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 |
| Cwm, LLC | 0.00% | Reduce -61.8% | 24,396 | $988K |
| Capasso Planning Partners LLC | 0.29% | Reduce -25.3% | 24,086 | $975K |
| Detalus Advisors, LLC | 0.31% | Reduce -23.8% | 23,085 | $934K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.5% | 22,743 | $921K |
| Ashton Thomas Securities, LLC | 0.17% | Reduce -2.2% | 21,982 | $890K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -7.6% | 21,979 | $890K |
| AE Wealth Management LLC | 0.01% | Reduce -6.2% | 21,800 | $882K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -6.2% | 20,986 | $850K |
| Abbot Financial Management, Inc. | 0.41% | Add +7.7% | 19,989 | $809K |
| MAI Capital Management | 0.01% | Reduce -0.8% | 19,632 | $795K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +2.5% | 19,265 | $780K |
| Western Wealth Management, LLC | 0.04% | Add +2.9% | 18,944 | $767K |
| Private Advisor Group, LLC | 0.00% | Reduce -30.5% | 18,588 | $752K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -10.6% | 18,265 | $739K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | Reduce -5.3% | 17,836 | $722K |
| Citigroup Inc. | 0.00% | Reduce -3.8% | 17,279 | $699K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -41.8% | 16,531 | $678K |
| Liberty Wealth Management LLC | 0.11% | Reduce -54.6% | 16,506 | $668K |
| Mariner, LLC | 0.00% | Reduce -36.0% | 16,477 | $667K |
| IHT Wealth Management, LLC | 0.02% | Add +12.9% | 16,135 | $660K |
| Ameraudi Asset Management, Inc. | 0.30% | No change | 16,014 | $648K |
| ICICI Prudential Asset Management Co Ltd | 0.07% | No change | 15,750 | $638K |
| Renaissance Technologies | 0.00% | New | 15,700 | $636K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -22.9% | 15,671 | $634K |
| One Wealth Advisors, LLC | 0.10% | Reduce -7.4% | 15,489 | $627K |
| Scotia Capital Inc. | 0.00% | Add +3.3% | 15,459 | $626K |
| Lynx Investment Advisory | 0.45% | Add +75.4% | 15,338 | $621K |
| Guardian Wealth Advisors, LLC / NC | 0.07% | No change | 15,100 | $611K |
| Rathbones Group PLC | 0.00% | Reduce -0.4% | 15,069 | $610K |
| Vontobel Holding Ltd. | 0.00% | No change | 15,000 | $607K |
| Security Financial Services, INC. | 0.12% | Reduce -35.1% | 14,885 | $603K |
| Fort Sheridan Advisors LLC | 0.09% | Add +2.0% | 14,791 | $599K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -8.1% | 14,358 | $581K |
| Atlantic Private Wealth, LLC | 0.43% | No change | 14,161 | $573K |
| Wealth Management Associates, Inc. | 0.25% | Reduce -0.6% | 13,925 | $564K |
| Kovack Advisors, Inc. | 0.06% | Reduce -3.4% | 13,445 | $544K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -2.9% | 13,264 | $537K |
| Ifrah Financial Services, Inc. | 0.14% | Add +2.2% | 13,170 | $533K |
| Axiom Advisory, LLC | 0.00% | Add +1.6% | 12,800 | $525K |
| Watershed Private Wealth LLC | 0.21% | Reduce -10.3% | 12,792 | $518K |
| Cresset Asset Management, LLC | 0.00% | Reduce -46.9% | 12,789 | $518K |
| Geneos Wealth Management Inc. | 0.02% | Add +4.8% | 12,546 | $508K |
| Cerity Partners LLC | 0.00% | Reduce -5.2% | 12,524 | $507K |
| Insight Wealth Partners, LLC | 0.31% | Add +13.0% | 12,487 | $505K |
| Citizens Financial Group Inc. | 0.01% | Add +2.3% | 12,456 | $504K |
| Prudential Financial Inc. | 0.00% | Add +7.5% | 12,359 | $500K |
| Founders Financial Securities LLC | 0.05% | No change | 12,189 | $493K |
| Keebeck Wealth Management | 0.07% | Reduce -65.7% | 11,889 | $481K |
| Creative Planning | 0.00% | Reduce -30.1% | 11,698 | $474K |
