Free Trial

iShares Global Financials ETF (IXG) Institutional Ownership

iShares Global Financials ETF logo
$99.19 +0.41 (+0.42%)
As of 01/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Global Financials ETF (NYSEARCA:IXG)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$97.56M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$39.09M
Get IXG Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Global Financials ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IXG Institutional Buying and Selling by Quarter

iShares Global Financials ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/16/2025 Client 1ST Advisory Group LLC2,139$205K0.1%N/A0.046%
1/14/2025 Founders Grove Wealth Partners LLC15,043$1.45M0.4%N/A0.324%
1/13/2025 EWG Elevate Inc.17,293$1.66M0.5%N/A0.372%
1/8/2025 International Assets Investment Management LLC2,778$266K0.0%-99.1%0.060%
11/25/2024Sanctuary Advisors LLC3,006$303K0.0%+12.0%0.065%
11/18/2024Arete Wealth Advisors LLC29,466$2.79M0.2%-18.4%0.634%
11/18/2024Sunbelt Securities Inc.897$85K0.0%-10.2%0.019%
11/15/2024MML Investors Services LLC7,568$716K0.0%-12.0%0.163%
11/15/2024Integrated Wealth Concepts LLC2,220$210K0.0%N/A0.048%
11/15/2024HighTower Advisors LLC3,664$344K0.0%+10.0%0.079%
11/13/2024Fisher Asset Management LLC5,478$518K0.0%-3.5%0.118%
11/12/2024Cerity Partners LLC6,605$625K0.0%-2.2%0.142%
10/28/2024Gladstone Institutional Advisory LLC7,277$688K0.0%-12.3%0.156%
10/28/2024 Ayalon Insurance Comp Ltd.56,290$5.32M1.7%-0.2%1.211%
10/24/2024Salomon & Ludwin LLC57,858$5.47M0.6%-9.5%1.244%
10/23/2024Mirae Asset Global Investments Co. Ltd.17,120$1.62M0.0%N/A0.368%
10/22/2024 International Assets Investment Management LLC318,545$30.13M0.0%+9,085.3%6.850%
10/21/2024 MPS Loria Financial Planners LLC2,122$201K0.1%N/A0.046%
10/9/2024Money Design Co. Ltd.35,703$3.38M0.2%-16.1%0.768%
10/8/2024CWM LLC1,791$169K0.0%-15.8%0.039%
9/5/2024Sanctuary Advisors LLC2,685$226K0.0%N/A0.058%
8/16/2024Front Row Advisors LLC2,266$193K0.1%-16.8%0.049%
8/16/2024Creative Planning5,060$430K0.0%+87.1%0.109%
8/8/2024 Client 1ST Advisory Group LLC3,145$268K0.1%-10.6%0.068%
8/6/2024Strategic Financial Concepts LLC161,722$138K0.0%N/A3.478%
7/31/2024NBT Bank N A NY304$26K0.0%-41.5%0.007%
7/30/2024 International Assets Investment Management LLC3,468$295K0.0%-16.0%0.075%
7/26/2024Signature Estate & Investment Advisors LLC2,676$228K0.0%N/A0.058%
7/26/2024Salomon & Ludwin LLC63,960$5.44M0.6%-19.4%1.375%
7/23/2024 Ayalon Insurance Comp Ltd.56,418$4.80M1.6%-3.3%1.213%
7/19/2024Tiller Private Wealth Inc.3,985$339K0.1%N/A0.086%
7/10/2024CWM LLC2,126$181K0.0%-18.9%0.046%
7/9/2024Northwest Capital Management Inc1,191$101K0.0%-37.9%0.026%
7/9/2024Lynx Investment Advisory2,724$232K0.2%N/A0.059%
5/24/2024Cetera Advisors LLC3,242$281K0.0%+9.0%0.070%
5/16/2024Jane Street Group LLC162,878$14.11M0.0%+57.2%3.503%
5/9/2024Leo Wealth LLC93,247$8.06M0.8%+5.4%2.005%
5/2/2024Salomon & Ludwin LLC79,348$6.88M0.6%-4.1%1.706%
5/1/2024 Janney Montgomery Scott LLC6,609$573K0.0%+3.4%0.142%
5/1/2024Private Advisor Group LLC5,314$460K0.0%-7.9%0.114%
Must-See: 5-Second Trump Prediction (Ad)

President Trump's prediction is about to become a reality... Opening a rare window of opportunity for you to accelerate your retirement during the first 100 days of his administration.

