IXN Institutional Ownership
iShares Global Tech ETF
1W: +2.0%
1M: +8.7%
3M: +8.9%
YTD: +43.5%
1Y: +47.1%
3Y: +170.5%
5Y: +162.8%
$151.94
+2.13 (+1.42%)
Weekly Expected Move ±2.9%
$143
$148
$152
$156
$161
Overview
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Holdings
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Institutional Ownership — IXN
590
Institutional Holders
+57 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
99
New Positions
153
Increased
188
Reduced
26
Closed
1.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (619 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Phoenix Financial Ltd. | 4,005,100 | $609M | — | +0.0% | 2Q | SEC ↗ |
| 2 | Fisher Asset Management, LLC | 2,999,200 | $456M | -78,724 | -2.6% | 70Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 2,165,529 | $329M | -44,708 | -2.0% | 15Q | SEC ↗ |
| 4 | FIL Ltd | 1,501,581 | $228M | +362,313 | +31.8% | 40Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO | 1,378,958 | $210M | -641,149 | -31.7% | 43Q | SEC ↗ |
| 6 | PGIM Custom Harvest LLC | 1,093,248 | $166M | -8,072 | -0.7% | 11Q | SEC ↗ |
| 7 | MORGAN STANLEY | 1,068,822 | $162M | +48,281 | +4.7% | 60Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 1,023,056 | $155M | +19,630 | +2.0% | 89Q | SEC ↗ |
| 9 | LPL Financial LLC | 966,457 | $147M | +50,344 | +5.5% | 54Q | SEC ↗ |
| 10 | Portfolio Strategies, Inc. | 911,690 | $139M | -5,169 | -0.6% | 27Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 887,649 | $135M | -328 | -0.0% | 67Q | SEC ↗ |
| 12 | Pictet Asset Management Holding SA | 711,470 | $108M | -441,370 | -38.3% | 12Q | SEC ↗ |
| 13 | PATTEN & PATTEN INC/TN | 569,817 | $87M | +26,570 | +4.9% | 78Q | SEC ↗ |
| 14 | BlackRock, Inc. | 541,660 | $82M | -25,994 | -4.6% | 8Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 482,782 | $73M | -26,957 | -5.3% | 16Q | SEC ↗ |
| 16 | UBS Group AG | 438,244 | $67M | -4,839 | -1.1% | 47Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 413,247 | $63M | -5,277 | -1.3% | 53Q | SEC ↗ |
| 18 | SCHRODER INVESTMENT MANAGEMENT GROUP | 408,970 | $62M | +142,445 | +53.4% | 18Q | SEC ↗ |
| 19 | Parallel Advisors, LLC | 284,758 | $43M | -6,015 | -2.1% | 38Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 278,002 | $42M | +5,181 | +1.9% | 7Q | SEC ↗ |
| 21 | HighTower Advisors, LLC | 270,625 | $41M | +9,134 | +3.5% | 49Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 250,574 | $38M | -6,136 | -2.4% | 35Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 229,488 | $35M | +9,410 | +4.3% | 15Q | SEC ↗ |
| 24 | Banco Santander, S.A. | 210,421 | $32M | -86,795 | -29.2% | 2Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 210,313 | $32M | +2,051 | +1.0% | 32Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 196,338 | $30M | +2,758 | +1.4% | 26Q | SEC ↗ |
| 27 | Thrivent Financial for Lutherans | 194,263 | $30M | -1,682 | -0.9% | 25Q | SEC ↗ |
| 28 | SCOTIA CAPITAL INC. | 191,174 | $29M | -7,655 | -3.9% | 78Q | SEC ↗ |
| 29 | Mirae Asset Global Investments Co., Lt NEW | 186,288 | $28M | — | +0.0% | 1Q | SEC ↗ |