| JFS Wealth Advisors, LLC | 0.03% | Add +0.3% | 11,585 | $469K |
| ShoreHaven Wealth Partners, LLC | 0.23% | Reduce -3.0% | 11,529 | $467K |
| Walkner Condon Financial Advisors LLC | 0.10% | Reduce -3.5% | 11,517 | $466K |
| Wellington Management Group LLP | 0.00% | Reduce -95.7% | 11,491 | $465K |
| Horst & Graben Wealth Management LLC | 0.08% | Reduce -35.5% | 11,446 | $463K |
| Centerpoint Advisors, LLC | 0.16% | No change | 11,402 | $462K |
| Two Sigma Securities, LLC | 0.04% | Add +87.3% | 11,383 | $461K |
| Mutual Advisors, LLC | 0.01% | Reduce -9.7% | 10,847 | $446K |
| Moors & Cabot, Inc. | 0.02% | Reduce -7.0% | 10,230 | $414K |
| Truist Financial Corp. | 0.00% | Add +2.3% | 10,055 | $407K |
| Everett Harris & Co. | 0.01% | No change | 10,000 | $405K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +9.3% | 9,851 | $399K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -19.4% | 9,741 | $394K |
| 1834 Investment Advisors Co. | 0.05% | No change | 9,716 | $393K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 9,531 | $386K |
| Triumph Capital Management | 0.14% | New | 9,481 | $384K |
| Kickstand Ventures, Llc. | 0.10% | Reduce -48.9% | 9,462 | $383K |
| Keystone Wealth Services, LLC | 0.11% | Add +1.1% | 9,402 | $381K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -18.4% | 9,346 | $378K |
| Brighton Jones LLC | 0.01% | Reduce -0.3% | 9,336 | $378K |
| Sunpointe, LLC | 0.31% | No change | 9,269 | $375K |
| Beacon Bridge Wealth Partners, LLC | 0.16% | Reduce -72.1% | 9,178 | $372K |
| Stephens Inc. | 0.01% | Reduce -8.2% | 9,000 | $364K |
| Client 1ST Advisory Group, LLC | 0.14% | Add +36.4% | 8,651 | $350K |
| Secure Asset Management, LLC | 0.06% | Reduce -0.0% | 8,591 | $348K |
| Certus Wealth Management, LLC | 0.24% | Add +9.8% | 8,535 | $345K |
| Copperleaf Capital, LLC | 0.26% | Reduce -2.5% | 8,530 | $345K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +10.8% | 8,406 | $340K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +10.8% | 8,406 | $340K |
| Quantinno Capital Management LP | 0.00% | Add +21.4% | 8,397 | $340K |
| Astoria Portfolio Advisors LLC. | 0.12% | Add +0.9% | 7,988 | $340K |
| Jefferies Financial Group Inc. | 0.01% | No change | 8,372 | $339K |
| Quadrant Private Wealth Management, LLC | 0.08% | Reduce -20.1% | 8,145 | $330K |
| Arcus Capital Partners, LLC | 0.12% | No change | 8,021 | $325K |
| Townsquare Capital LLC | 0.00% | Reduce -1.5% | 7,953 | $322K |
| National Bank of Canada | 0.00% | Reduce -4.1% | 7,922 | $321K |
| Bank of New York Mellon Corp | 0.00% | Add +11.3% | 7,917 | $320K |
| Alpha Financial Partners LLC | 0.22% | New | 7,727 | $313K |
| Ehrlich Financial Group | 0.22% | Add +4.9% | 7,727 | $313K |
| Benjamin Edwards Inc. | 0.00% | New | 7,702 | $312K |
| Regimen Wealth, LLC | 0.10% | Add +0.4% | 7,555 | $306K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -86.6% | 7,520 | $304K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -2.6% | 7,372 | $298K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 7,140 | $289K |
| Janney Montgomery Scott LLC | 0.00% | New | 7,128 | $289K |
| Ieq Capital, LLC | 0.00% | Add +2.2% | 7,020 | $284K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 6,977 | $282K |
| Baird Financial Group, Inc. | 0.00% | Reduce -90.1% | 6,956 | $282K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -37.0% | 6,905 | $280K |
| Bessemer Group Inc. | 0.00% | Reduce -9.2% | 6,612 | $268K |
| TSA Wealth Managment LLC | 0.11% | Reduce -38.5% | 6,585 | $267K |
| Assetmark, Inc. | 0.00% | Add +12.0% | 6,562 | $266K |
