IXG Institutional Ownership
iShares Global Financials ETF
1W: -2.9%
1M: -6.2%
3M: -2.5%
YTD: +3.9%
1Y: +9.9%
3Y: +91.0%
5Y: +81.2%
$126.43
+0.39 (+0.31%)
Weekly Expected Move ±1.7%
$122
$124
$126
$129
$131
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — IXG
144
Institutional Holders
-14 vs prior quarter
0.0%
Ownership
+0.00pp
258M
Total Invested
11
New Positions
42
Increased
61
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (168 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 463,355 | $59M | +75,193 | +19.4% | 60Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 257,783 | $33M | -6,156 | -2.3% | 15Q | SEC ↗ |
| 3 | Banco Santander, S.A. | 166,476 | $21M | +90,657 | +119.6% | 7Q | SEC ↗ |
| 4 | DZ BANK AG Deutsche Zentral Genossensc NEW | 102,308 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Avior Wealth Management, LLC | 90,560 | $11M | -1,613 | -1.7% | 2Q | SEC ↗ |
| 6 | Federation des caisses Desjardins du Q | 72,879 | $9M | +3,958 | +5.7% | 37Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 67,128 | $8M | +3,111 | +4.9% | 87Q | SEC ↗ |
| 8 | LPL Financial LLC | 50,816 | $6M | +4,546 | +9.8% | 37Q | SEC ↗ |
| 9 | FLOW TRADERS U.S. LLC | 50,101 | $6M | +36,268 | +262.2% | 5Q | SEC ↗ |
| 10 | FIL Ltd NEW | 50,094 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Salomon & Ludwin, LLC | 49,345 | $6M | -671 | -1.3% | 26Q | SEC ↗ |
| 12 | HighTower Advisors, LLC | 44,281 | $6M | -111,932 | -71.7% | 12Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 34,576 | $4M | +29,337 | +560.0% | 22Q | SEC ↗ |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,272 | $4M | -13,560 | -29.6% | 11Q | SEC ↗ |
| 15 | BlackRock, Inc. | 31,027 | $4M | -9,677 | -23.8% | 7Q | SEC ↗ |
| 16 | CITADEL ADVISORS LLC | 30,578 | $4M | -13,642 | -30.9% | 3Q | SEC ↗ |
| 17 | M&T Bank Corp | 24,300 | $3M | — | +0.0% | 20Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 24,061 | $3M | +6,516 | +37.1% | 26Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 23,650 | $3M | +12,151 | +105.7% | 16Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 19,319 | $2M | +2,757 | +16.6% | 7Q | SEC ↗ |
| 21 | Composition Wealth, LLC | 19,182 | $2M | +909 | +5.0% | 2Q | SEC ↗ |
| 22 | SENTINEL TRUST CO LBA | 15,800 | $2M | — | +0.0% | 23Q | SEC ↗ |
| 23 | FOUNDERS GROVE WEALTH PARTNERS, LLC | 15,799 | $2M | -512 | -3.1% | 7Q | SEC ↗ |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 13,722 | $2M | -1,133 | -7.6% | 31Q | SEC ↗ |
| 25 | HRT FINANCIAL LP NEW | 13,548 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Gladstone Institutional Advisory LLC | 13,038 | $2M | +2,101 | +19.2% | 10Q | SEC ↗ |
| 27 | JPMORGAN CHASE & CO | 12,506 | $2M | -3,235 | -20.6% | 31Q | SEC ↗ |
| 28 | DECISION INVESTMENTS, INC | 11,899 | $2M | +3 | +0.0% | 3Q | SEC ↗ |
