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
Patten Group, Inc. 0.56% Add +0.9% 28,538 $2.4M
Jones Financial Companies LLLP 0.00% Add +96.0% 28,347 $2.3M
Money Concepts Capital Corp. 0.19% Add +2.2% 27,483 $2.3M
NTV Asset Management LLC 0.31% Reduce -0.4% 26,494 $2.2M
Robertson Stephens Wealth Management, LLC 0.11% Add +12.2% 26,436 $2.2M
4J Wealth Management LLC 1.80% Add +1.6% 26,225 $2.2M
Cwm, LLC 0.01% Reduce -0.1% 25,948 $2.1M
Freestone Capital Holdings, LLC 0.08% Reduce -0.2% 25,937 $2.1M
Sowell Financial Services LLC 0.10% Add +11.4% 25,849 $2.1M
MA Private Wealth 0.42% Reduce -0.6% 25,580 $2.1M
VitalStone Financial, LLC 1.53% Add +0.6% 25,439 $2.1M
Apexium Financial, LP 0.15% Reduce -0.4% 25,315 $2.1M
Sharkey, Howes & Javer 0.34% No change 25,265 $2.1M
Schroder Investment Management Group 0.00% Reduce -64.8% 25,145 $2.1M
Financial Advocates Investment Management 0.13% Add +287.2% 20,249 $2.1M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -5.3% 24,548 $2.0M
Burke & Herbert Bank & Trust Co. 0.49% New 24,528 $2.0M
Wealthcare Advisory Partners LLC 0.06% Reduce -0.1% 24,468 $2.0M
Silvia McColl Wealth Management, LLC 1.67% No change 24,400 $2.0M
Clearstead Advisors, LLC 0.03% Add +1622.1% 24,109 $2.0M
U.S. Capital Wealth Advisors, LLC 0.07% Add +80.9% 22,752 $1.9M
Banco BTG Pactual S.A. 0.48% Reduce -8.3% 23,250 $1.9M
Carnegie Investment Counsel 0.06% Reduce -1.8% 22,461 $1.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -71.9% 22,239 $1.8M
Citigroup Inc. 0.00% Reduce -33.0% 22,148 $1.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.20% Reduce -8.6% 21,772 $1.8M
Dentgroup LLC 1.44% Reduce -20.6% 21,548 $1.8M
Equitable Holdings, Inc. 0.02% Add +14.9% 21,366 $1.8M
Elevation Point Wealth Partners, LLC 0.14% Add +10.6% 20,907 $1.7M
Rockefeller Capital Management L.P. 0.00% Add +6.0% 20,603 $1.7M
Icon Wealth Advisors, LLC 0.15% Add +13.9% 21,132 $1.7M
Front Row Advisors LLC 0.59% Add +1.0% 20,354 $1.7M
Sheets Smith Wealth Management 0.20% Add +0.0% 20,309 $1.7M
Captrust Financial Advisors 0.01% Add +2.1% 19,904 $1.6M
Bessemer Group Inc. 0.00% Add +7.7% 19,412 $1.6M
Baird Financial Group, Inc. 0.00% Reduce -4.1% 18,984 $1.6M
Able Wealth Management LLC 1.29% Add +7.9% 18,886 $1.6M
Snowden Capital Advisors LLC 0.05% Reduce -5.4% 18,844 $1.6M
Dakota Wealth Management 0.04% Reduce -4.8% 18,658 $1.5M
SG Americas Securities, LLC 0.01% No change 17,771 $1.5M
Kovack Advisors, Inc. 0.16% Reduce -15.9% 17,633 $1.5M
Patriot Investment Management Group, Inc. 0.11% No change 17,387 $1.4M
Mercer Global Advisors Inc. 0.00% Reduce -13.5% 17,258 $1.4M
Koss-Olinger Consulting, LLC 0.13% New 17,247 $1.4M
Eldridge Investment Advisors, Inc. 0.36% Add +0.4% 17,165 $1.4M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -28.0% 17,128 $1.4M
Greenleaf Trust 0.01% No change 16,985 $1.4M
Marino, Stram & Associates LLC 0.34% Reduce -1.4% 16,656 $1.4M
US Bancorp \de 0.00% Reduce -1.1% 16,376 $1.4M
National Bank of Canada 0.00% Reduce -29.1% 15,789 $1.3M
Independent Financial Group, LLC 0.05% Add +47.6% 15,797 $1.3M
