iShares Global Tech ETFIXNETF

13F holders, Q4 2024 (December 31)
459holders +17
24new positions
21sold out
5famous investors
$84.77avg. 13F price*

At the end of Q4 2024, 459 institutions reported holding iShares Global Tech ETF (IXN) in their 13F filings, up 17 from Q3 2024. 24 opened new positions and 21 sold out. The largest holders were Fisher Asset Management ($406.4M), JPMorgan Chase & Co. ($221.6M) and Bank of America Corp. ($192.7M). 5 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions24$5.7M
Exits21$6.2M

All 13F filers, Q3 2024 → Q4 2024: 923,510 shares bought and 1,298,203 shares sold, net −374,693 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 459 holders

Fisher Asset Management 0.16% Reduce -2.7% 4,795,150 $406.4M
JPMorgan Chase & Co. 0.02% Reduce -6.1% 2,615,247 $221.6M
Bank of America Corp. 0.02% Reduce -2.4% 2,273,159 $192.7M
Phoenix Financial Ltd. 2.15% No change 1,863,000 $157.9M
PGIM Custom Harvest LLC 2.31% Reduce -2.0% 1,394,312 $118.2M
Morgan Stanley 0.01% Add +5.1% 1,180,825 $100.1M
Wells Fargo & Company 0.02% Add +10.3% 1,011,498 $85.7M
Portfolio Strategies, Inc. 10.77% Reduce -12.1% 895,677 $75.8M
Royal Bank of Canada 0.02% Reduce -0.3% 855,132 $72.5M
LPL Financial LLC 0.03% Reduce -0.8% 836,177 $70.9M
FIL Ltd 0.06% Add +6.4% 802,955 $68.3M
Ameriprise Financial Inc. 0.01% Reduce -0.6% 588,674 $49.9M
BlackRock, Inc. 0.00% Add +5.6% 547,311 $46.4M
Patten & Patten Inc. 2.63% Add +0.9% 469,909 $39.8M
Cambridge Investment Research Advisors, Inc. 0.13% Add +1.6% 464,811 $39.4M
UBS Group AG 0.01% Reduce -11.9% 455,573 $38.6M
Commonwealth Equity Services, LLC 0.04% Add +1.7% 301,760 $25.6M
Amundi 0.01% No change 292,500 $25.1M
Flow Traders U.S. LLC 0.97% Add +746.8% 287,657 $24.4M
Raymond James Financial Inc. 0.01% — 276,425 $23.4M
Parallel Advisors, LLC 0.50% Add +2.1% 262,747 $22.3M
Goldman Sachs Group Inc. 0.00% Reduce -3.6% 248,377 $21.0M
Shira Ridge Wealth Management 8.11% Add +1.0% 195,624 $16.6M
Scotia Capital Inc. 0.09% Add +2.7% 194,195 $16.5M
Osaic Holdings, Inc. 0.03% Add +8.2% 179,408 $15.2M
Envestnet Asset Management Inc. 0.00% Add +0.6% 179,425 $15.2M
Thrivent Financial for Lutherans 0.03% Add +4.8% 169,962 $14.4M
Vickerman Investment Advisors, Inc. 3.09% Add +0.2% 134,340 $11.4M
Pictet Asset Management Holding SA 0.01% Add +8.4% 130,900 $11.1M
M&T Bank Corp 0.04% Reduce -0.5% 128,482 $10.9M
Cetera Investment Advisers 0.02% Reduce -1.3% 124,327 $10.5M
Pinebridge Investments, L.P. 0.08% Reduce -20.6% 119,706 $10.1M
Integrated Wealth Concepts LLC 0.12% Reduce -0.2% 117,249 $9.9M
Johnson Investment Counsel Inc. 0.09% Reduce -0.7% 109,014 $9.2M
Sterling Group Wealth Management, LLC 4.71% Add +0.3% 107,110 $9.1M
Rollins Financial Advisors, LLC 1.37% Reduce -0.3% 103,403 $8.8M
Cambria Investment Management, L.P. 0.53% Reduce -3.4% 102,659 $8.7M
VAUGHAN & Co SECURITIES, INC. 5.03% Reduce -1.1% 98,484 $8.3M
Summit Wealth Group, LLC 2.39% Add +1.2% 97,279 $8.2M
Bank of Montreal 0.00% Reduce -0.3% 96,133 $8.1M
Bordeaux Wealth Advisors LLC 1.30% Reduce -0.6% 95,369 $8.1M
Rathbones Group PLC 0.04% Add +7.9% 93,648 $7.9M
SOL Capital Management CO 0.81% Add +0.2% 85,900 $7.3M
Mariner, LLC 0.01% Reduce -2.7% 83,532 $7.1M
Cardinal Strategic Wealth Guidance 2.13% Reduce -0.9% 78,862 $6.7M
