iShares Global Energy ETFIXCETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 401 institutions reported holding iShares Global Energy ETF (IXC) in their 13F filings, down 65 from Q1 2024. 42 opened new positions and 109 sold out. The largest holders were Fisher Asset Management ($346.2M), Focus Partners Wealth ($100.3M) and Bank of America Corp. ($69.3M). 4 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $24.1M |
| Exits | 109 | $148.7M |
All 13F filers, Q1 2024 → Q2 2024: 5,219,668 shares bought and 26,710,653 shares sold, net −21,490,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 401 holders
| Fisher Asset Management | 0.15% | Add +14.0% | 8,341,155 | $346.2M |
| Focus Partners Wealth | 0.34% | Add +264.6% | 2,403,978 | $100.3M |
| Bank of America Corp. | 0.01% | Reduce -30.1% | 1,668,712 | $69.3M |
| Pictet Asset Management Holding SA | 0.08% | Reduce -13.9% | 1,627,634 | $67.5M |
| Morgan Stanley | 0.01% | Reduce -33.8% | 1,557,212 | $64.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -55.4% | 1,185,897 | $49.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -89.7% | 818,146 | $34.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +14234.4% | 778,499 | $32.3M |
| LPL Financial LLC | 0.02% | Reduce -66.0% | 749,524 | $31.1M |
| Jane Street Group, LLC | 0.03% | Add +112.1% | 728,313 | $30.2M |
| Evergreen Capital Management LLC | 0.90% | Add +2.6% | 596,388 | $24.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -15.2% | 580,851 | $24.1M |
| Sanctuary Advisors, LLC | 0.17% | — | 520,406 | $22.9M |
| UBS Group AG | 0.01% | Reduce -10.1% | 542,761 | $22.5M |
| Verger Capital Management LLC | 10.98% | Add +1.6% | 518,621 | $21.5M |
| Wells Fargo & Company | 0.00% | Reduce -28.5% | 435,200 | $18.1M |
| Versant Capital Management, Inc | 3.78% | Reduce -1.7% | 360,315 | $15.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.40% | Add +2.1% | 323,823 | $13.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.9% | 321,504 | $13.3M |
| Van Cleef Asset Management,Inc | 1.56% | Reduce -0.1% | 299,943 | $12.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -15.6% | 297,151 | $12.3M |
| Money Design Co.,Ltd. | 0.65% | Reduce -7.7% | 288,884 | $12.0M |
| Bank of Montreal | 0.00% | Add +58.5% | 272,376 | $11.3M |
| Wellington Management Group LLP | 0.00% | Add +14.6% | 264,833 | $11.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -29.6% | 246,138 | $10.2M |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 244,293 | $10.1M |
| Mfa Wealth Advisors, LLC | 2.15% | Add +0.1% | 236,129 | $9.8M |
| Cetera Investment Advisers | 0.02% | Reduce -61.1% | 228,288 | $9.5M |
| Sentinel Trust Co. Lba | 1.09% | No change | 212,900 | $8.8M |
| Stifel Financial Corp. | 0.01% | Reduce -50.8% | 168,194 | $7.0M |
| NewEdge Advisors, LLC | 0.05% | Reduce -37.6% | 161,012 | $6.7M |
| BlackRock Inc. | 0.00% | Reduce -91.4% | 160,357 | $6.7M |
| Old Mission Capital LLC | 0.17% | Reduce -23.0% | 155,672 | $6.5M |
| Equitable Holdings, Inc. | 0.06% | Reduce -11.7% | 144,770 | $6.0M |
| Strategic Wealth Investment Group, LLC | 0.75% | — | 142,940 | $6.0M |
| McMorgan & Co. LLC | 0.94% | Add +19.0% | 143,079 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | Add +317.1% | 143,058 | $5.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -14.8% | 142,683 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -50.1% | 133,929 | $5.6M |
| Advisory Services Network, LLC | 0.11% | Reduce -20.1% | 122,425 | $5.1M |
| MA Private Wealth | 1.00% | Add +1.5% | 122,247 | $5.1M |
| Sigma Planning Corp | 0.15% | Add +5.7% | 117,404 | $4.9M |
| Cullen/Frost Bankers, Inc. | 0.07% | No change | 116,964 | $4.9M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -74.0% | 113,759 | $4.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -27.1% | 113,416 | $4.7M |