Marshall Wace, LLP 0.00% Add +26.9% 15,664 $1.3M
Narus Financial Partners, LLC 0.50% No change 15,103 $1.3M
Brandywine Oak Private Wealth LLC 0.13% No change 14,872 $1.2M
Oxinas Partners, LLC 0.81% Reduce -13.8% 14,678 $1.2M
Forte Asset Management LLC 0.71% Reduce -13.7% 14,614 $1.2M
Worth Financial Advisory Group, LLC 0.79% Reduce -0.8% 14,612 $1.2M
Fifth Third Bancorp 0.00% No change 14,498 $1.2M
Capital Advisors, Ltd. LLC 0.15% No change 14,244 $1.2M
Geneos Wealth Management Inc. 0.05% Reduce -0.1% 13,777 $1.1M
Focus Partners Wealth 0.00% Add +4.2% 13,780 $1.1M
James Hambro & Partners LLP 0.05% No change 13,650 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Reduce -13.6% 13,571 $1.1M
PNC Financial Services Group, Inc. 0.00% Reduce -2.2% 13,421 $1.1M
Salem Investment Counselors Inc. 0.04% No change 13,200 $1.1M
Etfidea, LLC 0.36% Reduce -5.2% 12,804 $1.1M
Northeast Financial Consultants Inc 0.05% No change 12,794 $1.1M
Apollon Wealth Management, LLC 0.03% Reduce -17.6% 12,702 $1.1M
Per Stirling Capital Management, LLC. 0.17% Reduce -5.6% 12,630 $1.0M
Hilltop Holdings Inc. 0.12% Reduce -8.7% 12,600 $1.0M
Essex Financial Services, Inc. 0.08% No change 13,695 $1.0M
Hanover Advisors Inc. 0.45% Add +3.2% 12,184 $1.0M
Cerity Partners LLC 0.00% Reduce -5.4% 11,798 $977K
Mandatum Life Insurance Co Ltd 0.32% Reduce -10.9% 11,657 $965K
Cypress Wealth Services, LLC 0.21% Reduce -0.3% 11,641 $964K
Aire Advisors, LLC 0.21% Add +0.2% 11,133 $922K
Keystone Wealth Services, LLC 0.28% Reduce -1.1% 10,981 $909K
Founders Financial Securities LLC 0.09% New 10,975 $909K
Ironwood Financial, llc 0.20% Reduce -1.0% 10,881 $901K
Bulltick Wealth Management, LLC 0.25% Add +76.1% 10,851 $899K
Buckingham Strategic Wealth, LLC 0.01% No change 10,710 $887K
MMBG Investment Advisors Co. 0.09% No change 10,684 $885K
Ellis Investment Partners, LLC 0.19% Add +0.1% 10,623 $880K
Stonebridge Financial Planning Group, LLC 0.44% No change 10,610 $879K
Montecito Bank & Trust 0.18% Reduce -16.2% 10,580 $876K
Clearwater Capital Advisors, LLC 0.09% Reduce -0.3% 10,521 $871K
Bridge Advisory, LLC 0.42% Reduce -8.9% 10,261 $850K
Guidance Capital, Inc. 0.28% Add +46.6% 10,493 $847K
Onyx Bridge Wealth Group LLC 0.14% No change 10,200 $845K
Dynamic Advisor Solutions LLC 0.03% Reduce -0.1% 10,108 $837K
Quantinno Capital Management LP 0.01% New 9,918 $821K
EverSource Wealth Advisors, LLC 0.05% Add +663.2% 10,150 $819K
Mutual Advisors, LLC 0.02% Reduce -3.6% 10,216 $806K
Intelligence Driven Advisers, LLC 0.11% Reduce -9.0% 9,641 $798K
Cynosure Group, LLC 0.13% No change 9,611 $796K
Sigma Planning Corp 0.02% Add +1.6% 9,471 $784K
MAI Capital Management 0.01% Reduce -3.5% 9,430 $781K
Brooks, Moore & Associates, Inc. 0.49% No change 9,200 $762K
Strategies Wealth Advisors, LLC 0.11% No change 9,072 $751K
Sunflower Bank, N.A. 0.17% No change 8,895 $737K
Composition Wealth, LLC 0.02% Add +0.1% 8,888 $736K
Steward Partners Investment Advisory, LLC 0.01% Reduce -16.6% 8,836 $732K
Spire Wealth Management 0.03% Reduce -11.6% 8,810 $730K
SpiderRock Advisors, LLC 0.02% No change 8,604 $713K
