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 |
| Dakota Wealth Management | 0.07% | New | 64,382 | $2.8M |
| One Wealth Advisors, LLC | 0.47% | Add +56.7% | 63,111 | $2.7M |
| Stone House Investment Management, LLC | 0.62% | Add +70.6% | 61,240 | $2.6M |
| AdvisorNet Financial, Inc | 0.25% | Add +332.5% | 60,680 | $2.6M |
| Altfest L J & Co. Inc. | 0.37% | Add +1.6% | 60,215 | $2.6M |
| Alternative Investment Advisors, LLC. | 1.51% | Add +825.0% | 57,868 | $2.5M |
| Blue Trust, Inc. | 0.04% | Add +11128.0% | 58,049 | $2.5M |
| Watershed Private Wealth LLC | 1.10% | New | 57,760 | $2.5M |
| Perigon Wealth Management, LLC | 0.07% | Add +25.2% | 56,154 | $2.4M |
| Prudential PLC | 0.02% | Add +34.1% | 55,500 | $2.4M |
| SteelPeak Wealth, LLC | 0.12% | Add +20.4% | 54,924 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +17.7% | 54,185 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +17.7% | 54,185 | $2.3M |
| M&T Bank Corp | 0.01% | Reduce -0.1% | 53,944 | $2.3M |
| TSA Wealth Managment LLC | 1.01% | Add +46.8% | 53,740 | $2.3M |
| KM Capital Management Ltd. | 1.28% | Reduce -18.7% | 53,723 | $2.3M |
| Cypress Wealth Services, LLC | 0.54% | Add +43.6% | 53,715 | $2.3M |
| Liberty Wealth Management LLC | 0.45% | Add +20.6% | 53,312 | $2.3M |
| Ascent Group, LLC | 0.20% | Add +11.1% | 52,415 | $2.3M |
| Northwest Capital Management Inc | 0.72% | Add +4354.6% | 52,341 | $2.2M |
| Keebeck Wealth Management | 0.32% | Add +134.6% | 50,025 | $2.1M |
| Avid Wealth Partners LLC | 1.71% | New | 49,695 | $2.1M |
| Edge Capital Group, LLC | 0.11% | Reduce -37.1% | 49,514 | $2.1M |
| RFG Advisory, LLC | 0.07% | Add +49.1% | 46,495 | $2.0M |
| Keystone Financial Services | 0.86% | Add +13.1% | 45,692 | $2.0M |
| Physician Wealth Advisors, Inc. | 0.41% | Add +20.4% | 44,903 | $1.9M |
| Black Swift Group, LLC | 0.50% | Reduce -18.1% | 45,171 | $1.9M |
| Clal Insurance Enterprises Holdings Ltd | 0.02% | Reduce -13.5% | 45,000 | $1.9M |
| Wealth Alliance, LLC | 0.25% | Add +67.9% | 44,746 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +7.2% | 44,600 | $1.9M |
| Sierra Summit Advisors LLC | 0.52% | Add +0.8% | 44,286 | $1.9M |
| Spectrum Wealth Counsel, LLC | 0.23% | Add +1.1% | 44,225 | $1.9M |
| Concourse Financial Group Securities, Inc. | 0.12% | Add +4.6% | 43,575 | $1.9M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -12.7% | 41,600 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.14% | Add +611.7% | 42,579 | $1.8M |
| Financial Life Advisors | 0.76% | Add +20.7% | 42,268 | $1.8M |
| Baker Ellis Asset Management LLC | 0.27% | Reduce -0.2% | 42,250 | $1.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +348.3% | 41,984 | $1.8M |
| BCGM Wealth Management, LLC | 0.64% | New | 41,771 | $1.8M |
| Beacon Financial Group | 0.20% | Add +58.3% | 41,510 | $1.8M |
| GenTrust, LLC | 0.11% | Reduce -1.4% | 41,084 | $1.8M |
| Farther Finance Advisors, LLC | 0.10% | Add +57.3% | 39,908 | $1.7M |
| ShoreHaven Wealth Partners, LLC | 0.95% | Add +10.7% | 40,026 | $1.7M |
| Stonebrook Private Inc. | 0.50% | Add +10.1% | 39,881 | $1.7M |
| Bush Investment Group, LLC | 1.50% | Add +2.2% | 39,512 | $1.7M |
| TNF LLC | 0.66% | Add +27.3% | 38,062 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +44.0% | 38,636 | $1.7M |
| Raymond James & Associates | 0.00% | Add +4.3% | 37,542 | $1.6M |
| PAX Financial Group, LLC | 0.31% | Add +38.8% | 36,077 | $1.5M |
