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Ishares Global Financials ET (IXG)

CUSIP: 464287333 | NYSE | 656 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Sumitomo Mitsui Trust Group, Inc.103,215
0.0% of portfolio›$13.1M
Avior Wealth Management, LLC86,097
0.3% of portfolio›$10.9M
Salomon & Ludwin, LLC48,193
0.5% of portfolio›$6.1M
Commonwealth Equity Services, LLC33,601
0.0% of portfolio›$4.3M
Wealthstar Advisors, LLC18,541
0.7% of portfolio›$2.4M
Sentinel Trust Co LBA15,800
0.3% of portfolio›$2.0M
Founders Grove Wealth Partners, LLC12,905
0.3% of portfolio›$1.6M
Decision Investments, Inc11,839
1.4% of portfolio›$1.5M
Citigroup Inc11,708
0.0% of portfolio›$1.5M
KCM Investment Advisors LLC9,526
0.0% of portfolio›$1.2M
FSM Wealth Advisors, LLC9,083
0.1% of portfolio›$1.2M
Kestra Advisory Services, LLC8,125
0.0% of portfolio›$1.0M
Mirae Asset Global Investments Co., Ltd.7,580
0.0% of portfolio›$962.7K
Tiller Private Wealth, Inc.4,410
0.2% of portfolio›$560.1K
Cookson Peirce & Co Inc4,392
0.0% of portfolio›$557.8K
Sagespring Wealth Partners, LLC4,067
0.0% of portfolio›$516.5K
Unique Wealth, LLC3,587
0.1% of portfolio›$455.6K
Comprehensive Wealth Management, LLC3,402
0.2% of portfolio›$432.0K
OpenArc Corporate Advisory, LLC3,008
0.0% of portfolio›$382.0K
Creative Planning2,688
0.0% of portfolio›$341.4K
Partners Wealth Management, LLC2,516
0.0% of portfolio›$319.5K
Johnson Bixby & Associates, LLC2,471
0.0% of portfolio›$313.8K
MontVue Capital Management, Inc.2,470
0.2% of portfolio›$313.7K
Indivisible Partners2,277
0.0% of portfolio›$289.2K
Signature Estate & Investment Advisors LLC2,265
0.0% of portfolio›$287.7K
D.A. Davidson & Co.2,150
0.0% of portfolio›$273.1K
Cambridge Investment Research Advisors, Inc.2,027
0.0% of portfolio›$257
Concurrent Investment Advisors, LLC1,637
0.0% of portfolio›$207.9K
Spire Wealth Management1,609
0.0% of portfolio›$204.3K
City State Bank1,250
0.0% of portfolio›$158.8K
Harbor Investment Advisory, LLC1,045
0.0% of portfolio›$132.7K
Farther Finance Advisors, LLC1,030
0.0% of portfolio›$130.8K
Sava Infond d.o.o.765
0.0% of portfolio›$97.2K
Blue Trust, Inc.644
0.0% of portfolio›$81.8K
Provident Wealth Management, LLC600
0.0% of portfolio›$76.2K
Ascentis Independent Advisors550
0.0% of portfolio›$69.9K
Mondrian Investment Partners LTD437
0.0% of portfolio›$55.7K
SBI Securities Co., Ltd.339
0.0% of portfolio›$43.1K
Assetmark, Inc252
0.0% of portfolio›$32.0K
Physician Wealth Advisors, Inc.238
0.0% of portfolio›$30.3K
NBT Bank, N.A.231
0.0% of portfolio›$29.3K
Frankly Finances, LLC150
0.0% of portfolio›$19.1K
Heritage Family Offices, LLP57
0.0% of portfolio›$7.2K
Central Pacific Bank - Trust Division42
0.0% of portfolio›$5.3K
Brown, Lisle Ings, Inc.35
0.0% of portfolio›$4.4K
Creative Financial Designs Inc26
0.0% of portfolio›$3.3K
Quest 10 Wealth Builders, Inc.26
0.0% of portfolio›$3.3K
Cape Investment Advisory, Inc.23
0.0% of portfolio›$2.9K
CoreCap Advisors, LLC18
0.0% of portfolio›$2.3K
Blue Bell Private Wealth Management, LLC15
0.0% of portfolio›$1.9K
Kelleher Financial Advisors6
0.0% of portfolio›$762
Ashton Thomas Private Wealth, LLC2
0.0% of portfolio›$254
StyleTurnoverLocationFiled
Sumitomo Mitsui Trust Group, Inc.
