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Disclosery

IXG ISHARES TR

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GLOBAL FINLS ETF (fund)

129 managers (130 13F filers) reported a position in IXG shares at 2025-06-30, 1,998,101 shares in all. 10 filers opened a position and 9 filers sold out during the quarter.

Managers
129
13F filers
130
New
10
Added
42
Reduced
30
Sold out
9
Shares held by filers
1,998,101

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY406,602$45.1M<0.01%+10,26013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/282,050$31.3M<0.01%+32,02613F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…211,300$23.4M0.02%-110,80013F-HRTimelineGroup
Johnson Bixby & Associates, LLC129,625$14.4M1.97%+2,58113F-HRTimeline
EWG Elevate Inc.101,304$11.2M3.46%+91,62213F-HRTimeline
FLOW TRADERS U.S. LLC74,100$8.21M0.3%new13F-HRTimeline
Cambria Investment Management, L.P.71,390$7.91M0.53%-15,33613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC64,386$7.14M<0.01%+40,96413F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.56,968$6.31M0.06%+1,75313F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Salomon & Ludwin, LLC50,546$5.62M0.56%-2,99313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,735$4.85M<0.01%+21,82613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.42,054$4.66M<0.01%+14,88013F-HRTimelineGroup
LPL Financial LLC35,027$3.88M<0.01%+4,28913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN27,620$3.06M<0.01%+10,12213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp24,300$2.69M0.01%013F-HRTimelineGroup
Money Design Co.,Ltd.23,373$2.59M0.12%-1,28413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,884$2.32M<0.01%+47213F-HR/ATimelineGroup
Cresset Asset Management, LLC18,824$2.09M0.01%-6,98313F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,226$2.02M<0.01%+22113F-HR/ATimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC16,468$1.82M0.46%+1,49513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,464$1.82M<0.01%-16,74713F-HRTimelineGroup
SENTINEL TRUST CO LBA15,800$1.75M0.19%013F-HRTimeline
UBS Group AGin group UBS Group AG11,413$1.26M<0.01%-48213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding10,877$1.21M+3,074Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,757$1.19M<0.01%+3,79913F-HRTimelineGroup
Snowden Capital Advisors LLC9,801$1.09M0.03%+1,08013F-HRTimeline
HighTower Advisors, LLC8,094$897K<0.01%+5213F-HRTimeline
Janney Montgomery Scott LLC7,644$847K<0.01%+1,66813F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…7,640$847K<0.01%013F-HRTimelineGroup
LOM Asset Management Ltd7,530$835K0.28%13F-HR/ATimeline
Fisher Asset Management, LLC6,680$740K<0.01%+41813F-HRTimeline
Private Advisor Group, LLC6,327$701K<0.01%+24013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,185$685K<0.01%+97213F-HRTimeline
MML INVESTORS SERVICES, LLC5,762$639K<0.01%-5513F-HRTimeline
KCM INVESTMENT ADVISORS LLC5,576$618K0.02%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,421$601K<0.01%-23613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC5,185$575K<0.01%-1,02313F-HRTimelineGroup
Creative Planningin group Creative Planning4,860$539K<0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,830$535K<0.01%-3,36113F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd4,700$522K0.05%013F-HRTimeline
Tiller Private Wealth, Inc.4,450$494K0.19%+15513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…4,300$477K<0.01%-4,93013F-HRTimelineGroup
COOKSON PEIRCE & CO INC4,122$457K0.02%-17313F-HRTimeline
FSM Wealth Advisors, LLC4,075$453K0.07%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,000$443K<0.01%-2,00013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,858$428K<0.01%+35613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,741$415K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,614$401K<0.01%-2013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,563$395K<0.01%-9513F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…3,514$389K<0.01%-37713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,262$360K<0.01%+1,14513F-HRTimelineGroup
Gladstone Institutional Advisory LLC3,169$351K0.01%+71813F-HRTimeline
Federation des caisses Desjardins du Qu…3,000$332K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,888$320K<0.01%013F-HRTimelineGroup
Mesirow Financial Investment Management…2,775$308K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC2,755$305K<0.01%+28213F-HRTimeline
