EXI Institutional Ownership & Shareholders
ISHARES GLOBAL INDUSTRIALS E (EXI) is currently held by 130 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.13B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fisher Asset Management, Llc is currently the largest disclosed institutional shareholder of EXI tracked by InsiderSet, reporting ownership valued at approximately $607.05M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $566.51M, representing an estimated loss of -6.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed EXI value among the investors covered in this analysis. Major shareholders include Fisher Asset Management, Llc, Blackrock, Inc., Treasurer Of The State Of North Carolina, and several other long-term asset managers with concentrated positions in ISHARES GLOBAL INDUSTRIALS E (EXI).
This page ranks the largest institutional EXI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
130
Total Reported Value
$1.13B
Largest Holder
Fisher Asset Management, Llc
Largest Position
$607.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
149
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fisher Asset Management, Llc | 0.18% | 3,027,680 | $607,049,919 | $566,509,205 | -$40,540,714 | -6.68% | |
| Blackrock, Inc. | 0.00% | 576,732 | $115,634,767 | $107,912,325 | -$7,722,442 | -6.68% | |
| Treasurer Of The State Of North Carolina | 0.20% | 388,830 | $77,960,000 | $72,753,981 | -$5,206,019 | -6.68% | |
| Jpmorgan Chase & Co | 0.00% | 221,165 | $43,768,554 | $41,382,183 | -$2,386,371 | -5.45% | |
| Phoenix Financial Ltd. | 0.29% | 215,300 | $43,167,650 | $40,284,783 | -$2,882,867 | -6.68% | |
| Morgan Stanley | 0.00% | 165,854 | $33,253,849 | $31,032,942 | -$2,220,907 | -6.68% | |
| Pgim Custom Harvest Llc | 0.35% | 139,478 | $27,965,319 | $26,097,729 | -$1,867,590 | -6.68% | |
| Bank Of America Corp | 0.00% | 113,743 | $22,805,567 | $21,282,453 | -$1,523,114 | -6.68% | |
| Van Eck Associates Corp | 0.01% | 75,024 | $15,042,312 | $14,037,741 | -$1,004,571 | -6.68% | |
| Banco Santander, S.A. | 0.09% | 75,003 | $15,038,102 | $14,033,811 | -$1,004,291 | -6.68% | |
| Federation Des Caisses Desjardins Du Quebec | 0.04% | 70,021 | $14,039,211 | $13,101,629 | -$937,582 | -6.68% | |
| Wharton Business Group, Llc | 0.39% | 58,345 | $11,698,173 | $10,916,933 | -$781,240 | -6.68% | |
| Lpl Financial Llc | 0.00% | 37,368 | $7,492,212 | $6,991,926 | -$500,286 | -6.68% | |
| Cambria Investment Management, L.P. | 0.36% | 36,344 | $7,286,972 | $6,800,326 | -$486,646 | -6.68% | |
| Wells Fargo & Company/Mn | 0.00% | 29,895 | $5,993,929 | $5,593,653 | -$400,276 | -6.68% | |
| Susquehanna International Group, Llp | 0.01% | 28,733 | $5,760,967 | $5,376,232 | -$384,735 | -6.68% | |
| Commonwealth Equity Services, Llc | 0.01% | 29,020 | $5,492,390 | $5,429,932 | -$62,458 | -1.14% | |
| Ubs Group Ag | 0.00% | 19,633 | $3,936,417 | $3,673,531 | -$262,886 | -6.68% | |
| Quantinno Capital Management Lp | 0.00% | 19,138 | $3,837,290 | $3,580,911 | -$256,379 | -6.68% | |
| Gts Securities Llc | 0.08% | 18,111 | $3,631,256 | $3,388,749 | -$242,507 | -6.68% | |
| Raymond James Financial Inc | 0.00% | 16,945 | $3,397,484 | $3,170,579 | -$226,905 | -6.68% | |
| Ameriprise Financial Inc | 0.00% | 16,790 | $3,365,965 | $3,141,577 | -$224,388 | -6.67% | |
| Royal Bank Of Canada | 0.00% | 15,213 | $3,050,000 | $2,846,504 | -$203,496 | -6.67% | |
| Goldman Sachs Group Inc | 0.00% | 14,578 | $2,922,889 | $2,727,690 | -$195,199 | -6.68% | |
| Viawealth, Llc | 1.26% | 12,537 | $2,513,609 | $2,345,798 | -$167,811 | -6.68% | |
| Flow Traders U.S. Llc | 0.08% | 9,620 | $1,929,000 | $1,799,998 | -$129,002 | -6.69% | |
| Cibc World Market Inc. | 0.00% | 8,779 | $1,760,190 | $1,642,639 | -$117,551 | -6.68% | |