| 30 | FSA WEALTH PARTNERS, INC. NEW | 183,648 | $28M | — | +0.0% | 1Q | SEC ↗ |
| 31 | SAVA PENZISKO DRUSHTVO A.D. SKOPJE | 176,230 | $27M | -120,119 | -40.5% | 4Q | SEC ↗ |
| 32 | Amundi | 170,457 | $26M | -62,162 | -26.7% | 10Q | SEC ↗ |
| 33 | Cetera Investment Advisers | 163,407 | $25M | -5,645 | -3.3% | 27Q | SEC ↗ |
| 34 | Cerity Partners LLC | 153,245 | $23M | +68,221 | +80.2% | 13Q | SEC ↗ |
| 35 | JONES FINANCIAL COMPANIES LLLP | 148,417 | $23M | +10,314 | +7.5% | 11Q | SEC ↗ |
| 36 | Focus Partners Wealth | 142,379 | $22M | +253 | +0.2% | 10Q | SEC ↗ |
| 37 | M&T Bank Corp | 117,699 | $18M | -10,679 | -8.3% | 20Q | SEC ↗ |
| 38 | Rathbones Group PLC | 112,498 | $17M | +11,648 | +11.5% | 50Q | SEC ↗ |
| 39 | JOHNSON INVESTMENT COUNSEL INC | 111,125 | $17M | -226 | -0.2% | 15Q | SEC ↗ |
| 40 | Integrated Wealth Concepts LLC | 107,571 | $16M | -534 | -0.5% | 32Q | SEC ↗ |
| 41 | NFSG Corp | 103,630 | $16M | +1,768 | +1.7% | 24Q | SEC ↗ |
| 42 | MERCER GLOBAL ADVISORS INC /ADV | 103,396 | $16M | +57,880 | +127.2% | 13Q | SEC ↗ |
| 43 | Summit Wealth Group, LLC | 100,969 | $15M | +820 | +0.8% | 9Q | SEC ↗ |
| 44 | Federation des caisses Desjardins du Q | 94,150 | $14M | -2,974 | -3.1% | 37Q | SEC ↗ |
| 45 | New Insight Wealth Advisors | 88,111 | $13M | -587 | -0.7% | 11Q | SEC ↗ |
| 46 | Rollins Financial Advisors, LLC | 87,215 | $13M | +1,786 | +2.1% | 11Q | SEC ↗ |
| 47 | VAUGHAN & Co SECURITIES, INC. | 82,393 | $13M | -5,982 | -6.8% | 17Q | SEC ↗ |
| 48 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 82,002 | $12M | +4,454 | +5.7% | 36Q | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 79,590 | $12M | +30,215 | +61.2% | 27Q | SEC ↗ |
| 50 | BANK OF MONTREAL /CAN | 75,592 | $11M | +2,328 | +3.2% | 53Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Mirae Asset Global Investments Co., | 186,288 | $28M |
| FSA WEALTH PARTNERS, INC. | 183,648 | $28M |
| DV EQUITIES, LLC | 50,000 | $8M |
| DZ BANK AG Deutsche Zentral Genosse | 45,740 | $7M |
| Oak Barrel Wealth Advisory LLC | 38,569 | $6M |
| FULCRUM WEALTH ADVISORS, LLC | 15,564 | $2M |
| Worth Financial Advisory Group, LLC | 12,723 | $2M |
| Q3 Asset Management | 12,141 | $2M |
| J.W. COLE ADVISORS, INC. | 10,265 | $2M |
| RASP WEALTH SOLUTIONS, LLC | 8,717 | $1M |
| Global Retirement Partners, LLC | 8,145 | $1M |
| Pathstone Holdings, LLC | 6,787 | $1M |
| EXENCIAL WEALTH ADVISORS, LLC | 6,104 | $927K |
| PRUDENTIAL PLC | 6,070 | $922K |
| Nuveen, LLC | 5,474 | $832K |
| FIDUCIARY FINANCIAL ADVISORS | 5,332 | $810K |
| Sequent Planning LLC | 4,663 | $708K |
| Maloon Powers Pitre Higgins & Denne | 4,589 | $697K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 4,415 | $671K |
| HBW ADVISORY SERVICES LLC | 4,229 | $643K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 250,135 | $38M |
| TWO SIGMA INVESTMENTS, LP | 177,600 | $27M |
| FLOW TRADERS U.S. LLC | 84,762 | $13M |
| SOL Capital Management CO | 77,200 | $12M |
| GeoWealth Management, LLC | 17,988 | $3M |
| Virtu Financial LLC | 16,777 | $3M |