| Arax Advisory Partners | 0.02% | Reduce -6.4% | 6,559 | $266K |
| TNF LLC | 0.10% | Reduce -1.5% | 6,433 | $264K |
| Laidlaw Wealth Management LLC | 0.13% | No change | 6,480 | $262K |
| Integrated Advisors Network LLC | 0.01% | Reduce -3.7% | 6,468 | $262K |
| Claro Advisors Inc. | 0.03% | Add +22.3% | 6,451 | $261K |
| Legacy PCG, LLC | 0.19% | No change | 6,426 | $260K |
| Northern Trust Corp. | 0.00% | New | 6,422 | $260K |
| Legacy Advisors, LLC | 0.03% | No change | 6,351 | $257K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -1.4% | 6,285 | $254K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -23.0% | 6,084 | $252K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 6,160 | $249K |
| Advus Financial Partners, LLC | 0.07% | Reduce -34.6% | 6,158 | $249K |
| Wealth Management Partners, LLC | 0.12% | No change | 6,151 | $249K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +9.1% | 6,116 | $248K |
| Diversified Trust Co. | 0.01% | No change | 5,947 | $241K |
| Morningstar Investment Services LLC | 0.00% | Add +20.1% | 5,921 | $239K |
| HSBC Holdings PLC | 0.00% | No change | 5,900 | $239K |
| ONE Advisory Partners, LLC | 0.10% | Reduce -15.7% | 5,891 | $238K |
| Mgo One Seven LLC | 0.01% | Reduce -8.1% | 5,807 | $235K |
| Fort Point Capital Partners LLC | 0.03% | Add +6.8% | 5,764 | $233K |
| MBA Advisors LLC | 0.11% | Add +0.4% | 5,732 | $232K |
| IFP Advisors, Inc | 0.01% | Reduce -65.2% | 5,724 | $232K |
| Foundations Investment Advisors, LLC | 0.00% | New | 5,654 | $229K |
| Daiwa Securities Group Inc. | 0.00% | No change | 5,600 | $227K |
| Focus Financial Network, Inc. | 0.01% | Reduce -2.4% | 5,521 | $223K |
| Trexquant Investment LP | 0.00% | Reduce -78.9% | 5,358 | $217K |
| Stonebrook Private Inc. | 0.06% | Reduce -83.2% | 5,354 | $217K |
| High Falls Advisors, Inc | 0.05% | Reduce -11.1% | 5,338 | $216K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 5,295 | $214K |
| Ascent Group, LLC | 0.02% | New | 5,196 | $210K |
| Simmons Bank | 0.02% | No change | 5,138 | $208K |
| Salem Investment Counselors Inc. | 0.01% | No change | 5,100 | $206K |
| WNY Asset Management, LLC | 0.02% | Reduce -19.8% | 5,075 | $205K |
| Townsend & Associates, Inc | 0.02% | No change | 4,992 | $205K |
| First Heartland Consultants, Inc. | 0.02% | New | 5,014 | $203K |
| Bright Financial Advisors, Inc. | 0.13% | No change | 5,000 | $202K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.7% | 4,994 | $202K |
| Tompkins Financial Corp. | 0.02% | Reduce -2.3% | 4,800 | $194K |
| Global Retirement Partners, LLC | 0.01% | Add +5.7% | 4,710 | $191K |
| Spire Wealth Management | 0.01% | Reduce -3.0% | 4,570 | $185K |
| Blair William & Co. | 0.00% | Add +4.4% | 4,535 | $184K |
| FMR LLC | 0.00% | Reduce -13.0% | 4,315 | $175K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,191 | $170K |
| Anchor Investment Management, LLC | 0.02% | Add +22.5% | 4,143 | $168K |
| Gen-Wealth Partners Inc | 0.07% | Add +12.4% | 4,108 | $166K |
| Principal Securities, Inc. | 0.00% | Reduce -5.0% | 4,013 | $162K |
| WealthShield Partners, LLC | 0.02% | Reduce -4.6% | 3,876 | $157K |
| Family Asset Management, LLC | 0.09% | Reduce -7.0% | 3,709 | $150K |
| First Horizon Advisors, Inc. | 0.00% | Add +8.1% | 3,691 | $149K |
| Comerica Bank | 0.00% | Reduce -2.2% | 3,278 | $133K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -1.1% | 2,940 | $119K |
| Sunbelt Securities, Inc. | 0.01% | Add +15.5% | 2,604 | $105K |
| Blue Trust, Inc. | 0.00% | Reduce -95.7% | 2,496 | $104K |