Click here now to get the details because you must act before January 20th.
4/26/2024Mesirow Financial Investment Management Inc.2,775$240K0.0%N/A0.060%
4/24/2024Spire Wealth Management3,261$283K0.0%-49.3%0.070%
4/15/2024 Ayalon Insurance Comp Ltd.58,355$5.06M1.7%+16.6%1.255%
4/11/2024 International Assets Investment Management LLC4,128$355K0.0%-9.8%0.089%
4/11/2024 City State Bank1,225$106K0.0%-19.7%0.026%
4/10/2024 Sunflower Bank N.A.3,480$302K0.1%-51.5%0.075%
4/5/2024CWM LLC2,621$227K0.0%-8.9%0.045%
3/14/2024Leo Wealth LLC88,440$7.15M0.7%N/A1.525%
3/5/2024Fisher Asset Management LLC5,709$449K0.0%-4.8%0.098%
2/12/2024Scotia Capital Inc.17,780$1.40M0.0%-10.0%0.307%
2/9/2024D.A. Davidson & CO.5,883$462K0.0%-11.8%0.101%
2/8/2024 Janney Montgomery Scott LLC6,392$502K0.0%-19.8%0.110%
2/7/2024 MPS Loria Financial Planners LLC2,785$219K0.1%N/A0.048%
2/6/2024Private Advisor Group LLC5,772$454K0.0%-13.6%0.100%
2/6/2024Spire Wealth Management6,433$502K0.0%-86.0%0.111%
2/6/2024National Bank of Canada FI4,049$317K0.0%+3.9%0.070%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC11,832$930K0.0%N/A0.204%
2/6/2024McIlrath & Eck LLC3,833$301K0.1%-23.4%0.066%
2/2/2024Truist Financial Corp4,309$339K0.0%-3.0%0.074%
2/1/2024Northwest Capital Management Inc1,939$152K0.1%-25.7%0.033%
2/1/2024CWM LLC2,878$226K0.0%-15.9%0.050%
1/29/2024Valeo Financial Advisors LLC4,074$320K0.0%+6.7%0.070%
1/29/2024Money Design Co. Ltd.61,559$4.84M0.3%N/A1.061%
1/25/2024 International Assets Investment Management LLC4,578$360K0.0%-12.9%0.079%
1/25/2024Strategic Blueprint LLC3,670$288K0.0%-25.3%0.063%
1/24/2024 International Assets Investment Management LLC359,734$28.27M0.0%+6,741.7%6.202%
1/19/2024Fifth Third Bancorp3,030$238K0.0%-48.8%0.052%
1/19/2024ICICI Prudential Asset Management Co Ltd9,060$712K0.1%-62.7%0.156%
1/18/2024Global Retirement Partners LLC324$25K0.0%-93.2%0.006%
1/16/2024Raymond James Financial Services Advisors Inc.3,375$265K0.0%-24.6%0.058%
1/16/2024Raymond James & Associates4,818$379K0.0%+57.4%0.083%
1/16/2024 Rosenberg Matthew Hamilton1,470$116K0.0%-13.4%0.025%
1/10/2024Sound Income Strategies LLC481$38K0.0%N/A0.008%
11/16/2023McIlrath & Eck LLC5,002$352K0.1%-7.5%0.086%
11/14/2023Richard Bernstein Advisors LLC66,491$4.68M0.1%+25,473.5%1.146%
11/8/2023D.A. Davidson & CO.6,672$470K0.0%-10.3%0.115%
11/7/2023Advisors Preferred LLC565$39K0.0%N/A0.010%
11/3/2023ICICI Prudential Asset Management Co Ltd24,314$1.71M0.2%-40.5%0.419%
11/1/2023Centurion Wealth Management LLC42,050$2.96M1.5%+0.6%0.725%
10/24/2023Raymond James Financial Services Advisors Inc.4,477$315K0.0%-72.2%0.077%
10/24/2023Cambridge Investment Research Advisors Inc.6,546$461K0.0%+5.8%0.113%
10/23/2023Commonwealth Equity Services LLC7,432$524K0.0%-31.5%0.128%
10/20/2023Valeo Financial Advisors LLC3,817$269K0.0%N/A0.066%
10/20/2023Family Firm Inc.5,453$384K0.1%-6.0%0.094%
10/18/2023Strategic Blueprint LLC4,912$346K0.0%-18.5%0.085%
10/13/2023Global Retirement Partners LLC4,745$327K0.0%+16.8%0.082%
10/11/2023CWM LLC3,424$241K0.0%-10.4%0.059%
10/11/2023 Rosenberg Matthew Hamilton1,697$120K0.0%-41.3%0.029%
10/10/2023 International Assets Investment Management LLC5,258$370K0.0%-12.6%0.091%
10/10/2023National Bank of Canada FI3,896$271K0.0%-9.9%0.067%
Must-See: 5-Second Trump Prediction (Ad)

