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
Pathstone Holdings, LLC 0.01% Add +8.6% 32,330 $1.3M
Capasso Planning Partners LLC 0.43% New 32,261 $1.3M
Stonebrook Private Inc. 0.38% Reduce -20.1% 31,872 $1.3M
Eq LLC 0.79% Reduce -1.2% 31,788 $1.3M
Detalus Advisors, LLC 0.43% Reduce -66.3% 30,289 $1.3M
Virtu Financial LLC 0.09% New 29,423 $1.2M
James Investment Research, Inc. 0.14% No change 29,016 $1.2M
Mercer Global Advisors Inc. 0.00% Reduce -32.3% 28,405 $1.2M
Chesley Taft & Associates LLC 0.06% Add +16.1% 27,905 $1.2M
Compagnie Lombard Odier SCmA 0.02% No change 27,837 $1.2M
Choreo, LLC 0.02% Reduce -4.7% 27,694 $1.2M
J. Safra Sarasin Holding AG 0.02% — 27,489 $1.1M
Raymond James & Associates 0.00% Reduce -28.5% 26,830 $1.1M
Private Advisor Group, LLC 0.01% Reduce -40.0% 26,744 $1.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +526.0% 26,500 $1.1M
West Wealth Group, LLC 0.39% Reduce -70.0% 26,329 $1.1M
Affiance Financial, LLC 0.28% Reduce -2.1% 25,997 $1.1M
Mariner, LLC 0.00% Reduce -64.3% 25,756 $1.1M
Trexquant Investment LP 0.02% New 25,447 $1.1M
Clal Insurance Enterprises Holdings Ltd 0.01% Reduce -44.4% 25,000 $1.0M
Cresset Asset Management, LLC 0.00% New 24,105 $1.0M
Corient Private Wealth LP 0.00% Add +1.9% 24,051 $998K
Federation des caisses Desjardins du Quebec 0.01% Add +1.1% 23,791 $988K
AE Wealth Management LLC 0.01% Reduce -87.1% 23,231 $964K
Security Financial Services, INC. 0.21% Reduce -20.0% 22,938 $952K
Oppenheimer & Co. Inc. 0.01% Reduce -1.6% 22,637 $940K
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -16.0% 22,376 $929K
Ashton Thomas Securities, LLC 0.22% — 22,484 $918K
Cubist Systematic Strategies, LLC 0.01% New 20,729 $860K
Farther Finance Advisors, LLC 0.04% Reduce -48.8% 20,429 $851K
Kestra Private Wealth Services, LLC 0.02% Reduce -41.5% 20,314 $843K
MAI Capital Management 0.01% Add +0.3% 19,792 $822K
Pinnacle Wealth Management Advisory Group, LLC 0.08% Add +6.2% 18,836 $782K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% Reduce -79.0% 18,789 $780K
New York State Common Retirement Fund 0.00% Add +1.7% 18,574 $771K
Abbot Financial Management, Inc. 0.41% Add +32.6% 18,564 $771K
Kickstand Ventures, Llc. 0.21% Reduce -5.5% 18,531 $769K
Western Wealth Management, LLC 0.06% Reduce -3.9% 18,412 $764K
Liberty Wealth Management LLC 0.14% Reduce -31.8% 36,363 $764K
Citigroup Inc. 0.00% Reduce -47.4% 17,968 $746K
Black Diamond Financial, LLC 0.14% New 17,961 $746K
Horst & Graben Wealth Management LLC 0.14% Reduce -83.5% 17,757 $737K
Creative Planning 0.00% Reduce -2.5% 16,729 $694K
One Wealth Advisors, LLC 0.15% Reduce -73.5% 16,729 $685K
IFP Advisors, Inc 0.03% Reduce -5.8% 16,467 $684K
Ameraudi Asset Management, Inc. 0.30% No change 16,014 $665K
ICICI Prudential Asset Management Co Ltd 0.08% No change 15,750 $654K
