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iShares Global Tech ETF (IXN) Institutional Ownership

iShares Global Tech ETF logo
$85.98 +0.68 (+0.80%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Global Tech ETF (NYSEARCA:IXN)

Number of
Institutional Buyers
(last 12 months)
191
Total
Institutional Inflows
(last 12 months)
$310.87M
Number of
Institutional Sellers
(last 12 months)
154
Total
Institutional Outflows
(last 12 months)
$187.45M
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IXN Institutional Buying and Selling by Quarter

iShares Global Tech ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Flagship Private Wealth LLC50,739$4.30M2.1%+0.3%0.085%
1/21/2025Patton Albertson Miller Group LLC6,440$546K0.1%-6.0%0.011%
1/21/2025CFS Investment Advisory Services LLC5,801$492K0.0%-3.6%0.010%
1/21/2025Geneos Wealth Management Inc.11,999$1.02M0.0%-9.9%0.020%
1/21/2025Dynamic Advisor Solutions LLC8,283$702K0.0%-2.8%0.014%
1/21/2025CX Institutional7,955$674K0.0%N/A0.013%
1/21/2025Patriot Investment Management Group Inc.15,287$1.30M0.1%-11.8%0.026%
1/21/2025Brighton Jones LLC4,390$372K0.0%+16.7%0.007%
1/21/2025Sterling Group Wealth Management LLC107,110$9.08M4.7%+0.3%0.180%
1/17/2025 Key Client Fiduciary Advisors LLC3,140$266K0.1%+5.1%0.005%
1/17/2025 Mutual Advisors LLC10,216$859K0.0%+4.2%0.017%
1/17/2025 Janney Montgomery Scott LLC36,137$3.06M0.0%-1.5%0.061%
1/17/2025 SG Americas Securities LLC5,521$468K0.0%-68.9%0.009%
1/17/2025 Dakota Wealth Management17,969$1.52M0.0%-3.3%0.030%
1/16/2025 UMB Bank n.a.1,955$166K0.0%-15.6%0.003%
1/16/2025 Bernardo Wealth Planning LLC34,458$2.89M0.7%-2.2%0.058%
1/15/2025 Ameritas Advisory Services LLC4,455$378K0.0%+14.7%0.007%
1/15/2025 Merit Financial Group LLC3,731$316K0.0%+31.7%0.006%
1/15/2025 Wealthcare Advisory Partners LLC24,063$2.04M0.1%-1.2%0.040%
1/15/2025 Cypress Wealth Services LLC10,918$925K0.2%-5.6%0.018%
1/15/2025 Carnegie Investment Counsel22,316$1.89M0.1%-0.6%0.037%
1/14/2025 Park Avenue Securities LLC2,366$201K0.0%N/A0.004%
1/14/2025 Pines Wealth Management LLC4,841$406K0.2%N/A0.008%
1/14/2025 Shira Ridge Wealth Management195,624$16.58M8.1%+1.0%0.328%
1/13/2025 Sunflower Bank N.A.3,425$290K0.1%-61.5%0.006%
1/13/2025 PPS&V Asset Management Consultants Inc.2,400$203K0.1%N/A0.004%
1/13/2025 Brookstone Capital Management4,405$373K0.0%-21.4%0.007%
1/10/2025 Wealth Enhancement Advisory Services LLC62,792$5.18M0.0%+0.5%0.105%
1/8/2025 International Assets Investment Management LLC2,647$224K0.0%-99.3%0.004%
12/30/2024SK Wealth Management LLC2,479$215K0.1%N/A0.004%
12/26/2024JPMorgan Chase & Co.2,784,600$229.81M0.0%-1.5%4.668%
12/13/2024B. Riley Wealth Advisors Inc.20,900$1.72M0.0%-14.9%0.035%
11/25/2024Wilmington Savings Fund Society FSB3,660$302K0.0%N/A0.006%
11/25/2024Sanctuary Advisors LLC17,991$1.50M0.0%+90.2%0.030%
11/18/2024Arete Wealth Advisors LLC34,721$2.87M0.2%-21.4%0.058%
11/18/2024Sunbelt Securities Inc.2,310$191K0.0%+53.0%0.004%
11/15/2024Goodman Advisory Group LLC846$70K0.0%N/A0.001%
11/15/2024MML Investors Services LLC93,975$7.76M0.0%-0.2%0.158%
11/15/2024Northeast Financial Consultants Inc12,194$1.01M0.0%-4.7%0.020%
11/15/2024MCIA Inc5,178$435K0.1%+42.5%0.009%
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11/15/2024National Bank of Canada FI18,008$1.49M0.0%+14.1%0.030%
11/15/2024EP Wealth Advisors LLC4,397$363K0.0%+14.2%0.007%
11/15/2024Jane Street Group LLC209,970$17.33M0.0%+269.8%0.352%