| Trek Financial, LLC | 0.12% | Add +12.8% | 35,524 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.4% | 35,064 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +131.3% | 34,699 | $1.5M |
| Snowden Capital Advisors LLC | 0.05% | Add +86.6% | 34,544 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 34,299 | $1.5M |
| Citigroup Inc. | 0.00% | Add +7.7% | 34,125 | $1.5M |
| KWB Wealth | 0.19% | New | 33,706 | $1.4M |
| Legacy Financial Group LLC | 0.29% | New | 33,565 | $1.4M |
| Brookstone Capital Management | 0.03% | New | 33,511 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +16.8% | 32,819 | $1.4M |
| Eq LLC | 0.85% | New | 32,186 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Add +0.9% | 32,146 | $1.4M |
| Kelly Financial Services LLC | 0.50% | Add +24.3% | 30,149 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -7.9% | 29,767 | $1.3M |
| Beacon Bridge Wealth Partners, LLC | 0.60% | Add +466.7% | 29,380 | $1.3M |
| Choreo, LLC | 0.03% | Reduce -2.6% | 29,062 | $1.2M |
| Apeiron RIA LLC | 0.36% | Add +38.2% | 29,047 | $1.2M |
| James Investment Research, Inc. | 0.15% | Reduce -15.8% | 29,016 | $1.2M |
| Security Financial Services, INC. | 0.28% | Reduce -71.5% | 28,666 | $1.2M |
| Cobblestone Asset Management LLC | 0.83% | Add +22.1% | 28,555 | $1.2M |
| Compagnie Lombard Odier SCmA | 0.02% | Add +1391.0% | 27,837 | $1.2M |
| Rathbones Group PLC | 0.01% | Reduce -1.0% | 27,698 | $1.2M |
| Kepos Capital LP | 0.30% | Add +150.6% | 27,256 | $1.2M |
| Parcion Private Wealth LLC | 0.10% | New | 26,841 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +7.2% | 26,626 | $1.1M |
| Affiance Financial, LLC | 0.31% | No change | 26,556 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -72.4% | 25,999 | $1.1M |
| Ehrlich Financial Group | 0.91% | Add +141.8% | 25,300 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.3% | 25,059 | $1.1M |
| Tsfg, LLC | 0.27% | Add +726.4% | 24,792 | $1.1M |
| WCG Wealth Advisors LLC | 0.09% | New | 24,622 | $1.1M |
| Spire Wealth Management | 0.02% | Add +13.4% | 24,621 | $1.1M |
| Bay Harbor Wealth Management, LLC | 0.37% | Add +50.9% | 24,193 | $1.0M |
| Chesley Taft & Associates LLC | 0.05% | Add +35.1% | 24,030 | $1.0M |
| Rothschild Wealth LLC | 0.36% | — | 24,019 | $1.0M |
| Two Sigma Securities, LLC | 0.05% | New | 23,941 | $1.0M |
| Renaissance Technologies | 0.00% | Add +50.6% | 23,800 | $1.0M |
| Corient Private Wealth LP | 0.00% | Add +0.2% | 23,597 | $1.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.6% | 23,536 | $1.0M |
| Quadrant Private Wealth Management, LLC | 0.25% | Add +103.7% | 23,410 | $1.0M |
| WealthShield Partners, LLC | 0.16% | Add +9.2% | 23,331 | $1.0M |
| Oppenheimer & Co. Inc. | 0.02% | No change | 23,014 | $988K |
| First Horizon Advisors, Inc. | 0.03% | Add +48.1% | 22,789 | $979K |
| Jones Financial Companies LLLP | 0.00% | Add +212.3% | 22,746 | $977K |
| Townsquare Capital LLC | 0.01% | Add +85.5% | 22,647 | $973K |
| Captrust Financial Advisors | 0.00% | Add +1.2% | 21,997 | $945K |
| SigFig Wealth Management, LLC | 0.03% | Add +17.6% | 21,636 | $929K |
| Ancora Advisors LLC | 0.02% | Add +374.7% | 21,432 | $921K |
| One Wealth Management Investment & Advisory Services, LLC | 0.37% | Add +89.6% | 21,081 | $905K |
| Swmg, LLC | 0.40% | Add +9.4% | 20,766 | $892K |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +10.8% | 20,472 | $879K |
| Focus Financial Network, Inc. | 0.04% | — | 20,380 | $877K |
| Regal Investment Advisors LLC | 0.06% | Add +2.1% | 20,383 | $875K |
