iShares Global Tech ETFIXNETF

13F holders, Q2 2025 (June 30)
441holders −3
39new positions
40sold out
5famous investors
$92.33avg. 13F price*

At the end of Q2 2025, 441 institutions reported holding iShares Global Tech ETF (IXN) in their 13F filings, down 3 from Q1 2025. 39 opened new positions and 40 sold out. The largest holders were Fisher Asset Management ($273.3M), Bank of America Corp. ($221.5M) and JPMorgan Chase & Co. ($214.9M). 5 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Joel Greenblatt (0.0% of Gotham 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions39$20.3M
Exits40$61.4M

All 13F filers, Q1 2025 → Q2 2025: 1,028,747 shares bought and 3,008,703 shares sold, net −1,979,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 441 holders

Fisher Asset Management 0.11% Add +0.3% 2,959,499 $273.3M
Bank of America Corp. 0.02% Add +8.7% 2,398,815 $221.5M
JPMorgan Chase & Co. 0.01% Reduce -4.9% 2,326,749 $214.9M
Morgan Stanley 0.01% Reduce -0.7% 1,070,526 $98.9M
Wells Fargo & Company 0.02% Reduce -0.1% 1,005,608 $92.9M
PGIM Custom Harvest LLC 1.80% Reduce -50.9% 946,863 $87.4M
Portfolio Strategies, Inc. 11.37% Reduce -1.0% 945,608 $87.3M
FIL Ltd 0.07% Reduce -26.3% 877,013 $81.0M
Royal Bank of Canada 0.02% Add +0.0% 850,539 $78.5M
LPL Financial LLC 0.03% Reduce -3.7% 817,228 $75.5M
BlackRock, Inc. 0.00% Reduce -0.9% 553,496 $51.1M
Ameriprise Financial Inc. 0.01% Reduce -2.5% 540,922 $49.9M
Patten & Patten Inc. 3.03% Add +3.8% 506,634 $46.8M
UBS Group AG 0.01% Add +10.1% 480,006 $44.3M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -6.4% 407,702 $37.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Add +14762.6% 326,382 $30.1M
Commonwealth Equity Services, LLC 0.04% Reduce -4.0% 287,287 $26.5M
Raymond James Financial Inc. 0.01% Add +1.2% 277,043 $25.6M
Parallel Advisors, LLC 0.49% Reduce -1.6% 266,994 $24.7M
Amundi 0.01% No change 260,100 $24.0M
Goldman Sachs Group Inc. 0.00% Add +0.3% 249,089 $23.0M
Osaic Holdings, Inc. 0.04% Add +7.5% 214,393 $19.8M
Scotia Capital Inc. 0.09% Reduce -0.1% 200,393 $18.5M
Envestnet Asset Management Inc. 0.00% Reduce -31.0% 168,601 $15.6M
Thrivent Financial for Lutherans 0.03% Reduce -10.1% 154,529 $14.3M
Cetera Investment Advisers 0.02% Add +0.2% 149,234 $13.8M
Vickerman Investment Advisors, Inc. 2.61% Reduce -1.4% 131,603 $12.2M
M&T Bank Corp 0.04% No change 128,378 $11.9M
Integrated Wealth Concepts LLC 0.11% Add +0.3% 117,950 $10.9M
Johnson Investment Counsel Inc. 0.09% Add +1.0% 110,541 $10.2M
Jane Street Group, LLC 0.02% Reduce -62.8% 106,432 $9.8M
Summit Wealth Group, LLC 2.29% Add +1.0% 96,769 $8.9M
Bordeaux Wealth Advisors LLC 1.13% Add +0.0% 95,380 $8.8M
VAUGHAN & Co SECURITIES, INC. 4.92% Reduce -5.2% 92,883 $8.6M
Jones Financial Companies LLLP 0.01% Add +11.8% 92,636 $8.5M
Shira Ridge Wealth Management 3.86% Reduce -8.9% 91,542 $8.5M
Rathbones Group PLC 0.04% Reduce -4.0% 91,364 $8.4M
Cardinal Strategic Wealth Guidance 2.36% Add +7.6% 88,463 $8.2M
Rollins Financial Advisors, LLC 1.30% Reduce -10.6% 88,090 $8.1M
Nicholson Meyer Capital Management, Inc. 6.85% Add +2.1% 87,603 $8.1M
SOL Capital Management CO 0.78% Add +0.5% 87,420 $8.1M
New Insight Wealth Advisors 3.31% Reduce -1.7% 87,066 $8.0M