New Insight Wealth Advisors 3.34% Add +9.6% 78,759 $6.7M
MML Investors Services, LLC 0.02% Reduce -18.0% 77,059 $6.5M
Aptus Capital Advisors, LLC 0.08% Add +0.0% 76,336 $6.5M
Cibc World Market Inc. 0.01% Reduce -1.5% 75,935 $6.4M
Signature Estate & Investment Advisors LLC 0.16% Add +1.0% 74,910 $6.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +15.6% 72,212 $6.1M
Atria Wealth Solutions, Inc. 0.07% Reduce -4.8% 71,691 $6.1M
Jane Street Group, LLC 0.01% Reduce -65.9% 71,650 $6.1M
HighTower Advisors, LLC 0.01% Add +5.7% 70,228 $6.0M
Jones Financial Companies LLLP 0.01% Add +38.1% 70,205 $5.9M
National Bank of Canada 0.01% Add +271.8% 66,960 $5.7M
Private Advisor Group, LLC 0.03% Add +11.6% 65,637 $5.6M
Bellwether Advisors, LLC 0.98% Reduce -0.8% 64,828 $5.5M
Susquehanna International Group, LLP 0.01% Add +1141.8% 63,123 $5.3M
Wealthfront Advisers LLC 0.02% Add +8.6% 62,863 $5.3M
Stifel Financial Corp. 0.01% Add +1.7% 61,611 $5.2M
Slow Capital, Inc. 0.69% Reduce -1.3% 57,109 $4.8M
Long Run Wealth Advisors, LLC 1.16% Reduce -6.7% 56,952 $4.8M
Cresset Asset Management, LLC 0.02% Reduce -48.0% 56,904 $4.8M
Kestra Advisory Services, LLC 0.03% Reduce -27.0% 54,173 $4.6M
NFSG Corp 1.17% Add +15.1% 53,666 $4.5M
NewEdge Advisors, LLC 0.03% Add +6.0% 52,756 $4.5M
Avantax Advisory Services, Inc. 0.03% Reduce -18.6% 52,717 $4.5M
Courier Capital LLC 0.31% Reduce -0.1% 52,582 $4.5M
Flagship Private Wealth, LLC 2.07% Add +0.3% 50,739 $4.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.5% 49,303 $4.2M
Marks Group Wealth Management, Inc 0.39% Add +3.1% 47,164 $4.0M
Fca Corp. 1.22% Add +0.1% 46,212 $3.9M
Waverly Advisors, LLC 0.06% Add +3.7% 45,486 $3.9M
SP Asset Management LLC 0.32% Add +0.1% 44,622 $3.8M
Federation des caisses Desjardins du Quebec 0.02% Reduce -6.8% 42,101 $3.6M
Arete Wealth Advisors, LLC 0.25% Add +18.4% 41,127 $3.5M
Charter Oak Capital Management, LLC 0.32% Add +1.1% 40,990 $3.5M
Marotta Asset Management 0.68% No change 38,267 $3.2M
FMR LLC 0.00% Add +13.2% 37,568 $3.2M
Creative Planning 0.00% Reduce -14.7% 36,792 $3.1M
Stratos Wealth Partners, LTD. 0.04% Reduce -3.7% 36,234 $3.1M
Perissos Private Wealth Management, LLC 2.29% Add +0.3% 36,164 $3.1M
Janney Montgomery Scott LLC 0.01% Reduce -1.5% 36,137 $3.1M
Defined Wealth Management, LLC 2.02% Reduce -0.3% 35,943 $3.0M
Truist Financial Corp. 0.00% Add +4.5% 35,755 $3.0M
Cwm, LLC 0.01% Add +37.5% 35,453 $3.0M
Eq LLC 1.37% Reduce -2.1% 34,291 $2.9M
Bernardo Wealth Planning LLC 0.69% Reduce -2.2% 34,458 $2.9M
Patten Group, Inc. 0.64% Add +1.9% 34,033 $2.9M
Comerica Bank 0.01% Add +0.4% 32,280 $2.7M
AE Wealth Management LLC 0.02% Add +6.9% 32,217 $2.7M
Pinnacle Associates Ltd. 0.04% Reduce -1.2% 32,190 $2.7M
Choreo, LLC 0.04% Add +0.0% 31,108 $2.6M
Western Wealth Management, LLC 0.14% Reduce -0.1% 30,615 $2.6M
Money Concepts Capital Corp. 0.19% Add +11.7% 30,330 $2.6M
Sandy Spring Bank 0.10% Reduce -3.3% 29,172 $2.5M
U.S. Capital Wealth Advisors, LLC 0.08% Add +13.5% 29,023 $2.5M
Icon Wealth Advisors, LLC 0.19% Add +10.1% 27,580 $2.3M
Sharkey, Howes & Javer 0.33% Reduce -8.7% 27,391 $2.3M
Gladstone Institutional Advisory LLC 0.11% Add +3.5% 27,250 $2.3M
Arlington Trust Co LLC 0.48% Reduce -13.3% 26,980 $2.3M
4J Wealth Management LLC 1.81% Add +0.4% 26,424 $2.2M
MA Private Wealth 0.40% No change 25,553 $2.2M