Sanctuary Advisors, LLC 0.00% — 9,457 $679K
Tompkins Financial Corp. 0.07% No change 8,160 $676K
Sonoma Private Wealth LLC 1.10% Reduce -4.7% 8,150 $675K
TNF LLC 0.24% Reduce -3.0% 8,363 $663K
D.A. Davidson & Co. 0.01% Add +3.8% 7,907 $655K
Lunt Capital Management, Inc. 0.31% Reduce -11.9% 7,600 $629K
Mission Wealth Management, LP 0.02% No change 7,578 $628K
WealthTrust Axiom LLC 0.20% No change 7,416 $614K
Everett Harris & Co. 0.01% No change 7,136 $591K
Jaffetilchin Investment Partners, LLC 0.05% Add +0.2% 6,981 $578K
Patton Albertson Miller Group, LLC 0.08% Add +7.0% 6,877 $570K
Northern Trust Corp. 0.00% Reduce -5.3% 6,873 $569K
Physician Wealth Advisors, Inc. 0.10% Reduce -3.0% 6,461 $557K
Great Valley Advisor Group, Inc. 0.02% Add +0.0% 6,507 $539K
United Capital Financial Advisors, LLC 0.00% Add +0.5% 6,474 $536K
Stephens Inc. 0.01% No change 6,431 $533K
WR Wealth Planners, LLC 0.16% Reduce -0.3% 6,403 $530K
Commerce Bank 0.00% No change 6,333 $524K
Tyler-Stone Wealth Management 0.22% Reduce -15.4% 6,328 $524K
Windsor Capital Management, LLC 0.16% No change 6,300 $522K
Rwa Wealth Partners, LLC 0.01% No change 6,190 $513K
CFS Investment Advisory Services, LLC 0.04% New 6,032 $500K
Mgo One Seven LLC 0.02% Add +8.7% 6,023 $499K
Keeley-Teton Advisors, LLC 0.06% No change 6,000 $497K
Continuum Wealth Advisors, LLC 0.25% Reduce -13.5% 5,760 $477K
Raymond James Trust N.A. 0.01% No change 5,453 $452K
Oppenheimer & Co. Inc. 0.01% No change 5,453 $452K
Private Trust Co. NA 0.05% Reduce -1.3% 5,329 $441K
Blair William & Co. 0.00% Add +0.0% 5,303 $439K
High Falls Advisors, Inc 0.11% Add +0.0% 5,263 $436K
Thomasville National Bank 0.03% No change 5,081 $421K
IHT Wealth Management, LLC 0.02% Reduce -33.6% 5,010 $415K
NorthCrest Asset Manangement, LLC 0.01% New 4,993 $414K
Deutsche Bank AG 0.00% Reduce -10.4% 4,980 $412K
Mayflower Financial Advisors, LLC 0.07% Reduce -0.5% 4,962 $411K
Guardian Wealth Advisors, LLC / NC 0.05% Add +0.2% 4,962 $411K
Excalibur Management Corp. 0.17% Add +5.0% 4,905 $406K
Brookstone Capital Management 0.01% Add +2.5% 4,902 $405K
PFG Advisors 0.03% Add +1.6% 4,800 $398K
Vista Capital Partners, Inc. 0.05% No change 4,698 $389K
Strategy Asset Managers LLC 0.09% Add +19.4% 6,248 $389K
J.W. Cole Advisors, Inc. 0.02% Add +3.0% 4,628 $383K
Sound View Wealth Advisors Group, LLC 0.04% No change 4,500 $373K
Avantax Planning Partners, Inc. 0.01% No change 4,414 $366K
Brighton Jones LLC 0.01% Add +10.6% 4,385 $363K
Continuum Advisory, LLC 0.05% No change 4,373 $362K
JB Capital LLC 0.02% Add +10.5% 4,219 $349K
Gsa Capital Partners LLP 0.02% New 4,200 $348K
REDW Wealth LLC 0.09% No change 4,170 $345K
Empower Advisory Group, LLC 0.00% No change 4,170 $345K
Wealthspire Advisors, LLC 0.00% Reduce -2.3% 4,165 $345K
Ameritas Advisory Services, LLC 0.01% Add +5.3% 4,161 $345K
Rosenberg Matthew Hamilton 0.10% Add +59.2% 4,052 $339K
O'shaughnessy Asset Management, LLC 0.00% Add +46.8% 4,055 $336K
Delta Investment Management, LLC 0.07% No change 4,044 $335K
Chartist Inc. 0.17% No change 4,038 $334K