Cetera Investment Advisers2,741$304K<0.01%+16113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,639$292K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC2,633$292K<0.01%-28313F-HRTimelineGroup
D.A. DAVIDSON & CO.2,516$279K<0.01%-69513F-HRTimeline
McIlrath & Eck, LLC2,425$269K0.03%-16313F-HRTimeline
MontVue Capital Management, Inc.2,375$263K0.19%new13F-HRTimeline
CIBC WORLD MARKET INC.2,360$262K<0.01%013F-HRTimeline
Waverly Advisors, LLC2,327$258K<0.01%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,467$254K0.29%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,264$251K0.01%+2213F-HRTimelineGroup
Strategic Financial Concepts, LLC2,200$244K0.03%013F-HRTimeline
Lynx Investment Advisory2,199$244K0.16%-38313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,141$237K<0.01%new13F-HRTimeline
Wedmont Private Capital2,042$228K0.01%new13F-HRTimeline
Front Row Advisors LLC2,015$223K0.08%-25113F-HRTimeline
OneDigital Investment Advisors LLC2,012$223K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,877$208K<0.01%new13F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC1,812$201K0.07%-21113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,607$178K0.01%-1,10913F-HRTimelineGroup
FMR LLCin group FMR LLC1,463$162K<0.01%+12813F-HRTimelineGroup
City State Bank1,425$158K0.05%+20013F-HRTimeline
COMERICA BANK1,276$141K<0.01%+5313F-HRTimeline
Beacon Capital Management, LLC1,091$121K0.02%+1413F-HRTimeline
Farther Finance Advisors, LLC1,055$117K<0.01%+53713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/983$109K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.897$86.2K0.01%+59713F-HRTimeline
NewEdge Advisors, LLC656$72.7K<0.01%+213F-HRTimeline
Clearstead Advisors, LLC650$72K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC644$71.6K0.03%013F-HRTimeline
Provident Wealth Management, LLC600$66.5K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…599$66.4K<0.01%-5813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources510$56.5K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC481$53.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.476$52.7K<0.01%-10813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp403$44.7K<0.01%new13F-HRTimelineGroup
Sava Infond d.o.o.400$44.3K0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …335$37.1K<0.01%-10313F-HRTimelineGroup
SBI Securities Co., Ltd.308$34.1K<0.01%+2613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.304$33.7K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC300$33.2K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.291$32.3K<0.01%013F-HRTimeline
Global Retirement Partners, LLC291$32.2K<0.01%13F-HRTimeline
Wilmington Savings Fund Society, FSB256$28.4K<0.01%-4113F-HRTimeline
Riggs Asset Managment Co. Inc.233$25.8K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL230$25.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC210$23.3K<0.01%+2613F-HRTimelineGroup
Arax Advisory Partners207$22.9K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC200$22.2K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO166$18.4K<0.01%-1313F-HRTimelineGroup
Avion Wealth151$16K<0.01%013F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…125$13.9K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc112$12.4K<0.01%+213F-HRTimeline
Larson Financial Group LLC100$11.1K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.88$9.79K<0.01%+2813F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC75$8.31K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC73$8.09K<0.01%+613F-HRTimelineGroup
Rise Advisors, LLC72$7.97K<0.01%+113F-HRTimeline
CX Institutional44$5K<0.01%013F-HR/ATimeline
Blue Trust, Inc.44$4.88K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division42$4.65K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.35$3.88K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30$3.33K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.26$2.88K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV26$2.84K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC15$1.7K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC15$1.66K<0.01%013F-HRTimeline
Anchor Investment Management, LLC10$1.11K<0.01%013F-HRTimeline
CoreCap Advisors, LLC6$683<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton2$222<0.01%013F-HRTimeline
Richard Bernstein Advisors LLC2$221<0.01%013F-HRTimeline
AE Wealth Management LLC1$142<0.01%-15113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$111<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.