NFSG Corp 1.28% Add +16.8% 85,375 $7.9M
World Investment Advisors 0.18% New 84,181 $7.8M
Bank of Montreal 0.00% Reduce -2.5% 81,963 $7.6M
Pictet Asset Management Holding SA 0.01% Add +8.3% 79,600 $7.3M
Cresset Asset Management, LLC 0.04% Add +51.6% 78,812 $7.3M
Aptus Capital Advisors, LLC 0.07% Reduce -0.2% 76,142 $7.0M
Cibc World Market Inc. 0.02% Reduce -1.9% 75,791 $7.0M
Signature Estate & Investment Advisors LLC 0.16% Add +1.2% 75,279 $7.0M
MML Investors Services, LLC 0.02% Add +2.3% 70,471 $6.5M
HighTower Advisors, LLC 0.01% Reduce -8.2% 69,699 $6.4M
Mariner, LLC 0.01% Reduce -15.4% 67,648 $6.2M
Private Advisor Group, LLC 0.03% Add +1.0% 67,479 $6.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +2.1% 65,961 $6.2M
Bellwether Advisors, LLC 1.02% Reduce -0.4% 64,519 $6.0M
Wealthfront Advisers LLC 0.01% Reduce -3.0% 60,299 $5.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +14.8% 56,059 $5.2M
Stifel Financial Corp. 0.01% Reduce -3.4% 56,027 $5.2M
Pinebridge Investments, L.P. 0.04% Reduce -33.5% 54,527 $5.0M
Truist Financial Corp. 0.01% Add +69.2% 53,189 $4.9M
Courier Capital LLC 0.29% Reduce -0.1% 52,222 $4.8M
Flagship Private Wealth, LLC 1.99% Add +1.3% 50,808 $4.7M
Kestra Advisory Services, LLC 0.02% Add +31.1% 50,493 $4.7M
NewEdge Advisors, LLC 0.02% Add +0.6% 50,193 $4.6M
Avantax Advisory Services, Inc. 0.02% Reduce -3.4% 47,853 $4.4M
SP Asset Management LLC 0.34% Add +0.1% 44,660 $4.1M
Fca Corp. 1.23% Add +0.9% 44,567 $4.1M
Long Run Wealth Advisors, LLC 0.82% Add +0.2% 42,249 $3.9M
Federation des caisses Desjardins du Quebec 0.02% Reduce -1.5% 40,312 $3.7M
Charter Oak Capital Management, LLC 0.31% Reduce -4.4% 39,979 $3.7M
Slow Capital, Inc. 0.45% Reduce -9.6% 39,385 $3.6M
Waverly Advisors, LLC 0.04% Reduce -0.1% 39,287 $3.6M
Creative Planning 0.00% Add +5.2% 38,884 $3.6M
Janney Montgomery Scott LLC 0.01% Add +2.4% 36,824 $3.4M
Marks Group Wealth Management, Inc 0.31% Reduce -38.3% 36,645 $3.4M
Cwm, LLC 0.01% Add +1.4% 35,747 $3.3M
Defined Wealth Management, LLC 2.01% Reduce -1.1% 35,238 $3.3M
Marotta Asset Management 0.64% Reduce -10.2% 34,347 $3.2M
Bernardo Wealth Planning LLC 0.68% Reduce -1.4% 33,946 $3.1M
AE Wealth Management LLC 0.02% Add +4.1% 33,229 $3.1M
Comerica Bank 0.01% Add +1.1% 32,561 $3.0M
Stratos Wealth Partners, LTD. 0.04% Reduce -10.8% 31,839 $2.9M
Eq LLC 1.12% Reduce -8.1% 31,143 $2.9M
Money Concepts Capital Corp. 0.19% Add +2.1% 30,590 $2.8M
Pinnacle Associates Ltd. 0.04% Reduce -0.5% 30,545 $2.8M
Choreo, LLC 0.04% Reduce -1.1% 30,494 $2.8M
Arlington Trust Co LLC 0.53% No change 29,380 $2.7M
FMR LLC 0.00% Reduce -20.8% 28,399 $2.6M
Atlantic Union Bankshares Corp 0.06% New 27,701 $2.6M
Western Wealth Management, LLC 0.15% Reduce -4.6% 27,267 $2.5M
Focus Partners Wealth 0.01% Add +3.0% 25,933 $2.4M
Icon Wealth Advisors, LLC 0.17% Reduce -26.1% 25,550 $2.4M
MA Private Wealth 0.42% Reduce -0.8% 25,348 $2.3M
Gladstone Institutional Advisory LLC 0.10% Reduce -6.6% 25,294 $2.3M
Apexium Financial, LP 0.12% Reduce -5.2% 25,172 $2.3M
NTV Asset Management LLC 0.28% No change 24,990 $2.3M
Burke & Herbert Bank & Trust Co. 0.50% Reduce -0.8% 24,328 $2.2M