| True Vision MN LLC | 0.61% | Add +23.9% | 19,627 | $865K |
| MAI Capital Management | 0.01% | Add +0.3% | 19,734 | $848K |
| Kickstand Ventures, Llc. | 0.24% | New | 19,607 | $842K |
| Assetmark, Inc. | 0.00% | Add +11.7% | 19,387 | $833K |
| Credit Suisse AG/ | 0.00% | Reduce -54.6% | 19,372 | $832K |
| Western Wealth Management, LLC | 0.06% | Reduce -9.5% | 19,152 | $823K |
| My Legacy Advisors, LLC | 0.28% | Add +41.1% | 19,119 | $821K |
| Shared Vision Wealth Group LLC | 0.50% | Add +92.0% | 18,622 | $800K |
| Centurion Wealth Management LLC | 0.31% | Add +28.8% | 18,507 | $795K |
| Certus Wealth Management, LLC | 0.63% | Add +30.6% | 18,422 | $790K |
| Qube Research & Technologies Ltd | 0.00% | New | 18,330 | $787K |
| Mayflower Financial Advisors, LLC | 0.13% | Add +70.2% | 18,272 | $785K |
| New York State Common Retirement Fund | 0.00% | Reduce -2.1% | 18,260 | $784K |
| IHT Wealth Management, LLC | 0.03% | New | 18,029 | $774K |
| Dynasty Wealth Management, LLC | 0.02% | — | 17,756 | $763K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.08% | Add +23.7% | 17,736 | $762K |
| IFP Advisors, Inc | 0.03% | Add +19.5% | 17,487 | $751K |
| Creative Planning | 0.00% | Add +13.4% | 17,157 | $737K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +36.6% | 16,855 | $724K |
| Ameraudi Asset Management, Inc. | 0.32% | Reduce -1.2% | 16,014 | $688K |
| Scotia Capital Inc. | 0.00% | Reduce -88.6% | 15,959 | $685K |
| Marks Group Wealth Management, Inc | 0.07% | Add +5.8% | 15,830 | $680K |
| ICICI Prudential Asset Management Co Ltd | 0.08% | New | 15,750 | $677K |
| IFG Advisory, LLC | 0.05% | Add +28.1% | 15,627 | $671K |
| Guardian Wealth Advisors, LLC / NC | 0.08% | No change | 15,100 | $649K |
| Vontobel Holding Ltd. | 0.01% | Reduce -14.3% | 15,000 | $644K |
| Diversify Advisory Services, LLC | 0.04% | — | 14,771 | $639K |
| Braun-Bostich & Associates Inc. | 0.52% | New | 14,485 | $622K |
| Csenge Advisory Group | 0.03% | Add +37.0% | 14,397 | $618K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +105.8% | 14,389 | $618K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +31.8% | 14,388 | $618K |
| Tradition Wealth Management, LLC | 0.06% | Add +4.7% | 14,324 | $615K |
| Gen-Wealth Partners Inc | 0.30% | — | 14,296 | $614K |
| Fort Sheridan Advisors LLC | 0.12% | Add +1.5% | 14,256 | $612K |
| Atlantic Private Wealth, LLC | 0.51% | No change | 14,161 | $608K |
| Abbot Financial Management, Inc. | 0.33% | Add +1.9% | 14,000 | $601K |
| Wealth Management Associates, Inc. | 0.27% | Add +2.9% | 14,015 | $582K |
| BlackDiamond Wealth Management, LLC | 0.41% | Add +0.8% | 13,476 | $579K |
| Claro Advisors Inc. | 0.10% | New | 13,451 | $578K |
| Cerity Partners LLC | 0.00% | Reduce -31.5% | 13,399 | $575K |
| Firethorn Wealth Partners, LLC | 0.34% | Add +37.9% | 13,339 | $573K |
| Maxwell Wealth Strategies Inc. | 0.29% | Add +11.7% | 13,391 | $570K |
| Ifrah Financial Services, Inc. | 0.16% | Add +9.7% | 13,181 | $566K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +24.5% | 13,036 | $560K |
| Hoxton Planning & Management, LLC | 0.27% | Add +33.5% | 12,921 | $555K |
| Centerpoint Advisors, LLC | 0.21% | No change | 12,797 | $550K |
| Founders Financial Securities LLC | 0.06% | Add +1.8% | 12,795 | $550K |
| Mutual Advisors, LLC | 0.02% | Reduce -47.5% | 12,713 | $546K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +17.5% | 12,526 | $538K |
| Simplicity Wealth,LLC | 0.01% | Add +39.7% | 12,368 | $531K |