Pictet North America Advisors SA 0.20% Reduce -80.9% 25,300 $2.1M
Apexium Financial, LP 0.13% Add +1.1% 25,231 $2.1M
Rockefeller Capital Management L.P. 0.01% Add +3.3% 25,139 $2.1M
NTV Asset Management LLC 0.28% Reduce -5.7% 24,990 $2.1M
Keystone Financial Group 0.21% Reduce -5.2% 24,843 $2.1M
Freestone Capital Holdings, LLC 0.07% Reduce -0.5% 24,616 $2.1M
Burke & Herbert Bank & Trust Co. 0.49% No change 24,528 $2.1M
Silvia McColl Wealth Management, LLC 1.55% No change 24,400 $2.1M
Focus Partners Wealth 0.01% Add +125.2% 24,204 $2.1M
Wealthcare Advisory Partners LLC 0.06% Reduce -1.2% 24,063 $2.0M
Robertson Stephens Wealth Management, LLC 0.07% Reduce -11.3% 23,555 $2.0M
Carnegie Investment Counsel 0.05% Reduce -0.7% 22,316 $1.9M
Elevation Point Wealth Partners, LLC 0.15% Add +1.4% 21,490 $1.8M
Dentgroup LLC 1.39% Add +0.0% 21,394 $1.8M
Equitable Holdings, Inc. 0.02% Add +1.2% 20,715 $1.8M
Citigroup Inc. 0.00% Add +5.1% 20,521 $1.7M
Sheets Smith Wealth Management 0.20% Reduce -0.3% 19,744 $1.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.13% Reduce -7.1% 19,543 $1.7M
GTS Securities LLC 0.08% Add +104.4% 19,514 $1.7M
Captrust Financial Advisors 0.00% Reduce -4.2% 19,342 $1.6M
Cynosure Group, LLC 0.24% No change 19,222 $1.6M
Banco BTG Pactual S.A. 0.38% Reduce -8.6% 19,200 $1.6M
Shum Financial Group, Inc. 1.39% Reduce -0.5% 19,053 $1.6M
Eldridge Investment Advisors, Inc. 0.37% Reduce -3.4% 18,855 $1.6M
Front Row Advisors LLC 0.54% Reduce -0.1% 18,614 $1.6M
Snowden Capital Advisors LLC 0.05% Reduce -2.1% 18,332 $1.6M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -13.4% 18,096 $1.5M
HSBC Holdings PLC 0.00% Reduce -16.2% 18,000 $1.5M
Dakota Wealth Management 0.04% Reduce -3.4% 17,969 $1.5M
Citadel Advisors 0.00% Add +1.4% 17,737 $1.5M
Bessemer Group Inc. 0.00% Reduce -13.7% 17,462 $1.5M
Sanctuary Advisors, LLC 0.01% Reduce -2.8% 17,491 $1.5M
Maridea Wealth Management LLC 0.48% — 17,395 $1.5M
Independent Financial Group, LLC 0.05% Reduce -7.1% 17,381 $1.5M
Kovack Advisors, Inc. 0.14% Reduce -0.6% 17,320 $1.5M
Koss-Olinger Consulting, LLC 0.13% Add +1.4% 17,158 $1.5M
Baird Financial Group, Inc. 0.00% Reduce -9.7% 17,111 $1.5M
US Bancorp \de 0.00% Reduce -2.1% 17,038 $1.4M
Greenleaf Trust 0.01% No change 16,985 $1.4M
Certus Wealth Management, LLC 0.96% Add +1.1% 16,623 $1.4M
Schroder Investment Management Group 0.00% Reduce -0.4% 16,745 $1.4M
Quartz Partners, LLC 0.86% Reduce -4.9% 16,730 $1.4M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -1.4% 16,448 $1.4M
Clearstead Advisors, LLC 0.02% Add +97.7% 16,136 $1.4M
Marino, Stram & Associates LLC 0.30% Add +0.1% 16,052 $1.4M
Meridian Wealth Management, LLC 0.06% Add +0.2% 16,041 $1.4M
Northern Trust Corp. 0.00% Add +105.9% 15,553 $1.3M
Able Wealth Management LLC 0.87% Reduce -9.5% 15,528 $1.3M
OneDigital Investment Advisors LLC 0.01% Reduce -47.9% 15,292 $1.3M
Patriot Investment Management Group, Inc. 0.10% Reduce -11.8% 15,287 $1.3M
Brandywine Oak Private Wealth LLC 0.12% No change 14,872 $1.3M
Ashton Thomas Private Wealth, LLC 0.05% New 14,820 $1.3M
Forte Asset Management LLC 0.66% No change 14,614 $1.2M
Oxinas Partners, LLC 0.72% Reduce -0.1% 14,512 $1.2M
Capital Advisors, Ltd. LLC 0.15% No change 14,244 $1.2M
Hanover Advisors Inc. 0.50% Add +8.6% 13,981 $1.2M
