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iShares Global Tech ETF (IXN) Institutional Ownership

iShares Global Tech ETF logo
$85.61 +1.06 (+1.25%)
(As of 12/20/2024 04:33 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
189
Total
Institutional Inflows
(last 12 months)
$309.70M
Number of
Institutional Sellers
(last 12 months)
157
Total
Institutional Outflows
(last 12 months)
$154.68M
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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
12/13/2024 B. Riley Wealth Advisors Inc.20,900$1.72M0.0%-14.9%0.035%
11/25/2024 Wilmington Savings Fund Society FSB3,660$302K0.0%N/A0.006%
11/25/2024 Sanctuary Advisors LLC17,991$1.50M0.0%+90.2%0.030%
11/18/2024 Arete Wealth Advisors LLC34,721$2.87M0.2%-21.4%0.058%
11/18/2024 Sunbelt Securities Inc.2,310$191K0.0%+53.0%0.004%
11/15/2024 Goodman Advisory Group LLC846$70K0.0%N/A0.001%
11/15/2024 MML Investors Services LLC93,975$7.76M0.0%-0.2%0.158%
11/15/2024 Northeast Financial Consultants Inc12,194$1.01M0.0%-4.7%0.020%
11/15/2024 MCIA Inc5,178$435K0.1%+42.5%0.009%
11/15/2024 National Bank of Canada FI18,008$1.49M0.0%+14.1%0.030%
11/15/2024 EP Wealth Advisors LLC4,397$363K0.0%+14.2%0.007%
11/15/2024 Jane Street Group LLC209,970$17.33M0.0%+269.8%0.352%
11/15/2024 Kovitz Investment Group Partners LLC4,777$394K0.0%+55.5%0.008%
11/15/2024 Stifel Financial Corp60,565$5.00M0.0%-1.6%0.102%
11/15/2024 Morse Asset Management Inc1,000$83K0.0%N/A0.002%
11/15/2024 IHT Wealth Management LLC6,238$513K0.0%+24.5%0.010%
11/15/2024 Integrated Wealth Concepts LLC117,501$9.70M0.1%-0.1%0.197%
11/15/2024 HighTower Advisors LLC66,416$5.48M0.0%-7.0%0.111%
11/15/2024 Benjamin Edwards Inc.3,327$275K0.0%N/A0.006%
11/14/2024 Flow Traders U.S. LLC33,969$2.80M0.1%N/A0.057%
11/14/2024 Captrust Financial Advisors20,189$1.67M0.0%+1.4%0.034%
11/14/2024 Icon Wealth Advisors LLC25,046$2.07M0.2%+18.5%0.042%
11/14/2024 Rockefeller Capital Management L.P.24,333$2.01M0.0%+18.1%0.041%
11/14/2024 RPg Family Wealth Advisory LLC335$28K0.0%N/A0.001%
11/14/2024 CreativeOne Wealth LLC10,025$827K0.0%N/A0.017%
11/13/2024 Cynosure Group LLC19,222$1.59M0.2%+100.0%0.032%
11/13/2024 Townsquare Capital LLC3,197$264K0.0%+16.1%0.005%
11/13/2024 Shum Financial Group Inc.19,146$1.57M1.3%N/A0.032%
11/13/2024 FMR LLC33,198$2.74M0.0%-1.5%0.056%
11/13/2024 D.A. Davidson & CO.7,460$616K0.0%-5.7%0.013%
11/13/2024 Bank 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%
11/12/2024 One Charles Private Wealth Services LLC6,521$538K0.2%N/A0.011%
11/12/2024 Great Valley Advisor Group Inc.7,245$598K0.0%+11.3%0.012%
11/12/2024 Meridian Wealth Management LLC16,010$1.32M0.1%N/A0.027%
11/12/2024 Icon Wealth Advisors LLC1,194$99K0.0%-94.3%0.002%
11/8/2024 Etfidea LLC12,288$1.01M0.3%-4.0%0.021%
11/8/2024 Strategy Asset Managers LLC3,530$291K0.1%-43.5%0.006%
11/8/2024 PNC Financial Services Group Inc.13,208$1.09M0.0%-1.6%0.022%
11/8/2024 Summit Wealth Group LLC96,118$7.93M2.3%-4.3%0.161%
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11/7/2024 Tidemark LLC4,123$340K0.1%+72.6%0.007%
11/7/2024 MAI Capital Management8,735$721K0.0%-7.4%0.015%
11/7/2024 EQ LLC35,029$2.89M1.4%+8.9%0.059%
11/7/2024 Thrivent Financial for Lutherans162,232$13.39M0.0%+4.1%0.272%
11/6/2024 BCGM Wealth Management LLC2,986$246K0.1%-8.8%0.005%
11/6/2024 Signature Estate & Investment Advisors LLC74,199$6.12M0.1%-0.6%0.124%
11/6/2024 Balboa Wealth Partners2,491$206K0.1%N/A0.004%
11/6/2024 OneDigital Investment Advisors LLC29,334$2.42M0.0%-3.1%0.049%
11/6/2024 Kovack Advisors Inc.17,416$1.44M0.2%-1.2%0.029%
11/6/2024 Oppenheimer & Co. Inc.5,220$431K0.0%-4.3%0.009%
11/5/2024 Richardson Capital Management LLC827$68K0.0%-77.3%0.001%
11/5/2024 Aptus Capital Advisors LLC76,320$6.30M0.1%-0.2%0.128%
11/5/2024 Prime Capital Investment Advisors LLC2,603$215K0.0%N/A0.004%
11/5/2024 Harbour Investments Inc.2,814$232K0.0%+9.2%0.005%
11/4/2024 Patten & Patten Inc. TN465,504$38.42M2.5%+1.3%0.780%
11/4/2024 Tyler Stone Wealth Management12,173$1.01M0.2%+92.4%0.020%
11/4/2024 Sigma 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%
11/1/2024 PFS Partners LLC676$56K0.0%-28.4%0.001%
11/1/2024 Able Wealth Management LLC17,157$1.42M1.1%-9.2%0.029%
10/31/2024 Montecito Bank & Trust9,020$744K0.1%-14.7%0.015%
10/31/2024 Vickerman Investment Advisors Inc.134,040$11.06M3.3%+5.1%0.225%
10/30/2024 Marks Group Wealth Management Inc45,740$3.78M0.4%-19.2%0.077%
10/30/2024 Long Run Wealth Advisors LLC61,021$5.04M1.2%+7.3%0.102%
10/30/2024 Flagship Private Wealth LLC50,576$4.17M2.1%+0.8%0.085%
10/30/2024 United Advisor Group LLC2,719$224K0.1%+10.8%0.005%
10/29/2024 Cardinal 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%
10/28/2024 Gladstone Institutional Advisory LLC26,322$2.17M0.1%-9.0%0.044%
10/28/2024 US Bancorp DE17,401$1.44M0.0%+6.3%0.029%
10/25/2024 SteelPeak Wealth LLC2,832$234K0.0%-7.1%0.005%
10/25/2024 Highline Wealth Partners LLC735$61K0.0%N/A0.001%
10/25/2024 Integrated Advisors Network LLC3,584$296K0.0%+36.6%0.006%
10/24/2024 Wealth Enhancement Advisory Services LLC62,462$5.16M0.0%+13.5%0.105%
10/23/2024 Mount Yale Investment Advisors LLC21,201$1.75M0.2%+1.4%0.036%
10/23/2024 Brighton Jones LLC3,763$311K0.0%-14.2%0.006%
10/22/2024 International Assets Investment Management LLC358,428$29.58M0.0%+9,022.6%0.601%
10/22/2024 Courier Capital LLC52,637$4.34M0.3%-1.7%0.088%
10/22/2024 Guidance Capital Inc.12,113$1.01M0.3%+15.4%0.020%
10/22/2024 Plan Group Financial LLC12,702$1.05M0.6%N/A0.021%
10/22/2024 Private Advisor Group LLC58,800$4.85M0.0%+47.9%0.099%
10/21/2024 Sharkey Howes & Javer30,011$2.48M0.4%+18.8%0.050%
10/21/2024 James Hambro & Partners LLP13,050$1.08M0.0%-4.4%0.022%
10/21/2024 Marino Stram & Associates LLC16,037$1.32M0.3%-3.7%0.027%
10/21/2024 Koss Olinger Consulting LLC16,912$1.40M0.1%-1.9%0.028%
10/19/2024Narus Financial Partners LLC12,053$995K0.4%-20.2%0.020%
10/19/2024Bernardo Wealth Planning LLC35,236$2.94M0.7%-5.8%0.059%
10/18/2024Key Client Fiduciary Advisors LLC2,988$247K0.1%+13.9%0.005%
10/18/2024Raymond James & Associates102,581$8.47M0.0%-1.3%0.172%
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I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.

