iShares Global Energy ETFIXCETF
13F holders, Q1 2024 (March 31)466holders
4famous investors
$42.95avg. 13F price*
At the end of Q1 2024, 466 institutions reported holding iShares Global Energy ETF (IXC) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($339.5M), Fisher Asset Management ($314.2M) and JPMorgan Chase & Co. ($114.1M). 4 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Global Energy ETF
- CUSIP
- 464287341
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $82.2M |
| Exits | 34 | $24.9M |
Ownership 466 holders
| Envestnet Asset Management Inc. | 0.13% | Add +7.7% | 7,903,730 | $339.5M |
| Fisher Asset Management | 0.15% | Add +53.3% | 7,314,804 | $314.2M |
| JPMorgan Chase & Co. | 0.01% | Add +39.1% | 2,656,848 | $114.1M |
| Bank of America Corp. | 0.01% | Add +4.1% | 2,386,124 | $102.5M |
| Morgan Stanley | 0.01% | Reduce -4.2% | 2,351,713 | $101.0M |
| LPL Financial LLC | 0.05% | Add +12.3% | 2,202,571 | $94.6M |
| Pictet Asset Management Holding SA | 0.09% | Reduce -12.5% | 1,890,330 | $81.0M |
| BlackRock Inc. | 0.00% | Add +55.3% | 1,866,221 | $80.2M |
| Cwm, LLC | 0.36% | Add +9.8% | 1,735,317 | $74.5M |
| Envestnet Portfolio Solutions, Inc. | 0.19% | Add +8.2% | 1,148,800 | $49.3M |
| Park Avenue Securities LLC | 0.43% | Add +4.7% | 783,193 | $33.6M |
| Ameriprise Financial Inc. | 0.01% | Add +7.3% | 684,762 | $29.4M |
| Focus Partners Wealth | 0.23% | New | 659,444 | $28.3M |
| Wells Fargo & Company | 0.01% | Add +15.3% | 608,936 | $26.2M |
| UBS Group AG | 0.01% | Reduce -33.0% | 603,639 | $25.9M |
| Cetera Investment Advisers | 0.06% | Add +173.6% | 586,992 | $25.2M |
| Evergreen Capital Management LLC | 0.94% | Reduce -0.1% | 581,027 | $25.0M |
| MML Investors Services, LLC | 0.10% | Add +13.2% | 552,986 | $23.8M |
| Connectus Wealth, LLC | 0.63% | Reduce -10.2% | 543,028 | $23.3M |
| Verger Capital Management LLC | 11.21% | No change | 510,685 | $21.9M |
| Janney Montgomery Scott LLC | 0.06% | Add +7.8% | 446,034 | $19.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.2% | 440,126 | $18.9M |
| OneDigital Investment Advisors LLC | 0.30% | Add +37.4% | 438,199 | $18.8M |
| Versant Capital Management, Inc | 4.50% | Reduce -2.5% | 366,696 | $15.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -2.0% | 352,208 | $15.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +17.6% | 349,643 | $15.0M |
| Jane Street Group, LLC | 0.02% | Add +256.9% | 343,391 | $14.7M |
| Stifel Financial Corp. | 0.02% | Add +11.9% | 341,941 | $14.7M |
| Bank of New York Mellon Corp | 0.00% | Add +24.8% | 339,795 | $14.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.44% | Add +1.1% | 317,291 | $13.6M |
| Money Design Co.,Ltd. | 0.73% | Reduce -0.9% | 313,044 | $13.4M |
| Foundations Investment Advisors, LLC | 0.35% | Add +7.3% | 308,531 | $13.3M |
| Van Cleef Asset Management,Inc | 1.63% | Reduce -1.3% | 300,253 | $12.9M |
| Advocacy Wealth Management, LLC | 1.09% | Add +32.1% | 295,021 | $12.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -68.0% | 268,448 | $11.5M |
| United Capital Financial Advisors, LLC | 0.09% | Add +5.4% | 262,109 | $11.3M |
| Royal Bank of Canada | 0.00% | Add +17.5% | 258,422 | $11.1M |
| NewEdge Advisors, LLC | 0.10% | Add +26.4% | 257,970 | $11.1M |
| JB Capital LLC | 0.70% | Add +19.1% | 243,460 | $10.5M |
| Mfa Wealth Advisors, LLC | 2.66% | Reduce -0.6% | 235,933 | $10.1M |
| Wellington Management Group LLP | 0.00% | Add +3.0% | 231,170 | $9.9M |
| Sentinel Trust Co. Lba | 1.18% | No change | 212,900 | $9.1M |
| Old Mission Capital LLC | 0.21% | New | 202,168 | $8.7M |
| CreativeOne Wealth, LLC | 0.33% | Add +70.1% | 190,058 | $8.2M |
| AE Wealth Management LLC | 0.09% | Reduce -36.0% | 179,605 | $7.7M |
| Integrated Wealth Concepts LLC | 0.11% | Add +29.0% | 177,947 | $7.6M |