| TWO SIGMA SECURITIES, LLC | 15,434 | $2M |
| FOUNDERS FINANCIAL SECURITIES LLC | 11,249 | $2M |
| HRT FINANCIAL LP | 6,882 | $1M |
| GAMCO INVESTORS, INC. ET AL | 6,000 | $912K |
| RENAISSANCE TECHNOLOGIES LLC | 5,800 | $881K |
| BNB Wealth Management, LLC | 3,533 | $537K |
| TIAA TRUST, NATIONAL ASSOCIATION | 3,512 | $534K |
| Trexquant Investment LP | 3,176 | $483K |
| Signal Advisors Wealth, LLC | 3,052 | $464K |
| StoneX Group Inc. | 2,968 | $451K |
| Activest Wealth Management | 2,944 | $447K |
| Two West Capital Advisors LLC | 2,364 | $359K |
| Focus Financial Network, Inc. | 2,247 | $341K |
| Sunflower Bank, N.A. | 2,157 | $328K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FIL Ltd | +362,313 | +31.8% | 1,501,581 |
| SCHRODER INVESTMENT MANAGEMENT GROU | +142,445 | +53.4% | 408,970 |
| Cerity Partners LLC | +68,221 | +80.2% | 153,245 |
| MERCER GLOBAL ADVISORS INC /ADV | +57,880 | +127.2% | 103,396 |
| LPL Financial LLC | +50,344 | +5.5% | 966,457 |
| MORGAN STANLEY | +48,281 | +4.7% | 1,068,822 |
| Rockefeller Capital Management L.P. | +30,215 | +61.2% | 79,590 |
| PATTEN & PATTEN INC/TN | +26,570 | +4.9% | 569,817 |
| MARSHALL WACE, LLP | +24,646 | +53.9% | 70,393 |
| WELLS FARGO & COMPANY/MN | +19,630 | +2.0% | 1,023,056 |
| AQR CAPITAL MANAGEMENT LLC | +17,636 | +169.4% | 28,049 |
| Arax Advisory Partners | +17,565 | +1224.0% | 19,000 |
| GTS SECURITIES LLC | +11,750 | +31.8% | 48,657 |
| Rathbones Group PLC | +11,648 | +11.5% | 112,498 |
| JONES FINANCIAL COMPANIES LLLP | +10,314 | +7.5% | 148,417 |
| CX Institutional | +10,259 | +465.5% | 12,463 |
| Vestmark Advisory Solutions, Inc. | +10,200 | +167.9% | 16,274 |
| U.S. Capital Wealth Advisors, LLC | +9,805 | +159.2% | 15,963 |
| GOLDMAN SACHS GROUP INC | +9,410 | +4.3% | 229,488 |
| HighTower Advisors, LLC | +9,134 | +3.5% | 270,625 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -641,149 | -31.7% | 1,378,958 |
| Pictet Asset Management Holding SA | -441,370 | -38.3% | 711,470 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | -120,119 | -40.5% | 176,230 |
| Banco Santander, S.A. | -86,795 | -29.2% | 210,421 |
| Fisher Asset Management, LLC | -78,724 | -2.6% | 2,999,200 |
| Amundi | -62,162 | -26.7% | 170,457 |
| Cambria Investment Management, L.P. | -50,291 | -51.0% | 48,380 |
| BANK OF AMERICA CORP /DE | -44,708 | -2.0% | 2,165,529 |
| Mariner, LLC | -43,594 | -56.6% | 33,407 |
| Vickerman Investment Advisors, Inc. | -36,838 | -39.2% | 57,026 |
| AMERIPRISE FINANCIAL INC | -26,957 | -5.3% | 482,782 |
| BlackRock, Inc. | -25,994 | -4.6% | 541,660 |
| Nicholson Meyer Capital Management, | -11,222 | -13.4% | 72,285 |
| M&T Bank Corp | -10,679 | -8.3% | 117,699 |
| PINEBRIDGE INVESTMENTS LLC | -9,944 | -61.4% | 6,264 |
| Pictet North America Advisors SA | -8,619 | -48.7% | 9,077 |
| Kestra Advisory Services, LLC | -8,595 | -16.3% | 44,097 |
| Equitable Holdings, Inc. | -8,589 | -28.9% | 21,172 |
| PGIM Custom Harvest LLC | -8,072 | -0.7% | 1,093,248 |
| SCOTIA CAPITAL INC. | -7,655 | -3.9% | 191,174 |