Rockefeller Capital Management L.P. 0.00% Reduce -3.7% 23,630 $2.2M
Robertson Stephens Wealth Management, LLC 0.08% No change 23,555 $2.2M
Silvia McColl Wealth Management, LLC 1.57% No change 23,400 $2.2M
Patten Group, Inc. 0.44% Reduce -18.8% 22,790 $2.1M
Wealthcare Advisory Partners LLC 0.05% Add +0.1% 22,767 $2.1M
Keystone Financial Group 0.19% Add +3.6% 22,526 $2.1M
Sharkey, Howes & Javer 0.28% Reduce -16.9% 22,580 $2.1M
Carnegie Investment Counsel 0.04% Reduce -1.8% 22,343 $2.1M
Freestone Capital Holdings, LLC 0.07% Reduce -8.9% 22,216 $2.1M
Northern Trust Corp. 0.00% Add +79.3% 22,046 $2.0M
Equitable Holdings, Inc. 0.02% Add +1.6% 22,015 $2.0M
Citigroup Inc. 0.00% Add +1.8% 21,895 $2.0M
National Bank of Canada 0.00% Reduce -46.8% 21,603 $2.0M
Clearstead Advisors, LLC 0.03% Add +238.0% 21,488 $2.0M
Snowden Capital Advisors LLC 0.06% Add +16.2% 21,355 $2.0M
Dentgroup LLC 1.33% Reduce -3.0% 20,747 $1.9M
Schroder Investment Management Group 0.00% Add +2.6% 19,645 $1.8M
Pictet North America Advisors SA 0.18% Reduce -16.2% 19,180 $1.8M
Captrust Financial Advisors 0.00% Add +7.8% 19,129 $1.8M
HSBC Holdings PLC 0.00% No change 18,000 $1.7M
US Bancorp \de 0.00% Add +14.5% 17,812 $1.6M
Dakota Wealth Management 0.03% Reduce -0.9% 17,807 $1.6M
Geneos Wealth Management Inc. 0.04% Add +70.0% 17,749 $1.6M
Kovack Advisors, Inc. 0.16% Add +0.2% 17,427 $1.6M
Greenleaf Trust 0.01% No change 16,985 $1.6M
Ashton Thomas Private Wealth, LLC 0.05% Add +7.1% 16,790 $1.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Reduce -8.8% 16,652 $1.5M
Baird Financial Group, Inc. 0.00% Reduce -1.7% 16,569 $1.5M
Sanctuary Advisors, LLC 0.01% Reduce -8.9% 16,223 $1.5M
Koss-Olinger Consulting, LLC 0.12% Reduce -5.8% 16,157 $1.5M
Certus Wealth Management, LLC 0.96% Reduce -0.1% 16,133 $1.5M
Marino, Stram & Associates LLC 0.30% Add +0.1% 16,064 $1.5M
Meridian Wealth Management, LLC 0.06% Add +0.2% 15,914 $1.5M
Sheets Smith Wealth Management 0.17% Reduce -3.5% 15,811 $1.5M
Patriot Investment Management Group, Inc. 0.10% No change 15,157 $1.4M
United Capital Financial Advisors, LLC 0.01% Add +5.3% 15,121 $1.4M
Brandywine Oak Private Wealth LLC 0.13% No change 14,872 $1.4M
Front Row Advisors LLC 0.48% Reduce -1.9% 14,825 $1.4M
Balance Wealth Partners LLC 0.79% Add +5.0% 14,640 $1.4M
Forte Asset Management LLC 0.69% No change 14,614 $1.3M
Capital Advisors, Ltd. LLC 0.16% Add +0.0% 14,249 $1.3M
Caliber Wealth Management, LLC / KS 0.14% Reduce -2.6% 14,207 $1.3M
Yukon Wealth Management, Inc. 0.47% Reduce -0.5% 14,148 $1.3M
Atria Wealth Solutions, Inc. 0.03% Reduce -48.0% 14,013 $1.3M
OneDigital Investment Advisors LLC 0.01% Reduce -5.7% 14,008 $1.3M
Avidian Wealth Enterprises, LLC 0.05% Add +0.4% 13,989 $1.3M
Worth Financial Advisory Group, LLC 0.79% Add +2.5% 13,985 $1.3M
Oxinas Partners, LLC 0.64% Reduce -6.3% 13,574 $1.3M
PNC Financial Services Group, Inc. 0.00% Add +0.9% 13,498 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +24.1% 13,313 $1.2M
Salem Investment Counselors Inc. 0.04% No change 13,200 $1.2M
Hanover Advisors Inc. 0.49% Reduce -1.9% 13,134 $1.2M
Maridea Wealth Management LLC 0.31% Add +15.5% 13,067 $1.2M
James Hambro & Partners LLP 0.05% No change 13,050 $1.2M
