IXJ Institutional Ownership
iShares Global Healthcare ETF
1W: -3.0%
1M: -4.6%
3M: +0.3%
YTD: +3.1%
1Y: +10.6%
3Y: +26.5%
5Y: +23.6%
$100.86
-0.07 (-0.07%)
Weekly Expected Move ±2.1%
$96
$99
$101
$103
$105
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IXJ
332
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
53
New Positions
95
Increased
100
Reduced
25
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (366 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 13,781,566 | 1.4B | -149,610 | -1.1% | 8Q | SEC ↗ |
| 2 | Phoenix Financial Ltd. | 2,684,000 | $271M | -1,050,000 | -28.1% | 13Q | SEC ↗ |
| 3 | Fisher Asset Management, LLC | 2,113,446 | $213M | -147,811 | -6.5% | 50Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 1,030,212 | $104M | -133,097 | -11.4% | 15Q | SEC ↗ |
| 5 | MORGAN STANLEY | 945,984 | $95M | +501,291 | +112.7% | 60Q | SEC ↗ |
| 6 | ASSETMARK, INC | 786,480 | $79M | +786,388 | +854769.6% | 4Q | SEC ↗ |
| 7 | FIL Ltd | 776,264 | $78M | +745,236 | +2401.8% | 40Q | SEC ↗ |
| 8 | CI INVESTMENTS INC. NEW | 719,900 | $73M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Richard Bernstein Advisors LLC | 397,027 | $40M | -887,197 | -69.1% | 29Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 310,990 | $31M | -141,989 | -31.3% | 47Q | SEC ↗ |
| 11 | UBS Group AG | 308,296 | $31M | +20,680 | +7.2% | 47Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 231,651 | $23M | +5,751 | +2.5% | 90Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 217,217 | $22M | +17,965 | +9.0% | 83Q | SEC ↗ |
| 14 | Jupiter Topco LLC NEW | 183,020 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 183,017 | $18M | +6,397 | +3.6% | 7Q | SEC ↗ |
| 16 | BANK OF MONTREAL /CAN | 166,548 | $17M | -2,250 | -1.3% | 53Q | SEC ↗ |
| 17 | LPL Financial LLC | 165,149 | $17M | +12,274 | +8.0% | 54Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 148,494 | $15M | +46,194 | +45.2% | 77Q | SEC ↗ |
| 19 | HighTower Advisors, LLC | 138,873 | $14M | +3,226 | +2.4% | 29Q | SEC ↗ |
| 20 | JANE STREET GROUP, LLC | 127,640 | $13M | -319,883 | -71.5% | 17Q | SEC ↗ |
| 21 | Federation des caisses Desjardins du Q | 125,906 | $13M | -250 | -0.2% | 37Q | SEC ↗ |
| 22 | Leo Wealth, LLC | 119,699 | $12M | -27,099 | -18.5% | 8Q | SEC ↗ |
| 23 | Banco Santander, S.A. | 118,275 | $12M | +2,893 | +2.5% | 20Q | SEC ↗ |
| 24 | Robertson Stephens Wealth Management, | 115,873 | $12M | +22,765 | +24.5% | 4Q | SEC ↗ |
| 25 | KB Prvo drustvo za upravuvanje so zado NEW | 104,285 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Royal Fund Management, LLC | 97,325 | $10M | +5,314 | +5.8% | 3Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 83,187 | $8M | -807 | -1.0% | 35Q | SEC ↗ |
| 28 | SG Americas Securities, LLC | 82,029 | $8M | +78,839 | +2471.4% | 3Q | SEC ↗ |
| 29 | MANAGED ASSET PORTFOLIOS, LLC NEW | 78,965 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 30 | PGIM Custom Harvest LLC | 60,434 | $6M | +2,462 | +4.2% | 7Q | SEC ↗ |