President Trump's prediction is about to become a reality... Opening a rare window of opportunity for you to accelerate your retirement during the first 100 days of his administration.

Click here now to get the details because you must act before January 20th.
10/4/2023 International Assets Investment Management LLC5,258$370K0.0%-12.6%0.091%
9/12/2023Farther Finance Advisors LLC446$32K0.0%-57.8%0.008%
8/14/2023 Client 1ST Advisory Group LLC8,641$618K0.3%-16.4%0.149%
8/10/2023Bessemer Group Inc.400$29K0.0%-80.5%0.007%
8/10/2023Private Advisor Group LLC6,812$487K0.0%-9.1%0.117%
8/10/2023Cetera Investment Advisers3,544$254K0.0%-55.8%0.061%
8/9/2023Spire Wealth Management45,836$3.28M0.1%+2.3%0.790%
8/9/2023Flow Traders U.S. LLC5,374$384K0.0%N/A0.093%
8/8/2023Fisher Asset Management LLC6,996$500K0.0%-64.2%0.121%
8/7/2023McIlrath & Eck LLC5,407$387K0.1%-33.6%0.093%
(Data available from 1/1/2016 forward)

IXG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IXG shares?

During the previous two years, 95 institutional investors and hedge funds held shares of iShares Global Financials ETF. The most heavily invested institutionals were M&T Bank Corp ($232.66M), Jane Street Group LLC ($14.11M), Banco Bilbao Vizcaya Argentaria S.A. ($11.15M), Leo Wealth LLC ($8.06M), Leo Brokerage LLC ($5.98M), Salomon & Ludwin LLC ($5.47M), and Ayalon Insurance Comp Ltd. ($5.32M).Learn more on IXG's institutional investors.

Which institutional investors have been buying iShares Global Financials ETF stock?

Of the 63 institutional investors that purchased iShares Global Financials ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: M&T Bank Corp ($3.95M), International Assets Investment Management LLC ($673.50K), Banco Bilbao Vizcaya Argentaria S.A. ($330.84K), Strategic Financial Concepts LLC ($161.72K), Leo Wealth LLC ($93.25K), Leo Brokerage LLC ($85.87K), and Richard Bernstein Advisors LLC ($66.23K).

How much institutional buying is happening at iShares Global Financials ETF?

Institutional investors have bought a total of 5,860,076 shares in the last 24 months. This purchase volume represents approximately $428.91M in transactions.

Which iShares Global Financials ETF major shareholders have been selling company stock?

Of the 55 institutional investors that sold iShares Global Financials ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($321.00K), Envestnet Asset Management Inc. ($173.28K), Banco Bilbao Vizcaya Argentaria S.A. ($169.31K), Spire Wealth Management ($42.63K), ICICI Prudential Asset Management Co Ltd ($40.87K), Greenwood Capital Associates LLC ($31.59K), and LPL Financial LLC ($29.49K).

How much institutional selling is happening at iShares Global Financials ETF?

Institutional investors have sold a total of 1,037,468 shares in the last 24 months. This volume of shares sold represents approximately $82.46M in transactions.



This page (NYSEARCA:IXG) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners