iShares Global Energy ETFIXCETF
13F holders, Q3 2024 (September 30)370holders −31
23new positions
53sold out
3famous investors
$40.50avg. 13F price*
At the end of Q3 2024, 370 institutions reported holding iShares Global Energy ETF (IXC) in their 13F filings, down 31 from Q2 2024. 23 opened new positions and 53 sold out. The largest holders were Fisher Asset Management ($398.0M), Bank of America Corp. ($64.9M) and Morgan Stanley ($47.1M). 3 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $12.5M |
| Exits | 53 | $129.5M |
All 13F filers, Q2 2024 → Q3 2024: 2,595,305 shares bought and 9,057,905 shares sold, net −6,462,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 370 holders
| Fisher Asset Management | 0.16% | Add +17.9% | 9,832,438 | $398.0M |
| Bank of America Corp. | 0.01% | Reduce -4.0% | 1,602,830 | $64.9M |
| Morgan Stanley | 0.00% | Reduce -25.2% | 1,164,690 | $47.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.7% | 987,690 | $40.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.6% | 888,245 | $36.0M |
| LPL Financial LLC | 0.01% | Reduce -6.2% | 702,917 | $28.5M |
| Evergreen Capital Management LLC | 0.83% | Add +3.0% | 614,487 | $24.9M |
| Susquehanna International Group, LLP | 0.04% | Add +255.7% | 508,896 | $20.6M |
| Jane Street Group, LLC | 0.03% | Reduce -30.7% | 504,410 | $20.4M |
| UBS Group AG | 0.01% | Reduce -10.9% | 483,598 | $19.6M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 431,447 | $17.5M |
| Verger Capital Management LLC | 7.25% | Reduce -30.2% | 361,878 | $14.6M |
| Versant Capital Management, Inc | 3.31% | Reduce -0.5% | 358,582 | $14.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +3.0% | 306,202 | $12.4M |
| Money Design Co.,Ltd. | 0.61% | Add +5.0% | 303,466 | $12.3M |
| Van Cleef Asset Management,Inc | 1.33% | Reduce -1.6% | 295,152 | $11.9M |
| Focus Partners Wealth | 0.04% | Reduce -87.9% | 290,451 | $11.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.6% | 268,043 | $10.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.9% | 258,219 | $10.5M |
| Cetera Investment Advisers | 0.02% | Add +7.8% | 246,016 | $10.0M |
| Mfa Wealth Advisors, LLC | 2.09% | Reduce -0.3% | 235,338 | $9.5M |
| Strategic Wealth Investment Group, LLC | 0.97% | Add +52.6% | 218,182 | $9.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -62.7% | 216,774 | $8.8M |
| Royal Bank of Canada | 0.00% | Reduce -16.8% | 203,244 | $8.2M |
| Sentinel Trust Co. Lba | 0.79% | Reduce -19.7% | 170,900 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +1.5% | 170,682 | $6.9M |
| BlackRock, Inc. | 0.00% | — | 160,878 | $6.5M |
| CoreCap Advisors, LLC | 0.31% | New | 160,473 | $6.5M |
| Bank of Montreal | 0.00% | Reduce -42.1% | 157,750 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.9% | 146,871 | $5.9M |
| Adapt Wealth Advisors, LLC | 3.09% | Add +45.5% | 142,805 | $5.8M |
| MA Private Wealth | 1.03% | Add +11.6% | 136,374 | $5.5M |
| McMorgan & Co. LLC | 0.84% | Reduce -5.5% | 135,253 | $5.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.15% | Reduce -59.4% | 131,613 | $5.3M |
| Advisory Services Network, LLC | 0.11% | No change | 122,425 | $5.1M |
| MML Investors Services, LLC | 0.02% | Add +18.2% | 117,505 | $4.8M |
| Family Firm, Inc. | 1.04% | Add +3.5% | 116,926 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +5.4% | 116,443 | $4.7M |
| Cullen/Frost Bankers, Inc. | 0.06% | Reduce -0.5% | 116,356 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.1% | 115,062 | $4.7M |
| Sigma Planning Corp | 0.14% | Reduce -2.7% | 114,226 | $4.6M |
| Avantax Advisory Services, Inc. | 0.03% | Add +0.8% | 109,337 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.7% | 108,046 | $4.4M |
| Equitable Holdings, Inc. | 0.04% | Reduce -25.5% | 107,856 | $4.4M |
| Ayalon Insurance Comp Ltd. | 1.35% | Reduce -0.2% | 107,474 | $4.4M |