| 31 | FCA CORP /TX | 53,846 | $5M | +2,440 | +4.7% | 87Q | SEC ↗ |
| 32 | Cetera Investment Advisers | 49,180 | $5M | +22,685 | +85.6% | 15Q | SEC ↗ |
| 33 | GOLDMAN SACHS GROUP INC | 48,221 | $5M | +1,080 | +2.3% | 15Q | SEC ↗ |
| 34 | Mirae Asset Global Investments Co., Lt | 47,800 | $5M | -10,800 | -18.4% | 32Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. | 46,105 | $5M | +7,867 | +20.6% | 26Q | SEC ↗ |
| 36 | BNP PARIBAS FINANCIAL MARKETS | 44,915 | $5M | -10,000 | -18.2% | 15Q | SEC ↗ |
| 37 | Banque Transatlantique SA NEW | 44,273 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 38 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 41,594 | $4M | -776 | -1.8% | 3Q | SEC ↗ |
| 39 | SCOTIA CAPITAL INC. | 41,137 | $4M | +21,118 | +105.5% | 49Q | SEC ↗ |
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 38,879 | $4M | +5,419 | +16.2% | 33Q | SEC ↗ |
| 41 | CITIGROUP INC | 38,556 | $4M | -5,136 | -11.8% | 56Q | SEC ↗ |
| 42 | Farther Finance Advisors, LLC | 37,777 | $4M | +2,600 | +7.4% | 14Q | SEC ↗ |
| 43 | Janney Montgomery Scott LLC | 31,985 | $3M | -776 | -2.4% | 7Q | SEC ↗ |
| 44 | FRANKLIN RESOURCES INC | 31,572 | $3M | +5,381 | +20.5% | 22Q | SEC ↗ |
| 45 | TD Waterhouse Canada Inc. | 30,196 | $3M | +1,211 | +4.2% | 19Q | SEC ↗ |
| 46 | Creative Planning | 28,669 | $3M | -1,214 | -4.1% | 44Q | SEC ↗ |
| 47 | Rathbones Group PLC | 27,984 | $3M | +2,243 | +8.7% | 12Q | SEC ↗ |
| 48 | Vontobel Holding Ltd. | 26,700 | $3M | — | +0.0% | 3Q | SEC ↗ |
| 49 | TRUIST FINANCIAL CORP | 26,685 | $3M | -668 | -2.4% | 20Q | SEC ↗ |
| 50 | VIAWEALTH, LLC | 26,411 | $3M | +3,492 | +15.2% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CI INVESTMENTS INC. | 719,900 | $73M |
| Jupiter Topco LLC | 183,020 | $18M |
| KB Prvo drustvo za upravuvanje so z | 104,285 | $11M |
| MANAGED ASSET PORTFOLIOS, LLC | 78,965 | $8M |
| Banque Transatlantique SA | 44,273 | $4M |
| Legacy Wealth Partners, LLC | 21,367 | $2M |
| REYL & Cie S.A. | 21,133 | $2M |
| Balefire, LLC | 17,078 | $2M |
| Algorithmic Investment Models, LLC | 12,166 | $1M |
| Gateway Wealth Partners, LLC | 11,781 | $1M |
| Collaborative Capital Advisors LLC | 5,962 | $601K |
| Global Retirement Partners, LLC | 5,283 | $533K |
| J.W. COLE ADVISORS, INC. | 5,282 | $533K |
| Ascent Group, LLC | 4,468 | $451K |
| WAYSTONE ADVISORS LLC | 3,557 | $359K |
| Daybright Advisory Services, Inc. | 3,408 | $344K |
| Baird Financial Group, Inc. | 3,278 | $331K |
| Ignite Planners, LLC | 3,228 | $326K |
| FIRST AMERICAN TRUST, FSB | 3,212 | $324K |
| Savant Capital, LLC | 3,052 | $308K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Hamilton Wealth, LLC | 95,799 | $10M |
| CITADEL ADVISORS LLC | 56,307 | $6M |
| Marex Group plc | 27,042 | $3M |
| Cresset Asset Management, LLC | 21,342 | $2M |
| Crescent Grove Advisors, LLC | 15,940 | $2M |
| Ipsen Advisor Group LLC | 13,215 | $1M |
| Engineers Gate Manager LP | 6,504 | $656K |
| Purkiss Capital Advisors LLC | 5,838 | $589K |