| International Assets Investment Management, LLC | 0.01% | Reduce -24.8% | 2,550 | $103K |
| Blue Chip Partners, LLC | 0.01% | No change | 2,534 | $103K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 2,330 | $94K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -55.3% | 2,139 | $87K |
| PNC Financial Services Group, Inc. | 0.00% | Add +34.3% | 2,114 | $86K |
| Sound Income Strategies, LLC | 0.01% | Reduce -1.3% | 2,040 | $83K |
| Integrity Financial Corp | 0.05% | Add +1.9% | 2,000 | $81K |
| Deutsche Bank AG | 0.00% | Reduce -44.5% | 1,793 | $73K |
| Fifth Third Bancorp | 0.00% | Reduce -78.3% | 1,704 | $69K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -25.0% | 1,687 | $68K |
| Harbour Investments, Inc. | 0.00% | Reduce -61.6% | 1,635 | $66K |
| WR Wealth Planners, LLC | 0.02% | Reduce -66.9% | 1,632 | $66K |
| New Millennium Group LLC | 0.04% | Reduce -9.4% | 1,489 | $60K |
| Concord Wealth Partners | 0.01% | No change | 1,455 | $59K |
| ORG Partners LLC | 0.01% | Reduce -15.2% | 1,438 | $58K |
| Bristlecone Advisors, LLC | 0.00% | New | 1,400 | $57K |
| Powell Investment Advisors, LLC | 0.03% | No change | 1,377 | $56K |
| Parallel Advisors, LLC | 0.00% | No change | 1,356 | $55K |
| Glen Eagle Advisors, LLC | 0.01% | Add +1.1% | 1,238 | $50K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,180 | $48K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 1,155 | $47K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -25.3% | 1,150 | $47K |
| Private Trust Co. NA | 0.00% | Reduce -55.9% | 1,000 | $40K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -6.1% | 844 | $40K |
| Ancora Advisors LLC | 0.00% | Reduce -55.3% | 961 | $39K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 890 | $36K |
| Avior Wealth Management, LLC | 0.00% | Reduce -19.9% | 831 | $34K |
| Erste Asset Management GmbH | 0.00% | No change | 800 | $32K |
| Zions Bancorporation, N.A. | 0.00% | No change | 798 | $32K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 688 | $29K |
| Arlington Trust Co LLC | 0.01% | No change | 661 | $27K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 638 | $26K |
| SYM FINANCIAL Corp | 0.00% | No change | 627 | $25K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 617 | $25K |
| Bank of New Hampshire | 0.01% | No change | 600 | $24K |
| Allworth Financial LP | 0.00% | Reduce -44.6% | 596 | $24K |
| US Bancorp \de | 0.00% | Reduce -3.6% | 591 | $24K |
| Pineridge Advisors LLC | 0.01% | No change | 585 | $24K |
| LGT Financial Advisors LLC | 0.06% | Reduce -2.3% | 584 | $24K |
| Realta Investment Advisors | 0.01% | Reduce -83.3% | 541 | $23K |
| Northwest Capital Management Inc | 0.01% | No change | 565 | $23K |
| Banque Cantonale Vaudoise | 0.00% | New | 539 | $22K |
| GeoWealth Management, LLC | 0.00% | New | 532 | $22K |
| Logan Capital Management Inc. | 0.00% | No change | 530 | $21K |
| Breakwater Investment Management | 0.01% | No change | 513 | $21K |
| Barrett & Company, Inc. | 0.01% | No change | 511 | $21K |
| Glenmede Trust Co. NA | 0.00% | Reduce -30.3% | 508 | $21K |
| LRI Investments, LLC | 0.00% | New | 363 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +76.1% | 347 | $14K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -13.6% | 344 | $14K |
| Tucker Asset Management LLC | 0.00% | Reduce -48.1% | 339 | $14K |
| Aspire Private Capital, LLC | 0.00% | Add +35.2% | 311 | $13K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 300 | $12K |
| Y.D. More Investments Ltd | 0.00% | Reduce -41.0% | 288 | $12K |