Essex Financial Services, Inc. 0.08% Reduce -0.5% 12,944 $1.2M
Hilltop Holdings Inc. 0.07% No change 12,600 $1.2M
Mercer Global Advisors Inc. 0.00% Reduce -7.3% 12,489 $1.2M
Bessemer Group Inc. 0.00% Reduce -0.5% 12,355 $1.1M
Northeast Financial Consultants Inc 0.05% No change 12,217 $1.1M
Narus Financial Partners, LLC 0.35% No change 12,028 $1.1M
Able Wealth Management LLC 0.56% Reduce -16.1% 11,972 $1.1M
Independent Financial Group, LLC 0.03% Add +5.8% 11,528 $1.1M
Sterling Group Wealth Management, LLC 0.59% Reduce -89.1% 11,451 $1.1M
Aire Advisors, LLC 0.20% Add +0.2% 11,175 $1.0M
Founders Financial Securities LLC 0.08% No change 10,910 $1.0M
Apollon Wealth Management, LLC 0.02% Add +0.0% 10,810 $998K
Quantinno Capital Management LP 0.00% Add +6.5% 10,563 $975K
Ellis Investment Partners, LLC 0.19% Add +0.1% 10,545 $974K
Merit Financial Group, LLC 0.01% Add +183.7% 10,541 $973K
Clearwater Capital Advisors, LLC 0.09% No change 10,521 $972K
Pines Wealth Management, LLC 0.34% Add +3.1% 10,295 $961K
EverSource Wealth Advisors, LLC 0.04% Add +0.0% 10,399 $960K
Cypress Wealth Services, LLC 0.17% Reduce -2.3% 10,359 $957K
CreativeOne Wealth, LLC 0.02% Add +0.1% 9,954 $919K
Eldridge Investment Advisors, Inc. 0.19% Add +0.0% 9,868 $911K
MAI Capital Management 0.01% Add +13.3% 9,762 $901K
Stonebridge Financial Planning Group, LLC 0.37% Reduce -5.8% 9,650 $891K
Cynosure Group, LLC 0.10% No change 9,611 $887K
Mgo One Seven LLC 0.03% Add +31.0% 9,438 $871K
Keystone Wealth Services, LLC 0.21% Reduce -6.4% 9,394 $867K
Gotham Asset Management 0.01% No change 9,358 $864K
CW Advisors, LLC 0.01% Add +20.1% 9,349 $863K
Brooks, Moore & Associates, Inc. 0.47% No change 9,000 $863K
Mutual Advisors, LLC 0.02% Add +0.3% 9,019 $861K
Tyler-Stone Wealth Management 0.14% Reduce -7.4% 9,242 $853K
Independent Advisor Alliance 0.02% Add +29.4% 9,202 $850K
Strategies Wealth Advisors, LLC 0.09% No change 9,072 $838K
Composition Wealth, LLC 0.01% Add +0.0% 8,897 $822K
Ironwood Financial, llc 0.17% No change 10,748 $814K
J.W. Cole Advisors, Inc. 0.02% Add +14.2% 8,568 $791K
Marshall Wace, LLP 0.00% New 8,562 $791K
Sigma Planning Corp 0.02% Reduce -3.5% 8,511 $786K
Concurrent Investment Advisors, LLC 0.02% Add +13.7% 8,483 $783K
Dynamic Advisor Solutions LLC 0.02% Reduce -0.1% 8,258 $763K
Lunt Capital Management, Inc. 0.28% Reduce -3.3% 8,006 $739K
Bawa N Mallick Trust 0.31% No change 8,000 $739K
Central Valley Advisors, LLC 0.25% No change 7,840 $724K
Sonoma Private Wealth LLC 0.88% Reduce -6.0% 7,811 $721K
Spire Wealth Management 0.03% Reduce -21.0% 7,603 $702K
Allium Financial Advisors, LLC 0.59% No change 7,286 $673K
Brookstone Capital Management 0.01% Add +35.7% 7,077 $654K
Milestone Asset Management Group, LLC 0.48% Add +0.1% 7,050 $651K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -0.2% 7,045 $651K
Great Valley Advisor Group, Inc. 0.01% Reduce -7.2% 6,882 $636K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -50.3% 6,840 $632K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -78.8% 6,690 $618K
Summit Financial, LLC 0.01% New 6,667 $616K
Blair William & Co. 0.00% Add +35.1% 6,645 $614K
Fifth Third Bancorp 0.00% No change 6,619 $611K
D.A. Davidson & Co. 0.00% Add +0.1% 6,436 $594K
