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Disclosery

IXG ISHARES TR

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GLOBAL FINLS ETF (fund)

130 managers (130 13F filers) reported a position in IXG shares at 2024-12-31, 1,739,474 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
130
13F filers
130
New
9
Added
27
Reduced
38
Sold out
3
Shares held by filers
1,739,474

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY376,653$36.2M<0.01%+1,00213F-HR/ATimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…268,400$25.8M0.03%+15,30013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/200,584$19.3M<0.01%-3,58213F-HRTimelineGroup
Cambria Investment Management, L.P.90,240$8.67M0.53%-7,07213F-HRTimeline
Ayalon Insurance Comp Ltd.56,290$5.41M1.67%013F-HRTimeline
Richard Bernstein Advisors LLC54,529$5.24M0.12%-64913F-HRTimeline
Salomon & Ludwin, LLC53,615$5.15M0.55%-4,24313F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.47,328$4.55M0.05%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC37,336$3.59M0.26%+7,87013F-HRTimeline
Cresset Asset Management, LLC31,705$3.05M0.01%-18,08113F-HRTimeline
LPL Financial LLC29,470$2.83M<0.01%+3,51313F-HRTimeline
Money Design Co.,Ltd.29,070$2.79M0.14%-6,63313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,080$2.79M<0.01%new13F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp27,704$2.66M0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,456$2.25M<0.01%-22413F-HRTimelineGroup
UBS Group AGin group UBS Group AG20,929$2.01M<0.01%+2,75313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,568$1.98M<0.01%-21613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,305$1.85M<0.01%-58313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,750$1.8M<0.01%-85513F-HR/ATimelineGroup
EWG Elevate Inc.17,293$1.66M0.51%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,965$1.53M<0.01%+9,98913F-HRTimelineGroup
SENTINEL TRUST CO LBA15,800$1.52M0.17%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC15,043$1.44M0.42%13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC14,707$1.41M0.23%+6,69313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.14,044$1.35M<0.01%new13F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…13,120$1.26M0.01%-4,00013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,984$863K<0.01%-13,64613F-HRTimelineGroup
Snowden Capital Advisors LLC8,791$844K0.03%+1313F-HRTimeline
ICICI Prudential Asset Management Co Ltd7,050$677K0.07%013F-HRTimeline
MML INVESTORS SERVICES, LLC6,659$640K<0.01%-90913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,295$605K<0.01%13F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,220$597K<0.01%-38513F-HRTimelineGroup
Private Advisor Group, LLC6,166$592K<0.01%+90613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,056$582K0.01%+6413F-HRTimelineGroup
Janney Montgomery Scott LLC5,979$574K<0.01%-9513F-HRTimeline
Creative Planningin group Creative Planning5,576$536K<0.01%+51613F-HRTimelineGroup
Cetera Investment Advisers5,273$507K<0.01%-6413F-HRTimeline
Family Firm, Inc.5,248$504K0.11%-33613F-HRTimeline
JTC Employer Solutions Trustee Ltd4,700$452K0.03%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,641$446K<0.01%-19313F-HRTimeline
COOKSON PEIRCE & CO INC4,456$428K0.02%+1,86413F-HRTimeline
Tiller Private Wealth, Inc.4,230$406K0.17%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,140$398K<0.01%+10013F-HRTimelineGroup
HighTower Advisors, LLC3,823$367K<0.01%+15913F-HRTimeline
CWM, LLCin group CWM, LLC3,819$367K<0.01%+2,02813F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,549$341K<0.01%-7113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,324$319K<0.01%-24613F-HRTimelineGroup
Fisher Asset Management, LLC3,317$319K<0.01%-2,16113F-HRTimeline
Lynx Investment Advisory3,213$309K0.21%+43113F-HRTimeline
D.A. DAVIDSON & CO.3,211$308K<0.01%013F-HRTimeline
Sanctuary Advisors, LLC2,963$305K<0.01%-4313F-HRTimeline
Federation des caisses Desjardins du Qu…3,137$301K<0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC3,017$290K0.01%-4,26013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,000$288K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,888$277K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,823$271K0.01%-11113F-HRTimelineGroup