Tiaa Trust, National Association 0.00% No change 3,972 $329K
Advisors Preferred, LLC 0.06% Add +227.8% 3,930 $329K
Summit Wealth Partners, LLC 0.07% No change 3,949 $327K
International Assets Investment Management, LLC 0.03% Reduce -28.3% 3,929 $325K
Summit X, LLC 0.07% Reduce -2.4% 3,917 $324K
Texas Yale Capital Corp. 0.02% No change 3,908 $324K
Benjamin F. Edwards & Company, Inc. 0.01% Add +15.4% 3,901 $323K
Romano Brothers and Company 0.04% No change 3,865 $320K
EP Wealth Advisors, LLC 0.00% Add +0.1% 3,849 $319K
Ignite Planners, LLC 0.08% No change 3,666 $315K
Mountain Capital Investment Advisors Inc. 0.08% Reduce -7.9% 3,633 $313K
CIBC Private Wealth Group LLC 0.00% No change 3,619 $313K
First Heartland Consultants, Inc. 0.03% New 3,730 $309K
Gallagher Fiduciary Advisors, LLC 0.07% No change 3,720 $308K
Financial Partners Group, Inc 0.05% Reduce -2.7% 3,669 $304K
Richardson Capital Management LLC 0.23% Reduce -0.8% 3,649 $302K
Vise Technologies, Inc. 0.05% No change 3,625 $300K
Boston Research & Management Inc. 0.08% No change 3,600 $298K
Merit Financial Group, LLC 0.01% Reduce -3.0% 3,593 $298K
Arcadia Wealth Management, LLC 0.17% Reduce -11.6% 3,522 $292K
Transcend Capital Advisors, LLC 0.02% Add +0.0% 3,511 $291K
Blue Trust, Inc. 0.00% No change 3,845 $288K
Zullo Investment Group, Inc. 0.13% No change 3,471 $287K
Good Life Advisors, LLC 0.02% Add +0.9% 3,459 $286K
Two West Capital Advisors LLC 0.27% — 3,455 $286K
PDS Planning, Inc 0.03% No change 3,426 $284K
Valmark Advisers, Inc. 0.00% Add +1.1% 3,414 $283K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -1.4% 3,410 $282K
Glenmede Trust Co. NA 0.00% No change 3,300 $273K
BCGM Wealth Management, LLC 0.09% Reduce -2.6% 3,273 $271K
HB Wealth Management, LLC 0.00% No change 3,210 $266K
Seascape Capital Management 0.10% No change 3,166 $262K
Mairs & Power Inc. 0.00% No change 3,150 $261K
First Business Financial Services, Inc. 0.03% No change 3,143 $260K
Goodwin Investment Advisory 0.12% Reduce -0.3% 3,124 $259K
Sequoia Financial Advisors, LLC 0.00% No change 3,108 $257K
Graves Light Lenhart Wealth, Inc. 0.03% Add +2.0% 3,061 $256K
Concurrent Investment Advisors, LLC 0.01% Add +1.1% 3,078 $255K
Peak Asset Management, LLC 0.05% No change 3,076 $255K
NorthCoast Asset Management LLC 0.00% Reduce -12.8% 3,072 $254K
SteelPeak Wealth, LLC 0.01% Add +5.5% 3,050 $253K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.1% 2,696 $251K
Berkeley Capital Partners, LLC 0.08% Add +0.2% 3,031 $251K
McKinley Carter Wealth Services, Inc. 0.02% No change 3,009 $249K
L & S Advisors Inc 0.03% Add +0.2% 3,006 $249K
Searle & Co. 0.06% No change 3,000 $248K
Mill Creek Capital Advisors, LLC 0.01% No change 3,000 $248K
Janney Capital Management LLC 0.02% No change 3,000 $248K
Belpointe Asset Management LLC 0.02% New 2,992 $248K
Regions Financial Corp. 0.00% No change 2,931 $243K
Clarity Wealth Advisors, LLC 0.08% No change 2,847 $236K
KCM Investment Advisors LLC 0.01% No change 2,788 $231K
Moneta Group Investment Advisors LLC 0.00% Reduce -5.2% 2,788 $231K
Principal Securities, Inc. 0.01% Reduce -14.4% 2,786 $231K
