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Disclosery

IXG ISHARES TR

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GLOBAL FINLS ETF (fund)

139 managers (140 13F filers) reported a position in IXG shares at 2025-12-31, 2,435,167 shares in all. 18 filers opened a position and 10 filers sold out during the quarter.

Managers
139
13F filers
140
New
18
Added
45
Reduced
34
Sold out
10
Shares held by filers
2,435,167

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY379,652$45.9M<0.01%-15,72213F-HR/ATimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…337,660$41.1M0.04%-27,80013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/287,126$34.7M<0.01%-21,98613F-HRTimelineGroup
Johnson Bixby & Associates, LLC131,212$15.8M1.96%+14413F-HRTimeline
HighTower Advisors, LLC106,705$12.9M0.01%+97,61613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC87,216$10.5M<0.01%-9,35813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC82,390$9.95M<0.01%+13,12913F-HRTimelineGroup
Cambria Investment Management, L.P.78,116$9.44M0.55%+10,11613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC68,612$8.28M<0.01%-12,56313F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.59,821$7.23M0.05%+4,86713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…57,408$6.93M0.01%-7,45913F-HRTimelineGroup
LPL Financial LLC52,123$6.3M<0.01%+17,73713F-HRTimeline
Salomon & Ludwin, LLC50,202$6.22M0.55%-16213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN43,736$5.28M<0.01%+12,61313F-HRTimelineGroup
Outlook Wealth Advisors, LLC43,517$5.26M1.19%-30113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA37,747$4.56M<0.01%+2,69413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,061$4.12M0.01%+47813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.33,075$4M<0.01%-6,21813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,602$3.94M<0.01%new13F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp24,300$2.94M0.01%013F-HR/ATimelineGroup
Janney Montgomery Scott LLC23,368$2.82M0.01%+3,71413F-HRTimeline
Cresset Asset Management, LLC17,469$2.11M0.01%-8,48213F-HRTimeline
Private Advisor Group, LLC17,224$2.08M0.01%+1,68313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC16,315$1.97M0.44%-8413F-HRTimeline
SENTINEL TRUST CO LBA15,800$1.91M0.19%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,455$1.75M<0.01%new13F-HRTimelineGroup
DECISION INVESTMENTS, INC12,346$1.49M1.63%13F-HRTimeline
Smartleaf Asset Management LLC11,958$1.45M0.06%+3,23713F-HRTimeline
UBS Group AGin group UBS Group AG11,286$1.36M<0.01%+44413F-HRTimelineGroup
FLOW TRADERS U.S. LLC11,017$1.33M0.04%-21913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding10,575$1.28M+66Timeline
CITIGROUP INCin group CITIGROUP INC10,567$1.28M<0.01%+90213F-HRTimelineGroup
Snowden Capital Advisors LLC9,649$1.17M0.03%-14913F-HRTimeline
FSM Wealth Advisors, LLC8,727$1.05M0.14%+1,93713F-HRTimeline
LOM Asset Management Ltd8,530$1.03M0.3%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,440$1.02M0.02%-1713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,070$975K<0.01%new13F-HR/ATimelineGroup
Fisher Asset Management, LLC6,680$807K<0.01%-10213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,528$789K<0.01%+5,47713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,257$756K0.05%+1,53513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,230$753K0.01%-5913F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC5,882$710K0.02%+16013F-HRTimeline
Cetera Investment Advisers5,247$634K<0.01%-13513F-HRTimeline
MGB Wealth Management, LLC5,139$623K0.18%new13F-HRTimeline
MML INVESTORS SERVICES, LLC4,733$572K<0.01%+10813F-HRTimeline
JTC Employer Solutions Trustee Ltd4,700$568K0.04%013F-HRTimeline
Tiller Private Wealth, Inc.4,600$556K0.2%+12513F-HRTimeline
Waterloo Capital, L.P.4,383$529K0.04%+89713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,380$529K<0.01%-1513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,257$514K<0.01%+15813F-HR/ATimelineGroup
Creative Planningin group Creative Planning4,164$503K<0.01%-73913F-HRTimelineGroup
Gladstone Institutional Advisory LLC4,145$501K0.02%+29713F-HRTimeline
COOKSON PEIRCE & CO INC4,074$492K0.02%+5213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,983$481K<0.01%-1,62513F-HRTimeline
Integrated Wealth Concepts LLC3,968$479K0.01%+12013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…3,770$455K<0.01%-53013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,702$447K<0.01%+9513F-HRTimelineGroup
World Investment Advisors3,426$414K0.01%new13F-HR/ATimeline
Beacon Pointe Advisors, LLC3,385$409K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC3,308$400K<0.01%+3,20713F-HRTimeline
AE Wealth Management LLC3,233$390K<0.01%+2,35313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,193$386K<0.01%+87613F-HRTimelineGroup
