% Add +51.6% 52,123 $6.3M
Salomon & Ludwin, LLC 0.55% Reduce -0.3% 50,202 $6.2M
Wells Fargo & Company 0.00% Add +40.5% 43,736 $5.3M
Outlook Wealth Advisors, LLC 1.19% Reduce -0.7% 43,517 $5.3M
Royal Bank of Canada 0.00% Add +7.7% 37,747 $4.6M
Osaic Holdings, Inc. 0.01% Add +1.4% 34,061 $4.1M
BlackRock, Inc. 0.00% Reduce -15.8% 33,075 $4.0M
Jane Street Group, LLC 0.00% New 32,602 $3.9M
M&T Bank Corp 0.01% No change 24,300 $2.9M
Janney Montgomery Scott LLC 0.01% Add +18.9% 23,368 $2.8M
Cresset Asset Management, LLC 0.01% Reduce -32.7% 17,469 $2.1M
Private Advisor Group, LLC 0.01% Add +10.8% 17,224 $2.1M
Founders Grove Wealth Partners, LLC 0.44% Reduce -0.5% 16,315 $2.0M
Sentinel Trust Co. Lba 0.19% No change 15,800 $1.9M
Citadel Advisors 0.00% New 14,455 $1.7M
Decision Investments, Inc. 1.63% — 12,346 $1.5M
Smartleaf Asset Management LLC 0.06% Add +37.1% 11,958 $1.5M
UBS Group AG 0.00% Add +4.1% 11,286 $1.4M
Flow Traders U.S. LLC 0.04% Reduce -1.9% 11,017 $1.3M
Citigroup Inc. 0.00% Add +9.3% 10,567 $1.3M
Snowden Capital Advisors LLC 0.03% Reduce -1.5% 9,649 $1.2M
FSM Wealth Advisors, LLC 0.14% Add +28.5% 8,727 $1.1M
LOM Asset Management Ltd 0.30% No change 8,530 $1.0M
Principal Securities, Inc. 0.02% Reduce -0.2% 8,440 $1.0M
Kestra Advisory Services, LLC 0.00% Add +0.6% 8,209 $992K
Goldman Sachs Group Inc. 0.00% New 8,070 $975K
Fisher Asset Management 0.00% Reduce -1.5% 6,680 $807K
O'shaughnessy Asset Management, LLC 0.00% Add +521.1% 6,528 $789K
Hilltop Holdings Inc. 0.05% Add +32.5% 6,257 $756K
Equitable Holdings, Inc. 0.01% Reduce -0.9% 6,230 $753K
KCM Investment Advisors LLC 0.02% Add +2.8% 5,882 $710K
Cetera Investment Advisers 0.00% Reduce -2.5% 5,247 $634K
MGB Wealth Management, LLC 0.18% New 5,139 $623K
MML Investors Services, LLC 0.00% Add +2.3% 4,733 $572K
JTC Employer Solutions Trustee Ltd 0.04% No change 4,700 $568K
Tiller Private Wealth, Inc. 0.20% Add +2.8% 4,600 $556K
Waterloo Capital, L.P. 0.04% Add +25.7% 4,383 $529K
Jones Financial Companies LLLP 0.00% Reduce -0.3% 4,380 $529K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.9% 4,257 $514K
Creative Planning 0.00% Reduce -15.1% 4,164 $503K
Gladstone Institutional Advisory LLC 0.02% Add +7.7% 4,145 $501K
Cookson Peirce & Co. Inc. 0.02% Add +1.3% 4,074 $492K
Commonwealth Equity Services, LLC 0.00% Reduce -29.0% 3,983 $481K
Integrated Wealth Concepts LLC 0.01% Add +3.1% 3,968 $479K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -12.3% 3,770 $455K
National Bank of Canada 0.00% Add +2.6% 3,702 $447K
World Investment Advisors 0.01% New 3,426 $414K
Beacon Pointe Advisors, LLC 0.00% New 3,385 $409K
Wealthspire Advisors, LLC 0.00% Add +3175.3% 3,308 $400K
AE Wealth Management LLC 0.00% Add +267.4% 3,233 $390K
Stifel Financial Corp. 0.00% Add +37.8% 3,193 $386K
Federation des caisses Desjardins du Quebec 0.00% No change 3,000 $362K
Fifth Third Bancorp 0.00% No change 2,888 $349K
TCFG Wealth Management, LLC 0.13% New 2,793 $337K
Mesirow Financial Investment Management, Inc. 0.01% No change 2,775 $335K
Cwm, LLC 0.00% Reduce -0.6% 2,590 $313K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -12.9% 2,564 $310K
MontVue Capital Management, Inc. 0.21% No change 2,561 $309K
D.A. Davidson & Co. 0.00% No change 2,516 $304K
GTS Securities LLC 0.01% New 2,510 $303K
Wealth Enhancement Advisory Services, LLC 0.00% Add +36.4% 2,421 $300K