| 29 | LOM Asset Management Ltd | 11,891 | $2M | +1,461 | +14.0% | 5Q | SEC ↗ |
| 30 | UBS Group AG | 11,846 | $1M | +1,604 | +15.7% | 47Q | SEC ↗ |
| 31 | CITIGROUP INC | 11,088 | $1M | +738 | +7.1% | 38Q | SEC ↗ |
| 32 | Mirae Asset Global Investments Co., Lt | 9,910 | $1M | +6,140 | +162.9% | 8Q | SEC ↗ |
| 33 | NORTHERN TRUST CORP | 9,694 | $1M | -998 | -9.3% | 2Q | SEC ↗ |
| 34 | JANE STREET GROUP, LLC | 9,539 | $1M | -91,564 | -90.6% | 3Q | SEC ↗ |
| 35 | KCM INVESTMENT ADVISORS LLC | 9,526 | $1M | +3,016 | +46.3% | 5Q | SEC ↗ |
| 36 | Snowden Capital Advisors LLC | 9,250 | $1M | -168 | -1.8% | 21Q | SEC ↗ |
| 37 | FSM Wealth Advisors, LLC | 9,117 | $1M | -169 | -1.8% | 5Q | SEC ↗ |
| 38 | ROYAL BANK OF CANADA | 8,920 | $1M | -8,427 | -48.6% | 73Q | SEC ↗ |
| 39 | Equitable Holdings, Inc. | 8,636 | $1M | +1,145 | +15.3% | 9Q | SEC ↗ |
| 40 | PRINCIPAL SECURITIES, INC. | 8,384 | $1M | -366 | -4.2% | 11Q | SEC ↗ |
| 41 | Kestra Advisory Services, LLC | 7,947 | $1M | -555 | -6.5% | 10Q | SEC ↗ |
| 42 | Janney Montgomery Scott LLC | 7,821 | $989K | -1,210 | -13.4% | 21Q | SEC ↗ |
| 43 | JONES FINANCIAL COMPANIES LLLP | 6,972 | $881K | +2,626 | +60.4% | 9Q | SEC ↗ |
| 44 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5,972 | $755K | -556 | -8.5% | 4Q | SEC ↗ |
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 5,216 | $659K | +697 | +15.4% | 21Q | SEC ↗ |
| 46 | JTC Employer Solutions Trustee Ltd | 4,700 | $594K | — | +0.0% | 21Q | SEC ↗ |
| 47 | Tiller Private Wealth, Inc. | 4,385 | $554K | -175 | -3.8% | 9Q | SEC ↗ |
| 48 | Cetera Investment Advisers | 4,361 | $551K | +189 | +4.5% | 21Q | SEC ↗ |
| 49 | COOKSON PEIRCE & CO INC | 4,278 | $541K | +65 | +1.5% | 9Q | SEC ↗ |
| 50 | NATIONAL BANK OF CANADA /FI | 4,220 | $534K | +305 | +7.8% | 19Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| DZ BANK AG Deutsche Zentral Genosse | 102,308 | $13M |
| FIL Ltd | 50,094 | $6M |
| HRT FINANCIAL LP | 13,548 | $2M |
| Savvy Advisors, Inc. | 3,297 | $417K |
| TWO SIGMA SECURITIES, LLC | 1,648 | $208K |
| EP Wealth Advisors, LLC | 1,200 | $152K |
| Global Retirement Partners, LLC | 241 | $30K |
| Coppell Advisory Solutions LLC | 117 | $15K |
| BESSEMER GROUP INC | 50 | $6K |
| XP Advisory US, Inc. | 38 | $5K |
| Cape Investment Advisory, Inc. | 23 | $3K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Pictet Asset Management Holding SA | 337,660 | $43M |
| Cambria Investment Management, L.P. | 78,116 | $10M |
| Outlook Wealth Advisors, LLC | 43,517 | $6M |
| Cresset Asset Management, LLC | 17,469 | $2M |
| GOLDMAN SACHS GROUP INC | 8,070 | $1M |
| Hilltop Holdings Inc. | 6,257 | $791K |
| Waterloo Capital, L.P. | 4,383 | $554K |
| World Investment Advisors | 3,426 | $433K |
| Wealthspire Advisors, LLC | 3,308 | $418K |
| TCFG Investment Advisors, LLC | 2,777 | $351K |