Perigon Wealth Management, LLC 0.02% Reduce -72.2% 15,626 $649K
Rathbones Group PLC 0.00% Reduce -45.4% 15,136 $628K
Guardian Wealth Advisors, LLC / NC 0.07% No change 15,100 $627K
Vontobel Holding Ltd. 0.00% No change 15,000 $623K
Scotia Capital Inc. 0.00% Reduce -6.3% 14,959 $621K
GTS Securities LLC 0.01% New 14,734 $612K
Fort Sheridan Advisors LLC 0.10% Add +1.7% 14,499 $602K
IHT Wealth Management, LLC 0.02% Reduce -20.8% 14,286 $593K
Watershed Private Wealth LLC 0.25% Reduce -75.3% 14,257 $592K
Atlantic Private Wealth, LLC 0.48% No change 14,161 $588K
Dynasty Wealth Management, LLC 0.02% Reduce -20.5% 14,114 $586K
Squarepoint Ops LLC 0.00% New 14,058 $584K
Wealth Management Associates, Inc. 0.27% No change 14,015 $582K
Kovack Advisors, Inc. 0.06% New 13,912 $577K
Concourse Financial Group Securities, Inc. 0.04% Reduce -68.6% 13,663 $567K
Cerity Partners LLC 0.00% Reduce -1.4% 13,213 $548K
Axiom Advisory, LLC 0.01% New 12,600 $540K
Ifrah Financial Services, Inc. 0.15% Reduce -2.3% 12,883 $535K
Forthright Family Wealth Advisory LLC 0.33% Add +1.6% 12,454 $517K
Founders Financial Securities LLC 0.05% Reduce -4.7% 12,189 $506K
Citizens Financial Group Inc. 0.01% Add +49.3% 12,180 $506K
Cypress Wealth Services, LLC 0.11% Reduce -77.5% 12,082 $502K
Cookson Peirce & Co. Inc. 0.02% Reduce -0.5% 11,989 $498K
Mutual Advisors, LLC 0.01% Reduce -5.5% 12,007 $497K
Geneos Wealth Management Inc. 0.02% Add +3.2% 11,971 $497K
Walkner Condon Financial Advisors LLC 0.11% Add +2.8% 11,941 $495K
ShoreHaven Wealth Partners, LLC 0.26% Reduce -70.3% 11,882 $493K
JFS Wealth Advisors, LLC 0.04% Add +71.1% 11,548 $479K
Prudential Financial Inc. 0.00% Reduce -82.6% 11,495 $477K
CreativeOne Wealth, LLC 0.02% Reduce -94.0% 11,454 $475K
Centerpoint Advisors, LLC 0.17% Reduce -10.9% 11,402 $473K
Insight Wealth Partners, LLC 0.30% Add +10.1% 11,050 $459K
RFG Advisory, LLC 0.01% Reduce -76.3% 11,035 $458K
Moors & Cabot, Inc. 0.02% Reduce -2.0% 11,003 $457K
CFS Investment Advisory Services, LLC 0.04% New 10,961 $455K
TSA Wealth Managment LLC 0.19% Reduce -80.1% 10,711 $445K
Quadrant Private Wealth Management, LLC 0.10% Reduce -56.4% 10,199 $423K
Everett Harris & Co. 0.01% No change 10,000 $415K
Apeiron RIA LLC 0.13% Reduce -66.1% 9,834 $408K
Truist Financial Corp. 0.00% Reduce -85.3% 9,833 $408K
Stephens Inc. 0.01% Reduce -0.1% 9,800 $407K
Snowden Capital Advisors LLC 0.01% Reduce -71.8% 9,727 $404K
1834 Investment Advisors Co. 0.05% No change 9,716 $403K
FFG Retirement Advisors LLC 0.28% Reduce -0.2% 9,657 $401K
Peapack Gladstone Financial Corp. 0.01% Add +5.5% 9,531 $395K
IFG Advisory, LLC 0.03% Reduce -39.4% 9,478 $393K
Advus Financial Partners, LLC 0.12% Add +4.0% 9,417 $391K
Gsa Capital Partners LLP 0.03% Reduce -0.9% 9,399 $390K
