Who Owns ISHARES TR S&P GBL FIN (IXG)? -- Institutional Holders (2026-06-30)
141 institutions reported holding $291.5M of ISHARES TR S&P GBL FIN (IXG) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($57.7M), Coppell Advisory Solutions LLC ($32.4M), BANK OF AMERICA CORP /DE/ ($32.1M), Banco Santander, S.A. ($20.7M), DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main ($12.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $57.7M | 463,355 | Added |
| 2 | Coppell Advisory Solutions LLC | $32.4M | 117 | New |
| 3 | BANK OF AMERICA CORP /DE/ | $32.1M | 257,783 | Trimmed |
| 4 | Banco Santander, S.A. | $20.7M | 166,476 | Added |
| 5 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $12.7M | 102,308 | New |
| 6 | Avior Wealth Management, LLC | $11.3M | 90,560 | Trimmed |
| 7 | Federation des caisses Desjardins du Quebec | $9.1M | 72,879 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $8.4M | 67,128 | Added |
| 9 | LPL Financial LLC | $6.3M | 50,816 | Added |
| 10 | FLOW TRADERS U.S. LLC | $6.2M | 50,101 | Added |
| 11 | FIL Ltd | $6.2M | 50,094 | New |
| 12 | Salomon & Ludwin, LLC | $6.2M | 49,345 | Trimmed |
| 13 | HighTower Advisors, LLC | $5.5M | 44,281 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $4.3M | 34,576 | Added |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.0M | 32,272 | Trimmed |
| 16 | BlackRock, Inc. | $3.9M | 31,027 | Trimmed |
| 17 | CITADEL ADVISORS LLC | $3.8M | 30,578 | Trimmed |
| 18 | M&T Bank Corp | $3.0M | 24,300 | Hold |
| 19 | OSAIC HOLDINGS, INC. | $3.0M | 24,061 | Added |
| 20 | AMERIPRISE FINANCIAL INC | $2.9M | 23,650 | Added |
| 21 | RAYMOND JAMES FINANCIAL INC | $2.4M | 19,319 | Added |
| 22 | Miracle Mile Advisors, LLC | $2.4M | 19,182 | Added |
| 23 | FOUNDERS GROVE WEALTH PARTNERS, LLC | $2.0M | 15,799 | Trimmed |
| 24 | SENTINEL TRUST CO LBA | $2.0M | 15,800 | Hold |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 13,722 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30