Stephens Inc. 0.01% No change 6,431 $594K
Windsor Capital Management, LLC 0.17% No change 6,300 $582K
SBI Securities Co., Ltd. 0.02% Add +2.8% 6,285 $580K
Patton Albertson Miller Group, LLC 0.08% Reduce -2.7% 6,228 $575K
Mandatum Life Insurance Co Ltd 0.15% Reduce -13.8% 6,076 $561K
GAMCO Investors 0.01% New 6,000 $554K
Empower Advisory Group, LLC 0.00% Add +42.4% 5,948 $549K
IFP Advisors, Inc 0.02% Add +7.6% 5,880 $543K
Rwa Wealth Partners, LLC 0.01% Reduce -4.9% 5,868 $542K
Cerity Partners LLC 0.00% Reduce -2.4% 5,814 $537K
Continuum Wealth Advisors, LLC 0.26% No change 5,760 $532K
Ieq Capital, LLC 0.00% Reduce -5.6% 5,738 $530K
Everett Harris & Co. 0.01% No change 5,666 $523K
Renaissance Technologies 0.00% Reduce -28.2% 5,600 $517K
CFS Investment Advisory Services, LLC 0.04% Reduce -0.1% 5,561 $514K
Arkadios Wealth Advisors 0.02% New 5,549 $512K
WealthTrust Axiom LLC 0.15% Reduce -11.8% 5,539 $511K
Physician Wealth Advisors, Inc. 0.08% Reduce -13.1% 5,531 $511K
Commerce Bank 0.00% Reduce -5.9% 5,482 $506K
Guardian Wealth Advisors, LLC / NC 0.04% Add +0.0% 5,449 $503K
Blue Trust, Inc. 0.01% No change 4,994 $461K
MontVue Capital Management, Inc. 0.33% Add +20.8% 4,968 $459K
Mission Wealth Management, LP 0.01% No change 4,942 $456K
Mayflower Financial Advisors, LLC 0.06% Reduce -0.0% 4,938 $456K
Lido Advisors, LLC 0.00% Add +9.7% 4,901 $453K
Tidemark, LLC 0.15% Reduce -6.6% 4,877 $450K
Excalibur Management Corp. 0.17% No change 4,850 $448K
Mountain Capital Investment Advisors Inc. 0.09% Reduce -8.4% 4,901 $447K
NorthCoast Asset Management LLC 0.00% Add +6.6% 4,811 $444K
&partners 0.00% Add +33.8% 4,810 $444K
Oppenheimer & Co. Inc. 0.01% Add +7.8% 4,788 $442K
O'shaughnessy Asset Management, LLC 0.00% Add +10.4% 4,787 $442K
Tableaux LLC 0.25% Reduce -2.7% 4,761 $440K
Accurate Wealth Management, LLC 0.07% New 4,668 $437K
NorthCrest Asset Manangement, LLC 0.01% Reduce -2.0% 4,675 $436K
Tull Financial Group, Inc. 0.20% No change 4,668 $431K
Arcadia Wealth Management, LLC 0.19% Add +1.4% 4,667 $431K
Harbour Investments, Inc. 0.01% Reduce -2.6% 4,580 $423K
High Falls Advisors, Inc 0.09% Reduce -8.3% 4,576 $423K
JB Capital LLC 0.02% Reduce -2.3% 4,567 $422K
Wealthspire Advisors, LLC 0.00% Add +0.1% 4,541 $419K
IHT Wealth Management, LLC 0.01% Reduce -4.8% 4,505 $416K
EP Wealth Advisors, LLC 0.00% Add +1.7% 4,504 $416K
Avantax Planning Partners, Inc. 0.01% No change 4,414 $408K
KCM Investment Advisors LLC 0.01% Add +56.0% 4,348 $401K
Elevation Point Wealth Partners, LLC 0.03% Reduce -74.7% 4,140 $382K
Deutsche Bank AG 0.00% No change 4,139 $382K
Continuum Advisory, LLC 0.05% Reduce -6.4% 4,105 $379K
HB Wealth Management, LLC 0.00% Reduce -30.9% 4,048 $374K
Rosenberg Matthew Hamilton 0.09% No change 3,993 $369K
Integrated Advisors Network LLC 0.02% Reduce -13.3% 3,974 $367K
Tiaa Trust, National Association 0.00% No change 3,972 $367K
Summit Wealth Partners, LLC 0.07% No change 3,949 $365K
Nova Wealth Management, Inc. 0.27% Reduce -8.0% 3,926 $363K
Texas Yale Capital Corp. 0.01% No change 3,908 $361K
Romano Brothers and Company 0.04% No change 3,865 $357K
Private Trust Co. NA 0.03% Reduce -25.1% 3,864 $357K