| EHRLICH FINANCIAL GROUP | 5,805 | $585K |
| CITY OF LONDON INVESTMENT MANAGEMEN | 5,400 | $545K |
| StoneX Group Inc. | 5,355 | $540K |
| TWO SIGMA SECURITIES, LLC | 5,166 | $521K |
| COMPASS CAPITAL MANAGEMENT, INC | 4,800 | $484K |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 4,039 | $407K |
| MILLENNIUM MANAGEMENT LLC | 3,986 | $402K |
| Sun Group Wealth Partners | 3,864 | $390K |
| SOL Capital Management CO | 3,400 | $343K |
| EVOKE WEALTH, LLC | 3,261 | $329K |
| Sava Infond d.o.o. | 3,200 | $323K |
| D. E. Shaw & Co., Inc. | 3,016 | $304K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ASSETMARK, INC | +786,388 | +854769.6% | 786,480 |
| FIL Ltd | +745,236 | +2401.8% | 776,264 |
| MORGAN STANLEY | +501,291 | +112.7% | 945,984 |
| SG Americas Securities, LLC | +78,839 | +2471.4% | 82,029 |
| ENVESTNET ASSET MANAGEMENT INC | +46,194 | +45.2% | 148,494 |
| Robertson Stephens Wealth Managemen | +22,765 | +24.5% | 115,873 |
| Cetera Investment Advisers | +22,685 | +85.6% | 49,180 |
| SCOTIA CAPITAL INC. | +21,118 | +105.5% | 41,137 |
| UBS Group AG | +20,680 | +7.2% | 308,296 |
| ROYAL BANK OF CANADA | +17,965 | +9.0% | 217,217 |
| Atria Investments, Inc | +13,076 | +334.0% | 16,991 |
| LPL Financial LLC | +12,274 | +8.0% | 165,149 |
| Clearstead Advisors, LLC | +8,720 | +1453.3% | 9,320 |
| OSAIC HOLDINGS, INC. | +7,867 | +20.6% | 46,105 |
| Sanctuary Advisors, LLC | +7,010 | +41.4% | 23,952 |
| RAYMOND JAMES FINANCIAL INC | +6,397 | +3.6% | 183,017 |
| JONES FINANCIAL COMPANIES LLLP | +5,914 | +32.2% | 24,303 |
| WELLS FARGO & COMPANY/MN | +5,751 | +2.5% | 231,651 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +5,419 | +16.2% | 38,879 |
| FRANKLIN RESOURCES INC | +5,381 | +20.5% | 31,572 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Phoenix Financial Ltd. | -1,050,000 | -28.1% | 2,684,000 |
| Richard Bernstein Advisors LLC | -887,197 | -69.1% | 397,027 |
| JANE STREET GROUP, LLC | -319,883 | -71.5% | 127,640 |
| BlackRock, Inc. | -149,610 | -1.1% | 13,781,566 |
| Fisher Asset Management, LLC | -147,811 | -6.5% | 2,113,446 |
| JPMORGAN CHASE & CO | -141,989 | -31.3% | 310,990 |
| BANK OF AMERICA CORP /DE | -133,097 | -11.4% | 1,030,212 |
| Leo Wealth, LLC | -27,099 | -18.5% | 119,699 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -12,868 | -84.2% | 2,421 |
| Mirae Asset Global Investments Co., | -10,800 | -18.4% | 47,800 |
| BNP PARIBAS FINANCIAL MARKETS | -10,000 | -18.2% | 44,915 |
| Logan Stone Capital, LLC | -9,484 | -32.5% | 19,723 |
| Clarity Wealth Advisors, LLC | -5,863 | -23.6% | 19,029 |
| READYSTATE ASSET MANAGEMENT LP | -5,524 | -70.6% | 2,298 |
| CITIGROUP INC | -5,136 | -11.8% | 38,556 |
| STIFEL FINANCIAL CORP | -5,125 | -33.4% | 10,236 |
| Qube Research & Technologies Ltd | -4,663 | -28.1% | 11,951 |
| Equitable Holdings, Inc. | -3,856 | -13.8% | 24,098 |
| Pathstone Holdings, LLC | -3,739 | -32.3% | 7,840 |
| NATIONAL BANK OF CANADA /FI | -3,224 | -27.6% | 8,465 |