| Carmichael Hill & Associates, Inc. | 0.00% | Add +6.1% | 279 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 248 | $10K |
| GAMMA Investing LLC | 0.00% | No change | 241 | $10K |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 240 | $10K |
| Gilliland Jeter Wealth Management LLC | 0.00% | Reduce -19.6% | 213 | $9K |
| Stone House Investment Management, LLC | 0.00% | Reduce -97.0% | 213 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 210 | $9K |
| Creative Financial Designs Inc. | 0.00% | Reduce -95.8% | 195 | $8K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 189 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 185 | $7K |
| Sandy Spring Bank | 0.00% | No change | 178 | $7K |
| Pacifica Partners Inc. | 0.00% | No change | 175 | $7K |
| Global Financial Private Client, LLC | 0.00% | Reduce -20.6% | 173 | $7K |
| Tsfg, LLC | 0.00% | Reduce -47.8% | 168 | $7K |
| Winch Advisory Services, LLC | 0.00% | No change | 169 | $7K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -50.4% | 168 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 157 | $7K |
| Ascentis Wealth Management, LLC | 0.00% | — | 152 | $6K |
| Truvestments Capital LLC | 0.00% | New | 150 | $6K |
| Country Trust Bank | 0.00% | No change | 141 | $6K |
| Founders Capital Management | 0.00% | No change | 132 | $5K |
| Avion Wealth | 0.00% | No change | 144 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +178.6% | 117 | $5K |
| Phillips Financial Management, LLC | 0.00% | No change | 107 | $4K |
| Element Wealth, LLC | 0.00% | Reduce -81.7% | 93 | $4K |
| Venturi Wealth Management, LLC | 0.00% | No change | 88 | $4K |
| Raleigh Capital Management Inc. | 0.00% | Add +203.7% | 82 | $3K |
| Smithfield Trust Co | 0.00% | No change | 83 | $3K |
| Simplex Trading, LLC | 0.00% | Reduce -91.1% | 82 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 74 | $3K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -62.4% | 70 | $3K |
| Caldwell Trust Co | 0.00% | New | 70 | $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 |
| Signaturefd, LLC | 0.00% | Reduce -51.9% | 50 | $2K |
| Aspire Wealth Management Corp | 0.00% | Reduce -79.8% | 48 | $2K |
| NBT Bank, N.A. | 0.00% | No change | 46 | $2K |
| New Republic Capital, LLC | 0.00% | Reduce -37.3% | 42 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -10.9% | 41 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -76.9% | 40 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 31 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 28 | $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% | No change | 24 | $972 |
| CENTRAL TRUST Co | 0.00% | New | 23 | $932 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -91.2% | 23 | $931 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -82.8% | 21 | $847 |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 18 | $738 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 18 | $729 |
| Crewe Advisors LLC | 0.00% | No change | 16 | $648 |
| Mather Group, Llc. | 0.00% | Reduce -99.5% | 16 | $648 |
| Indiana Trust & Investment Management Co | 0.00% | New | 14 | $567 |
| Atticus Wealth Management, LLC | 0.00% | Reduce -76.9% | 12 | $486 |
| Hexagon Capital Partners LLC | 0.00% | No change | 10 | $405 |
| Tidemark, LLC | 0.00% | No change | 3 | $124 |
| NorthRock Partners, LLC | 0.00% | New | 2 | $81 |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -98.6% | 1 | $53 |
| Hoey Investments, Inc. | 0.00% | No change | 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.