Keybank National Association 0.00% No change 3,856 $356K
Vista Capital Partners, Inc. 0.04% Reduce -18.3% 3,839 $354K
Aspiriant, LLC 0.01% New 3,804 $351K
Savant Capital, LLC 0.00% No change 3,768 $348K
Thomasville National Bank 0.02% No change 3,751 $346K
Gallagher Fiduciary Advisors, LLC 0.01% No change 3,720 $344K
Delta Investment Management, LLC 0.07% Reduce -0.3% 3,683 $340K
Vise Technologies, Inc. 0.01% — 3,673 $339K
Wilmington Savings Fund Society, FSB 0.01% Reduce -1.0% 3,623 $335K
Minot DeBlois Advisors LLC 0.31% Reduce -8.9% 3,600 $332K
Boston Research & Management Inc. 0.08% No change 3,600 $332K
Sagespring Wealth Partners, LLC 0.01% Reduce -4.5% 3,595 $332K
Richardson Capital Management LLC 0.17% Add +0.1% 3,534 $326K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -22.2% 3,500 $323K
Evelyn Partners Asset Management Ltd 0.08% No change 3,482 $322K
Ignite Planners, LLC 0.06% No change 3,376 $321K
PDS Planning, Inc 0.02% No change 3,426 $316K
Good Life Advisors, LLC 0.02% Reduce -2.1% 3,416 $315K
4J Wealth Management LLC 0.21% Add +0.6% 3,372 $311K
Valmark Advisers, Inc. 0.00% Add +0.3% 3,359 $310K
Glenmede Investment Management, LP 0.00% — 3,300 $305K
Summit X, LLC 0.06% Reduce -6.2% 3,295 $304K
Intelligence Driven Advisers, LLC 0.05% No change 3,267 $302K
Trexquant Investment LP 0.00% Add +7.3% 3,229 $298K
Brighton Jones LLC 0.01% Reduce -26.7% 3,222 $298K
VestGen Advisors, LLC 0.01% No change 3,036 $291K
Mairs & Power Inc. 0.00% No change 3,150 $291K
First Business Financial Services, Inc. 0.03% No change 3,143 $290K
PFG Investments, LLC 0.02% New 3,122 $288K
Sequoia Financial Advisors, LLC 0.00% Reduce -10.3% 3,108 $287K
Financial Partners Group, Inc 0.04% Add +0.2% 3,091 $285K
Next Level Wealth Planning, LLC 0.18% New 3,079 $284K
Peak Asset Management, LLC 0.05% No change 3,076 $284K
Seascape Capital Management 0.09% No change 3,066 $283K
Wedbush Securities Inc. 0.01% New 3,070 $283K
CoreCap Advisors, LLC 0.01% Reduce -9.1% 3,022 $279K
L & S Advisors Inc 0.03% No change 3,013 $278K
McKinley Carter Wealth Services, Inc. 0.02% No change 3,009 $278K
Searle & Co. 0.08% No change 3,000 $277K
Graves Light Lenhart Wealth, Inc. 0.03% No change 3,000 $277K
Mill Creek Capital Advisors, LLC 0.01% No change 3,000 $277K
RiverFront Investment Group, LLC 0.01% New 3,000 $277K
Orion Porfolio Solutions, LLC 0.00% New 2,971 $274K
BCGM Wealth Management, LLC 0.08% Reduce -0.6% 2,932 $271K
Moneta Group Investment Advisors LLC 0.00% No change 2,913 $269K
United Advisor Group, LLC 0.05% Add +0.3% 2,891 $267K
StoneX Group Inc. 0.01% No change 2,842 $262K
Zullo Investment Group, Inc. 0.11% Reduce -1.1% 2,811 $260K
Clarity Wealth Advisors, LLC 0.06% No change 2,807 $259K
Clark Capital Management Group, Inc. 0.00% New 2,791 $258K
Great Lakes Advisors, LLC 0.00% Reduce -49.8% 2,790 $258K
Strategy Asset Managers LLC 0.05% Reduce -5.4% 2,762 $255K
Focus Financial Network, Inc. 0.01% New 2,739 $253K
Prospera Financial Services Inc 0.00% New 2,700 $249K
Naviter Wealth, LLC 0.03% No change 2,700 $249K
Plancorp, LLC 0.01% No change 2,693 $249K
Verus Capital Partners, LLC 0.02% Add +0.0% 2,684 $248K
Two West Capital Advisors LLC 0.16% Reduce -9.7% 2,576 $246K
