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Disclosery

IXG ISHARES TR

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GLOBAL FINLS ETF (fund)

128 managers (128 13F filers) reported a position in IXG shares at 2025-03-31, 1,835,133 shares in all. 10 filers opened a position and 11 filers sold out during the quarter.

Managers
128
13F filers
128
New
10
Added
31
Reduced
43
Sold out
11
Shares held by filers
1,835,133

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY396,342$40.8M<0.01%+19,68913F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…322,100$33M0.04%+53,70013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/250,024$25.8M<0.01%+49,44013F-HRTimelineGroup
Johnson Bixby & Associates, LLC127,044$13.1M1.96%new13F-HRTimeline
Cambria Investment Management, L.P.86,726$8.93M0.62%-3,51413F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.55,215$5.69M0.06%+7,88713F-HRTimelineGroup
Salomon & Ludwin, LLC53,539$5.52M0.59%-7613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,211$3.42M0.01%+4,13113F-HR/ATimelineGroup
LPL Financial LLC30,738$3.17M<0.01%+1,26813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,174$2.8M<0.01%+13,13013F-HRTimelineGroup
Cresset Asset Management, LLC25,807$2.66M0.01%-5,89813F-HRTimeline
Money Design Co.,Ltd.24,657$2.54M0.13%-4,41313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp24,300$2.5M0.01%-3,40413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,422$2.41M<0.01%-3413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,909$2.26M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,412$2.11M<0.01%+1,66213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,005$1.85M<0.01%-2,56313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,498$1.8M<0.01%+1,53313F-HRTimelineGroup
SENTINEL TRUST CO LBA15,800$1.63M0.19%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC14,973$1.54M0.43%-7013F-HRTimeline
UBS Group AGin group UBS Group AG11,895$1.23M<0.01%-9,03413F-HRTimelineGroup
EWG Elevate Inc.9,682$997K0.38%-7,61113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…9,230$946K<0.01%-3,89013F-HRTimelineGroup
Snowden Capital Advisors LLC8,721$898K0.03%-7013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,191$844K0.01%+2,13513F-HRTimelineGroup
HighTower Advisors, LLC8,042$829K<0.01%+4,21913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,803$804K<0.01%+5,48213F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…7,640$787K<0.01%+5,80713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,958$717K<0.01%+66313F-HRTimelineGroup
Fisher Asset Management, LLC6,262$645K<0.01%+2,94513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,208$640K<0.01%-1213F-HRTimelineGroup
Private Advisor Group, LLC6,087$627K<0.01%-7913F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC6,032$621K0.08%-8,67513F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,000$618K<0.01%+3,00013F-HRTimelineGroup
Janney Montgomery Scott LLC5,976$616K<0.01%-313F-HRTimeline
MML INVESTORS SERVICES, LLC5,817$599K<0.01%-84213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,657$583K<0.01%-13,64813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,213$537K<0.01%+57213F-HRTimeline
Family Firm, Inc.4,993$514K0.11%-25513F-HRTimeline
Creative Planningin group Creative Planning4,860$501K<0.01%-71613F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd4,700$484K0.04%013F-HRTimeline
COOKSON PEIRCE & CO INC4,295$442K0.02%-16113F-HRTimeline
Tiller Private Wealth, Inc.4,295$442K0.18%+6513F-HRTimeline
Cambridge Investment Research Advisors,…3,891$401K<0.01%+34213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,741$385K<0.01%-5,24313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,658$376K<0.01%-48213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,634$374K<0.01%+31013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,502$361K<0.01%+2,57813F-HRTimelineGroup
D.A. DAVIDSON & CO.3,211$331K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…3,000$309K<0.01%-13713F-HRTimeline
CWM, LLCin group CWM, LLC2,916$300K<0.01%-90313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,888$298K<0.01%013F-HRTimelineGroup
Mesirow Financial Investment Management…2,775$286K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,716$280K0.01%-10713F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,639$272K0.02%-13913F-HRTimeline