11/15/2024Kovitz Investment Group Partners LLC4,777$394K0.0%+55.5%0.008%
11/15/2024Stifel Financial Corp60,565$5.00M0.0%-1.6%0.102%
11/15/2024Morse Asset Management Inc1,000$83K0.0%N/A0.002%
11/15/2024IHT Wealth Management LLC6,238$513K0.0%+24.5%0.010%
11/15/2024Integrated Wealth Concepts LLC117,501$9.70M0.1%-0.1%0.197%
11/15/2024HighTower Advisors LLC66,416$5.48M0.0%-7.0%0.111%
11/15/2024Benjamin Edwards Inc.3,327$275K0.0%N/A0.006%
11/14/2024Flow Traders U.S. LLC33,969$2.80M0.1%N/A0.057%
11/14/2024Captrust Financial Advisors20,189$1.67M0.0%+1.4%0.034%
11/14/2024Icon Wealth Advisors LLC25,046$2.07M0.2%+18.5%0.042%
11/14/2024Rockefeller Capital Management L.P.24,333$2.01M0.0%+18.1%0.041%
11/14/2024RPg Family Wealth Advisory LLC335$28K0.0%N/A0.001%
11/14/2024CreativeOne Wealth LLC10,025$827K0.0%N/A0.017%
11/13/2024Cynosure Group LLC19,222$1.59M0.2%+100.0%0.032%
11/13/2024Townsquare Capital LLC3,197$264K0.0%+16.1%0.005%
11/13/2024Shum Financial Group Inc.19,146$1.57M1.3%N/A0.032%
11/13/2024FMR LLC33,198$2.74M0.0%-1.5%0.056%
11/13/2024D.A. Davidson & CO.7,460$616K0.0%-5.7%0.013%
11/13/2024Bank of Montreal Can96,390$7.95M0.0%-1.9%0.162%
11/13/2024Fisher Asset Management LLC4,928,386$406.74M0.2%-3.4%8.262%
11/12/2024One Charles Private Wealth Services LLC6,521$538K0.2%N/A0.011%
11/12/2024Great Valley Advisor Group Inc.7,245$598K0.0%+11.3%0.012%
11/12/2024Meridian Wealth Management LLC16,010$1.32M0.1%N/A0.027%
11/12/2024Icon Wealth Advisors LLC1,194$99K0.0%-94.3%0.002%
11/8/2024Etfidea LLC12,288$1.01M0.3%-4.0%0.021%
11/8/2024Strategy Asset Managers LLC3,530$291K0.1%-43.5%0.006%
11/8/2024PNC Financial Services Group Inc.13,208$1.09M0.0%-1.6%0.022%
11/8/2024Summit Wealth Group LLC96,118$7.93M2.3%-4.3%0.161%
11/7/2024Tidemark LLC4,123$340K0.1%+72.6%0.007%
11/7/2024MAI Capital Management8,735$721K0.0%-7.4%0.015%
11/7/2024EQ LLC35,029$2.89M1.4%+8.9%0.059%
11/7/2024Thrivent Financial for Lutherans162,232$13.39M0.0%+4.1%0.272%
11/6/2024BCGM Wealth Management LLC2,986$246K0.1%-8.8%0.005%
11/6/2024Signature Estate & Investment Advisors LLC74,199$6.12M0.1%-0.6%0.124%
11/6/2024Balboa Wealth Partners2,491$206K0.1%N/A0.004%
11/6/2024OneDigital Investment Advisors LLC29,334$2.42M0.0%-3.1%0.049%
11/6/2024Kovack Advisors Inc.17,416$1.44M0.2%-1.2%0.029%
11/6/2024Oppenheimer & Co. Inc.5,220$431K0.0%-4.3%0.009%
11/5/2024Richardson Capital Management LLC827$68K0.0%-77.3%0.001%
11/5/2024Aptus Capital Advisors LLC76,320$6.30M0.1%-0.2%0.128%
11/5/2024Prime Capital Investment Advisors LLC2,603$215K0.0%N/A0.004%
11/5/2024Harbour Investments Inc.2,814$232K0.0%+9.2%0.005%
11/4/2024Patten & Patten Inc. TN465,504$38.42M2.5%+1.3%0.780%
11/4/2024Tyler Stone Wealth Management12,173$1.01M0.2%+92.4%0.020%
11/4/2024Sigma Planning Corp8,696$718K0.0%-8.2%0.015%
11/1/2024 Sheets Smith Wealth Management19,793$1.63M0.2%-2.5%0.033%
11/1/2024 Tompkins Financial Corp4,500$371K0.0%-44.9%0.008%
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Stocks have been on a tear in 2024… And there’s plenty of great opportunities out there. But one expert says you should forget about EVERY stock for a moment and focus on an even bigger opportunity. The current GOLD supercycle You see, stocks are a dime a dozen for the most part… And, fortunately, they go up more than they go down. But every few decades, precious metals have a systematic supercycle that tends to dwarf the potential of just about anything else. The last time things aligned like this on gold it surged 536%

