iShares Global Energy ETFIXCETF
13F holders, Q4 2024 (December 31)376holders +6
30new positions
48sold out
3famous investors
$38.21avg. 13F price*
At the end of Q4 2024, 376 institutions reported holding iShares Global Energy ETF (IXC) in their 13F filings, up 6 from Q3 2024. 30 opened new positions and 48 sold out. The largest holders were Fisher Asset Management ($386.8M), Bank of America Corp. ($57.6M) and JPMorgan Chase & Co. ($54.4M). 3 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $60.1M |
| Exits | 48 | $25.3M |
All 13F filers, Q3 2024 → Q4 2024: 4,029,605 shares bought and 2,593,838 shares sold, net +1,435,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 376 holders
| Fisher Asset Management | 0.15% | Add +3.0% | 10,131,253 | $386.8M |
| Bank of America Corp. | 0.01% | Reduce -5.9% | 1,508,917 | $57.6M |
| JPMorgan Chase & Co. | 0.00% | Add +44.3% | 1,425,674 | $54.4M |
| Morgan Stanley | 0.00% | Reduce -16.6% | 971,237 | $37.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.9% | 958,038 | $36.6M |
| Dynasty Wealth Management, LLC | 0.62% | New | 942,100 | $36.0M |
| Focus Partners Wealth | 0.09% | Add +210.3% | 901,237 | $34.4M |
| Sagespring Wealth Partners, LLC | 0.89% | — | 878,310 | $33.5M |
| LPL Financial LLC | 0.01% | Add +9.7% | 770,803 | $29.4M |
| Evergreen Capital Management LLC | 0.76% | Reduce -0.6% | 611,124 | $23.3M |
| UBS Group AG | 0.01% | Add +20.6% | 583,072 | $22.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +58.8% | 425,714 | $16.3M |
| Verger Capital Management LLC | 7.22% | Add +4.9% | 379,735 | $14.5M |
| Jane Street Group, LLC | 0.02% | Reduce -25.3% | 376,614 | $14.4M |
| Wells Fargo & Company | 0.00% | Reduce -19.0% | 349,417 | $13.3M |
| Versant Capital Management, Inc | 2.88% | Reduce -2.6% | 349,414 | $13.3M |
| Van Cleef Asset Management,Inc | 1.22% | Reduce -1.0% | 292,257 | $11.2M |
| Financial Advisory Corp | 1.88% | — | 282,814 | $10.8M |
| Money Design Co.,Ltd. | 0.53% | Reduce -9.2% | 275,503 | $10.4M |
| Mfa Wealth Advisors, LLC | 2.58% | Add +12.4% | 264,551 | $10.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.2% | 263,848 | $10.1M |
| Royal Bank of Canada | 0.00% | Add +24.7% | 253,367 | $9.7M |
| Cetera Investment Advisers | 0.02% | Reduce -1.1% | 243,423 | $9.3M |
| Raymond James Financial Inc. | 0.00% | — | 220,533 | $8.4M |
| Strategic Wealth Investment Group, LLC | 0.45% | Reduce -8.3% | 200,029 | $8.1M |
| Flow Traders U.S. LLC | 0.28% | New | 185,477 | $7.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.3% | 168,525 | $6.4M |
| GenTrust, LLC | 0.27% | Add +342.5% | 163,679 | $6.2M |
| BlackRock, Inc. | 0.00% | Reduce -6.5% | 150,440 | $5.7M |
| Quadrature Capital Ltd | 0.11% | New | 144,501 | $5.5M |
| McMorgan & Co. LLC | 0.84% | Add +5.1% | 142,189 | $5.4M |
| Stifel Financial Corp. | 0.01% | Reduce -17.8% | 140,338 | $5.4M |
| PGIM Custom Harvest LLC | 0.10% | Add +104.5% | 139,262 | $5.3M |
| MA Private Wealth | 0.99% | Add +1.3% | 138,167 | $5.3M |
| MML Investors Services, LLC | 0.02% | Add +8.9% | 128,016 | $4.9M |
| Bank of Montreal | 0.00% | Reduce -21.2% | 124,280 | $4.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.14% | Reduce -6.1% | 123,636 | $4.7M |
| Sigma Planning Corp | 0.15% | Add +8.2% | 123,550 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -23.1% | 112,985 | $4.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.9% | 117,546 | $4.5M |
| Park Avenue Securities LLC | 0.05% | Add +47.6% | 117,452 | $4.5M |
| Family Firm, Inc. | 0.99% | Add +0.1% | 117,036 | $4.5M |
| Cullen/Frost Bankers, Inc. | 0.06% | Add +0.3% | 116,704 | $4.5M |
| CoreCap Advisors, LLC | 0.20% | Reduce -27.8% | 115,882 | $4.4M |
| Avantax Advisory Services, Inc. | 0.03% | Add +5.5% | 115,304 | $4.4M |
| Truist Financial Corp. | 0.01% | Add +1032.1% | 113,837 | $4.3M |