| Forthright Family Wealth Advisory LLC | 0.35% | Add +70.8% | 12,262 | $527K |
| Cookson Peirce & Co. Inc. | 0.03% | Reduce -0.1% | 12,052 | $518K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -94.4% | 12,180 | $516K |
| Morningstar Investment Services LLC | 0.01% | Reduce -22.7% | 12,065 | $513K |
| Sowell Financial Services LLC | 0.02% | Reduce -1.4% | 11,919 | $512K |
| Geneos Wealth Management Inc. | 0.02% | No change | 11,600 | $498K |
| Walkner Condon Financial Advisors LLC | 0.11% | Add +7.7% | 11,615 | $498K |
| Harbour Investments, Inc. | 0.02% | Add +13.1% | 11,390 | $489K |
| Moors & Cabot, Inc. | 0.03% | Reduce -3.3% | 11,228 | $482K |
| Verus Capital Partners, LLC | 0.05% | Add +40.1% | 11,217 | $482K |
| Lantz Financial LLC | 0.15% | Add +38.8% | 11,099 | $477K |
| Signal Advisors Wealth, LLC | 0.12% | Add +40.9% | 10,961 | $471K |
| Clearview Wealth Advisors LLC | 0.48% | New | 10,901 | $468K |
| Keystone Wealth Services, LLC | 0.15% | Reduce -3.2% | 10,550 | $453K |
| Insight Wealth Partners, LLC | 0.28% | Add +10.3% | 10,040 | $431K |
| United Advisor Group, LLC | 0.16% | New | 10,011 | $430K |
| Everett Harris & Co. | 0.01% | No change | 10,000 | $430K |
| Transcend Capital Advisors, LLC | 0.03% | Add +94.4% | 9,955 | $428K |
| Stephens Inc. | 0.01% | Add +0.1% | 9,806 | $421K |
| 1834 Investment Advisors Co. | 0.05% | No change | 9,716 | $417K |
| FFG Retirement Advisors LLC | 0.29% | Add +3.6% | 9,673 | $415K |
| Brighton Jones LLC | 0.01% | Add +2.1% | 9,569 | $411K |
| Gsa Capital Partners LLP | 0.03% | Reduce -74.0% | 9,482 | $407K |
| Mosley Wealth Management | 0.38% | Add +20.1% | 9,408 | $404K |
| Sunpointe, LLC | 0.44% | No change | 9,269 | $398K |
| W Advisors, LLC | 0.27% | New | 9,189 | $395K |
| Advus Financial Partners, LLC | 0.12% | New | 9,053 | $389K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 9,031 | $388K |
| Interchange Capital Partners, LLC | 0.26% | Add +2.4% | 8,918 | $384K |
| Advisory Alpha, LLC | 0.02% | Add +47.5% | 8,830 | $379K |
| Delta Financial Group, Inc. | 0.11% | Reduce -30.1% | 8,827 | $379K |
| Copperleaf Capital, LLC | 0.32% | Add +23.0% | 8,715 | $374K |
| Secure Asset Management, LLC | 0.09% | Reduce -0.3% | 8,515 | $366K |
| Maripau Wealth Management LLC | 0.27% | Add +16.3% | 8,505 | $365K |
| National Bank of Canada | 0.00% | Reduce -11.5% | 8,318 | $363K |
| Jefferies Financial Group Inc. | 0.01% | No change | 8,372 | $360K |
| Legacy Advisors, LLC | 0.04% | No change | 8,248 | $354K |
| Comerica Bank | 0.00% | Reduce -21.0% | 8,190 | $352K |
| Citizens Financial Group Inc. | 0.01% | No change | 8,161 | $351K |
| Venturi Wealth Management, LLC | 0.02% | Add +7.5% | 8,028 | $345K |
| Astoria Portfolio Advisors LLC. | 0.13% | Add +0.0% | 7,879 | $344K |
| Eagle Strategies LLC | 0.08% | New | 7,972 | $342K |
| Global Retirement Partners, LLC | 0.01% | Add +1.4% | 7,927 | $340K |
| Fifth Third Bancorp | 0.00% | Reduce -2.4% | 7,870 | $338K |
| Arcus Capital Partners, LLC | 0.11% | No change | 7,844 | $337K |
| Gateway Wealth Partners, LLC | 0.12% | Add +18.6% | 7,837 | $337K |
| Redwood Investment Management, LLC | 0.03% | New | 7,498 | $322K |
| Retirement Planning Group, LLC | 0.02% | Add +4.6% | 7,422 | $319K |
| WealthPLAN Partners, LLC | 0.03% | Add +9.5% | 7,290 | $313K |
| Twin Peaks Wealth Advisors, LLC | 0.17% | New | 7,205 | $309K |
| Concorde Asset Management, LLC | 0.21% | Add +26.0% | 7,082 | $304K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 7,005 | $301K |