We put together this handy gold guide for you (no cost) so you know what to look for
11/1/2024PFS Partners LLC676$56K0.0%-28.4%0.001%
11/1/2024Able Wealth Management LLC17,157$1.42M1.1%-9.2%0.029%
10/31/2024Montecito Bank & Trust9,020$744K0.1%-14.7%0.015%
10/31/2024Vickerman Investment Advisors Inc.134,040$11.06M3.3%+5.1%0.225%
10/30/2024Marks Group Wealth Management Inc45,740$3.78M0.4%-19.2%0.077%
10/30/2024Long Run Wealth Advisors LLC61,021$5.04M1.2%+7.3%0.102%
10/30/2024Flagship Private Wealth LLC50,576$4.17M2.1%+0.8%0.085%
10/30/2024United Advisor Group LLC2,719$224K0.1%+10.8%0.005%
10/29/2024Cardinal Strategic Wealth Guidance79,618$6.57M2.2%+1.8%0.133%
10/29/2024 Janney Montgomery Scott LLC36,672$3.03M0.0%-1.9%0.061%
(Data available from 1/1/2016 forward)

IXN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IXN shares?

During the previous two years, 390 institutional investors and hedge funds held shares of iShares Global Tech ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($20.49B), Fisher Asset Management LLC ($406.74M), JPMorgan Chase & Co. ($229.81M), Bank Julius Baer & Co. Ltd Zurich ($183.14M), Bank of America Corp DE ($112.92M), LPL Financial LLC ($70.65M), and Royal Bank of Canada ($64.38M).Learn more on IXN's institutional investors.

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

Of the 304 institutional investors that purchased iShares Global Tech ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Summit Wealth Group LLC ($4.75M), Bank Julius Baer & Co. Ltd Zurich ($2.94M), Fisher Asset Management LLC ($1.29M), International Assets Investment Management LLC ($898.16K), Assetmark Inc. ($699.86K), Bank of Montreal Can ($399.06K), and OLD Mission Capital LLC ($305.29K).

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

Institutional investors have bought a total of 17,092,692 shares in the last 24 months. This purchase volume represents approximately $1.03B in transactions.

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

Of the 241 institutional investors that sold iShares Global Tech ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Credit Suisse AG ($1.82M), Envestnet Asset Management Inc. ($941.06K), Goldman Sachs Group Inc. ($758.42K), Fisher Asset Management LLC ($573.39K), International Assets Investment Management LLC ($376.50K), Bessemer Group Inc. ($359.19K), and Pictet Asset Management SA ($358K).

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

Institutional investors have sold a total of 9,722,382 shares in the last 24 months. This volume of shares sold represents approximately $563.37M in transactions.



This page (NYSEARCA:IXN) was last updated on 1/21/2025 by MarketBeat.com Staff
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