StoneX Group Inc. 0.02% No change 2,786 $231K
Kestra Private Wealth Services, LLC 0.00% Reduce -4.3% 2,755 $228K
Townsquare Capital LLC 0.00% Reduce -1.1% 2,753 $228K
Comerica Bank 0.00% Add +5.5% 2,704 $224K
Naviter Wealth, LLC 0.03% No change 2,700 $224K
Legacy Advisors, LLC 0.03% New 2,700 $224K
Financial Management Network Inc. 0.05% New 2,598 $223K
Kingswood Wealth Advisors, LLC 0.02% New 2,675 $222K
RFG Advisory, LLC 0.01% Reduce -7.6% 2,651 $220K
Key Client Fiduciary Advisors, LLC 0.11% New 2,623 $217K
Integrated Advisors Network LLC 0.01% New 2,623 $217K
DORCHESTER WEALTH MANAGEMENT Co 0.04% New 2,600 $217K
PFG Investments, LLC 0.02% Reduce -17.0% 2,610 $216K
Focus Financial Network, Inc. 0.01% New 2,609 $216K
Central Valley Advisors, LLC 0.09% No change 8,026 $215K
Harbour Investments, Inc. 0.01% Add +0.1% 2,576 $213K
Corient Private Wealth LP 0.00% New 2,562 $212K
Park Avenue Securities LLC 0.00% New 2,549 $211K
Bellecapital International Ltd. 0.04% New 2,508 $208K
Orion Porfolio Solutions, LLC 0.00% New 2,500 $207K
Orion Portfolio Solutions, LLC 0.00% New 2,500 $207K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% New 2,500 $207K
United Advisor Group, LLC 0.06% New 2,455 $203K
Tidemark, LLC 0.09% New 2,389 $198K
UMB Bank, n.a. 0.00% No change 2,317 $192K
Vermillion & White Wealth Management Group, LLC 0.14% Add +0.0% 2,281 $189K
Glen Eagle Advisors, LLC 0.03% No change 2,274 $188K
Key Financial Inc 0.05% No change 2,272 $188K
Addison Advisors LLC 0.06% No change 2,253 $187K
Harbor Investment Advisory, LLC 0.02% No change 2,253 $187K
Global Retirement Partners, LLC 0.01% Reduce -11.8% 2,175 $180K
Knights of Columbus Asset Advisors LLC 0.01% No change 2,161 $179K
Signature Resources Capital Management, LLC 0.13% Reduce -3.3% 1,950 $161K
CENTRAL TRUST Co 0.00% Add +0.1% 1,946 $161K
Financial Perspectives, Inc 0.06% Add +0.2% 1,859 $154K
Centaurus Financial, Inc. 0.01% Reduce -48.6% 1,721 $143K
Concourse Financial Group Securities, Inc. 0.01% Add +14.0% 1,692 $140K
Archer Investment Corp 0.04% Reduce -13.2% 1,575 $130K
Farther Finance Advisors, LLC 0.01% Add +1.6% 1,506 $126K
Sunbelt Securities, Inc. 0.01% Add +1.4% 1,510 $125K
Angeles Wealth Management, LLC 0.01% No change 1,420 $118K
Assetmark, Inc. 0.00% Reduce -99.8% 1,310 $108K
Cape Investment Advisory, Inc. 0.05% No change 1,272 $105K
Family Firm, Inc. 0.02% New 1,152 $95K
Compass Wealth Management LLC 0.02% No change 1,146 $95K
M&R Capital Management Inc. 0.02% Add +1.9% 1,113 $92K
PFS Partners, LLC 0.05% No change 944 $78K
Creekmur Asset Management LLC 0.02% Reduce -55.6% 932 $77K
Janiczek Wealth Management, LLC 0.02% No change 905 $75K
LFA - Lugano Financial Advisors SA 0.06% No change 900 $75K
WealthShield Partners, LLC 0.01% No change 896 $74K
NBT Bank, N.A. 0.01% Reduce -2.9% 880 $73K
McIlrath & Eck, LLC 0.01% No change 876 $73K
Lanark Financial, Inc. 0.01% Reduce -53.2% 834 $69K
Mather Group, Llc. 0.00% No change 879 $66K
Northwest Capital Management Inc 0.02% No change 750 $62K
Creative Financial Designs Inc. 0.01% No change 750 $62K