| Bank of Montreal | 0.00% | Reduce -6.9% | 171,864 | $7.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +7.0% | 167,492 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +13.3% | 164,701 | $7.1M |
| Equitable Holdings, Inc. | 0.08% | Add +18.3% | 163,995 | $7.0M |
| CoreCap Advisors, LLC | 0.37% | Add +6.3% | 160,602 | $6.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +11.9% | 155,624 | $6.7M |
| Advisory Services Network, LLC | 0.15% | Add +13.9% | 153,266 | $6.6M |
| Avantax Advisory Services, Inc. | 0.06% | Add +4.7% | 147,613 | $6.3M |
| Lincoln National Corp. | 0.10% | Add +2.3% | 142,902 | $6.1M |
| Stokes Family Office, LLC | 0.70% | Add +15.6% | 130,763 | $5.6M |
| MA Private Wealth | 1.05% | Add +9.9% | 120,461 | $5.2M |
| McMorgan & Co. LLC | 0.89% | Add +4.8% | 120,214 | $5.2M |
| Cullen/Frost Bankers, Inc. | 0.07% | Reduce -4.5% | 116,964 | $5.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +3.9% | 114,279 | $4.9M |
| Buttonwood Financial Group, LLC | 2.86% | Add +46.1% | 112,581 | $4.8M |
| Family Firm, Inc. | 1.17% | Reduce -3.0% | 111,367 | $4.8M |
| Ayalon Insurance Comp Ltd. | 1.59% | Add +2.5% | 111,368 | $4.8M |
| Sigma Planning Corp | 0.15% | Add +121.2% | 111,060 | $4.8M |
| Pettinga Financial Advisors LLC | 1.20% | Add +10.4% | 110,113 | $4.7M |
| Atria Investments, Inc | 0.06% | Add +16.2% | 108,615 | $4.7M |
| Horst & Graben Wealth Management LLC | 0.94% | Add +9.8% | 107,976 | $4.6M |
| Austin Private Wealth, LLC | 0.53% | Add +26.7% | 104,245 | $4.6M |
| Icon Wealth Advisors, LLC | 0.42% | Add +22.8% | 105,922 | $4.5M |
| Derbend Asset Management | 2.19% | Add +13.6% | 103,329 | $4.4M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -28.0% | 95,851 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Add +0.9% | 93,364 | $4.0M |
| Detalus Advisors, LLC | 1.38% | Add +39.5% | 89,898 | $3.9M |
| Schroder Investment Management Group | 0.00% | New | 89,667 | $3.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.46% | Reduce -18.6% | 89,603 | $3.8M |
| West Wealth Group, LLC | 1.40% | Add +97.1% | 87,809 | $3.8M |
| Strategic Blueprint, LLC | 0.27% | Add +47.5% | 87,095 | $3.7M |
| Tennessee Valley Asset Management Partners | 0.88% | Add +14.4% | 84,729 | $3.6M |
| Scissortail Wealth Management, LLC | 0.96% | New | 84,305 | $3.6M |
| US Bancorp \de | 0.01% | Add +5.1% | 84,260 | $3.6M |
| HighTower Advisors, LLC | 0.01% | Add +34.9% | 84,171 | $3.6M |
| Schorn Wealth LLC | 1.34% | Reduce -33.4% | 82,597 | $3.5M |
| Gries Financial LLC | 0.58% | Add +11.3% | 81,288 | $3.5M |
| Madison Asset Management, LLC | 0.04% | Reduce -53.4% | 79,036 | $3.4M |
| Merit Financial Group, LLC | 0.08% | Add +58.9% | 78,314 | $3.4M |
| High Falls Advisors, Inc | 0.83% | Add +17.1% | 76,712 | $3.3M |
| ONE Advisory Partners, LLC | 1.61% | Add +14.0% | 76,173 | $3.3M |
| Cardinal Strategic Wealth Guidance | 1.19% | Add +10.0% | 73,477 | $3.2M |
| Mariner, LLC | 0.01% | Add +161.5% | 72,225 | $3.1M |
| PGIM Custom Harvest LLC | 0.07% | Reduce -22.9% | 70,437 | $3.0M |
| D. E. Shaw & Co. | 0.00% | New | 69,223 | $3.0M |
| Sharkey, Howes & Javer | 0.49% | Add +19.5% | 69,162 | $3.0M |
| Adapt Wealth Advisors, LLC | 2.09% | — | 68,487 | $2.9M |
| Aptus Capital Advisors, LLC | 0.06% | Add +342.9% | 67,842 | $2.9M |
| Invst, LLC | 0.34% | Add +5.3% | 66,873 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +5.2% | 67,006 | $2.9M |
| Kingsview Wealth Management, LLC | 0.07% | New | 66,784 | $2.9M |
| Pinnacle Associates Ltd. | 0.04% | Add +6.0% | 66,061 | $2.8M |
| Prudential Financial Inc. | 0.00% | Add +4.5% | 65,952 | $2.8M |
| Summit X, LLC | 0.71% | Add +22.6% | 64,655 | $2.8M |
"% of holder's portfolio" is IXC's weight in each manager's 13F, not the share of iShares Global Energy ETF the manager owns.