| RCS Financial Planning, LLC | 0.18% | Reduce -18.8% | 6,990 | $300K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -3.1% | 6,977 | $300K |
| Theory Financial LLC | 0.15% | New | 6,934 | $298K |
| WNY Asset Management, LLC | 0.05% | Reduce -14.9% | 6,932 | $298K |
| Arax Advisory Partners | 0.03% | Add +0.9% | 6,895 | $296K |
| Ieq Capital, LLC | 0.00% | No change | 6,871 | $295K |
| BNP Paribas Financial Markets | 0.00% | Add +78.3% | 6,851 | $294K |
| Regimen Wealth, LLC | 0.10% | Add +4.3% | 6,845 | $294K |
| TRUE Private Wealth Advisors | 0.03% | Add +15.6% | 6,768 | $291K |
| JFS Wealth Advisors, LLC | 0.02% | Add +72.2% | 6,748 | $290K |
| Integrated Advisors Network LLC | 0.01% | Reduce -0.5% | 6,677 | $287K |
| Bessemer Group Inc. | 0.00% | Reduce -31.6% | 6,493 | $279K |
| Laidlaw Wealth Management LLC | 0.16% | No change | 6,480 | $278K |
| Legacy PCG, LLC | 0.17% | No change | 6,426 | $276K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +45.4% | 6,252 | $269K |
| Vertex Planning Partners, LLC | 0.07% | New | 6,163 | $265K |
| Provenance Wealth Advisors, LLC | 0.04% | No change | 6,160 | $265K |
| Wealth Management Partners, LLC | 0.13% | Reduce -10.5% | 6,151 | $264K |
| Sutton Place Investors LLC | 0.13% | New | 6,063 | $260K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | New | 6,037 | $259K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +12.0% | 6,007 | $258K |
| First Heartland Consultants, Inc. | 0.03% | New | 5,964 | $256K |
| Diversified Trust Co. | 0.01% | Add +12.6% | 5,947 | $255K |
| Emergent Wealth Advisors, LLC | 0.22% | New | 5,774 | $255K |
| HSBC Holdings PLC | 0.00% | Reduce -99.7% | 5,900 | $253K |
| Apollon Wealth Management, LLC | 0.01% | New | 5,839 | $251K |
| Nwam LLC | 0.02% | New | 5,747 | $249K |
| Ameritas Advisory Services, LLC | 0.01% | New | 5,753 | $247K |
| Mgo One Seven LLC | 0.01% | New | 5,718 | $246K |
| Simmons Bank | 0.02% | No change | 5,717 | $246K |
| MBA Advisors LLC | 0.13% | Reduce -0.9% | 5,708 | $245K |
| BCU Wealth Advisors, LLC | 0.20% | New | 5,472 | $235K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -99.6% | 5,431 | $233K |
| Fort Point Capital Partners LLC | 0.03% | Reduce -3.6% | 5,399 | $232K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -3.6% | 5,250 | $225K |
| Collective Family Office LLC | 0.07% | Reduce -12.7% | 5,147 | $221K |
| Townsend & Associates, Inc | 0.03% | New | 4,992 | $220K |
| Salem Investment Counselors Inc. | 0.01% | No change | 5,100 | $219K |
| Capital Analysts, LLC | 0.01% | Reduce -1.1% | 5,061 | $217K |
| Bright Financial Advisors, Inc. | 0.16% | — | 5,003 | $214K |
| Clear Creek Financial Management, LLC | 0.03% | New | 4,982 | $214K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -86.4% | 5,116 | $211K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -9.6% | 4,860 | $209K |
| Wedbush Securities Inc. | 0.01% | New | 4,836 | $208K |
| Tompkins Financial Corp. | 0.02% | Reduce -0.6% | 4,800 | $206K |
| LifePlan Investment Advisors, Inc. | 0.16% | New | 4,789 | $206K |
| Principal Securities, Inc. | 0.01% | Add +9.1% | 4,785 | $206K |
| Insigneo Advisory Services, LLC | 0.02% | New | 4,783 | $205K |
| WR Wealth Planners, LLC | 0.06% | New | 4,771 | $205K |
| Creative Financial Designs Inc. | 0.02% | Add +4.3% | 4,477 | $192K |
| Blair William & Co. | 0.00% | No change | 4,327 | $186K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 4,233 | $182K |
| CIBC Private Wealth Group LLC | 0.00% | New | 4,191 | $181K |