Worth Financial Advisory Group, LLC 0.71% Reduce -7.3% 13,565 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Reduce -1.1% 13,432 $1.1M
Mercer Global Advisors Inc. 0.00% Reduce -23.5% 13,424 $1.1M
Essex Financial Services, Inc. 0.08% Reduce -2.4% 13,331 $1.1M
PNC Financial Services Group, Inc. 0.00% Add +0.0% 13,209 $1.1M
Salem Investment Counselors Inc. 0.04% No change 13,200 $1.1M
James Hambro & Partners LLP 0.04% No change 13,050 $1.1M
Hilltop Holdings Inc. 0.07% No change 12,600 $1.1M
Plan Group Financial, LLC 0.56% Reduce -1.5% 12,510 $1.1M
Northeast Financial Consultants Inc 0.04% Add +0.2% 12,217 $1.0M
Apollon Wealth Management, LLC 0.02% Reduce -4.6% 12,198 $1.0M
Tyler-Stone Wealth Management 0.18% Reduce -0.8% 12,072 $1.0M
Narus Financial Partners, LLC 0.35% No change 12,053 $1.0M
Geneos Wealth Management Inc. 0.04% Reduce -9.9% 11,999 $1.0M
Qube Research & Technologies Ltd 0.00% Add +244.6% 11,245 $953K
Aire Advisors, LLC 0.19% Add +0.2% 11,156 $945K
Keystone Wealth Services, LLC 0.25% Add +1.2% 11,080 $939K
Cypress Wealth Services, LLC 0.19% Reduce -5.6% 10,918 $925K
Ironwood Financial, llc 0.19% Reduce -0.1% 10,794 $915K
Blue Trust, Inc. 0.01% Add +164.8% 10,591 $898K
United Capital Financial Advisors, LLC 0.01% Add +17.0% 10,556 $895K
Ellis Investment Partners, LLC 0.18% Reduce -0.8% 10,536 $893K
Clearwater Capital Advisors, LLC 0.09% No change 10,521 $892K
EverSource Wealth Advisors, LLC 0.05% Add +2.0% 10,367 $879K
Renaissance Technologies 0.00% New 10,300 $873K
Stonebridge Financial Planning Group, LLC 0.39% Reduce -3.1% 10,280 $871K
Onyx Bridge Wealth Group LLC 0.12% No change 10,200 $864K
Mutual Advisors, LLC 0.02% Add +4.2% 10,216 $859K
MAI Capital Management 0.01% Add +15.7% 10,107 $857K
CreativeOne Wealth, LLC 0.03% Add +0.3% 10,060 $853K
Independent Advisor Alliance 0.01% New 9,933 $842K
Quantinno Capital Management LP 0.01% No change 9,918 $841K
Spire Wealth Management 0.03% Reduce -1.3% 9,743 $826K
Mandatum Life Insurance Co Ltd 0.23% No change 9,278 $786K
Strategies Wealth Advisors, LLC 0.10% No change 9,072 $779K
Sonoma Private Wealth LLC 1.24% Add +11.8% 9,037 $766K
Brooks, Moore & Associates, Inc. 0.45% Reduce -2.2% 9,000 $763K
Montecito Bank & Trust 0.13% Reduce -0.3% 8,991 $762K
Composition Wealth, LLC 0.02% Add +0.1% 8,893 $754K
Sigma Planning Corp 0.02% Reduce -1.3% 8,586 $728K
Steward Partners Investment Advisory, LLC 0.01% Reduce -2.0% 8,585 $728K
Dynamic Advisor Solutions LLC 0.03% Reduce -2.8% 8,283 $702K
Central Valley Advisors, LLC 0.31% No change 8,026 $680K
Bawa N Mallick Trust 0.30% — 8,000 $678K
CX Institutional 0.03% New 7,955 $674K
CW Advisors, LLC 0.01% Add +0.2% 7,782 $660K
Mgo One Seven LLC 0.03% Add +3.2% 7,705 $653K
Lunt Capital Management, Inc. 0.25% Reduce -1.1% 7,617 $646K
WealthTrust Axiom LLC 0.19% No change 7,416 $629K
Great Valley Advisor Group, Inc. 0.01% Add +1.0% 7,317 $621K
D.A. Davidson & Co. 0.00% Reduce -4.2% 7,147 $606K
Jaffetilchin Investment Partners, LLC 0.04% Add +1.1% 7,059 $598K
Bulltick Wealth Management, LLC 0.14% Add +34.3% 7,006 $594K
Milestone Asset Management Group, LLC 0.53% — 6,999 $593K
Fifth Third Bancorp 0.00% No change 6,634 $562K
One Charles Private Wealth Services, LLC 0.19% No change 6,521 $553K
Patton Albertson Miller Group, LLC 0.07% Reduce -6.0% 6,440 $546K
