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iShares Global Tech ETF (IXN) Institutional Ownership

iShares Global Tech ETF logo
$81.04
+0.10 (+0.12%)
(As of 12:37 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
182
Total
Institutional Inflows
(last 12 months)
$297.10M
Number of
Institutional Sellers
(last 12 months)
155
Total
Institutional Outflows
(last 12 months)
$156.51M
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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
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%
11/1/2024Sheets Smith Wealth Management19,793$1.63M0.2%-2.5%0.033%
11/1/2024Tompkins Financial Corp4,500$371K0.0%-44.9%0.008%
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%
10/31/2024 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%
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%
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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%
10/9/2024 Patten Group Inc.33,397$2.76M0.6%+17.0%0.056%
10/8/2024 CWM LLC25,782$2.13M0.0%-0.6%0.043%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors21,037$1.74M0.1%-3.4%0.035%
10/8/2024 Brookstone Capital Management5,606$463K0.0%+14.4%0.009%
10/8/2024 Dynamic Advisor Solutions LLC8,518$703K0.0%-15.7%0.014%
10/7/2024 Sterling Group Wealth Management LLC106,740$8.81M4.7%+3.9%0.179%
10/3/2024 Marotta Asset Management38,267$3.16M0.6%-2.6%0.064%
10/2/2024 Dentgroup LLC21,391$1.77M1.3%-0.7%0.036%
9/23/2024Centaurus Financial Inc.1,721$143K0.0%-48.6%0.003%
9/11/2024Newbridge Financial Services Group Inc.33,607$2.78M1.0%+76.7%0.056%
9/5/2024Sanctuary Advisors LLC9,457$783K0.0%N/A0.016%
8/22/2024Cetera Investment Advisers139,375$11.54M0.0%-12.5%0.234%
8/21/2024Truist Financial Corp32,766$2.71M0.0%+17.9%0.055%
8/19/2024B. Riley Wealth Advisors Inc.24,548$2.03M0.1%-5.3%0.041%
8/16/2024Front Row Advisors LLC20,354$1.69M0.6%+1.0%0.034%
8/16/2024Northwestern Mutual Wealth Management Co.54,339$4.50M0.0%+6.2%0.091%
8/16/2024NewEdge Advisors LLC47,822$3.96M0.0%-4.4%0.080%
8/16/2024 Creative Planning31,527$2.61M0.0%-10.8%0.053%
8/16/2024Susquehanna International Group LLP42,660$3.53M0.0%-53.0%0.072%
8/14/2024Marshall Wace LLP15,664$1.30M0.0%+26.9%0.026%
8/14/2024Bank of Montreal Can98,279$8.21M0.0%-3.3%0.165%
8/14/2024EverSource Wealth Advisors LLC10,150$819K0.1%+663.2%0.017%
8/14/2024 Mount Yale Investment Advisors LLC20,907$1.73M0.1%+10.6%0.035%
8/13/2024Bulltick Wealth Management LLC10,851$899K0.2%+76.1%0.018%
8/13/2024Thrivent Financial for Lutherans155,809$12.90M0.0%-0.5%0.261%
8/13/2024AE Wealth Management LLC30,342$2.51M0.0%-7.5%0.051%
8/13/2024Etfidea LLC12,804$1.06M0.4%-5.2%0.021%
8/13/2024Benjamin F. Edwards & Company Inc.3,901$323K0.0%+15.4%0.007%
8/12/2024 Brighton Jones LLC4,385$363K0.0%+10.6%0.007%
8/12/2024Hsbc Holdings PLC43,241$3.58M0.0%+69.9%0.072%
8/12/2024Mercer Global Advisors Inc. ADV17,258$1.43M0.0%-13.5%0.029%
8/9/2024Excalibur Management Corp4,905$406K0.2%+5.0%0.008%
8/9/2024Rathbones Group PLC82,478$6.83M0.0%+0.9%0.138%
8/8/2024 J.W. Cole Advisors Inc.4,628$383K0.0%+3.0%0.008%
8/8/2024Envestnet Asset Management Inc.183,732$15.22M0.0%+8.4%0.308%
8/8/2024Parallel Advisors LLC257,711$21.34M0.5%+1.1%0.432%
8/8/2024Johnson Investment Counsel Inc.106,625$8.83M0.1%+0.6%0.179%
8/8/2024LPL Financial LLC853,034$70.65M0.0%+7.2%1.430%
8/8/2024 VitalStone Financial LLC25,439$2.11M1.5%+0.6%0.043%
8/7/2024Choreo LLC29,717$2.49M0.0%+5.3%0.050%
8/7/2024 PFG Investments LLC2,610$216K0.0%-17.0%0.004%
8/6/2024 Koss Olinger Consulting LLC17,247$1.43M0.1%N/A0.029%
8/6/2024Intelligence Driven Advisers LLC9,641$798K0.1%-9.0%0.016%
8/5/2024 Private Advisor Group LLC39,750$3.29M0.0%-13.0%0.067%
8/5/2024 Synergy Asset Management LLC29,925$2.48M0.4%N/A0.050%
The centerpiece of Trump’s crypto’s masterplan … (Ad)

Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin conference in Nashville … Where he told an adoring crowd that the U.S. would become … “The crypto capital of the planet and the Bitcoin superpower of the world.”

Click here to find out more about what could be Trump and JD Vance’s favorite coin.
8/5/2024 MA Private Wealth25,580$2.12M0.4%-0.6%0.043%
8/5/2024Bordeaux Wealth Advisors LLC95,910$7.94M1.5%N/A0.161%
8/3/2024National Bank of Canada FI15,789$1.32M0.0%-29.1%0.026%
8/2/2024Strategy Asset Managers LLC6,248$517K0.1%+19.4%0.010%
8/2/2024Certus Wealth Management LLC30,648$2.54M1.9%-1.0%0.051%
8/2/2024Archer Investment Corp1,575$130K0.0%-13.2%0.003%
8/2/2024Founders Financial Securities LLC10,975$909K0.1%N/A0.018%
8/2/2024 Oxinas Partners Wealth Management LLC14,678$1.22M0.8%-13.8%0.025%
8/1/2024Verus Capital Partners LLC3,262$270K0.0%N/A0.005%
8/1/2024 Guidance Capital Inc.10,493$847K0.3%+46.7%0.018%
(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, 392 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 ($435.07M), 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 298 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), Bank of Montreal Can ($843.25K), Assetmark Inc. ($699.86K), and Jane Street Group LLC ($636.84K).

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

Institutional investors have bought a total of 18,818,659 shares in the last 24 months. This purchase volume represents approximately $1.09B 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: Envestnet Asset Management Inc. ($2.12M), Credit Suisse AG ($1.82M), Goldman Sachs Group Inc. ($758.42K), Fisher Asset Management LLC ($397.78K), Bessemer Group Inc. ($395.41K), 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 10,908,419 shares in the last 24 months. This volume of shares sold represents approximately $586.14M in transactions.



This page (NYSEARCA:IXN) was last updated on 11/4/2024 by MarketBeat.com Staff
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