IXG Institutional Ownership & Shareholders
ISHARES GLOBAL FINANCIALS ET (IXG) is currently held by 131 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $300.20M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of IXG tracked by InsiderSet, reporting ownership valued at approximately $57.69M 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 $59.86M, representing an estimated gain of +3.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed IXG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Coppell Advisory Solutions Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES GLOBAL FINANCIALS ET (IXG).
This page ranks the largest institutional IXG 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
131
Total Reported Value
$300.20M
Largest Holder
Morgan Stanley
Largest Position
$57.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 463,355 | $57,690,106 | $59,860,832 | +$2,170,726 | +3.76% | |
| Coppell Advisory Solutions Llc | 2.68% | 117 | $32,430,423 | $15,115 | -$32,415,308 | -99.95% | |
| Bank Of America Corp | 0.00% | 257,783 | $32,095,278 | $33,302,986 | +$1,207,708 | +3.76% | |
| Banco Santander, S.A. | 0.13% | 166,476 | $20,727,094 | $21,507,034 | +$779,940 | +3.76% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | 103,215 | $13,108,305 | $13,334,346 | +$226,041 | +1.72% | |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 0.01% | 102,308 | $12,737,858 | $13,217,171 | +$479,313 | +3.76% | |
| Avior Wealth Management, Llc | 0.29% | 86,097 | $10,934,345 | $11,122,871 | +$188,526 | +1.72% | |
| Federation Des Caisses Desjardins Du Quebec | 0.03% | 72,879 | $9,073,800 | $9,415,238 | +$341,438 | +3.76% | |
| Wells Fargo & Company/Mn | 0.00% | 67,128 | $8,357,802 | $8,672,266 | +$314,464 | +3.76% | |
| Lpl Financial Llc | 0.00% | 50,816 | $6,326,899 | $6,564,919 | +$238,020 | +3.76% | |
| Flow Traders U.S. Llc | 0.26% | 50,101 | $6,238,000 | $6,472,548 | +$234,548 | +3.76% | |
| Fil Ltd | 0.00% | 50,094 | $6,236,953 | $6,471,644 | +$234,691 | +3.76% | |
| Salomon & Ludwin, Llc | 0.51% | 48,193 | $6,120,456 | $6,226,054 | +$105,598 | +1.73% | |
| Commonwealth Equity Services, Llc | 0.01% | 33,601 | $4,267,300 | $4,340,913 | +$73,613 | +1.73% | |
| Susquehanna International Group, Llp | 0.00% | 32,272 | $4,018,025 | $4,169,220 | +$151,195 | +3.76% | |
| Blackrock, Inc. | 0.00% | 31,027 | $3,863,017 | $4,008,378 | +$145,361 | +3.76% | |
| Citadel Advisors Llc | 0.00% | 30,578 | $3,807,114 | $3,950,372 | +$143,258 | +3.76% | |
| Osaic Holdings, Inc. | 0.00% | 24,061 | $2,998,043 | $3,108,441 | +$110,398 | +3.68% | |
| Ameriprise Financial Inc | 0.00% | 23,650 | $2,944,542 | $3,055,344 | +$110,802 | +3.76% | |
| M&T Bank Corp | 0.01% | 24,300 | $2,770,200 | $3,139,317 | +$369,117 | +13.32% | |
| Raymond James Financial Inc | 0.00% | 19,319 | $2,405,355 | $2,495,822 | +$90,467 | +3.76% | |
| Composition Wealth, Llc | 0.03% | 19,182 | $2,388,255 | $2,478,123 | +$89,868 | +3.76% | |
| Wealthstar Advisors, Llc | 1.24% | 18,541 | $2,354,707 | $2,395,312 | +$40,605 | +1.72% | |
| Sentinel Trust Co Lba | 0.17% | 15,800 | $1,967,000 | $2,041,202 | +$74,202 | +3.77% | |
| Envestnet Asset Management Inc | 0.00% | 13,722 | $1,708,509 | $1,772,745 | +$64,236 | +3.76% | |
| Hrt Financial Lp | 0.00% | 13,548 | $1,686,000 | $1,750,266 | +$64,266 | +3.81% | |
| Founders Grove Wealth Partners, Llc | 0.32% | 12,905 | $1,638,935 | $1,667,197 | +$28,262 | +1.72% | |
| Gladstone Institutional Advisory Llc | 0.05% | 13,038 | $1,623,295 | $1,684,379 | +$61,084 | +3.76% | |