Partners Wealth Management, LLC 0.31% No change 2,467 $298K
McIlrath & Eck, LLC 0.03% Reduce -4.0% 2,412 $291K
Kestra Private Wealth Services, LLC 0.00% Add +0.6% 2,366 $286K
Signature Estate & Investment Advisors LLC 0.01% Add +0.7% 2,279 $275K
Cibc World Market Inc. 0.00% Reduce -1.1% 2,236 $270K
Lynx Investment Advisory 0.15% New 2,207 $267K
Bank of Montreal 0.00% Add +123.1% 2,193 $265K
Mercer Global Advisors Inc. 0.00% Add +0.1% 2,162 $261K
JPMorgan Chase & Co. 0.00% Add +0.2% 2,128 $257K
Rockefeller Capital Management L.P. 0.00% Add +0.6% 1,994 $241K
Waverly Advisors, LLC 0.00% Reduce -14.5% 1,990 $240K
Client 1ST Advisory Group, LLC 0.07% No change 1,812 $219K
Lanark Financial, Inc. 0.02% Add +5.1% 1,764 $213K
Front Row Advisors LLC 0.07% Reduce -8.5% 1,730 $209K
FMR LLC 0.00% Add +10.8% 1,707 $206K
Mutual Advisors, LLC 0.00% New 1,680 $203K
Sanctuary Advisors, LLC 0.00% New 1,680 $203K
Spire Wealth Management 0.01% Add +0.1% 1,608 $194K
Nova Wealth Management, Inc. 0.12% New 1,403 $169K
City State Bank 0.05% No change 1,400 $169K
Annis Gardner Whiting Capital Advisors, LLC 0.03% New 1,341 $162K
International Assets Investment Management, LLC 0.01% Reduce -49.3% 1,339 $162K
Harbor Investment Advisory, LLC 0.01% New 1,045 $126K
Farther Finance Advisors, LLC 0.00% Reduce -94.9% 932 $113K
Steward Partners Investment Advisory, LLC 0.00% Add +30.4% 921 $111K
Comerica Bank 0.00% No change 678 $82K
Clearstead Advisors, LLC 0.00% No change 650 $79K
Medallion Wealth Advisors, LLC 0.03% No change 644 $78K
Provident Wealth Management, LLC 0.02% No change 600 $72K
Sava Infond d.o.o. 0.01% No change 575 $69K
Barclays PLC 0.00% New 517 $62K
Franklin Resources Inc. 0.00% No change 510 $62K
Blair William & Co. 0.00% No change 488 $59K
Harbour Investments, Inc. 0.00% No change 476 $58K
Atlantic Union Bankshares Corp 0.00% Add +1.0% 407 $49K
Arax Advisory Partners 0.00% New 352 $43K
NewEdge Advisors, LLC 0.00% Reduce -48.8% 336 $41K
Edmond DE Rothschild Holding S.A. 0.00% No change 335 $40K
Bokf, NA 0.00% No change 315 $38K
NBT Bank, N.A. 0.00% Add +3.4% 121 $37K
Founders Financial Alliance, LLC 0.01% No change 300 $36K
Sunbelt Securities, Inc. 0.00% No change 300 $36K
SBI Securities Co., Ltd. 0.00% Reduce -6.5% 288 $35K
Assetmark, Inc. 0.00% Add +35.5% 252 $30K
Global Retirement Partners, LLC 0.00% Reduce -17.5% 240 $29K
Nalls Sherbakoff Group, LLC 0.02% No change 200 $24K
Frankly Finances, LLC 0.02% — 150 $18K
Russell Investments Group, Ltd. 0.00% No change 125 $15K
Physician Wealth Advisors, Inc. 0.00% Add +14.9% 123 $15K
AdvisorNet Financial, Inc 0.00% Reduce -7.1% 104 $13K
Larson Financial Group LLC 0.00% No change 100 $12K
Wellington-Altus USA Inc. 0.01% — 97 $12K
Avion Wealth 0.00% Reduce -42.4% 87 $10K
Blue Trust, Inc. 0.00% No change 44 $5K
Central Pacific Bank - Trust Division 0.00% No change 42 $5K
CX Institutional 0.00% No change 44 $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
SageView Advisory Group, LLC 0.00% New 13 $2K
Anchor Investment Management, LLC 0.00% No change 10 $1K
CoreCap Advisors, LLC 0.00% No change 6 $745
Kelleher Financial Advisors 0.00% No change 6 $725
Tower Research Capital LLC (TRC) 0.00% New 4 $483
Rosenberg Matthew Hamilton 0.00% No change 2 $242
Richard Bernstein Advisors LLC 0.00% No change 2 $241

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