iShares Global Tech ETFIXNETF

13F holders, Q2 2024 (June 30)
430holders +5
44new positions
36sold out
1famous investor
$82.77avg. 13F price*

At the end of Q2 2024, 430 institutions reported holding iShares Global Tech ETF (IXN) in their 13F filings, up 5 from Q1 2024. 44 opened new positions and 36 sold out. The largest holders were Fisher Asset Management ($422.7M), JPMorgan Chase & Co. ($234.1M) and Bank of America Corp. ($209.1M). One famous investor held it Ken Fisher (0.2% of Fisher Asset Management's portfolio).

Company
iShares Global Tech ETF
CUSIP
464287291
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 425Q1 2024Q2 2024: 430Q2 2024Q3 2024: 442Q3 2024Q4 2024: 459Q4 2024Q1 2025: 444Q1 2025Q2 2025: 441Q2 2025Q3 2025: 450Q3 2025Q4 2025: 495Q4 2025Q1 2026: 496Q1 2026Q2 2026: 560Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions44$57.6M
Exits36$35.6M

All 13F filers, Q1 2024 → Q2 2024: 2,601,752 shares bought and 3,046,506 shares sold, net −444,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 430 holders

Fisher Asset Management 0.18% Reduce -17.0% 5,103,995 $422.7M
JPMorgan Chase & Co. 0.02% Reduce -0.9% 2,827,105 $234.1M
Bank of America Corp. 0.02% Add +2.3% 2,524,301 $209.1M
Morgan Stanley 0.01% Add +1.5% 1,152,883 $95.5M
Portfolio Strategies, Inc. 11.81% Add +50.8% 1,046,099 $86.6M
Royal Bank of Canada 0.02% Reduce -15.6% 896,114 $74.2M
Wells Fargo & Company 0.02% Add +5.3% 889,200 $73.6M
LPL Financial LLC 0.04% Add +7.2% 853,034 $70.6M
PGIM Custom Harvest LLC 1.47% Add +3381.5% 797,054 $66.0M
Ameriprise Financial Inc. 0.02% Add +0.8% 744,636 $61.7M
Phoenix Financial Ltd. 0.84% No change 663,000 $54.9M
BlackRock Inc. 0.00% Reduce -5.5% 497,526 $41.2M
UBS Group AG 0.01% Reduce -0.8% 494,846 $41.0M
Patten & Patten Inc. 2.66% Reduce -0.2% 459,696 $38.1M
Cambridge Investment Research Advisors, Inc. 0.14% Reduce -5.4% 457,870 $37.9M
Commonwealth Equity Services, LLC 0.04% Add +1.3% 326,448 $27.0M
Amundi 0.01% No change 292,500 $25.0M
Goldman Sachs Group Inc. 0.00% Add +0.5% 260,415 $21.6M
Parallel Advisors, LLC 0.55% Add +1.1% 257,711 $21.3M
Pictet Asset Management Holding SA 0.02% Reduce -36.9% 214,700 $17.8M
Shira Ridge Wealth Management 8.82% Reduce -0.7% 191,173 $15.8M
Scotia Capital Inc. 0.09% Reduce -7.2% 190,215 $15.8M
Envestnet Asset Management Inc. 0.01% Add +8.4% 183,732 $15.2M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -3.7% 181,757 $15.1M
Osaic Holdings, Inc. 0.03% Reduce -40.6% 166,934 $13.8M
Thrivent Financial for Lutherans 0.03% Reduce -0.5% 155,809 $12.9M
Cambria Investment Management, L.P. 0.71% Reduce -3.4% 139,744 $11.6M
Cetera Investment Advisers 0.03% Reduce -12.5% 139,375 $11.5M
FIL Ltd 0.01% Reduce -16.0% 136,348 $11.4M
Pictet North America Advisors SA 1.19% Add +285.9% 132,498 $11.0M
M&T Bank Corp 0.04% No change 129,098 $10.7M
Vickerman Investment Advisors, Inc. 3.39% Add +939.9% 127,546 $10.6M
Tidal Investments LLC 0.14% New 124,839 $10.3M
Integrated Wealth Concepts LLC 0.13% Add +1.0% 117,644 $9.7M
Johnson Investment Counsel Inc. 0.09% Add +0.6% 106,625 $8.8M
Raymond James & Associates 0.01% Add +1.4% 103,962 $8.6M
Rollins Financial Advisors, LLC 1.47% Add +1.3% 103,512 $8.6M
Sterling Group Wealth Management, LLC 4.89% — 102,766 $8.5M
Summit Wealth Group, LLC 2.50% New 100,474 $8.3M
VAUGHAN & Co SECURITIES, INC. 5.22% Reduce -2.4% 99,916 $8.3M
Cresset Asset Management, LLC 0.03% Add +239.4% 99,163 $8.2M
