IXGISHARES TR
CUSIP 464287333 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IXG) has 135 institutional holders in Filings Flow’s 13F database, together reporting 1.94M shares worth $224M as of Q1 2026. The largest reported holders are Morgan Stanley, Pictet Asset Management Holding SA, and Bank Of America Corp /De/.
Institutional Holders
135
Q1 2026
Reported Value
$224M
Ticker
IXG
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| EWG Elevate Inc.$320M AUM | 3.82% | $12M | 104.8K | Q3 2025OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 1.19% | $5M | 43.5K | Q4 2025OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.55% | $9M | 78.1K | Q4 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.51% | $6M | 50.0K | Q1 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.42% | $2M | 16.3K | Q1 2026 |
| LOM Asset Management Ltd$348M AUM | 0.34% | $1M | 10.4K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.31% | $21M | 69.0K | Q4 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.30% | $11M | 92.2K | Q1 2026 |
| Elevation Advisory Partners LLC$107M AUM | 0.30% | $318,742 | 2.6K | Q1 2026 |
| Comprehensive Wealth Management, LLC$198M AUM | 0.20% | $393,870 | 3.5K | Q1 2026 |
| MontVue Capital Management, Inc.$147M AUM | 0.20% | $291,726 | 2.6K | Q1 2026 |
| Tiller Private Wealth, Inc.$281M AUM | 0.18% | $519,840 | 4.6K | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.18% | $623,197 | 5.1K | Q4 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.16% | $248,520 | 2.2K | Q1 2026 |
| Lynx Investment Advisory$209M AUM | 0.15% | $266,617 | 2.2K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.14% | $4M | 35.1K | Q1 2026 |
| FSM Wealth Advisors, LLC$778M AUM | 0.14% | $1M | 9.3K | Q1 2026 |
| TCFG Investment Advisors, LLC$297M AUM | 0.12% | $316,578 | 2.8K | Q1 2026 |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.12% | $316,578 | 2.8K | Q1 2026 |
| Centerline Wealth Advisors, LLC$319M AUM | 0.08% | $231,078 | 2.0K | Q1 2026 |
| Banco Santander, S.A.$12.4B AUM | 0.07% | $9M | 75.8K | Q1 2026 |
| Front Row Advisors LLC$296M AUM | 0.07% | $197,220 | 1.7K | Q1 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.06% | $206,568 | 1.8K | Q1 2026 |
| Johnson Bixby & Associates, LLC$806M AUM | 0.06% | $495,672 | 4.3K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.06% | $239,400 | 2.1K | Q1 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 0.06% | $399,342 | 3.5K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.05% | $1M | 10.9K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $755,695 | 6.3K | Q4 2025OLDER |
| City State Bank$385M AUM | 0.04% | $159,600 | 1.4K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.04% | $41M | 337.7K | Q4 2025OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.04% | $529,432 | 4.4K | Q4 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.03% | $2M | 18.3K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.03% | $1M | 9.4K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.03% | $8M | 68.9K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.03% | $316,578 | 2.7K | Q3 2025OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.02% | $742,140 | 6.5K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.02% | $152,874 | 1.3K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $73,416 | 644 | Q1 2026 |
| Provident Wealth Management, LLC$331M AUM | 0.02% | $68,400 | 600 | Q1 2026 |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.02% | $480,282 | 4.2K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.02% | $257,241 | 2.3K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $18M | 156.2K | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.02% | $120,918 | 1.1K | Q2 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $213,073 | 1.8K | Q4 2025OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.02% | $23,334 | 200 | Q1 2026 |
| Frankly Finances, LLC$110M AUM | 0.02% | $17,100 | 150 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $997,500 | 8.8K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $611,158 | 5.4K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $154,025 | 1.3K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.01% | $227,880 | 2.0K | Q2 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.01% | $3M | 24.3K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $119,130 | 1.0K | Q1 2026 |
| Sava Infond d.o.o.$1.4B AUM | 0.01% | $65,550 | 575 | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $2M | 17.5K | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $41,408 | 360 | Q1 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.01% | $25,822 | 233 | Q2 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.01% | $183,313 | 1.6K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $34,200 | 300 | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $904,838 | 7.5K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $259,770 | 2.3K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $316,350 | 2.8K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $45,600 | 400 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $62,700 | 550 | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $202,927 | 1.7K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $744,192 | 6.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $969,215 | 8.5K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $452,352 | 4.0K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $285,782 | 2.4K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $399,574 | 3.3K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $55,450 | 481 | Q3 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $8,392 | 72 | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 17.5K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $202,464 | 1.8K | Q1 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.00% | $8,750 | 75 | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $46M | 379.7K | Q1 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $2,964 | 26 | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $238,128 | 2.0K | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $16,904 | 148 | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $489,002 | 4.3K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $34,656 | 304 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $30M | 263.9K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $34,200 | 300 | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $402,058 | 3.5K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $291,156 | 2.6K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $226,860 | 2.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $277,802 | 2.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $12M | 101.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 46.3K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $7M | 64.0K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $35,130 | 317 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $119,810 | 1.0K | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $350,017 | 3.0K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $638,897 | 5.5K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $370,355 | 3.2K | Q1 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $3,990 | 35 | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $32,832 | 288 | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $46,373 | 407 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $30,096 | 264 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $597,200 | 5.2K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 44.2K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $52,440 | 460 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $418,266 | 3.7K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $74,100 | 650 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $115,972 | 1.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $234,612 | 2.1K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $11,827 | 104 | Q1 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $4,788 | 42 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $116,947 | 1.0K | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $680,664 | 5.8K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 45.8K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $38,049 | 315 | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 16.6K | Q1 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $38,190 | 335 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $28,959 | 240 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $475,590 | 4.2K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $28,370 | 256 | Q2 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 10.3K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 14.9K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $286,935 | 2.5K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $254,904 | 2.2K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $300,107 | 2.4K | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $445,840 | 3.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $222,181 | 1.9K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $11,400 | 100 | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $1,703 | 15 | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 17.3K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $489,683 | 4.3K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $81,896 | 678 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $515,174 | 4.5K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $330,362 | 2.9K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 11.5K | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $1,710 | 15 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $32,333 | 291 | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $478,182 | 4.3K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $15,390 | 135 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $2,945 | 26 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 10.2K | Q1 2026 |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.00% | $665 | 6 | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $1M | 10.7K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $55,632 | 488 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $40,562 | 336 | Q4 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $429,780 | 3.8K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $974,775 | 8.1K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 15.7K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $321,594 | 2.8K | Q1 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.00% | $145 | 1 | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $1,140 | 10 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $5M | 40.7K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $28,728 | 252 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $5,016 | 44 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $1,571 | 13 | Q4 2025OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $228 | 2 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $120,042 | 1.1K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $703 | 6 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $61,603 | 510 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $12,084 | 106 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $194,058 | 1.7K | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $26,676 | 234 | Q1 2026 |
| Richard Bernstein Advisors LLC$3.4B AUM | 0.00% | $228 | 2 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $14,592 | 128 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $114 | 1 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3,420 | 30 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.