Federation des caisses Desjardins du Qu…3,000$362K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,888$349K<0.01%013F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,793$337K0.13%new13F-HRTimelineGroup
Mesirow Financial Investment Management…2,775$335K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,590$313K<0.01%-1513F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,564$310K<0.01%-38013F-HRTimeline
MontVue Capital Management, Inc.2,561$309K0.21%013F-HRTimeline
D.A. DAVIDSON & CO.2,516$304K<0.01%013F-HRTimeline
GTS SECURITIES LLC2,510$303K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,421$300K<0.01%+64613F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,467$298K0.31%013F-HRTimeline
McIlrath & Eck, LLC2,412$291K0.03%-10013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,279$275K0.01%+1513F-HRTimelineGroup
CIBC WORLD MARKET INC.2,236$270K<0.01%-2413F-HRTimeline
Lynx Investment Advisory2,207$267K0.15%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,193$265K<0.01%+1,21013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,162$261K<0.01%+113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,128$257K<0.01%+513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,994$241K<0.01%+1213F-HR/ATimelineGroup
Waverly Advisors, LLC1,990$240K<0.01%-33713F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,812$219K0.07%013F-HRTimeline
LANARK FINANCIAL, INC.1,764$213K0.02%+8613F-HRTimeline
Front Row Advisors LLC1,730$209K0.07%-16013F-HRTimeline
FMR LLCin group FMR LLC1,707$206K<0.01%+16613F-HRTimelineGroup
Mutual Advisors, LLC1,680$203K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC1,680$203K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,608$194K0.01%+113F-HRTimelineGroup
Nova Wealth Management, Inc.1,403$169K0.12%new13F-HRTimeline
City State Bank1,400$169K0.05%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,341$162K0.03%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,339$162K0.01%-1,30013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,045$126K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC932$113K<0.01%-17,39713F-HRTimeline
Steward Partners Investment Advisory, L…921$111K<0.01%+21513F-HRTimeline
COMERICA BANK678$81.9K<0.01%013F-HRTimeline
Clearstead Advisors, LLC650$78.5K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC644$77.8K0.03%013F-HRTimeline
Provident Wealth Management, LLC600$72.5K0.02%013F-HRTimeline
Sava Infond d.o.o.575$69.5K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC517$62.4K<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources510$61.6K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL488$58.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.476$57.5K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp407$49.1K<0.01%+413F-HRTimelineGroup
Arax Advisory Partners352$42.5K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC336$40.6K<0.01%-32013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …335$40.5K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA315$38K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.121$36.7K<0.01%+413F-HRTimelineGroup
Sunbelt Securities, Inc.300$36.2K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC300$36.2K0.01%013F-HRTimeline
SBI Securities Co., Ltd.288$34.8K<0.01%-2013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC252$30.4K<0.01%+6613F-HRTimelineGroup
Global Retirement Partners, LLC240$29K<0.01%-5113F-HRTimeline
Nalls Sherbakoff Group, LLC200$24.2K0.02%013F-HRTimeline
Frankly Finances, LLC150$18.1K0.02%13F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…125$15.1K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.123$14.9K<0.01%+1613F-HRTimeline
AdvisorNet Financial, Inc104$12.5K<0.01%-813F-HRTimeline
Larson Financial Group LLC100$12.1K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.97$11.7K0.01%13F-HRTimeline
Avion Wealth87$10K<0.01%-6413F-HRTimeline
Blue Trust, Inc.44$5.32K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division42$5.07K<0.01%013F-HRTimeline
CX Institutional44$5K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.35$4.23K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30$3.62K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.26$3.14K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV26$3.12K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC15$1.81K<0.01%013F-HRTimeline
SageView Advisory Group, LLC13$1.57K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC10$1.21K<0.01%013F-HRTimeline
CoreCap Advisors, LLC6$745<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS6$725<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4$483<0.01%new13F-HRTimelineGroup
Rosenberg Matthew Hamilton2$242<0.01%013F-HRTimeline
Richard Bernstein Advisors LLC2$241<0.01%013F-HRTimeline