Stephens Inc. 0.01% No change 6,431 $545K
Physician Wealth Advisors, Inc. 0.09% Add +0.0% 6,348 $538K
Gotham Asset Management 0.01% Add +94.7% 6,314 $535K
Windsor Capital Management, LLC 0.16% No change 6,300 $534K
Everett Harris & Co. 0.01% Reduce -12.6% 6,236 $528K
Commerce Bank 0.00% Reduce -1.7% 6,223 $527K
Rwa Wealth Partners, LLC 0.01% No change 6,176 $523K
SBI Securities Co., Ltd. 0.02% — 6,101 $517K
Keeley-Teton Advisors, LLC 0.06% No change 6,000 $509K
Cerity Partners LLC 0.00% Add +30.0% 5,978 $507K
CFS Investment Advisory Services, LLC 0.04% Reduce -3.6% 5,801 $492K
Continuum Wealth Advisors, LLC 0.25% No change 5,760 $488K
SG Americas Securities, LLC 0.00% Reduce -68.9% 5,521 $468K
Guidance Capital, Inc. 0.14% Reduce -55.9% 5,348 $465K
Guardian Wealth Advisors, LLC / NC 0.04% Add +9.8% 5,448 $462K
IFP Advisors, Inc 0.01% Add +1654.8% 5,352 $454K
Wealthspire Advisors, LLC 0.00% Add +27.7% 5,321 $451K
Tableaux LLC 0.37% — 5,310 $450K
NorthCrest Asset Manangement, LLC 0.01% Add +6.2% 5,303 $449K
Private Trust Co. NA 0.05% No change 5,298 $449K
Oppenheimer & Co. Inc. 0.01% Add +1.5% 5,296 $449K
High Falls Advisors, Inc 0.10% Reduce -0.2% 5,251 $445K
PFG Advisors 0.03% Add +2.9% 5,241 $444K
CoreCap Advisors, LLC 0.02% Add +13.2% 5,124 $434K
Mountain Capital Investment Advisors Inc. 0.09% Reduce -2.1% 5,067 $432K
Thomasville National Bank 0.03% No change 5,081 $431K
Blair William & Co. 0.00% Reduce -4.0% 4,967 $421K
Mayflower Financial Advisors, LLC 0.06% No change 4,962 $421K
Mission Wealth Management, LP 0.01% No change 4,942 $419K
Integrated Advisors Network LLC 0.02% Add +37.5% 4,929 $418K
Excalibur Management Corp. 0.16% Add +2.0% 4,870 $413K
Pines Wealth Management, LLC 0.18% — 4,841 $406K
NorthCoast Asset Management LLC 0.00% Reduce -0.2% 4,766 $404K
IHT Wealth Management, LLC 0.01% Reduce -24.1% 4,733 $401K
Vista Capital Partners, Inc. 0.05% No change 4,698 $398K
JB Capital LLC 0.02% Add +8.2% 4,676 $396K
Tull Financial Group, Inc. 0.24% No change 4,668 $396K
Nova Wealth Management, Inc. 0.34% — 4,632 $393K
Evelyn Partners Asset Management Ltd 0.11% — 4,620 $392K
Arcadia Wealth Management, LLC 0.20% Add +6.5% 4,605 $390K
Tidemark, LLC 0.15% Add +11.4% 4,595 $389K
HB Wealth Management, LLC 0.00% No change 4,524 $383K
Sound View Wealth Advisors Group, LLC 0.03% No change 4,500 $381K
J.W. Cole Advisors, Inc. 0.02% Reduce -5.8% 4,461 $378K
Ameritas Advisory Services, LLC 0.01% Add +14.7% 4,455 $378K
CIBC Private Wealth Group LLC 0.00% Add +21.6% 4,399 $377K
Avantax Planning Partners, Inc. 0.01% No change 4,414 $374K
Deutsche Bank AG 0.00% Reduce -1.5% 4,411 $374K
Brookstone Capital Management 0.01% Reduce -21.4% 4,405 $373K
Kingswood Wealth Advisors, LLC 0.03% Add +39.7% 4,390 $372K
Brighton Jones LLC 0.01% Add +16.7% 4,390 $372K
Continuum Advisory, LLC 0.05% No change 4,373 $371K
EP Wealth Advisors, LLC 0.00% Reduce -1.4% 4,334 $367K
HRT Financial LP 0.00% New 4,300 $364K
Empower Advisory Group, LLC 0.00% Reduce -1.6% 4,214 $357K
Tiaa Trust, National Association 0.00% Add +5.4% 4,186 $355K
Chartist Inc. 0.18% No change 4,038 $342K
Rosenberg Matthew Hamilton 0.09% No change 3,993 $338K
Savant Capital, LLC 0.00% Reduce -28.6% 3,991 $338K
Minot DeBlois Advisors LLC 0.31% — 3,950 $335K
Summit Wealth Partners, LLC 0.07% No change 3,949 $335K