Brighton Jones LLC 0.01% Reduce -2.1% 9,369 $389K
Keystone Wealth Services, LLC 0.12% Reduce -11.8% 9,300 $386K
Sunpointe, LLC 0.25% No change 9,269 $385K
Merit Financial Group, LLC 0.01% Reduce -88.5% 9,027 $375K
Elevation Point Wealth Partners, LLC 0.03% Reduce -56.0% 9,016 $374K
Cyndeo Wealth Partners, LLC 0.03% Reduce -32.5% 8,798 $365K
Copperleaf Capital, LLC 0.29% Add +0.4% 8,751 $363K
Lynx Investment Advisory 0.27% — 8,743 $363K
Secure Asset Management, LLC 0.07% Add +0.9% 8,592 $357K
Jefferies Financial Group Inc. 0.01% No change 8,372 $348K
National Bank of Canada 0.00% Reduce -0.7% 8,257 $343K
Townsquare Capital LLC 0.00% Reduce -64.3% 8,075 $335K
Arcus Capital Partners, LLC 0.13% Add +2.3% 8,021 $333K
Astoria Portfolio Advisors LLC. 0.12% Add +0.4% 7,914 $329K
B. Riley Wealth Advisors, Inc. 0.01% Add +54.4% 7,901 $328K
Fifth Third Bancorp 0.00% No change 7,870 $327K
Certus Wealth Management, LLC 0.25% Reduce -57.8% 7,777 $323K
Orion Porfolio Solutions, LLC 0.00% Reduce -86.0% 7,586 $315K
Orion Portfolio Solutions, LLC 0.00% Reduce -86.0% 7,586 $315K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -47.4% 7,566 $314K
Regimen Wealth, LLC 0.11% Add +9.9% 7,525 $312K
Ehrlich Financial Group 0.24% Reduce -70.9% 7,363 $306K
Atria Investments, Inc 0.00% Reduce -93.3% 7,302 $303K
Bessemer Group Inc. 0.00% Add +12.2% 7,282 $302K
Axxcess Wealth Management, LLC 0.01% Add +1.9% 7,140 $296K
Bank of New York Mellon Corp 0.00% Reduce -97.9% 7,116 $295K
Retirement Planning Group, LLC 0.02% Reduce -4.4% 7,095 $295K
Stone House Investment Management, LLC 0.08% Reduce -88.5% 7,040 $292K
Arax Advisory Partners 0.03% Add +1.6% 7,005 $291K
ONE Advisory Partners, LLC 0.13% Reduce -90.8% 6,985 $290K
Mesirow Financial Investment Management, Inc. 0.01% No change 6,977 $290K
Quantinno Capital Management LP 0.01% New 6,918 $287K
Ieq Capital, LLC 0.00% No change 6,871 $285K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -52.7% 6,809 $283K
Integrated Advisors Network LLC 0.01% Add +0.6% 6,718 $279K
One Wealth Management Investment & Advisory Services, LLC 0.11% Reduce -68.5% 6,651 $276K
Laidlaw Wealth Management LLC 0.15% No change 6,480 $269K
TNF LLC 0.10% Reduce -82.8% 6,533 $269K
Legacy PCG, LLC 0.17% No change 6,426 $267K
J.W. Cole Advisors, Inc. 0.01% Add +6.1% 6,375 $265K
Legacy Advisors, LLC 0.03% Reduce -23.0% 6,351 $264K
Client 1ST Advisory Group, LLC 0.11% New 6,343 $263K
WNY Asset Management, LLC 0.03% Reduce -8.8% 6,325 $263K
Mgo One Seven LLC 0.01% Add +10.5% 6,318 $262K
D. E. Shaw & Co. 0.00% Reduce -91.0% 6,222 $258K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -0.8% 6,203 $257K
Provenance Wealth Advisors, LLC 0.04% No change 6,160 $256K
Wealth Management Partners, LLC 0.12% No change 6,151 $255K