| Fernwood Investment Management, LLC | 0.05% | New | 4,190 | $180K |
| Private Trust Co. NA | 0.02% | Add +4.0% | 4,135 | $178K |
| Raleigh Capital Management Inc. | 0.08% | Add +41.5% | 4,076 | $175K |
| Daiwa Securities Group Inc. | 0.00% | No change | 4,000 | $172K |
| FMR LLC | 0.00% | Add +6.8% | 3,484 | $150K |
| Anchor Investment Management, LLC | 0.02% | Add +3.0% | 3,480 | $149K |
| Realta Investment Advisors | 0.03% | New | 3,408 | $146K |
| Aspire Private Capital, LLC | 0.04% | Add +40.0% | 3,358 | $144K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2116.8% | 3,303 | $142K |
| Deutsche Bank AG | 0.00% | Reduce -32.1% | 3,228 | $139K |
| Aspire Wealth Management Corp | 0.08% | New | 3,211 | $138K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +27.4% | 2,752 | $119K |
| Blue Chip Partners, LLC | 0.01% | New | 2,505 | $108K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 2,486 | $108K |
| Semmax Financial Advisors Inc. | 0.03% | Add +63.0% | 2,306 | $101K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 2,330 | $100K |
| Allworth Financial LP | 0.00% | Reduce -47.8% | 2,131 | $92K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Add +1.1% | 2,065 | $89K |
| LGT Financial Advisors LLC | 0.10% | Add +57.9% | 2,018 | $87K |
| Integrity Financial Corp | 0.06% | Reduce -63.9% | 1,963 | $84K |
| NFSG Corp | 0.04% | Add +0.4% | 1,943 | $83K |
| Avior Wealth Management, LLC | 0.00% | New | 1,797 | $77K |
| Sound Income Strategies, LLC | 0.01% | Add +28.9% | 1,786 | $77K |
| GeoWealth Management, LLC | 0.00% | New | 1,734 | $74K |
| Mather Group, Llc. | 0.00% | New | 1,830 | $72K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +33.9% | 1,540 | $66K |
| Concord Wealth Partners | 0.01% | Add +1.0% | 1,437 | $62K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +6.3% | 1,409 | $61K |
| Powell Investment Advisors, LLC | 0.03% | No change | 1,346 | $58K |
| New Republic Capital, LLC | 0.04% | Add +30.9% | 1,340 | $58K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,288 | $55K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,270 | $55K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +0.2% | 1,157 | $50K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 1,155 | $44K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 1,000 | $43K |
| Global Financial Private Client, LLC | 0.02% | Add +7.7% | 880 | $38K |
| Gilliland Jeter Wealth Management LLC | 0.01% | New | 859 | $37K |
| Erste Asset Management GmbH | 0.00% | No change | 800 | $34K |
| Continuum Advisory, LLC | 0.01% | New | 772 | $34K |
| Retirement Group, LLC | 0.01% | No change | 775 | $33K |
| ICA Group Wealth Management, LLC | 0.01% | Add +1.2% | 652 | $28K |
| Harbor Investment Advisory, LLC | 0.00% | Add +7.3% | 649 | $28K |
| Family Asset Management, LLC | 0.02% | Add +14.2% | 645 | $28K |
| SYM FINANCIAL Corp | 0.00% | No change | 627 | $27K |
| Activest Wealth Management | 0.01% | No change | 619 | $27K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -47.2% | 617 | $27K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 601 | $26K |
| Bank of New Hampshire | 0.01% | No change | 600 | $26K |
| REAP Financial Group, LLC | 0.01% | Add +18.3% | 594 | $26K |
| Pineridge Advisors LLC | 0.01% | No change | 585 | $25K |
| Tucker Asset Management LLC | 0.01% | Add +857.9% | 546 | $23K |
| Logan Capital Management Inc. | 0.00% | No change | 530 | $23K |
| Breakwater Investment Management | 0.01% | — | 513 | $22K |
