IXN Institutional Ownership & Shareholders
ISHARES GLOBAL TECH ETF (IXN) is currently held by 561 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.32B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Phoenix Financial Ltd. is currently the largest disclosed institutional shareholder of IXN tracked by InsiderSet, reporting ownership valued at approximately $578.66M 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 $539.45M, representing an estimated loss of -6.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed IXN value among the investors covered in this analysis. Major shareholders include Phoenix Financial Ltd., Fisher Asset Management, Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES GLOBAL TECH ETF (IXN).
This page ranks the largest institutional IXN 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
561
Total Reported Value
$4.32B
Largest Holder
Phoenix Financial Ltd.
Largest Position
$578.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Phoenix Financial Ltd. | 3.95% | 4,005,100 | $578,656,848 | $539,446,919 | -$39,209,929 | -6.78% | |
| Fisher Asset Management, Llc | 0.13% | 2,999,200 | $433,324,492 | $403,962,248 | -$29,362,244 | -6.78% | |
| Bank Of America Corp | 0.02% | 2,165,529 | $312,875,666 | $291,675,101 | -$21,200,565 | -6.78% | |
| Fil Ltd | 0.16% | 1,501,581 | $216,948,422 | $202,247,945 | -$14,700,477 | -6.78% | |
| Jpmorgan Chase & Co | 0.01% | 1,378,958 | $193,757,489 | $185,731,853 | -$8,025,636 | -4.14% | |
| Pgim Custom Harvest Llc | 1.98% | 1,093,248 | $157,952,510 | $147,249,573 | -$10,702,937 | -6.78% | |
| Morgan Stanley | 0.01% | 1,068,822 | $154,423,597 | $143,959,635 | -$10,463,962 | -6.78% | |
| Wells Fargo & Company/Mn | 0.03% | 1,023,056 | $147,811,078 | $137,795,413 | -$10,015,665 | -6.78% | |
| Lpl Financial Llc | 0.03% | 966,457 | $139,633,694 | $130,172,093 | -$9,461,601 | -6.78% | |
| Portfolio Strategies, Inc. | 12.97% | 911,690 | $132,242,877 | $122,795,526 | -$9,447,351 | -7.14% | |
| Royal Bank Of Canada | 0.02% | 887,649 | $128,248,000 | $119,557,444 | -$8,690,556 | -6.78% | |
| Pictet Asset Management Holding Sa | 0.10% | 711,470 | $99,968,650 | $95,827,894 | -$4,140,756 | -4.14% | |
| Patten & Patten Inc/Tn | 4.51% | 582,209 | $86,295,018 | $78,417,730 | -$7,877,288 | -9.13% | |
| Blackrock, Inc. | 0.00% | 541,660 | $78,259,037 | $72,956,185 | -$5,302,852 | -6.78% | |
| Ameriprise Financial Inc | 0.01% | 482,782 | $70,043,254 | $65,025,908 | -$5,017,346 | -7.16% | |
| Ubs Group Ag | 0.01% | 438,244 | $63,317,493 | $59,027,084 | -$4,290,409 | -6.78% | |
| Schroder Investment Management Group | 0.04% | 408,970 | $57,464,375 | $55,084,169 | -$2,380,206 | -4.14% | |
| Parallel Advisors, Llc | 0.63% | 284,758 | $41,141,967 | $38,354,055 | -$2,787,912 | -6.78% | |
| Raymond James Financial Inc | 0.01% | 278,002 | $40,165,822 | $37,444,089 | -$2,721,733 | -6.78% | |
| Commonwealth Equity Services, Llc | 0.05% | 238,515 | $35,352,643 | $32,125,585 | -$3,227,058 | -9.13% | |
| Goldman Sachs Group Inc | 0.00% | 229,488 | $33,156,427 | $30,909,739 | -$2,246,688 | -6.78% | |
| Banco Santander, S.A. | 0.19% | 210,421 | $30,401,626 | $28,341,604 | -$2,060,022 | -6.78% | |
| Envestnet Asset Management Inc | 0.01% | 210,313 | $30,386,027 | $28,327,058 | -$2,058,969 | -6.78% | |
| Osaic Holdings, Inc. | 0.03% | 196,338 | $28,373,025 | $26,444,765 | -$1,928,260 | -6.80% | |
| Thrivent Financial For Lutherans | 0.05% | 194,263 | $28,067,000 | $26,165,283 | -$1,901,717 | -6.78% | |
| Scotia Capital Inc. | 0.10% | 191,174 | $27,618,078 | $25,749,226 | -$1,868,852 | -6.77% | |
| Cetera Investment Advisers | 0.02% | 163,407 | $23,609,015 | $22,009,289 | -$1,599,726 | -6.78% | |
| Focus Partners Wealth | 0.02% | 142,379 | $20,571,036 | $19,177,028 | -$1,394,008 | -6.78% | |
