GLOBAL X FDS (IRVH)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
2
Reporting holders
$13.5K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| UBS Group AG | $13.5K | 697 | 0.00% | 3q | +545.4%+$11.4K |
| MORGAN STANLEY | $30 | 1 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2 | $13.5K | 698 | 0 | 1 | 0 | 0.0% |
| Q1 2026 | 2 | $2.2K | 109 | 1 | 0 | 1 | 0.0% |
| Q4 2025 | 1 | $8.4K | 408 | 1 | 0 | 0 | 0.0% |
| Q3 2025 | 1 | $43 | 2 | 0 | 1 | 0 | 0.0% |
| Q2 2025 | 4 | $794.0K | 37,567 | 3 | 1 | 0 | 0.0% |
| Q1 2025 | 2 | $1.2M | 57,602 | 0 | 1 | 1 | 0.0% |
| Q4 2024 | 4 | $1.5M | 73,069 | 3 | 0 | 1 | 0.0% |
| Q3 2024 | 1 | $1.5M | 68,680 | 0 | 1 | 0 | 0.0% |
| Q2 2024 | 1 | $672.1K | 32,833 | 1 | 0 | 0 | 0.0% |
| Q1 2024 | 2 | $2.6M | 125,351 | 0 | 1 | 0 | 0.0% |
| Q4 2023 | 3 | $2.6M | 121,501 | 1 | 0 | 1 | 0.0% |
| Q3 2023 | 2 | $2.6M | 123,582 | 0 | 1 | 0 | 0.0% |
| Q2 2023 | 2 | $2.6M | 120,809 | 1 | 0 | 0 | 0.0% |
| Q1 2023 | 4 | $2.9M | 126,018 | 1 | 1 | 0 | 0.0% |
| Q4 2022 | 3 | $2.8M | 125,192 | 1 | 0 | 1 | 0.0% |
| Q3 2022 | 2 | $2.8M | 125,431 | 2 | 0 | 0 | 0.0% |