Highline Wealth Partners LLC 0.02% No change 735 $61K
ORG Partners LLC 0.01% New 710 $60K
Bogart Wealth, LLC 0.00% Add +5.4% 683 $57K
Capital Investment Counsel, Inc 0.01% No change 575 $48K
Venturi Wealth Management, LLC 0.00% No change 572 $47K
Simplex Trading, LLC 0.00% New 579 $47K
Plante Moran Financial Advisors, LLC 0.00% No change 550 $46K
AdvisorNet Financial, Inc 0.00% No change 509 $42K
Bay Harbor Wealth Management, LLC 0.01% No change 498 $41K
Element Wealth, LLC 0.02% New 489 $40K
Ancora Advisors LLC 0.00% Reduce -9.0% 467 $39K
Hollencrest Capital Management 0.00% No change 450 $37K
Morris Financial Concepts, Inc. 0.02% Reduce -2.2% 446 $37K
TD Waterhouse Canada Inc. 0.00% New 437 $37K
Castleview Partners, LLC 0.02% No change 431 $36K
Founders Financial Alliance, LLC 0.01% No change 417 $35K
GFS Advisors, LLC 0.01% New 13,619 $33K
Sound Income Strategies, LLC 0.00% Reduce -16.0% 378 $31K
Aspire Private Capital, LLC 0.01% No change 377 $31K
Cornerstone Planning Group LLC 0.01% Reduce -11.7% 394 $29K
FinTrust Capital Advisors, LLC 0.01% No change 330 $27K
Frazier Financial Advisors, LLC 0.02% Add +0.3% 321 $27K
Rothschild Investment LLC 0.00% No change 318 $26K
Colonial Trust Advisors 0.00% No change 300 $25K
First Horizon Advisors, Inc. 0.00% No change 284 $24K
Criterion Capital Advisors, LLC 0.01% No change 270 $22K
Founders Capital Management 0.01% No change 266 $22K
Capital Analysts, LLC 0.00% Add +0.4% 258 $21K
POM Investment Strategies, LLC 0.02% New 253 $21K
Hazlett, Burt & Watson, Inc. 0.01% No change 250 $20K
Pineridge Advisors LLC 0.01% New 219 $18K
C M Bidwell & Associates Ltd. 0.01% No change 210 $17K
Kelly Financial Services LLC 0.01% No change 199 $16K
Tsfg, LLC 0.00% No change 192 $16K
Allworth Financial LP 0.00% Reduce -36.1% 195 $16K
Capital Investment Advisory Services, LLC 0.00% No change 189 $16K
Financial Network Wealth Advisors LLC 0.01% New 175 $14K
Coppell Advisory Solutions LLC 0.00% — 174 $14K
Howe & Rusling Inc. 0.00% No change 166 $14K
Ashton Thomas Securities, LLC 0.00% — 150 $13K
Wetzel Investment Advisors, Inc. 0.01% No change 168 $13K
Larson Financial Group LLC 0.00% New 150 $12K
Denver PWM, LLC 0.00% New 130 $11K
Tower Research Capital LLC (TRC) 0.00% No change 126 $10K
Y.D. More Investments Ltd 0.00% Reduce -40.5% 100 $8K
Dunhill Financial, LLC 0.01% No change 100 $8K
AlphaMark Advisors, LLC 0.00% Add +24.0% 93 $8K
Byrne Asset Management LLC 0.01% No change 96 $8K
IFP Advisors, Inc 0.00% New 88 $7K
Westside Investment Management, Inc. 0.00% No change 85 $7K
Integrity Financial Corp 0.00% No change 68 $6K
Concord Wealth Partners 0.00% Reduce -39.8% 53 $4K
Brown, Lisle/Cummings, Inc. 0.00% No change 49 $4K
Tucker Asset Management LLC 0.00% No change 36 $3K
NorthRock Partners, LLC 0.00% No change 36 $3K
Blue Bell Private Wealth Management, LLC 0.00% No change 26 $2K
Advanced Asset Management Advisors Inc 0.00% No change 17 $1K
BNP Paribas Financial Markets 0.00% Reduce -50.0% 3 $248
Arax Advisory Partners 0.00% No change 1 $84

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