Key Client Fiduciary Advisors, LLC 0.10% Reduce -15.3% 2,660 $246K
Kanawha Capital Management LLC 0.02% New 2,611 $241K
Sovran Advisors, LLC 0.03% New 2,591 $241K
Cardinal Point Capital Management ULC 0.02% New 2,600 $239K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 2,579 $238K
SK Wealth Management, LLC 0.10% New 2,484 $233K
Principal Securities, Inc. 0.00% Reduce -3.1% 2,514 $232K
Bellecapital International Ltd. 0.04% New 2,508 $232K
Financial Perspectives, Inc 0.07% Add +0.2% 2,505 $231K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% New 2,500 $231K
D. E. Shaw & Co. 0.00% New 2,497 $231K
Moors & Cabot, Inc. 0.01% New 2,445 $226K
Savvy Advisors, Inc. 0.02% Reduce -24.4% 2,444 $226K
Clifford Swan Investment Counsel LLC 0.01% New 2,427 $224K
Corient Private Wealth LP 0.00% Reduce -54.9% 2,420 $223K
Pps&v Asset Management Consultants, Inc. 0.14% New 2,400 $222K
FLP Wealth Management, LLC 0.61% New 2,359 $218K
Acorn Financial Advisory Services Inc. 0.04% New 2,334 $216K
Citizens Business Bank 0.04% New 2,317 $214K
Norden Group LLC 0.02% New 2,280 $211K
Glen Eagle Advisors, LLC 0.03% No change 2,274 $210K
Knights of Columbus Asset Advisors LLC 0.01% No change 2,274 $210K
Key Financial Inc 0.04% Reduce -6.8% 2,272 $210K
Vermillion & White Wealth Management Group, LLC 0.14% Add +0.0% 2,259 $209K
Harbor Investment Advisory, LLC 0.02% No change 2,253 $208K
FLC Capital Advisors 0.04% New 2,208 $204K
Barnes Wealth Management Group, Inc 0.12% New 2,185 $202K
Mascagni Wealth Management, Inc. 0.17% New 2,179 $201K
SteelPeak Wealth, LLC 0.01% New 2,167 $200K
Sunbelt Securities, Inc. 0.02% Add +255.8% 2,313 $196K
Ameritas Advisory Services, LLC 0.01% Reduce -58.0% 1,958 $181K
UMB Bank, n.a. 0.00% No change 1,955 $181K
Signature Resources Capital Management, LLC 0.11% No change 1,950 $180K
CENTRAL TRUST Co 0.00% Reduce -1.9% 1,910 $176K
Traub Capital Management LLC 0.16% — 1,860 $172K
Ameriflex Group, Inc. 0.09% Reduce -5.5% 1,874 $172K
Kilter Group LLC 0.09% New 1,853 $171K
Addison Advisors LLC 0.04% Reduce -20.8% 1,785 $165K
Centaurus Financial, Inc. 0.01% Reduce -0.6% 1,702 $157K
Global Retirement Partners, LLC 0.00% — 1,578 $146K
Farther Finance Advisors, LLC 0.00% Add +8.0% 1,561 $144K
Strategic Wealth Partners, Ltd. 0.01% — 1,423 $131K
Angeles Wealth Management, LLC 0.01% No change 1,420 $131K
CX Institutional 0.00% Add +1146.0% 1,408 $130K
Cape Investment Advisory, Inc. 0.04% No change 1,272 $117K
CIBC Private Wealth Group LLC 0.00% Add +13.6% 1,248 $115K
Golden State Wealth Management, LLC 0.01% Reduce -18.8% 1,221 $113K
Wealth Preservation Advisors, LLC 0.06% Reduce -1.4% 1,060 $98K
1 North Wealth Services LLC 0.04% No change 1,056 $98K
North Capital, Inc. 0.08% No change 1,008 $93K
Morse Asset Management, Inc 0.02% No change 1,000 $92K
Arax Advisory Partners 0.00% Reduce -32.9% 914 $89K
WealthShield Partners, LLC 0.01% No change 890 $82K
McIlrath & Eck, LLC 0.01% No change 876 $81K
NBT Bank, N.A. 0.01% No change 866 $80K
Brooklyn Investment Group 0.01% New 2,400 $79K
Creekmur Asset Management LLC 0.01% Add +0.2% 855 $79K
Medallion Wealth Advisors, LLC 0.03% Add +13.3% 852 $78K
Assetmark, Inc. 0.00% Reduce -13.4% 834 $77K