103,215$13.1M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Avior Wealth Management, LLC
86,097$10.9M0.3%ETFMediumOmaha, NE2026-10-13
Salomon & Ludwin, LLC
48,193$6.1M0.5%ETFVery LowRichmond, VA2026-10-29
Commonwealth Equity Services, LLC
33,601$4.3M0.0%ETFLowWaltham, MA2026-11-02
Wealthstar Advisors, LLC
18,541$2.4M0.7%ETFMediumPlano, TX2026-10-19
Sentinel Trust Co LBA
15,800$2.0M0.3%ETFVery LowHouston, TX2026-11-03
Founders Grove Wealth Partners, LLC
12,905$1.6M0.3%ETFLowRichmond, VA2026-10-16
Decision Investments, Inc
11,839$1.5M1.4%GrowthLowSan Diego, CA2026-10-07
Citigroup Inc
11,708$1.5M0.0%CoreMediumNew York, NY2026-11-04
KCM Investment Advisors LLC
9,526$1.2M0.0%CoreVery LowGreenbrae, CA2026-10-27
FSM Wealth Advisors, LLC
9,083$1.2M0.1%ETFLowCleveland, OH2026-10-27
Kestra Advisory Services, LLC
8,125$1.0M0.0%CoreLowAustin, TX2026-11-02
Mirae Asset Global Investments Co., Ltd.
7,580$962.7K0.0%GrowthLowSeoul, Malaysia2026-11-03
Tiller Private Wealth, Inc.
4,410$560.1K0.2%ETFVery LowBethlehem, PA2026-10-26
Cookson Peirce & Co Inc
4,392$557.8K0.0%GrowthHighPittsburgh, PA2026-10-30
Sagespring Wealth Partners, LLC
4,067$516.5K0.0%ETFLowFranklin, TN2026-10-22
Unique Wealth, LLC
3,587$455.6K0.1%ETFMediumTampa, FL2026-10-16
Comprehensive Wealth Management, LLC
3,402$432.0K0.2%ETFMediumLynnwood, WA2026-11-02
OpenArc Corporate Advisory, LLC
3,008$382.0K0.0%GrowthLowAtlanta, GA2026-10-21
Creative Planning
2,688$341.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Partners Wealth Management, LLC
2,516$319.5K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Johnson Bixby & Associates, LLC
2,471$313.8K0.0%ETFMediumVancouver, WA2026-10-14
MontVue Capital Management, Inc.
2,470$313.7K0.2%ETFVery LowLynchburg, VA2026-10-19
Indivisible Partners
2,277$289.2K0.0%GrowthMediumClearwater, FL2026-10-26
Signature Estate & Investment Advisors LLC
2,265$287.7K0.0%ETFMediumLos Angeles, CA2026-10-13
D.A. Davidson & Co.
2,150$273.1K0.0%CoreLowGreat Falls, MT2026-10-28
Cambridge Investment Research Advisors, Inc.
2,027$2570.0%ETFLowFairfield, IA2026-11-02
Concurrent Investment Advisors, LLC
1,637$207.9K0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
1,609$204.3K0.0%GrowthMediumMclean, VA2026-10-30
City State Bank
1,250$158.8K0.0%GrowthVery LowNorwalk, IA2026-10-20
Harbor Investment Advisory, LLC
1,045$132.7K0.0%GrowthLowLutherville, MD2026-10-13
Farther Finance Advisors, LLC
1,030$130.8K0.0%IndexLowSan Francisco, CA2026-10-08
Sava Infond d.o.o.
765$97.2K0.0%Agg GrowthLowMaribor, Andorra2026-10-28
Blue Trust, Inc.
644$81.8K0.0%ETFLowBrentwood, TN2026-10-15
Provident Wealth Management, LLC
600$76.2K0.0%ETFVery LowBrentwood, TN2026-10-20
Ascentis Independent Advisors
550$69.9K0.0%ETFLowDallas, TX2026-11-03
Mondrian Investment Partners LTD
437$55.7K0.0%YieldMediumLondon, United Kingdom2026-10-23
SBI Securities Co., Ltd.
339$43.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Assetmark, Inc
252$32.0K0.0%ETFLowConcord, CA2026-10-21
Physician Wealth Advisors, Inc.
238$30.3K0.0%ETFMediumMidvale, UT2026-10-20
NBT Bank, N.A.
231$29.3K0.0%CoreLowNorwich, NY2026-10-21
Frankly Finances, LLC
150$19.1K0.0%ETFVery LowWinter Park, FL2026-10-28
Heritage Family Offices, LLP
57$7.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Central Pacific Bank - Trust Division
42$5.3K0.0%CoreMediumHonolulu, HI2026-10-06
Brown, Lisle Ings, Inc.
35$4.4K0.0%CoreVery LowProvidence, RI2026-10-16
Creative Financial Designs Inc
26$3.3K0.0%ETFMediumKokomo, IN2026-11-04
Quest 10 Wealth Builders, Inc.
26$3.3K0.0%ETFLowFuquay-Varina, VA2026-11-02
Cape Investment Advisory, Inc.
23$2.9K0.0%ETFLowMcdonough, GA2026-10-13
CoreCap Advisors, LLC
18$2.3K0.0%ETFMediumSouthfield, MI2026-10-08
Blue Bell Private Wealth Management, LLC
15$1.9K0.0%YieldVery LowBlue Bell, PA2026-10-29
Kelleher Financial Advisors
6$7620.0%CoreMediumNew York, NY2026-10-30
Ashton Thomas Private Wealth, LLC
2$2540.0%CoreMediumScottsdale, AZ2026-11-03