Texas Yale Capital Corp. 0.01% No change 3,908 $331K
Romano Brothers and Company 0.04% No change 3,865 $328K
Sagespring Wealth Partners, LLC 0.01% — 3,772 $320K
Balboa Wealth Partners 0.07% Add +50.1% 3,740 $317K
Merit Financial Group, LLC 0.01% Add +31.7% 3,731 $316K
Ignite Planners, LLC 0.07% No change 3,666 $316K
Gallagher Fiduciary Advisors, LLC 0.06% No change 3,720 $315K
Delta Investment Management, LLC 0.06% Reduce -5.8% 3,695 $313K
Wilmington Savings Fund Society, FSB 0.01% No change 3,660 $310K
Summit X, LLC 0.07% Reduce -7.1% 3,638 $308K
O'shaughnessy Asset Management, LLC 0.00% Reduce -14.5% 3,621 $307K
Vise Technologies, Inc. 0.03% Reduce -0.2% 3,619 $307K
Boston Research & Management Inc. 0.07% No change 3,600 $305K
D. E. Shaw & Co. 0.00% Reduce -72.6% 3,597 $305K
Richardson Capital Management LLC 0.19% Add +326.7% 3,529 $299K
Intelligence Driven Advisers, LLC 0.06% Reduce -63.0% 3,528 $299K
Good Life Advisors, LLC 0.02% Reduce -49.9% 3,476 $295K
Zullo Investment Group, Inc. 0.12% Reduce -0.7% 3,448 $292K
PDS Planning, Inc 0.03% No change 3,426 $290K
Sunflower Bank, N.A. 0.08% Reduce -61.5% 3,425 $290K
Badgley Phelps Wealth Managers, LLC 0.01% No change 3,410 $289K
Valmark Advisers, Inc. 0.00% No change 3,378 $286K
Brown Advisory Inc. 0.00% New 3,343 $283K
Financial Partners Group, Inc 0.04% Reduce -4.1% 3,306 $280K
Glenmede Trust Co. NA 0.00% No change 3,300 $280K
Harbour Investments, Inc. 0.01% Add +17.0% 3,293 $279K
Two West Capital Advisors LLC 0.23% Reduce -1.6% 3,172 $269K
Seascape Capital Management 0.09% No change 3,166 $268K
WR Wealth Planners, LLC 0.09% Reduce -50.7% 3,158 $268K
Mairs & Power Inc. 0.00% No change 3,150 $267K
First Business Financial Services, Inc. 0.03% No change 3,143 $266K
Key Client Fiduciary Advisors, LLC 0.12% Add +5.1% 3,140 $266K
Goodwin Investment Advisory 0.14% No change 3,124 $265K
Sequoia Financial Advisors, LLC 0.00% No change 3,108 $263K
Concurrent Investment Advisors, LLC 0.01% Add +0.3% 3,086 $261K
Peak Asset Management, LLC 0.05% No change 3,076 $261K
Strategy Asset Managers LLC 0.05% Reduce -13.1% 3,068 $260K
L & S Advisors Inc 0.03% Add +0.2% 3,013 $255K
McKinley Carter Wealth Services, Inc. 0.02% No change 3,009 $255K
Searle & Co. 0.07% No change 3,000 $254K
Berkeley Capital Partners, LLC 0.07% No change 3,000 $254K
Graves Light Lenhart Wealth, Inc. 0.03% No change 3,000 $254K
Mill Creek Capital Advisors, LLC 0.01% No change 3,000 $254K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +7.4% 2,718 $254K
Janney Capital Management LLC 0.02% No change 3,000 $254K
BCGM Wealth Management, LLC 0.08% Reduce -1.2% 2,950 $250K
Townsquare Capital LLC 0.00% Reduce -7.8% 2,947 $250K
United Advisor Group, LLC 0.05% Add +8.3% 2,944 $249K
Moneta Group Investment Advisors LLC 0.00% Add +4.5% 2,913 $247K
StoneX Group Inc. 0.01% Add +5.1% 2,903 $246K
Verus Capital Partners, LLC 0.02% New 2,833 $240K
Clarity Wealth Advisors, LLC 0.06% Reduce -1.4% 2,807 $238K
KCM Investment Advisors LLC 0.01% No change 2,788 $236K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% Add +10.4% 2,760 $234K
Trexquant Investment LP 0.00% Add +7.1% 2,732 $232K
Naviter Wealth, LLC 0.03% No change 2,700 $229K
Legacy Advisors, LLC 0.02% No change 2,700 $229K
Plancorp, LLC 0.01% New 2,693 $228K