| Slow Capital, Inc. | 0.19% | 9,137 | $1,729,269 | $1,709,624 | -$19,645 | -1.14% | |
| Citadel Advisors Llc | 0.00% | 8,503 | $1,704,852 | $1,590,996 | -$113,856 | -6.68% | |
| Ntv Asset Management Llc | 0.14% | 8,100 | $1,533,006 | $1,515,591 | -$17,415 | -1.14% | |
| Buttonwood Financial Group, Llc | 0.74% | 7,585 | $1,461,101 | $1,419,229 | -$41,872 | -2.87% | |
| Jones Financial Companies Lllp | 0.00% | 6,328 | $1,244,093 | $1,184,032 | -$60,061 | -4.83% | |
| Gladstone Institutional Advisory Llc | 0.04% | 6,020 | $1,207,011 | $1,126,402 | -$80,609 | -6.68% | |
| Envestnet Asset Management Inc | 0.00% | 5,688 | $1,140,347 | $1,064,282 | -$76,065 | -6.67% | |
| Baker Avenue Asset Management, Lp | 0.02% | 5,469 | $1,096,553 | $1,023,305 | -$73,248 | -6.68% | |
| Patriot Investment Management Group, Inc. | 0.06% | 5,652 | $1,069,700 | $1,057,546 | -$12,154 | -1.14% | |
| Equitable Holdings, Inc. | 0.01% | 5,220 | $1,046,636 | $976,714 | -$69,922 | -6.68% | |
| Arax Advisory Partners | 0.01% | 5,029 | $1,008,316 | $940,976 | -$67,340 | -6.68% | |
| Osaic Holdings, Inc. | 0.00% | 4,414 | $885,289 | $825,904 | -$59,385 | -6.71% | |
| Fifth Third Bancorp | 0.00% | 4,328 | $867,676 | $809,812 | -$57,864 | -6.67% | |
| Mariner, Llc | 0.00% | 4,326 | $867,265 | $809,438 | -$57,827 | -6.67% | |
| Decision Investments, Inc | 0.79% | 4,556 | $862,269 | $852,473 | -$9,796 | -1.14% | |
| U.S. Capital Wealth Advisors, Llc | 0.02% | 4,739 | $857,806 | $886,714 | +$28,908 | +3.37% | |
| Avantax Planning Partners, Inc. | 0.02% | 4,206 | $843,303 | $786,985 | -$56,318 | -6.68% | |
| Advisory Services Network, Llc | 0.01% | 4,179 | $837,868 | $781,933 | -$55,935 | -6.68% | |
| Total Clarity Wealth Management, Inc. | 0.16% | 4,241 | $802,652 | $793,534 | -$9,118 | -1.14% | |
| Intesa Sanpaolo Wealth Management | 0.13% | 4,000 | $757,040 | $748,440 | -$8,600 | -1.14% | |
| Sigma Planning Corp | 0.02% | 3,499 | $662,193 | $654,698 | -$7,495 | -1.13% | |
| Investor'S Fiduciary Advisor Network, Llc | 0.22% | 3,288 | $659,000 | $615,218 | -$43,782 | -6.64% | |
| Sanctuary Advisors, Llc | 0.00% | 2,895 | $580,448 | $541,683 | -$38,765 | -6.68% |
Frequently asked questions about EXI
Who are the largest institutional holders of EXI?
The largest institutional holders of EXI reported in the latest SEC Form 13F filings include Fisher Asset Management, Llc, Blackrock, Inc., Treasurer Of The State Of North Carolina, Jpmorgan Chase & Co, and Phoenix Financial Ltd.. InsiderSet ranks institutional holders by their latest reported EXI position.
What is EXI institutional ownership?
This page tracks EXI positions reported by institutional investment managers through SEC Form 13F. ISHARES GLOBAL INDUSTRIALS E (EXI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EXI?
InsiderSet currently tracks 130 institutional managers reporting EXI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EXI shareholders.
How much EXI stock do institutions own?
Institutional investment managers disclosed approximately $1.13B in EXI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EXI institutional ownership last updated?
The latest EXI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EXI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EXI position after the reporting date.
Are institutions buying or selling EXI?
Institutional buying and selling can be analyzed by comparing EXI positions across consecutive 13F reporting periods. InsiderSet's EXI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EXI ownership changes.
How has EXI institutional ownership changed over time?
InsiderSet tracks EXI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.