Mesirow Financial Investment Management…2,775$267K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,778$266K0.02%-315,76713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,699$259K0.01%+2313F-HRTimelineGroup
CIBC WORLD MARKET INC.2,585$248K<0.01%-9013F-HRTimeline
McIlrath & Eck, LLC2,552$245K0.03%-21713F-HRTimeline
Mandatum Life Insurance Co Ltd2,485$239K0.07%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,467$237K0.27%13F-HRTimeline
Waverly Advisors, LLC2,327$224K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,321$223K<0.01%-11913F-HRTimelineGroup
Front Row Advisors LLC2,266$218K0.08%013F-HRTimeline
GTS SECURITIES LLC2,236$215K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC2,220$213K<0.01%013F-HRTimeline
MPS Loria Financial Planners, LLC2,146$206K0.06%+2413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,139$205K0.08%-4813F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,833$176K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,775$171K<0.01%+19913F-HRTimelineGroup
COMERICA BANK1,261$121K<0.01%-513F-HR/ATimeline
City State Bank1,225$118K0.04%013F-HRTimeline
Lindbrook Capital, LLC1,213$117K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/983$94.4K<0.01%+7013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…924$88.8K<0.01%+35213F-HRTimelineGroup
FMR LLCin group FMR LLC913$87.7K<0.01%+22813F-HRTimelineGroup
Sunbelt Securities, Inc.897$86.3K0.01%013F-HRTimeline
Northwest Capital Management Inc876$84.1K0.04%-31513F-HRTimeline
HARBOUR INVESTMENTS, INC.792$76.1K<0.01%013F-HRTimeline
NewEdge Advisors, LLC699$67.2K<0.01%+113F-HRTimeline
Medallion Wealth Advisors, LLC644$62.8K0.03%13F-HRTimeline
Clearstead Advisors, LLC650$62.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…571$54.8K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources510$49K<0.01%+15013F-HRTimelineGroup
Sound Income Strategies, LLC481$46.2K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …438$42.1K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.401$38.5K<0.01%013F-HRTimeline
Sava Infond d.o.o.400$38.4K0.01%13F-HRTimeline
Sandy Spring Bank398$38.2K<0.01%+413F-HRTimeline
AE Wealth Management LLC365$35.1K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.304$29.2K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC300$28.8K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB297$28.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC289$27.7K<0.01%-2613F-HRTimeline
SBI Securities Co., Ltd.237$22.8K<0.01%13F-HRTimeline
Riggs Asset Managment Co. Inc.233$22.4K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL230$22.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC184$17.7K<0.01%013F-HRTimelineGroup
Arax Advisory Partners169$16.2K<0.01%+6113F-HRTimeline
Coppell Advisory Solutions LLC147$14.1K<0.01%-5013F-HRTimeline
Avion Wealth151$14K<0.01%013F-HRTimeline
WR Wealth Planners, LLC126$12.1K<0.01%-5413F-HRTimeline
AdvisorNet Financial, Inc110$10.6K<0.01%-29013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS100$9.61K<0.01%013F-HRTimeline
Larson Financial Group LLC100$9.61K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC99$9.51K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…84$8.07K0.01%13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC75$7.2K<0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC67$6.44K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…63$6.05K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.60$5.81K<0.01%new13F-HRTimeline
Blue Trust, Inc.44$4.23K<0.01%013F-HR/ATimeline
Central Pacific Bank - Trust Division42$4.03K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.35$3.36K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30$2.88K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.26$2.5K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV25$2.43K<0.01%-913F-HRTimeline
Cornerstone Planning Group LLC15$1.55K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC15$1.44K<0.01%013F-HRTimeline
Anchor Investment Management, LLC10$961<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton10$961<0.01%013F-HRTimeline
CoreCap Advisors, LLC6$592<0.01%-3013F-HRTimeline
WealthShield Partners, LLC6$576<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4$446<0.01%+113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC4$384<0.01%-5013F-HRTimelineGroup
Parallel Advisors, LLC0$66<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
ORG Partners LLC0$29<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.