iShares Global Tech ETFIXNETF

13F holders, Q3 2024 (September 30)
442holders +12
34new positions
26sold out
4famous investors
$82.51avg. 13F price*

At the end of Q3 2024, 442 institutions reported holding iShares Global Tech ETF (IXN) in their 13F filings, up 12 from Q2 2024. 34 opened new positions and 26 sold out. The largest holders were Fisher Asset Management ($406.7M), JPMorgan Chase & Co. ($229.8M) and Bank of America Corp. ($192.3M). 4 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions34$18.8M
Exits26$31.1M

All 13F filers, Q2 2024 → Q3 2024: 3,324,489 shares bought and 1,492,120 shares sold, net +1,832,369 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 442 holders

Fisher Asset Management 0.17% Reduce -3.4% 4,928,386 $406.7M
JPMorgan Chase & Co. 0.02% Reduce -1.5% 2,784,600 $229.8M
Bank of America Corp. 0.02% Reduce -7.7% 2,329,781 $192.3M
Phoenix Financial Ltd. 2.27% Add +181.0% 1,863,000 $153.8M
PGIM Custom Harvest LLC 2.38% Add +78.5% 1,422,847 $117.4M
Morgan Stanley 0.01% Reduce -2.5% 1,123,729 $92.7M
Portfolio Strategies, Inc. 11.35% Reduce -2.6% 1,018,768 $84.0M
Wells Fargo & Company 0.02% Add +3.2% 917,353 $75.7M
Royal Bank of Canada 0.02% Reduce -4.3% 857,333 $70.8M
LPL Financial LLC 0.03% Reduce -1.1% 843,337 $69.6M
FIL Ltd 0.06% Add +453.4% 754,570 $62.3M
Ameriprise Financial Inc. 0.01% Reduce -20.5% 592,276 $48.9M
BlackRock, Inc. 0.00% — 518,225 $42.8M
UBS Group AG 0.01% Add +4.6% 517,416 $42.7M
Patten & Patten Inc. 2.55% Add +1.3% 465,504 $38.4M
Cambridge Investment Research Advisors, Inc. 0.13% Reduce -0.1% 457,621 $37.8M
Commonwealth Equity Services, LLC 0.04% Reduce -9.1% 296,721 $24.5M
Amundi 0.01% No change 292,500 $24.2M
Goldman Sachs Group Inc. 0.00% Reduce -1.1% 257,644 $21.3M
Parallel Advisors, LLC 0.50% Reduce -0.1% 257,422 $21.2M
Jane Street Group, LLC 0.03% Add +269.8% 209,970 $17.3M
Shira Ridge Wealth Management 8.15% Add +1.4% 193,750 $16.0M
Scotia Capital Inc. 0.08% Reduce -0.6% 189,119 $15.6M
Raymond James Financial Services Advisors, Inc. 0.02% Add +2.6% 186,477 $15.4M
Envestnet Asset Management Inc. 0.00% Reduce -2.9% 178,402 $14.7M
Osaic Holdings, Inc. 0.03% Reduce -0.7% 165,783 $13.7M
Thrivent Financial for Lutherans 0.03% Add +4.1% 162,232 $13.4M
Pinebridge Investments, L.P. 0.09% Add +146.4% 150,836 $12.4M
Vickerman Investment Advisors, Inc. 3.25% Add +5.1% 134,040 $11.1M
Pictet North America Advisors SA 1.08% Add +0.0% 132,503 $10.9M
M&T Bank Corp 0.04% No change 129,098 $10.7M
Cetera Investment Advisers 0.02% Reduce -9.6% 126,011 $10.4M
Pictet Asset Management Holding SA 0.01% Reduce -43.7% 120,800 $10.0M
Integrated Wealth Concepts LLC 0.12% Reduce -0.1% 117,501 $9.7M
Johnson Investment Counsel Inc. 0.09% Add +3.0% 109,831 $9.1M
Cresset Asset Management, LLC 0.04% Add +10.4% 109,483 $9.0M
Sterling Group Wealth Management, LLC 4.67% Add +3.9% 106,740 $8.8M
Cambria Investment Management, L.P. 0.53% Reduce -24.0% 106,268 $8.8M
Rollins Financial Advisors, LLC 1.42% Add +0.1% 103,664 $8.6M
Raymond James & Associates 0.01% Reduce -1.3% 102,581 $8.5M
VAUGHAN & Co SECURITIES, INC. 4.84% Reduce -0.4% 99,525 $8.2M
Bank of Montreal 0.00% Reduce -1.9% 96,390 $7.9M
Summit Wealth Group, LLC 2.29% Reduce -4.3% 96,118 $7.9M