| Tennessee Valley Asset Management Partners | 0.69% | Add +3.5% | 103,709 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.8% | 100,692 | $4.1M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -14.2% | 86,913 | $3.5M |
| Schorn Wealth LLC | 1.18% | Add +5.2% | 85,537 | $3.5M |
| Park Avenue Securities LLC | 0.04% | Add +1.7% | 79,590 | $3.2M |
| Schroder Investment Management Group | 0.00% | No change | 78,909 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -52.6% | 76,238 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -15.0% | 75,533 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Add +3.0% | 74,090 | $3.0M |
| PGIM Custom Harvest LLC | 0.06% | Add +14.7% | 68,084 | $2.8M |
| Waverly Advisors, LLC | 0.05% | Reduce -32.3% | 67,835 | $2.7M |
| Kestra Investment Management, LLC | 0.11% | Add +28.6% | 65,086 | $2.6M |
| Prudential PLC | 0.01% | Add +2.5% | 62,700 | $2.5M |
| DRW Securities, LLC | 0.14% | Reduce -31.2% | 62,275 | $2.5M |
| Madison Asset Management, LLC | 0.03% | Reduce -20.3% | 62,262 | $2.5M |
| Dakota Wealth Management | 0.06% | Reduce -6.2% | 61,837 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -88.9% | 57,676 | $2.5M |
| Sierra Summit Advisors LLC | 0.57% | Add +22.0% | 60,998 | $2.5M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -7.6% | 62,311 | $2.4M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -49.0% | 58,003 | $2.3M |
| M&T Bank Corp | 0.01% | No change | 53,867 | $2.2M |
| Financial Life Advisors | 0.78% | Add +5.3% | 51,197 | $2.1M |
| Edge Capital Group, LLC | 0.09% | Reduce -0.4% | 47,911 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +9.5% | 45,964 | $1.9M |
| Cardinal Strategic Wealth Guidance | 0.60% | Add +4.8% | 45,206 | $1.8M |
| Citadel Advisors | 0.00% | Reduce -11.7% | 43,959 | $1.8M |
| Econ Financial Services Corp | 0.99% | New | 43,880 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -2.3% | 41,062 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +16.3% | 41,532 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.0% | 40,659 | $1.6M |
| Black Swift Group, LLC | 0.36% | Reduce -6.4% | 40,060 | $1.6M |
| Old Mission Capital LLC | 0.04% | Reduce -74.7% | 39,362 | $1.6M |
| Baker Ellis Asset Management LLC | 0.22% | Reduce -4.9% | 38,325 | $1.6M |
| Buttonwood Financial Group, LLC | 0.92% | Add +1.5% | 37,729 | $1.5M |
| GenTrust, LLC | 0.07% | No change | 36,991 | $1.5M |
| Icon Wealth Advisors, LLC | 0.12% | Reduce -1.2% | 36,271 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.8% | 32,592 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | No change | 32,330 | $1.3M |
| GTS Securities LLC | 0.02% | Add +107.6% | 30,590 | $1.2M |
| Quotient Wealth Partners, LLC | 0.04% | New | 30,104 | $1.2M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -26.4% | 29,963 | $1.2M |
| James Investment Research, Inc. | 0.14% | No change | 29,016 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Reduce -23.2% | 28,016 | $1.1M |
| Compagnie Lombard Odier SCmA | 0.02% | No change | 27,837 | $1.1M |
| West Wealth Group, LLC | 0.36% | Add +5.3% | 27,736 | $1.1M |
| J. Safra Sarasin Holding AG | 0.02% | No change | 27,489 | $1.1M |
| Chesley Taft & Associates LLC | 0.05% | Reduce -2.8% | 27,125 | $1.1M |
| Raymond James & Associates | 0.00% | Add +0.1% | 26,846 | $1.1M |
| KM Capital Management Ltd. | 0.57% | Reduce -61.3% | 26,339 | $1.1M |
| Affiance Financial, LLC | 0.25% | Reduce -0.5% | 25,875 | $1.0M |
| Choreo, LLC | 0.02% | Reduce -8.8% | 25,251 | $1.0M |
| Gries Financial LLC | 0.19% | Reduce -38.5% | 25,189 | $1.0M |
| Clal Insurance Enterprises Holdings Ltd | 0.01% | No change | 25,000 | $1.0M |
| Corient Private Wealth LP | 0.00% | Add +2.4% | 24,629 | $997K |
| Captrust Financial Advisors | 0.00% | Reduce -78.3% | 24,566 | $994K |
"% of holder's portfolio" is IXC's weight in each manager's 13F, not the share of iShares Global Energy ETF the manager owns.