iShares Global Energy ETFIXCETF

13F holders, Q2 2026 (June 30)
336holders −9
36new positions
44sold out
5famous investors
$49.28avg. 13F price*

At the end of Q2 2026, 336 institutions reported holding iShares Global Energy ETF (IXC) in their 13F filings, down 9 from Q1 2026. 36 opened new positions and 44 sold out. The largest holders were Fisher Asset Management ($143.4M), Morgan Stanley ($120.4M) and Bank of America Corp. ($52.1M). 5 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
iShares Global Energy ETF
CUSIP
464287341
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 466Q1 2024Q2 2024: 401Q2 2024Q3 2024: 370Q3 2024Q4 2024: 376Q4 2024Q1 2025: 323Q1 2025Q2 2025: 290Q2 2025Q3 2025: 283Q3 2025Q4 2025: 297Q4 2025Q1 2026: 345Q1 2026Q2 2026: 336Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions36$62.2M
Exits44$416.0M

All 13F filers, Q1 2026 → Q2 2026: 3,082,933 shares bought and 11,798,977 shares sold, net −8,716,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 336 holders

Fisher Asset Management 0.04% Reduce -17.2% 2,917,909 $143.4M
Morgan Stanley 0.01% Add +26.9% 2,451,088 $120.4M
Bank of America Corp. 0.00% Reduce -8.6% 1,059,847 $52.1M
Focus Partners Wealth 0.04% Reduce -4.3% 781,346 $38.4M
Schroder Investment Management Group 0.03% Reduce -77.0% 763,840 $37.7M
Evergreen Capital Management LLC 0.55% Reduce 0.0% 639,408 $31.4M
Goldman Sachs Group Inc. 0.00% Add +251.2% 586,691 $28.8M
Verger Capital Management LLC 8.21% Add +1.0% 570,320 $28.0M
Versant Capital Management, Inc 2.19% Add +2.4% 497,916 $24.5M
Treasurer of the State of North Carolina 0.06% New 463,585 $22.8M
UBS Group AG 0.00% Add +3.8% 403,811 $19.8M
LPL Financial LLC 0.00% Reduce -22.1% 324,155 $15.9M
Mfa Wealth Advisors, LLC 2.55% Reduce -3.8% 304,539 $15.0M
Royal Bank of Canada 0.00% Add +61.1% 290,022 $14.2M
CI Investments Inc. 0.04% New 284,453 $14.0M
Cetera Investment Advisers 0.01% Add +0.8% 275,110 $13.5M
Van Cleef Asset Management,Inc 1.35% Reduce -4.6% 269,735 $13.3M
Wells Fargo & Company 0.00% Reduce -15.6% 235,836 $11.6M
Financial Advisory Corp 1.47% Add +1.6% 226,108 $11.1M
Marshall Wace, LLP 0.01% Add +710.4% 211,416 $10.4M
Ameriprise Financial Inc. 0.00% Reduce -12.8% 208,252 $10.2M
Federation des caisses Desjardins du Quebec 0.03% Reduce -5.5% 181,700 $8.9M
Morningstar Investment Management LLC 0.55% No change 154,885 $8.9M
Raymond James Financial Inc. 0.00% Reduce -23.6% 178,369 $8.8M
Commonwealth Equity Services, LLC 0.01% Reduce -20.2% 168,344 $8.3M
Flow Traders U.S. LLC 0.32% New 158,120 $7.8M
Strategic Wealth Investment Group, LLC 0.94% Reduce -12.2% 157,645 $7.7M
Sigma Planning Corp 0.18% Add +1.4% 142,509 $7.0M
Alliancebernstein L.P. 0.00% Reduce -49.6% 116,360 $6.7M
Proficio Capital Partners LLC 0.24% Add +53.1% 136,125 $6.7M
Cambria Investment Management, L.P. 0.32% Reduce -35.1% 131,464 $6.5M
Susquehanna International Group, LLP 0.01% Add +260.6% 129,339 $6.4M
Osaic Holdings, Inc. 0.01% Reduce -13.4% 121,071 $5.9M
Client 1ST Advisory Group, LLC 1.51% Add +7.0% 114,299 $5.6M
Cullen/Frost Bankers, Inc. 0.05% No change 112,456 $5.5M
Ayalon Insurance Comp Ltd. 0.65% No change 107,474 $5.3M
GenTrust, LLC 0.20% Reduce -0.9% 105,149 $5.2M
Banco Santander, S.A. 0.03% Add +26.6% 97,784 $4.8M
Envestnet Asset Management Inc. 0.00% Add +122.5% 96,873 $4.8M
Stifel Financial Corp. 0.00% Reduce -4.5% 96,620 $4.7M
Pinnacle Associates Ltd. 0.05% Reduce -1.6% 94,593 $4.6M