Bordeaux Wealth Advisors LLC 1.43% No change 95,910 $7.9M
MML Investors Services, LLC 0.03% Reduce -0.2% 93,975 $7.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +317.1% 92,755 $7.7M
Rathbones Group PLC 0.04% Add +5.2% 86,801 $7.2M
Mariner, LLC 0.01% Add +29.3% 85,864 $7.1M
SOL Capital Management CO 0.79% No change 85,700 $7.1M
Cardinal Strategic Wealth Guidance 2.15% Add +1.8% 79,618 $6.6M
Cibc World Market Inc. 0.01% Add +2.5% 77,087 $6.4M
Aptus Capital Advisors, LLC 0.10% Reduce -0.2% 76,320 $6.3M
Atria Wealth Solutions, Inc. 0.07% Reduce -3.0% 75,347 $6.2M
Signature Estate & Investment Advisors LLC 0.14% Reduce -0.6% 74,199 $6.1M
Kestra Advisory Services, LLC 0.03% Reduce -12.9% 74,178 $6.1M
New Insight Wealth Advisors 3.12% Add +17.2% 71,832 $5.9M
HighTower Advisors, LLC 0.01% Reduce -7.0% 66,416 $5.5M
Bellwether Advisors, LLC 1.04% No change 65,377 $5.4M
Avantax Advisory Services, Inc. 0.04% Reduce -15.3% 64,765 $5.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +13.5% 62,462 $5.2M
Long Run Wealth Advisors, LLC 1.19% Add +7.3% 61,021 $5.0M
Stifel Financial Corp. 0.01% Reduce -1.6% 60,565 $5.0M
Private Advisor Group, LLC 0.03% Add +47.9% 58,800 $4.9M
Wealthfront Advisers LLC 0.01% Add +6.8% 57,884 $4.8M
Slow Capital, Inc. 0.73% Add +0.2% 57,877 $4.8M
Courier Capital LLC 0.30% Reduce -1.7% 52,637 $4.3M
Jones Financial Companies LLLP 0.00% Add +79.3% 50,833 $4.2M
Flagship Private Wealth, LLC 2.15% Add +0.8% 50,576 $4.2M
NewEdge Advisors, LLC 0.03% Add +4.0% 49,747 $4.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -11.5% 48,109 $4.0M
NFSG Corp 1.35% Add +38.8% 46,640 $3.8M
Fca Corp. 1.17% Add +1.5% 46,157 $3.8M
Marks Group Wealth Management, Inc 0.36% Reduce -19.2% 45,740 $3.8M
Federation des caisses Desjardins du Quebec 0.02% Reduce -9.4% 45,156 $3.7M
SP Asset Management LLC 0.31% No change 44,574 $3.7M
Waverly Advisors, LLC 0.07% No change 43,878 $3.6M
Creative Planning 0.00% Add +36.8% 43,141 $3.6M
Charter Oak Capital Management, LLC 0.31% Add +5.5% 40,551 $3.3M
Marotta Asset Management 0.62% Reduce -2.6% 38,267 $3.2M
Stratos Wealth Partners, LTD. 0.05% Add +4.6% 37,642 $3.1M
Janney Montgomery Scott LLC 0.01% Reduce -1.9% 36,672 $3.0M
Defined Wealth Management, LLC 1.93% Reduce -0.3% 36,058 $3.0M
Perissos Private Wealth Management, LLC 2.39% New 36,053 $3.0M
Bernardo Wealth Planning LLC 0.71% Reduce -5.8% 35,236 $2.9M
Eq LLC 1.45% Add +8.9% 35,029 $2.9M
Arete Wealth Advisors, LLC 0.25% Reduce -21.4% 34,721 $2.9M
Truist Financial Corp. 0.00% Add +4.4% 34,199 $2.8M
Flow Traders U.S. LLC 0.14% New 33,969 $2.8M
Patten Group, Inc. 0.61% Add +17.0% 33,397 $2.8M
FMR LLC 0.00% Reduce -1.5% 33,198 $2.7M
Comerica Bank 0.01% Add +1089.4% 32,162 $2.7M
Arlington Trust Co LLC 0.56% No change 31,100 $2.6M
Western Wealth Management, LLC 0.14% Reduce -2.9% 30,629 $2.5M
Choreo, LLC 0.04% Add +4.7% 31,102 $2.5M
Sandy Spring Bank 0.10% Reduce -4.1% 30,153 $2.5M
AE Wealth Management LLC 0.02% Reduce -0.7% 30,138 $2.5M
Sharkey, Howes & Javer 0.35% Add +18.8% 30,011 $2.5M
OneDigital Investment Advisors LLC 0.03% Reduce -3.1% 29,334 $2.4M
Money Concepts Capital Corp. 0.17% Reduce -1.2% 27,163 $2.2M
Pinnacle Associates Ltd. 0.04% No change 32,570 $2.2M

"% 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 442 holders