iShares Global Energy ETFIXCETF

13F holders, Q2 2024 (June 30)
401holders −65
42new positions
109sold out
4famous investors
$41.53avg. 13F price*

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

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 2024 → Q2 2024

InstitutionsTotal Value
New Positions42$24.1M
Exits109$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.

Show all 401 holders