| Jones Financial Companies Lllp | 0.01% | 148,417 | $20,504,946 | $19,990,286 | -$514,660 | -2.51% | |
| Sava Penzisko Drushtvo A.D. Skopje | 5.44% | 176,230 | $20,388,049 | $23,736,419 | +$3,348,370 | +16.42% | |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | 134,032 | $19,866,223 | $18,052,770 | -$1,813,453 | -9.13% | |
| Nfsg Corp | 1.87% | 109,682 | $16,257,111 | $14,773,069 | -$1,484,042 | -9.13% | |
| Rathbones Group Plc | 0.06% | 112,498 | $16,253,711 | $15,152,356 | -$1,101,355 | -6.78% | |
| Johnson Investment Counsel Inc | 0.12% | 111,125 | $16,055,340 | $14,967,426 | -$1,087,914 | -6.78% | |
| Integrated Wealth Concepts Llc | 0.10% | 107,571 | $15,541,791 | $14,488,738 | -$1,053,053 | -6.78% | |
| Mercer Global Advisors Inc | 0.02% | 103,396 | $14,938,631 | $13,926,407 | -$1,012,224 | -6.78% | |
| Summit Wealth Group, Llc | 2.98% | 100,969 | $14,587,992 | $13,599,515 | -$988,477 | -6.78% | |
| Federation Des Caisses Desjardins Du Quebec | 0.04% | 94,150 | $13,572,646 | $12,681,064 | -$891,583 | -6.57% | |
| M&T Bank Corp | 0.04% | 128,378 | $12,833,948 | $17,291,233 | +$4,457,285 | +34.73% | |
| New Insight Wealth Advisors | 3.75% | 88,111 | $12,730,234 | $11,867,671 | -$862,563 | -6.78% | |
| Rollins Financial Advisors, Llc | 1.66% | 87,215 | $12,600,784 | $11,746,988 | -$853,796 | -6.78% | |
| Vaughan & Co Securities, Inc. | 5.49% | 78,724 | $11,668,421 | $10,603,336 | -$1,065,085 | -9.13% | |
| Rockefeller Capital Management L.P. | 0.02% | 79,590 | $11,499,271 | $10,719,977 | -$779,294 | -6.78% | |
| Cerity Partners Llc | 0.01% | 79,109 | $11,429,324 | $10,655,191 | -$774,133 | -6.77% | |
| Bank Of Montreal | 0.00% | 75,592 | $10,921,533 | $10,181,486 | -$740,047 | -6.78% | |
| Nicholson Meyer Capital Management, Inc. | 6.96% | 72,285 | $10,443,540 | $9,736,067 | -$707,473 | -6.77% | |
| Shira Ridge Wealth Management | 3.54% | 68,795 | $10,196,762 | $9,265,999 | -$930,763 | -9.13% | |
| Marshall Wace, Llp | 0.01% | 70,393 | $10,170,381 | $9,481,233 | -$689,148 | -6.78% | |
| Wealthfront Advisers Llc | 0.02% | 69,878 | $10,095,973 | $9,411,868 | -$684,105 | -6.78% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 71,404 | $10,072,273 | $9,617,405 | -$454,868 | -4.52% |
Frequently asked questions about IXN
Who are the largest institutional holders of IXN?
The largest institutional holders of IXN reported in the latest SEC Form 13F filings include Phoenix Financial Ltd., Fisher Asset Management, Llc, Bank Of America Corp, Fil Ltd, and Jpmorgan Chase & Co. InsiderSet ranks institutional holders by their latest reported IXN position.
What is IXN institutional ownership?
This page tracks IXN positions reported by institutional investment managers through SEC Form 13F. ISHARES GLOBAL TECH ETF (IXN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IXN?
InsiderSet currently tracks 561 institutional managers reporting IXN 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 IXN shareholders.
How much IXN stock do institutions own?
Institutional investment managers disclosed approximately $4.32B in IXN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IXN institutional ownership last updated?
The latest IXN 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 IXN 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 IXN position after the reporting date.
Are institutions buying or selling IXN?
Institutional buying and selling can be analyzed by comparing IXN positions across consecutive 13F reporting periods. InsiderSet's IXN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IXN ownership changes.
How has IXN institutional ownership changed over time?
InsiderSet tracks IXN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.