IXG — ISHARES GLOBAL FINANCIALS ETF

Ownership history in Lindbrook Capital, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Lindbrook Capital, LLC reported a position in ISHARES GLOBAL FINANCIALS ETF (IXG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2021 Q4)
Avg. % of fund
0.01%
First filed
2021 Q4
Last filed
2024 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 UNCHANGED 1,213 — 0% 0.01% $117K $93.97
2024 Q3 UNCHANGED 1,213 — 0% 0.01% $115K $91.53
2024 Q2 UNCHANGED 1,213 — 0% 0.01% $103K $82.32
2024 Q1 UNCHANGED 1,213 — 0% 0.01% $105K $82.43
2023 Q4 UNCHANGED 1,213 — 0% 0.01% $95K $74.77
2023 Q3 UNCHANGED 1,213 — 0% 0.01% $85K $66.23
2023 Q2 UNCHANGED 1,213 — 0% 0.01% $87K $67.27
2023 Q1 UNCHANGED 1,213 — 0% 0.01% $84K $63.85
2022 Q4 UNCHANGED 1,213 — 0% 0.01% $85K $65.03
2022 Q3 UNCHANGED 1,213 — 0% 0.01% $74K $55.88
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% of Fund (quarterly)    IXG price (monthly, adj. close)

Other funds also holding IXG

As of 2025 Q4 — sorted by position size

Johnson Bixby & Associates, LLC 3Y 1.96% Outlook Wealth Advisors, LLC 3Y 7Y 1.19% Cambria Investment Management, L.P. 3Y 7Y 0.55% Salomon & Ludwin, LLC 3Y 7Y 0.55% LOM Asset Management Ltd 0.3% MontVue Capital Management, Inc. 0.21% Tiller Private Wealth, Inc. 3Y 7Y 0.2% BOOTHBAY FUND MANAGEMENT, LLC 3Y 7Y 0.2% MGB Wealth Management, LLC 0.18% Lynx Investment Advisory 0.15%
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