McIlrath & Eck, LLC2,588$267K0.03%+3613F-HRTimeline
Lynx Investment Advisory2,582$266K0.18%-63113F-HRTimeline
Cetera Investment Advisers2,580$266K<0.01%-2,69313F-HRTimeline
Integrated Wealth Concepts LLC2,473$255K<0.01%+25313F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,467$254K0.29%013F-HRTimeline
Gladstone Institutional Advisory LLC2,451$253K0.01%-56613F-HRTimeline
CIBC WORLD MARKET INC.2,360$243K<0.01%-22513F-HRTimeline
Waverly Advisors, LLC2,327$240K<0.01%013F-HRTimeline
Arete Wealth Advisors, LLC2,302$237K0.02%-35,03413F-HRTimeline
Front Row Advisors LLC2,266$233K0.09%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,242$231K0.01%-45713F-HRTimelineGroup
Strategic Financial Concepts, LLC2,200$227K0.04%new13F-HRTimeline
MPS Loria Financial Planners, LLC2,146$221K0.07%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,117$217K<0.01%+34213F-HR/ATimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC2,023$208K0.08%-11613F-HRTimeline
FMR LLCin group FMR LLC1,335$138K<0.01%+42213F-HRTimelineGroup
City State Bank1,225$126K0.04%013F-HRTimeline
COMERICA BANK1,223$126K<0.01%-3813F-HRTimeline
Beacon Capital Management, LLC1,077$111K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/983$101K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC945$97.4K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…657$67.7K<0.01%+8613F-HRTimeline
NewEdge Advisors, LLC654$67.4K<0.01%-4513F-HRTimeline
Clearstead Advisors, LLC650$67K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC644$66.3K0.03%013F-HRTimeline
Provident Wealth Management, LLC600$61.8K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.584$60.2K<0.01%-20813F-HRTimeline
Farther Finance Advisors, LLC518$53.3K<0.01%+41913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources510$52.5K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC481$49.6K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …438$45.1K<0.01%013F-HRTimelineGroup
Sava Infond d.o.o.400$41.2K0.01%013F-HRTimeline
Sandy Spring Bank398$41K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.304$31.3K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.300$30.9K<0.01%-59713F-HRTimeline
Founders Financial Alliance, LLC300$30.9K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB297$30.6K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.291$29.9K<0.01%-11013F-HRTimeline
SBI Securities Co., Ltd.282$29.1K<0.01%+4513F-HRTimeline
Wayfinding Financial, LLC263$27K0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.233$24K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL230$23.7K<0.01%013F-HRTimeline
Arax Advisory Partners207$21.3K<0.01%+3813F-HRTimeline
Nalls Sherbakoff Group, LLC200$20.6K0.02%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC184$19K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO179$18.5K<0.01%+17513F-HRTimelineGroup
AE Wealth Management LLC152$15.7K<0.01%-21313F-HRTimeline
Avion Wealth151$14K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…125$12.9K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc110$11.4K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS100$10.3K<0.01%013F-HRTimeline
Larson Financial Group LLC100$10.3K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…84$8.65K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC75$7.73K<0.01%013F-HR/ATimeline
Rise Advisors, LLC71$7.31K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC67$6.44K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.60$6.23K<0.01%013F-HRTimeline
CX Institutional44$5K<0.01%new13F-HRTimeline
Blue Trust, Inc.44$4.53K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division42$4.33K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.35$3.61K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30$3.09K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.26$2.68K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV25$2.6K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC15$1.54K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC15$1.53K<0.01%013F-HRTimeline
Anchor Investment Management, LLC10$1.03K<0.01%013F-HRTimeline
CoreCap Advisors, LLC6$635<0.01%013F-HRTimeline
Richard Bernstein Advisors LLC2$206<0.01%-54,52713F-HRTimeline
Rosenberg Matthew Hamilton2$206<0.01%-813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$104<0.01%-6213F-HRTimelineGroup
Parallel Advisors, LLC1$70<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.