Prime Capital Investment Advisors, LLC 0.00% Add +1.8% 2,649 $225K
International Assets Investment Management, LLC 0.02% Reduce -39.0% 2,647 $224K
Sovran Advisors, LLC 0.03% — 2,676 $222K
DORCHESTER WEALTH MANAGEMENT Co 0.04% No change 2,600 $220K
Principal Securities, Inc. 0.01% Add +15.7% 2,595 $220K
PFG Investments, LLC 0.01% Reduce -0.7% 2,591 $220K
Bellecapital International Ltd. 0.04% No change 2,508 $213K
SK Wealth Management, LLC 0.11% No change 2,479 $210K
Benjamin Edwards Inc. 0.00% Reduce -26.4% 2,447 $207K
Key Financial Inc 0.05% Add +7.3% 2,438 $207K
Corient Private Wealth LP 0.00% Reduce -38.0% 2,419 $205K
Orion Porfolio Solutions, LLC 0.00% Reduce -5.5% 2,416 $205K
Orion Portfolio Solutions, LLC 0.00% Reduce -5.5% 2,416 $205K
Pps&v Asset Management Consultants, Inc. 0.14% New 2,400 $203K
Knights of Columbus Asset Advisors LLC 0.01% No change 2,384 $202K
Park Avenue Securities LLC 0.00% New 2,366 $201K
Sunbelt Securities, Inc. 0.02% Add +0.1% 2,313 $198K
Union Bancaire Privee, UBP SA 0.00% — 2,284 $195K
Vermillion & White Wealth Management Group, LLC 0.14% Add +0.0% 2,282 $193K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -97.5% 2,281 $193K
Glen Eagle Advisors, LLC 0.03% No change 2,274 $193K
Addison Advisors LLC 0.05% No change 2,253 $191K
Harbor Investment Advisory, LLC 0.02% No change 2,253 $191K
UMB Bank, n.a. 0.00% Reduce -15.6% 1,955 $166K
Signature Resources Capital Management, LLC 0.15% No change 1,950 $165K
CENTRAL TRUST Co 0.00% Add +0.1% 1,948 $165K
Financial Perspectives, Inc 0.05% Add +0.3% 1,864 $158K
Lee Danner & Bass Inc. 0.01% New 1,862 $158K
Ameriflex Group, Inc. 0.07% — 1,873 $157K
Centaurus Financial, Inc. 0.01% Reduce -0.5% 1,712 $145K
Global Retirement Partners, LLC 0.00% Reduce -0.9% 1,594 $135K
Archer Investment Corp 0.04% Add +0.1% 1,576 $134K
Concourse Financial Group Securities, Inc. 0.01% Reduce -3.8% 1,489 $130K
Golden State Wealth Management, LLC 0.02% — 1,504 $127K
Farther Finance Advisors, LLC 0.00% Reduce -0.3% 1,486 $126K
Angeles Wealth Management, LLC 0.01% No change 1,420 $120K
Mainstream Capital Management LLC 0.08% New 1,362 $115K
Assetmark, Inc. 0.00% Add +5.5% 1,315 $111K
Capital A Wealth Management, LLC 0.18% — 1,309 $111K
Arax Advisory Partners 0.01% Add +128200.0% 1,283 $109K
Cape Investment Advisory, Inc. 0.04% No change 1,272 $108K
Advisors Preferred, LLC 0.02% New 1,244 $105K
Compass Wealth Management LLC 0.02% No change 1,146 $97K
FLP Wealth Management, LLC 0.23% — 1,060 $90K
Morse Asset Management, Inc 0.02% No change 1,000 $85K
LFA - Lugano Financial Advisors SA 0.05% No change 900 $76K
WealthShield Partners, LLC 0.01% No change 896 $76K
McIlrath & Eck, LLC 0.01% No change 876 $74K
NBT Bank, N.A. 0.01% Reduce -1.6% 866 $73K
Creekmur Asset Management LLC 0.02% Add +0.2% 854 $72K
Mather Group, Llc. 0.00% No change 783 $66K
Creative Financial Designs Inc. 0.01% No change 750 $64K
Medallion Wealth Advisors, LLC 0.03% — 752 $63K
Highline Wealth Partners LLC 0.02% No change 735 $62K
Transce3nd, LLC 0.02% — 710 $60K
Howe & Rusling Inc. 0.01% Add +311.4% 683 $58K
Bogart Wealth, LLC 0.00% No change 648 $55K
Realta Investment Advisors 0.02% New 600 $52K
Northwest Capital Management Inc 0.02% Reduce -20.0% 600 $51K
VSM Wealth Advisory, LLC 0.02% — 593 $50K
TD Waterhouse Canada Inc. 0.00% Reduce -4.9% 579 $49K