This market shakeup is going to be much more intense.
10/18/2024Slow Capital Inc.57,877$4.78M0.7%+0.2%0.097%
10/18/2024Blue Trust Inc.4,000$331K0.0%+4.0%0.007%
10/16/2024 Good Life Advisors LLC6,932$572K0.0%+100.4%0.012%
10/15/2024 Oxinas Partners Wealth Management LLC14,528$1.20M0.7%-1.0%0.024%
10/11/2024 Creative Planning43,141$3.56M0.0%+36.8%0.072%
10/11/2024 ORG Partners LLC444$37K0.0%-37.5%0.001%
10/11/2024 VitalStone Financial LLC25,663$2.12M1.4%+0.9%0.043%
10/10/2024 Shira Ridge Wealth Management193,750$15.99M8.2%+1.3%0.325%
10/10/2024 Concourse Financial Group Securities Inc.1,547$128K0.0%-8.6%0.003%
10/10/2024 Valeo Financial Advisors LLC2,799$231K0.0%N/A0.005%
(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, 396 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), Bank Julius Baer & Co. Ltd Zurich ($183.14M), JPMorgan Chase & Co. ($151.87M), 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 17,304,306 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

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

Of the 242 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), Bessemer Group Inc. ($359.19K), Pictet Asset Management SA ($358K), and LPL Financial LLC ($323.17K).

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

Institutional investors have sold a total of 9,336,641 shares in the last 24 months. This volume of shares sold represents approximately $529.21M in transactions.



This page (NYSEARCA:IXN) was last updated on 12/22/2024 by MarketBeat.com Staff
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