Bank of Montreal 0.00% Reduce -3.3% 98,279 $8.2M
Bordeaux Wealth Advisors LLC 1.52% New 95,910 $7.9M
MML Investors Services, LLC 0.03% Add +0.9% 94,197 $7.8M
SOL Capital Management CO 0.85% Reduce -0.2% 85,700 $7.1M
Rathbones Group PLC 0.04% Add +0.9% 82,478 $6.8M
Cardinal Strategic Wealth Guidance 2.34% Add +1.0% 78,215 $6.5M
Atria Wealth Solutions, Inc. 0.07% Reduce -10.6% 77,635 $6.4M
Avantax Advisory Services, Inc. 0.05% Add +0.3% 76,504 $6.3M
Aptus Capital Advisors, LLC 0.12% Add +0.2% 76,455 $6.3M
Kestra Advisory Services, LLC 0.04% Add +30.1% 85,152 $6.3M
Cibc World Market Inc. 0.02% Add +15.3% 75,222 $6.2M
Signature Estate & Investment Advisors LLC 0.15% New 74,658 $6.2M
Heck Capital Advisors, LLC 0.75% New 73,237 $6.1M
HighTower Advisors, LLC 0.01% Add +3.0% 71,423 $5.9M
Macquarie Group Ltd. 0.01% New 68,144 $5.6M
Mariner, LLC 0.01% Add +2.0% 66,406 $5.5M
Bellwether Advisors, LLC 1.14% Reduce -0.1% 65,377 $5.4M
Stifel Financial Corp. 0.01% Add +0.0% 61,555 $5.1M
New Insight Wealth Advisors 2.99% Add +17.0% 61,275 $5.1M
Pinebridge Investments, L.P. 0.04% Add +102.9% 61,214 $5.1M
Slow Capital, Inc. 0.77% Reduce -44.5% 57,750 $4.8M
Long Run Wealth Advisors, LLC 1.19% Add +0.1% 56,885 $4.7M
Jane Street Group, LLC 0.01% Reduce -58.5% 56,787 $4.7M
Marks Group Wealth Management, Inc 0.49% Add +3.4% 56,627 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +7.8% 55,022 $4.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +6.2% 54,339 $4.5M
Wealthfront Advisers LLC 0.02% Add +12.7% 54,171 $4.5M
Courier Capital LLC 0.35% Reduce -2.3% 53,537 $4.4M
Federation des caisses Desjardins du Quebec 0.02% Reduce -2.1% 49,854 $4.2M
Flagship Private Wealth, LLC 2.46% Add +3.9% 50,184 $4.2M
NewEdge Advisors, LLC 0.03% Reduce -4.4% 47,822 $4.0M
Fca Corp. 1.21% Add +2.6% 45,485 $3.8M
SP Asset Management LLC 0.34% Add +0.1% 44,574 $3.7M
Arete Wealth Advisors, LLC 0.30% Reduce -1.9% 44,168 $3.7M
Waverly Advisors, LLC 0.07% Reduce -0.8% 43,878 $3.6M
HSBC Holdings PLC 0.00% Add +69.9% 43,241 $3.6M
Susquehanna International Group, LLP 0.01% Reduce -53.0% 42,660 $3.5M
Private Advisor Group, LLC 0.02% Reduce -13.0% 39,750 $3.3M
Marotta Asset Management 0.68% Reduce -4.7% 39,275 $3.3M
Charter Oak Capital Management, LLC 0.33% Add +5.2% 38,441 $3.2M
Bernardo Wealth Planning LLC 0.83% Reduce -6.4% 37,408 $3.1M
Janney Montgomery Scott LLC 0.01% Reduce -1.7% 37,380 $3.1M
Defined Wealth Management, LLC 2.08% Reduce -0.1% 36,161 $3.0M
Stratos Wealth Partners, LTD. 0.05% Reduce -7.1% 35,979 $3.0M
FMR LLC 0.00% Add +0.6% 33,713 $2.8M
NFSG Corp 1.04% Add +76.7% 33,607 $2.8M
Truist Financial Corp. 0.00% Add +17.9% 32,766 $2.7M
Pinnacle Associates Ltd. 0.04% No change 32,570 $2.7M
Eq LLC 1.60% Reduce -1.1% 32,161 $2.7M
Western Wealth Management, LLC 0.19% Reduce -3.2% 31,529 $2.6M
Creative Planning 0.00% Reduce -10.8% 31,527 $2.6M
Sandy Spring Bank 0.11% Reduce -2.7% 31,428 $2.6M
Arlington Trust Co LLC 0.61% No change 31,100 $2.6M
Certus Wealth Management, LLC 1.93% Reduce -1.0% 30,648 $2.5M
AE Wealth Management LLC 0.03% Reduce -7.5% 30,342 $2.5M
OneDigital Investment Advisors LLC 0.03% Add +226.2% 30,263 $2.5M
Choreo, LLC 0.04% Add +5.3% 29,717 $2.5M
Synergy Asset Management, LLC 0.39% New 29,925 $2.5M
Gladstone Institutional Advisory LLC 0.12% Add +6.0% 28,921 $2.4M

"% of holder's portfolio" is IXN's weight in each manager's 13F, not the share of iShares Global Tech ETF the manager owns.

Show all 430 holders