Alera Investment Advisors, LLC 0.03% New 6,105 $253K
Two Sigma Securities, LLC 0.01% Reduce -74.6% 6,078 $252K
High Falls Advisors, Inc 0.06% Reduce -92.2% 6,001 $249K
United Capital Financial Advisors, LLC 0.00% Reduce -97.7% 5,997 $249K
Diversified Trust Co. 0.01% No change 5,947 $247K
HSBC Holdings PLC 0.00% No change 5,900 $245K
Assetmark, Inc. 0.00% Reduce -69.8% 5,859 $243K
Beacon Financial Group 0.03% Reduce -85.9% 5,843 $243K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -86.4% 5,778 $240K
Focus Financial Network, Inc. 0.01% Reduce -72.3% 5,654 $239K
MBA Advisors LLC 0.12% No change 5,708 $237K
Atria Wealth Solutions, Inc. 0.00% Reduce -94.2% 5,604 $233K
Daiwa Securities Group Inc. 0.00% Add +40.0% 5,600 $232K
Wealth Alliance, LLC 0.03% Reduce -87.5% 5,575 $231K
Ameritas Advisory Services, LLC 0.01% Reduce -4.5% 5,495 $228K
Fort Point Capital Partners LLC 0.03% No change 5,399 $224K
Emergent Wealth Advisors, LLC 0.18% Reduce -6.7% 5,386 $224K
Avantax Planning Partners, Inc. 0.01% New 5,295 $220K
Claro Advisors Inc. 0.03% Reduce -60.8% 5,273 $219K
Simmons Bank 0.02% Reduce -10.1% 5,138 $213K
Salem Investment Counselors Inc. 0.01% No change 5,100 $212K
Townsend & Associates, Inc 0.02% No change 4,992 $208K
Bright Financial Advisors, Inc. 0.15% Reduce -0.1% 5,000 $208K
FMR LLC 0.00% Add +42.3% 4,959 $206K
Arete Wealth Advisors, LLC 0.02% New 4,937 $205K
WR Wealth Planners, LLC 0.06% Add +3.3% 4,927 $205K
Tompkins Financial Corp. 0.02% Add +2.4% 4,915 $204K
Morningstar Investment Services LLC 0.00% Reduce -59.1% 4,930 $204K
Austin Private Wealth, LLC 0.02% Reduce -95.3% 4,860 $202K
EverSource Wealth Advisors, LLC 0.01% Add +73.8% 4,783 $202K
Stratos Wealth Partners, LTD. 0.00% New 4,838 $201K
Spire Wealth Management 0.01% Reduce -80.9% 4,710 $196K
Creative Financial Designs Inc. 0.02% Add +2.7% 4,598 $191K
Global Retirement Partners, LLC 0.01% Reduce -43.8% 4,457 $185K
Steward Partners Investment Advisory, LLC 0.00% Reduce -86.6% 4,391 $182K
Blair William & Co. 0.00% Add +0.4% 4,345 $180K
Harbour Investments, Inc. 0.01% Reduce -62.6% 4,259 $177K
Principal Securities, Inc. 0.00% Reduce -11.7% 4,224 $175K
CIBC Private Wealth Group LLC 0.00% No change 4,191 $173K
WealthShield Partners, LLC 0.03% Reduce -82.6% 4,062 $169K
Family Asset Management, LLC 0.11% Add +518.6% 3,990 $166K
Gen-Wealth Partners Inc 0.07% Reduce -74.4% 3,655 $152K
First Horizon Advisors, Inc. 0.00% Reduce -85.0% 3,416 $142K
International Assets Investment Management, LLC 0.01% New 3,389 $141K
Anchor Investment Management, LLC 0.01% Reduce -2.8% 3,381 $140K
Mather Group, Llc. 0.00% Add +77.0% 3,239 $139K
Comerica Bank 0.00% Reduce -59.1% 3,351 $139K
Realta Investment Advisors 0.03% Reduce -5.2% 3,232 $134K
Deutsche Bank AG 0.00% No change 3,228 $134K
Rosenberg Matthew Hamilton 0.04% Add +19.6% 2,974 $124K