Factor Wealth Management LTD 0.70% Add +27.3% 94,559 $4.6M
Jones Financial Companies LLLP 0.00% Add +12.1% 91,498 $4.5M
PGIM Custom Harvest LLC 0.06% Add +8.3% 90,043 $4.4M
Bank of Montreal 0.00% Reduce -4.1% 85,901 $4.2M
HighTower Advisors, LLC 0.00% Reduce -21.4% 84,800 $4.2M
Envestnet Portfolio Solutions, Inc. 0.02% Add +21.4% 83,169 $4.1M
Northland Securities, Inc. 2.24% Add +8.3% 78,141 $3.8M
Sierra Summit Advisors LLC 0.39% Add +1.2% 71,228 $3.5M
Prudential PLC 0.02% Reduce -27.7% 69,575 $3.4M
Beacon Pointe Advisors, LLC 0.02% Reduce -21.2% 68,647 $3.4M
Sentinel Trust Co. Lba 0.30% Add +30.6% 68,300 $3.4M
Advocate Investing Services LLC 2.39% Add +0.0% 63,195 $3.1M
ABLE Financial Group, LLC 0.52% Add +9.8% 62,535 $3.1M
JPMorgan Chase & Co. 0.00% Add +23.5% 61,378 $3.0M
Wealthfront Advisers LLC 0.01% Reduce -10.0% 61,109 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.6% 60,808 $3.0M
Elevation Point Wealth Partners, LLC 0.05% Add +30.7% 58,777 $2.9M
Truist Financial Corp. 0.00% Add +594.7% 58,457 $2.9M
Snider Financial Group 0.66% New 52,427 $2.6M
Thrivent Financial for Lutherans 0.00% Reduce -0.5% 52,054 $2.6M
Vestmark Advisory Solutions, Inc. 0.02% Add +30.6% 51,950 $2.6M
GTS Securities LLC 0.05% New 51,880 $2.5M
Pinnacle Wealth Management Advisory Group, LLC 0.13% Reduce -0.8% 43,626 $2.1M
Equitable Holdings, Inc. 0.01% Reduce -9.0% 41,956 $2.1M
Dakota Wealth Management 0.04% Reduce -0.2% 41,120 $2.0M
Alpha Financial Partners LLC 0.99% Add +2.9% 38,490 $1.9M
Kestra Advisory Services, LLC 0.01% Reduce -4.3% 37,085 $1.8M
Icon Advisers Inc. 0.35% Add +32.1% 37,000 $1.8M
Rainier Family Wealth Inc. 1.02% Add +13.1% 36,312 $1.8M
J. Safra Sarasin Holding AG 0.02% No change 29,621 $1.7M
TD Waterhouse Canada Inc. 0.00% Reduce -10.1% 34,900 $1.7M
Waverly Advisors, LLC 0.01% Reduce -12.5% 34,213 $1.7M
PSI Advisors, LLC 0.38% Add +0.7% 33,666 $1.7M
Point72 Asset Management 0.00% New 33,590 $1.7M
Corient Private Wealth LP 0.00% Reduce -48.9% 32,705 $1.6M
Pathstone Holdings, LLC 0.00% Add +0.6% 32,371 $1.6M
MML Investors Services, LLC 0.00% Add +27.9% 31,508 $1.5M
Squarepoint Ops LLC 0.00% New 31,357 $1.5M
Dynasty Wealth Management, LLC 0.01% New 31,352 $1.5M
Wellington Management Group LLP 0.00% Add +673.1% 29,524 $1.5M
Chesley Taft & Associates LLC 0.05% Add +0.9% 28,012 $1.4M
Creative Planning 0.00% Reduce -18.0% 27,101 $1.3M
James Investment Research, Inc. 0.13% Reduce -4.7% 25,913 $1.3M
Vontobel Holding Ltd. 0.00% Reduce -4.3% 25,000 $1.2M
Affiance Financial, LLC 0.18% Add +0.1% 24,768 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +6.2% 24,730 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -25.6% 23,789 $1.2M
CreativeOne Wealth, LLC 0.03% Add +16.1% 24,680 $1.2M
Arax Advisory Partners 0.01% Add +1111.6% 24,256 $1.2M
Aptus Capital Advisors, LLC 0.01% Reduce -1.4% 24,009 $1.2M
Rathbones Group PLC 0.00% Reduce -1.0% 23,603 $1.2M
Modern Wealth Management, LLC 0.01% Add +1.1% 23,539 $1.2M
Park Avenue Securities LLC 0.01% New 23,532 $1.2M
Mackenzie Financial Corp. 0.00% Add +209.1% 23,516 $1.2M
Captrust Financial Advisors 0.00% Add +2.8% 23,222 $1.1M
Dara Capital Us, Inc. 0.75% No change 22,050 $1.1M
Climber Capital SA 0.65% Reduce -11.1% 21,549 $1.1M
Brookwood Investment Group LLC 0.12% New 20,870 $1.0M
MAI Capital Management 0.00% Reduce -8.8% 19,602 $963K

"% of holder's portfolio" is IXC's weight in each manager's 13F, not the share of iShares Global Energy ETF the manager owns.

Show all 336 holders