| Jpmorgan Chase & Co | 0.00% | 12,506 | $1,555,487 | $1,615,650 | +$60,163 | +3.87% | |
| Decision Investments, Inc | 1.38% | 11,839 | $1,503,553 | $1,529,480 | +$25,927 | +1.72% | |
| Lom Asset Management Ltd | 0.38% | 11,891 | $1,480,489 | $1,536,198 | +$55,709 | +3.76% | |
| Ubs Group Ag | 0.00% | 11,846 | $1,474,887 | $1,530,385 | +$55,498 | +3.76% | |
| Citigroup Inc | 0.00% | 11,088 | $1,380,511 | $1,432,459 | +$51,948 | +3.76% | |
| Kcm Investment Advisors Llc | 0.04% | 9,526 | $1,209,802 | $1,230,664 | +$20,862 | +1.72% | |
| Northern Trust Corp | 0.00% | 9,694 | $1,206,951 | $1,252,368 | +$45,417 | +3.76% | |
| Jane Street Group, Llc | 0.00% | 9,539 | $1,187,653 | $1,232,343 | +$44,690 | +3.76% | |
| Snowden Capital Advisors Llc | 0.03% | 9,250 | $1,151,649 | $1,195,008 | +$43,359 | +3.76% | |
| Fsm Wealth Advisors, Llc | 0.12% | 9,083 | $1,150,215 | $1,173,433 | +$23,218 | +2.02% | |
| Royal Bank Of Canada | 0.00% | 8,920 | $1,110,000 | $1,152,375 | +$42,375 | +3.82% | |
| Equitable Holdings, Inc. | 0.01% | 8,636 | $1,075,237 | $1,115,685 | +$40,448 | +3.76% | |
| Principal Securities, Inc. | 0.01% | 8,384 | $1,043,850 | $1,083,129 | +$39,279 | +3.76% | |
| Kestra Advisory Services, Llc | 0.00% | 8,125 | $1,031,875 | $1,049,669 | +$17,794 | +1.72% | |
| Janney Montgomery Scott Llc | 0.00% | 7,821 | $974,000 | $1,010,395 | +$36,395 | +3.74% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 7,580 | $962,660 | $979,260 | +$16,600 | +1.72% | |
| Jones Financial Companies Lllp | 0.00% | 6,972 | $864,267 | $900,713 | +$36,446 | +4.22% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 5,972 | $743,544 | $771,523 | +$27,979 | +3.76% | |
| Jtc Employer Solutions Trustee Ltd | 0.05% | 4,700 | $585,000 | $607,193 | +$22,193 | +3.79% | |
| Tiller Private Wealth, Inc. | 0.18% | 4,410 | $560,070 | $569,728 | +$9,658 | +1.72% | |
| Cookson Peirce & Co Inc | 0.02% | 4,392 | $557,784 | $567,402 | +$9,618 | +1.72% | |
| Cetera Investment Advisers | 0.00% | 4,361 | $543,009 | $563,398 | +$20,389 | +3.75% |
Frequently asked questions about IXG
Who are the largest institutional holders of IXG?
The largest institutional holders of IXG reported in the latest SEC Form 13F filings include Morgan Stanley, Coppell Advisory Solutions Llc, Bank Of America Corp, Banco Santander, S.A., and Sumitomo Mitsui Trust Group, Inc.. InsiderSet ranks institutional holders by their latest reported IXG position.
What is IXG institutional ownership?
This page tracks IXG positions reported by institutional investment managers through SEC Form 13F. ISHARES GLOBAL FINANCIALS ET (IXG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IXG?
InsiderSet currently tracks 131 institutional managers reporting IXG 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 IXG shareholders.
How much IXG stock do institutions own?
Institutional investment managers disclosed approximately $300.20M in IXG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IXG institutional ownership last updated?
The latest IXG 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 IXG 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 IXG position after the reporting date.
Are institutions buying or selling IXG?
Institutional buying and selling can be analyzed by comparing IXG positions across consecutive 13F reporting periods. InsiderSet's IXG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IXG ownership changes.
How has IXG institutional ownership changed over time?
InsiderSet tracks IXG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.