Blue Chip Partners, LLC 0.01% Add +1.2% 2,534 $105K
Kelly Financial Services LLC 0.04% Reduce -91.9% 2,429 $101K
FAS Wealth Partners, Inc. 0.01% No change 2,330 $97K
Private Trust Co. NA 0.01% Reduce -45.1% 2,268 $94K
Sunbelt Securities, Inc. 0.01% Add +629.5% 2,254 $94K
Spectrum Wealth Counsel, LLC 0.01% Reduce -94.9% 2,248 $93K
Ancora Advisors LLC 0.00% Reduce -90.0% 2,150 $89K
Sound Income Strategies, LLC 0.01% Add +15.7% 2,066 $86K
Integrity Financial Corp 0.05% No change 1,963 $81K
ORG Partners LLC 0.01% New 1,695 $71K
New Millennium Group LLC 0.04% New 1,644 $68K
PNC Financial Services Group, Inc. 0.00% Add +22.2% 1,574 $65K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,540 $64K
Concord Wealth Partners 0.01% Add +1.3% 1,455 $60K
Powell Investment Advisors, LLC 0.03% Add +2.3% 1,377 $57K
Parallel Advisors, LLC 0.00% Add +194.1% 1,356 $56K
Glen Eagle Advisors, LLC 0.01% Reduce -3.5% 1,225 $51K
Pinnacle Bancorp, Inc. 0.01% Add +2.0% 1,180 $49K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 1,155 $48K
Allworth Financial LP 0.00% Reduce -49.5% 1,076 $45K
Avior Wealth Management, LLC 0.00% Reduce -42.3% 1,037 $43K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.1% 899 $42K
NFSG Corp 0.01% Reduce -50.8% 956 $40K
Simplex Trading, LLC 0.00% Add +93.5% 919 $38K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 890 $37K
Erste Asset Management GmbH 0.00% No change 800 $33K
Zions Bancorporation, N.A. 0.00% New 798 $33K
Glenmede Trust Co. NA 0.00% Add +885.1% 729 $30K
Criterion Capital Advisors, LLC 0.02% Add +14.5% 688 $29K
Arlington Trust Co LLC 0.01% New 661 $27K
Tucker Asset Management LLC 0.01% Add +19.6% 653 $27K
Harbor Investment Advisory, LLC 0.00% Reduce -1.7% 638 $26K
SYM FINANCIAL Corp 0.00% No change 627 $26K
Activest Wealth Management 0.01% No change 619 $26K
Oxford Financial Group, LTD. LLC 0.00% No change 617 $26K
US Bancorp \de 0.00% Reduce -99.3% 613 $25K
Bank of New Hampshire 0.01% No change 600 $25K
LGT Financial Advisors LLC 0.05% Reduce -70.4% 598 $25K
Pineridge Advisors LLC 0.01% No change 585 $24K
Northwest Capital Management Inc 0.01% Reduce -98.9% 565 $23K
Logan Capital Management Inc. 0.00% No change 530 $22K
Breakwater Investment Management 0.01% No change 513 $21K
Barrett & Company, Inc. 0.01% Add +2.2% 511 $21K
Element Wealth, LLC 0.01% Add +271.5% 509 $21K
Y.D. More Investments Ltd 0.00% No change 488 $20K
Strategic Financial Concepts, LLC 0.01% New 13,658 $19K
Wagner Wealth Management, LLC 0.01% No change 400 $17K
AdvisorNet Financial, Inc 0.00% Reduce -99.3% 398 $17K
Sugarloaf Wealth Management, LLC 0.00% Add +92.6% 339 $14K
Tsfg, LLC 0.00% Reduce -98.7% 322 $13K
Glass Jacobson Investment Advisors llc 0.00% No change 300 $12K
Gilliland Jeter Wealth Management LLC 0.00% Reduce -69.2% 265 $11K