| Captrust Financial Advisors | 0.02% | Add +414.0% | 113,058 | $4.7M |
| Family Firm, Inc. | 1.05% | Add +1.5% | 113,029 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -90.4% | 110,468 | $4.6M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -26.5% | 108,518 | $4.5M |
| Ayalon Insurance Comp Ltd. | 1.47% | Reduce -3.3% | 107,722 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -38.3% | 101,554 | $4.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -11.3% | 101,337 | $4.2M |
| Tennessee Valley Asset Management Partners | 0.78% | Add +18.2% | 100,185 | $4.2M |
| Waverly Advisors, LLC | 0.08% | Add +82670.3% | 100,152 | $4.2M |
| MML Investors Services, LLC | 0.02% | Reduce -82.0% | 99,424 | $4.1M |
| Adapt Wealth Advisors, LLC | 2.55% | Add +43.3% | 98,152 | $4.1M |
| DRW Securities, LLC | 0.23% | New | 90,554 | $3.8M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -50.1% | 88,831 | $3.7M |
| Scissortail Wealth Management, LLC | 0.91% | Add +1.4% | 85,530 | $3.6M |
| Schorn Wealth LLC | 1.21% | Reduce -1.6% | 81,305 | $3.4M |
| Tudor Investment Corporation | 0.04% | New | 80,431 | $3.3M |
| Schroder Investment Management Group | 0.00% | Reduce -12.0% | 78,909 | $3.3M |
| Park Avenue Securities LLC | 0.04% | Reduce -90.0% | 78,273 | $3.2M |
| Madison Asset Management, LLC | 0.04% | Reduce -1.2% | 78,113 | $3.2M |
| Napa Wealth Management | 2.03% | New | 72,574 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -14.6% | 71,918 | $3.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -24.8% | 70,250 | $2.9M |
| KM Capital Management Ltd. | 1.46% | Add +26.5% | 67,965 | $2.8M |
| Pinnacle Associates Ltd. | 0.04% | Add +2.1% | 67,451 | $2.8M |
| Dakota Wealth Management | 0.06% | Add +2.4% | 65,951 | $2.7M |
| Cwm, LLC | 0.01% | Reduce -96.3% | 63,938 | $2.7M |
| Prudential PLC | 0.02% | Add +10.3% | 61,200 | $2.5M |
| Blue Trust, Inc. | 0.03% | No change | 58,049 | $2.5M |
| PGIM Custom Harvest LLC | 0.06% | Reduce -15.7% | 59,378 | $2.5M |
| Altfest L J & Co. Inc. | 0.32% | Reduce -6.7% | 56,178 | $2.3M |
| M&T Bank Corp | 0.01% | Reduce -0.1% | 53,867 | $2.2M |
| Kestra Investment Management, LLC | 0.14% | — | 50,613 | $2.1M |
| Sierra Summit Advisors LLC | 0.51% | Add +12.9% | 49,986 | $2.1M |
| Citadel Advisors | 0.00% | Add +91.5% | 49,800 | $2.1M |
| Financial Life Advisors | 0.82% | Add +15.1% | 48,628 | $2.0M |
| Edge Capital Group, LLC | 0.10% | Reduce -2.8% | 48,116 | $2.0M |
| Cardinal Strategic Wealth Guidance | 0.65% | Reduce -41.3% | 43,131 | $1.8M |
| Black Swift Group, LLC | 0.41% | Reduce -5.2% | 42,815 | $1.8M |
| TD Waterhouse Canada Inc. | 0.02% | Add +1.0% | 42,012 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +84.6% | 41,980 | $1.7M |
| Gries Financial LLC | 0.35% | Reduce -49.6% | 40,950 | $1.7M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -40.0% | 40,695 | $1.7M |
| Baker Ellis Asset Management LLC | 0.25% | Reduce -4.6% | 40,300 | $1.7M |
| Marshall Wace, LLP | 0.00% | New | 39,361 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.4% | 38,356 | $1.6M |
| Buttonwood Financial Group, LLC | 0.88% | Reduce -67.0% | 37,178 | $1.5M |
| Icon Wealth Advisors, LLC | 0.14% | Reduce -65.3% | 36,707 | $1.5M |
| GenTrust, LLC | 0.08% | Reduce -10.0% | 36,991 | $1.5M |
| Strategic Blueprint, LLC | 0.10% | Reduce -58.1% | 36,466 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -7.6% | 35,709 | $1.5M |
| Prospera Financial Services Inc | 0.04% | New | 34,854 | $1.4M |
| Keebeck Wealth Management | 0.21% | Reduce -30.7% | 34,651 | $1.4M |
| KWB Wealth | 0.20% | Reduce -1.5% | 33,200 | $1.4M |
| Beacon Bridge Wealth Partners, LLC | 0.63% | Add +11.9% | 32,889 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Add +2.2% | 32,854 | $1.4M |
"% of holder's portfolio" is IXC's weight in each manager's 13F, not the share of iShares Global Energy ETF the manager owns.