| Modern Wealth Management, LLC | 0.16% | New | 112,072 | $4.3M |
| Ayalon Insurance Comp Ltd. | 1.27% | No change | 107,474 | $4.1M |
| Tennessee Valley Asset Management Partners | 0.66% | Reduce -0.6% | 103,104 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.6% | 99,452 | $3.8M |
| Equitable Holdings, Inc. | 0.03% | Reduce -17.6% | 88,837 | $3.4M |
| NewEdge Advisors, LLC | 0.02% | Add +13.6% | 86,577 | $3.3M |
| Kestra Investment Management, LLC | 0.12% | Add +21.7% | 79,225 | $3.0M |
| Pinnacle Associates Ltd. | 0.04% | Add +25.4% | 78,141 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -22.5% | 78,036 | $3.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -13.0% | 75,652 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.3% | 74,669 | $2.9M |
| Prudential PLC | 0.01% | Add +6.9% | 67,000 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.3% | 66,496 | $2.5M |
| Sierra Summit Advisors LLC | 0.49% | Add +4.2% | 63,564 | $2.4M |
| Dakota Wealth Management | 0.05% | Reduce -9.1% | 56,213 | $2.1M |
| Waverly Advisors, LLC | 0.03% | Reduce -17.8% | 55,779 | $2.1M |
| Financial Life Advisors | 0.79% | Add +7.0% | 54,793 | $2.1M |
| M&T Bank Corp | 0.01% | Add +0.3% | 54,026 | $2.1M |
| Schorn Wealth LLC | 0.66% | Reduce -38.1% | 52,932 | $2.0M |
| Sentinel Trust Co. Lba | 0.23% | Reduce -69.4% | 52,300 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -30.8% | 52,285 | $2.0M |
| Renaissance Technologies | 0.00% | Add +203.2% | 47,600 | $1.8M |
| Schroder Investment Management Group | 0.00% | Reduce -42.3% | 45,557 | $1.7M |
| Cardinal Strategic Wealth Guidance | 0.54% | Reduce -1.9% | 44,339 | $1.7M |
| Edge Capital Group, LLC | 0.07% | Reduce -10.4% | 42,946 | $1.6M |
| Creative Planning | 0.00% | Add +264.1% | 42,595 | $1.6M |
| Collier Financial | 1.43% | — | 41,785 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.2% | 41,152 | $1.6M |
| Buttonwood Financial Group, LLC | 0.87% | Add +3.4% | 39,008 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.5% | 40,842 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -5.9% | 39,088 | $1.5M |
| Icon Wealth Advisors, LLC | 0.11% | Reduce -0.3% | 36,161 | $1.4M |
| Factor Wealth Management LTD | 0.45% | — | 35,403 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Reduce -24.1% | 34,876 | $1.3M |
| Wall Street Financial Group, Inc. | 1.30% | New | 34,785 | $1.3M |
| West Wealth Group, LLC | 0.38% | Add +19.5% | 33,134 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +0.0% | 32,601 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | No change | 32,330 | $1.2M |
| Black Swift Group, LLC | 0.25% | Reduce -21.9% | 31,295 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Add +3.5% | 30,996 | $1.2M |
| Client 1ST Advisory Group, LLC | 0.45% | Add +251.4% | 30,397 | $1.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | Add +62.2% | 28,936 | $1.1M |
| James Investment Research, Inc. | 0.13% | Reduce -1.2% | 28,666 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +34.6% | 28,245 | $1.1M |
| Madison Asset Management, LLC | 0.01% | Reduce -54.7% | 28,196 | $1.1M |
| Madison Investment Advisors, LLC | 0.01% | — | 28,196 | $1.1M |
| Banco Santander, S.A. | 0.01% | New | 27,463 | $1.0M |
| Unique Wealth, LLC | 0.21% | New | 26,588 | $1.0M |
| GTS Securities LLC | 0.05% | Reduce -14.9% | 26,044 | $994K |
| Corient Private Wealth LP | 0.00% | Add +5.6% | 26,018 | $993K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -6.7% | 25,970 | $992K |
| Affiance Financial, LLC | 0.23% | Reduce -2.7% | 25,188 | $962K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -9.2% | 24,625 | $940K |
| Cwm, LLC | 0.00% | Add +0.6% | 24,532 | $937K |
"% of holder's portfolio" is IXC's weight in each manager's 13F, not the share of iShares Global Energy ETF the manager owns.