Qube Research & Technologies Ltd 0.00% Reduce -93.6% 833 $77K
Archer Investment Corp 0.02% Add +0.1% 761 $70K
Highline Wealth Partners LLC 0.02% No change 735 $68K
Bogart Wealth, LLC 0.00% No change 648 $60K
Northwest Capital Management Inc 0.03% No change 600 $55K
VSM Wealth Advisory, LLC 0.02% Add +0.2% 594 $55K
Capital Investment Counsel, Inc 0.01% No change 575 $53K
AdvisorNet Financial, Inc 0.00% Add +18.7% 564 $52K
Flagship Wealth Advisors, LLC 0.02% No change 534 $49K
Halbert Hargrove Global Advisors, LLC 0.00% No change 514 $47K
Bay Harbor Wealth Management, LLC 0.01% Reduce -13.1% 505 $47K
Rice Partnership, LLC 0.01% No change 494 $46K
Transce3nd, LLC 0.02% Reduce -3.0% 491 $45K
Plante Moran Financial Advisors, LLC 0.00% No change 490 $45K
Richards, Merrill & Peterson, Inc. 0.02% No change 450 $42K
Hollencrest Capital Management 0.00% No change 450 $42K
Harbor Asset Planning, Inc. 0.04% — 438 $40K
Sound Income Strategies, LLC 0.00% No change 378 $35K
Morris Financial Concepts, Inc. 0.01% No change 375 $35K
PFS Partners, LLC 0.02% No change 373 $34K
TD Waterhouse Canada Inc. 0.00% Reduce -20.6% 370 $34K
Ancora Advisors LLC 0.00% No change 354 $33K
SOA Wealth Advisors, LLC. 0.01% New 330 $30K
Frazier Financial Advisors, LLC 0.02% No change 322 $30K
Rothschild Investment LLC 0.00% No change 318 $29K
Colonial Trust Advisors 0.00% No change 294 $27K
Founders Financial Alliance, LLC 0.01% No change 282 $26K
Raleigh Capital Management Inc. 0.01% Add +160.2% 281 $26K
Founders Capital Management 0.01% No change 266 $25K
Ascentis Wealth Management, LLC 0.01% No change 266 $24K
Capital Analysts, LLC 0.00% No change 259 $24K
Hazlett, Burt & Watson, Inc. 0.01% No change 250 $23K
First Horizon Advisors, Inc. 0.00% Reduce -13.4% 246 $23K
Abound Wealth Management 0.01% No change 219 $20K
C M Bidwell & Associates Ltd. 0.01% No change 210 $19K
Allworth Financial LP 0.00% No change 195 $18K
Tsfg, LLC 0.00% No change 192 $18K
Capital Investment Advisory Services, LLC 0.00% No change 189 $17K
Howe & Rusling Inc. 0.00% No change 166 $15K
Blue Bell Private Wealth Management, LLC 0.00% No change 138 $13K
Smartleaf Asset Management LLC 0.00% Reduce -58.8% 119 $11K
Reyes Financial Architecture, Inc. 0.01% No change 113 $10K
Tucker Asset Management LLC 0.00% No change 113 $10K
Quest 10 Wealth Builders, Inc. 0.01% No change 100 $9K
Y.D. More Investments Ltd 0.00% No change 100 $9K
Dunhill Financial, LLC 0.00% Reduce -1.0% 99 $9K
Byrne Asset Management LLC 0.01% No change 96 $9K
Van Eck Associates Corp. 0.00% No change 85 $8K
Westside Investment Management, Inc. 0.00% No change 85 $8K
Capital A Wealth Management, LLC 0.06% Reduce -93.2% 80 $5K
Montag A & Associates Inc. 0.00% New 52 $5K
Brown, Lisle/Cummings, Inc. 0.00% No change 49 $5K
Brown Brothers Harriman & Co. 0.00% No change 36 $3K
FAS Wealth Partners, Inc. 0.00% No change 24 $2K
Cornerstone Planning Group LLC 0.00% No change 20 $2K
Advanced Asset Management Advisors Inc 0.00% No change 18 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 6 $554
Retirement Wealth Solutions LLC 0.00% No change 3 $241
Keystone Global Partners, LLC 0.00% No change 1 $92

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