| Elevation Advisory Partners LLC | 2,618 | $331K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 2,421 | $306K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2,366 | $299K |
| Lynx Investment Advisory | 2,207 | $279K |
| Centerline Wealth Advisors, LLC | 2,027 | $256K |
| NBC SECURITIES, INC. | 1,764 | $223K |
| Mutual Advisors, LLC | 1,680 | $212K |
| Annis Gardner Whiting Capital Advis | 1,341 | $170K |
| Ascentis Independent Advisors | 550 | $70K |
| BARCLAYS PLC | 517 | $65K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Banco Santander, S.A. | +90,657 | +119.6% | 166,476 |
| MORGAN STANLEY | +75,193 | +19.4% | 463,355 |
| FLOW TRADERS U.S. LLC | +36,268 | +262.2% | 50,101 |
| COMMONWEALTH EQUITY SERVICES, LLC | +29,337 | +560.0% | 34,576 |
| AMERIPRISE FINANCIAL INC | +12,151 | +105.7% | 23,650 |
| OSAIC HOLDINGS, INC. | +6,516 | +37.1% | 24,061 |
| Mirae Asset Global Investments Co., | +6,140 | +162.9% | 9,910 |
| LPL Financial LLC | +4,546 | +9.8% | 50,816 |
| Federation des caisses Desjardins d | +3,958 | +5.7% | 72,879 |
| WELLS FARGO & COMPANY/MN | +3,111 | +4.9% | 67,128 |
| KCM INVESTMENT ADVISORS LLC | +3,016 | +46.3% | 9,526 |
| RAYMOND JAMES FINANCIAL INC | +2,757 | +16.6% | 19,319 |
| JONES FINANCIAL COMPANIES LLLP | +2,626 | +60.4% | 6,972 |
| Gladstone Institutional Advisory LL | +2,101 | +19.2% | 13,038 |
| UBS Group AG | +1,604 | +15.7% | 11,846 |
| LOM Asset Management Ltd | +1,461 | +14.0% | 11,891 |
| Equitable Holdings, Inc. | +1,145 | +15.3% | 8,636 |
| Composition Wealth, LLC | +909 | +5.0% | 19,182 |
| CITIGROUP INC | +738 | +7.1% | 11,088 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +697 | +15.4% | 5,216 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HighTower Advisors, LLC | -111,932 | -71.7% | 44,281 |
| JANE STREET GROUP, LLC | -91,564 | -90.6% | 9,539 |
| GTS SECURITIES LLC | -32,309 | -92.1% | 2,753 |
| CITADEL ADVISORS LLC | -13,642 | -30.9% | 30,578 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -13,560 | -29.6% | 32,272 |
| BlackRock, Inc. | -9,677 | -23.8% | 31,027 |
| ROYAL BANK OF CANADA | -8,427 | -48.6% | 8,920 |
| BANK OF AMERICA CORP /DE | -6,156 | -2.3% | 257,783 |
| JPMORGAN CHASE & CO | -3,235 | -20.6% | 12,506 |
| Virtu Financial LLC | -3,174 | -61.1% | 2,020 |
| Creative Planning | -1,855 | -43.2% | 2,440 |
| Avior Wealth Management, LLC | -1,613 | -1.7% | 90,560 |
| Johnson Bixby & Associates, LLC | -1,510 | -34.7% | 2,838 |
| SAGESPRING WEALTH PARTNERS, LLC | -1,270 | -23.7% | 4,091 |
| Janney Montgomery Scott LLC | -1,210 | -13.4% | 7,821 |
| ENVESTNET ASSET MANAGEMENT INC | -1,133 | -7.6% | 13,722 |
| NORTHERN TRUST CORP | -998 | -9.3% | 9,694 |
| Salomon & Ludwin, LLC | -671 | -1.3% | 49,345 |
| MML INVESTORS SERVICES, LLC | -659 | -20.3% | 2,590 |
| Private Advisor Group, LLC | -614 | -14.3% | 3,675 |