Capital Investment Counsel, Inc 0.01% No change 575 $49K
PFS Partners, LLC 0.02% Reduce -20.6% 537 $46K
Flagship Wealth Advisors, LLC 0.03% — 534 $45K
Venturi Wealth Management, LLC 0.00% Reduce -3.5% 531 $45K
Halbert Hargrove Global Advisors, LLC 0.00% New 514 $44K
Bay Harbor Wealth Management, LLC 0.01% No change 498 $42K
Rice Partnership, LLC 0.01% No change 494 $42K
Plante Moran Financial Advisors, LLC 0.00% Reduce -10.9% 490 $42K
Van Hulzen Asset Management, LLC 0.00% New 478 $41K
AdvisorNet Financial, Inc 0.00% Reduce -5.0% 475 $40K
Hollencrest Capital Management 0.00% No change 450 $38K
ORG Partners LLC 0.01% Add +0.2% 445 $38K
Castleview Partners, LLC 0.02% No change 431 $36K
Hager Investment Management Services, LLC 0.02% — 394 $33K
Sound Income Strategies, LLC 0.00% No change 378 $32K
Morris Financial Concepts, Inc. 0.01% Reduce -15.9% 375 $32K
Ancora Advisors LLC 0.00% Reduce -22.9% 360 $31K
Frazier Financial Advisors, LLC 0.02% Add +0.3% 322 $28K
Rothschild Investment LLC 0.00% No change 318 $27K
Synergy Investment Management, LLC 0.01% — 300 $25K
Simplex Trading, LLC 0.00% New 303 $25K
Colonial Trust Advisors 0.00% No change 294 $25K
First Horizon Advisors, Inc. 0.00% No change 284 $24K
Founders Financial Alliance, LLC 0.01% No change 282 $24K
Founders Capital Management 0.01% No change 266 $23K
Ascentis Wealth Management, LLC 0.01% No change 266 $23K
Criterion Capital Advisors, LLC 0.01% No change 270 $22K
Capital Analysts, LLC 0.00% Add +0.4% 259 $22K
Hazlett, Burt & Watson, Inc. 0.01% No change 250 $21K
C M Bidwell & Associates Ltd. 0.01% No change 210 $18K
Allworth Financial LP 0.00% No change 195 $17K
Capital Investment Advisory Services, LLC 0.00% No change 189 $16K
Tsfg, LLC 0.00% No change 192 $16K
Coppell Advisory Solutions LLC 0.00% No change 174 $15K
Larson Financial Group LLC 0.00% No change 150 $13K
Blue Bell Private Wealth Management, LLC 0.00% No change 138 $12K
Tower Research Capital LLC (TRC) 0.00% Add +7.9% 136 $12K
Denver PWM, LLC 0.00% No change 130 $11K
Synergy Asset Management, LLC 0.00% New 132 $11K
Reyes Financial Architecture, Inc. 0.01% — 113 $10K
Raleigh Capital Management Inc. 0.00% No change 111 $9K
MassMutual Private Wealth & Trust, FSB 0.00% No change 110 $9K
Quest 10 Wealth Builders, Inc. 0.01% — 100 $8K
Y.D. More Investments Ltd 0.00% No change 100 $8K
Dunhill Financial, LLC 0.00% No change 100 $8K
Byrne Asset Management LLC 0.01% No change 96 $8K
Westside Investment Management, Inc. 0.00% No change 85 $7K
Van Eck Associates Corp. 0.00% New 85 $7K
Sachetta, LLC 0.00% New 77 $7K
AlphaMark Advisors, LLC 0.00% No change 75 $6K
Concord Wealth Partners 0.00% No change 53 $4K
Brown, Lisle/Cummings, Inc. 0.00% No change 49 $4K
Quadrant Capital Group LLC 0.00% Reduce -65.2% 40 $3K
Brown Brothers Harriman & Co. 0.00% New 36 $3K
Fortitude Family Office, LLC 0.00% No change 30 $3K
Tucker Asset Management LLC 0.00% Reduce -16.7% 30 $3K
FAS Wealth Partners, Inc. 0.00% New 24 $2K
Cornerstone Planning Group LLC 0.00% No change 20 $2K
Advanced Asset Management Advisors Inc 0.00% No change 17 $1K
SOA Wealth Advisors, LLC. 0.00% New 12 $1K
Caldwell Sutter Capital, Inc. 0.00% New 6 $509
Retirement Wealth Solutions LLC 0.00% — 3 $218

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