| Barrett & Company, Inc. | 0.01% | No change | 500 | $21K |
| Psagot Value Holdings Ltd. / (Israel) | 0.19% | No change | 488 | $21K |
| Y.D. More Investments Ltd | 0.00% | Add +91.4% | 488 | $21K |
| Simplex Trading, LLC | 0.00% | Add +578.6% | 475 | $20K |
| Parallel Advisors, LLC | 0.00% | Add +436.1% | 461 | $20K |
| Tacita Capital Inc | 0.01% | No change | 458 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -14.4% | 433 | $19K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -48.4% | 427 | $18K |
| Wagner Wealth Management, LLC | 0.01% | No change | 400 | $17K |
| Sunbelt Securities, Inc. | 0.00% | New | 309 | $13K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 300 | $13K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 263 | $11K |
| Coston, McIsaac & Partners | 0.00% | No change | 269 | $11K |
| Trust Co | 0.00% | New | 250 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 248 | $11K |
| GAMMA Investing LLC | 0.00% | No change | 241 | $10K |
| Atticus Wealth Management, LLC | 0.00% | Add +35.7% | 228 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +6.7% | 224 | $10K |
| Founders Financial Alliance, LLC | 0.00% | New | 186 | $8K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | New | 182 | $8K |
| Sandy Spring Bank | 0.00% | New | 178 | $8K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 176 | $8K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 175 | $8K |
| Pacifica Partners Inc. | 0.00% | Add +1.8% | 171 | $7K |
| Winch Advisory Services, LLC | 0.00% | No change | 165 | $7K |
| Avion Wealth | 0.00% | No change | 144 | $7K |
| Truvestments Capital LLC | 0.00% | No change | 150 | $6K |
| Peoples Bank | 0.01% | No change | 150 | $6K |
| Park Place Capital Corp | 0.00% | Reduce -55.3% | 148 | $6K |
| TruNorth Capital Management, LLC | 0.00% | — | 145 | $6K |
| Element Wealth, LLC | 0.00% | New | 137 | $6K |
| Founders Capital Management | 0.00% | No change | 132 | $6K |
| Waverly Advisors, LLC | 0.00% | New | 121 | $5K |
| Hantz Financial Services, Inc. | 0.00% | New | 112 | $5K |
| NorthRock Partners, LLC | 0.00% | Add +145.7% | 113 | $5K |
| Phillips Financial Management, LLC | 0.00% | Reduce -13.7% | 107 | $5K |
| Signaturefd, LLC | 0.00% | Add +131.1% | 104 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 100 | $4K |
| NBT Bank, N.A. | 0.00% | Add +429.4% | 90 | $4K |
| Glenmede Trust Co. NA | 0.00% | No change | 74 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 55 | $2K |
| Princeton Global Asset Management LLC | 0.00% | No change | 53 | $2K |
| Global Trust Asset Management, LLC | 0.00% | No change | 53 | $2K |
| HM Payson & Co. | 0.00% | New | 43 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 13 | $1K |
| Lanark Financial, Inc. | 0.00% | No change | 46 | $1K |
| NewSquare Capital LLC | 0.00% | New | 16 | $687 |
| Clean Yield Group | 0.00% | New | 14 | $601 |
| Main Street Group, LTD | 0.00% | No change | 13 | $562 |
| Crewe Advisors LLC | 0.00% | New | 11 | $473 |
| Johnson Financial Group, Inc. | 0.00% | New | 11 | $473 |
| Gradient Investments LLC | 0.00% | Reduce -92.7% | 11 | $472 |
| First Pacific Financial | 0.00% | Reduce -58.3% | 10 | $430 |
| Hexagon Capital Partners LLC | 0.00% | No change | 10 | $430 |
| Resources Management Corp. /CT/ | 0.00% | No change | 4 | $0 |
| Roble, Belko & Company, Inc | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is IXC's weight in each manager's 13F, not the share of iShares Global Energy ETF the manager owns.