Carmichael Hill & Associates, Inc. 0.00% No change 263 $11K
Russell Investments Group, Ltd. 0.00% New 262 $11K
Front Row Advisors LLC 0.00% No change 248 $10K
GAMMA Investing LLC 0.00% No change 241 $10K
Aspire Wealth Management Corp 0.01% Reduce -92.6% 237 $10K
Ashton Thomas Private Wealth, LLC 0.00% New 233 $10K
Aspire Private Capital, LLC 0.00% Reduce -93.2% 230 $10K
Global Financial Private Client, LLC 0.00% Reduce -75.2% 218 $9K
POM Investment Strategies, LLC 0.01% New 211 $9K
Caldwell Sutter Capital, Inc. 0.00% Reduce -6.3% 210 $9K
Tower Research Capital LLC (TRC) 0.00% Reduce -94.0% 197 $8K
Vermillion & White Wealth Management Group, LLC 0.01% Add +3.9% 189 $8K
Founders Financial Alliance, LLC 0.00% No change 186 $8K
Farmers & Merchants Investments Inc. 0.00% New 185 $8K
Sandy Spring Bank 0.00% No change 178 $7K
Pacifica Partners Inc. 0.00% Add +2.3% 175 $7K
BNP Paribas Financial Markets 0.00% Reduce -97.5% 173 $7K
Winch Advisory Services, LLC 0.00% Add +2.4% 169 $7K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 175 $7K
O'shaughnessy Asset Management, LLC 0.00% Add +57.0% 157 $7K
Peoples Bank 0.00% No change 150 $6K
Country Trust Bank 0.00% New 141 $6K
Founders Capital Management 0.00% No change 132 $5K
Avion Wealth 0.00% No change 144 $5K
Cornerstone Planning Group LLC 0.00% Reduce -71.4% 122 $5K
Phillips Financial Management, LLC 0.00% No change 107 $4K
Signaturefd, LLC 0.00% No change 104 $4K
Chesapeake Asset Management LLC 0.00% New 91 $4K
Venturi Wealth Management, LLC 0.00% Reduce -98.9% 88 $4K
GPS Wealth Strategies Group, LLC 0.00% New 74 $3K
Smithfield Trust Co 0.00% New 83 $3K
Semmax Financial Advisors Inc. 0.00% Reduce -96.9% 71 $3K
New Republic Capital, LLC 0.00% Reduce -95.0% 67 $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
Atticus Wealth Management, LLC 0.00% Reduce -77.2% 52 $2K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -97.8% 46 $2K
NBT Bank, N.A. 0.00% Reduce -48.9% 46 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.0% 42 $2K
Financial Gravity Asset Management, Inc. 0.00% New 31 $1K
Coppell Advisory Solutions LLC 0.00% — 28 $1K
Raleigh Capital Management Inc. 0.00% Reduce -99.3% 27 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 13 $1K
Lanark Financial, Inc. 0.00% No change 46 $1K
Beaird Harris Wealth Management, LLC 0.00% New 24 $997
Cape Investment Advisory, Inc. 0.00% Reduce -95.8% 18 $747
Crewe Advisors LLC 0.00% Add +45.5% 16 $665
St Germain D J Co. Inc. 0.00% New 16 $664
Main Street Group, LTD 0.00% No change 13 $542
Gradient Investments LLC 0.00% No change 11 $457
Hexagon Capital Partners LLC 0.00% No change 10 $416
Tidemark, LLC 0.00% New 3 $127
Hoey Investments, Inc. 0.00% New 1 $42
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.