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 |
| Choreo, LLC | 0.01% | Reduce -4.4% | 24,131 | $921K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.1% | 23,099 | $882K |
| Strategic Blueprint, LLC | 0.05% | Reduce -18.1% | 22,960 | $877K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.8% | 22,933 | $876K |
| AE Wealth Management LLC | 0.01% | Add +4.4% | 22,756 | $869K |
| KM Capital Management Ltd. | 0.45% | Reduce -13.9% | 22,687 | $866K |
| Vantage Point Financial LLC | 0.45% | — | 21,877 | $835K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -64.8% | 20,318 | $812K |
| Captrust Financial Advisors | 0.00% | Reduce -14.7% | 20,967 | $801K |
| MAI Capital Management | 0.01% | Add +6.4% | 20,885 | $797K |
| Jefferies Financial Group Inc. | 0.01% | Add +149.3% | 20,872 | $797K |
| Gries Financial LLC | 0.14% | Reduce -17.8% | 20,704 | $790K |
| Baker Ellis Asset Management LLC | 0.11% | Reduce -47.0% | 20,325 | $776K |
| Farther Finance Advisors, LLC | 0.03% | Add +10.5% | 20,177 | $770K |
| Cerity Partners LLC | 0.00% | Add +60.4% | 20,087 | $767K |
| Abbot Financial Management, Inc. | 0.38% | Add +0.2% | 20,028 | $765K |
| Ashton Thomas Private Wealth, LLC | 0.03% | New | 19,824 | $757K |
| Western Wealth Management, LLC | 0.04% | Add +0.0% | 18,947 | $723K |
| Climber Capital SA | 0.59% | — | 18,798 | $718K |
| Cyndeo Wealth Partners, LLC | 0.05% | New | 18,742 | $716K |
| Two Sigma Securities, LLC | 0.13% | Add +64.6% | 18,737 | $715K |
| Detalus Advisors, LLC | 0.23% | Reduce -20.2% | 18,419 | $703K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -8.0% | 17,730 | $677K |
| Citigroup Inc. | 0.00% | Add +2.1% | 17,644 | $674K |
| Union Bancaire Privee, UBP SA | 0.01% | — | 17,664 | $662K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -84.2% | 17,055 | $651K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Add +9.5% | 16,537 | $631K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.6% | 16,386 | $626K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -47.3% | 15,872 | $606K |
| Sofi Wealth, LLC | 0.04% | New | 15,825 | $604K |
| ICICI Prudential Asset Management Co Ltd | 0.07% | No change | 15,750 | $601K |
| Ameraudi Asset Management, Inc. | 0.33% | Reduce -2.0% | 15,695 | $599K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.7% | 15,086 | $576K |
| Vontobel Holding Ltd. | 0.00% | No change | 15,000 | $573K |
| Fort Sheridan Advisors LLC | 0.08% | Add +1.1% | 14,957 | $571K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +5.1% | 13,935 | $564K |
| Rathbones Group PLC | 0.00% | Reduce -2.9% | 14,627 | $558K |
| Scotia Capital Inc. | 0.00% | Reduce -6.5% | 14,459 | $552K |
| Private Advisor Group, LLC | 0.00% | Reduce -23.1% | 14,291 | $546K |
| 5T Wealth, LLC | 0.30% | — | 14,268 | $545K |
| Atlantic Private Wealth, LLC | 0.41% | No change | 14,161 | $541K |
| Wealth Management Associates, Inc. | 0.23% | No change | 13,925 | $532K |
| BCO Wealth Management LLC | 0.44% | — | 13,799 | $527K |
| Delta Financial Group, Inc. | 0.12% | New | 13,635 | $521K |
| Citadel Advisors | 0.00% | Reduce -69.1% | 13,584 | $519K |
| Kovack Advisors, Inc. | 0.05% | Add +0.1% | 13,458 | $514K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -12.3% | 12,585 | $513K |
| Cresset Asset Management, LLC | 0.00% | Add +4.8% | 13,397 | $512K |
| Axxcess Wealth Management, LLC | 0.01% | Add +82.1% | 13,001 | $496K |
| JFS Wealth Advisors, LLC | 0.03% | Add +10.2% | 12,764 | $487K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -78.1% | 12,721 | $486K |
| Ifrah Financial Services, Inc. | 0.13% | Reduce -3.4% | 12,721 | $486K |
| Geneos Wealth Management Inc. | 0.02% | Add +0.5% | 12,609 | $481K |
| Sovran Advisors, LLC | 0.07% | — | 11,821 | $475K |
| Citizens Financial Group Inc. | 0.01% | Reduce -2.3% | 12,168 | $465K |
| Founders Financial Securities LLC | 0.04% | Reduce -2.3% | 11,911 | $455K |
| Walkner Condon Financial Advisors LLC | 0.09% | Add +1.4% | 11,679 | $446K |
| Keebeck Wealth Management | 0.06% | Reduce -2.5% | 11,586 | $442K |
| Centerpoint Advisors, LLC | 0.15% | Add +0.3% | 11,440 | $437K |
| Watershed Private Wealth LLC | 0.17% | Reduce -10.9% | 11,392 | $435K |
| Capasso Planning Partners LLC | 0.17% | Reduce -53.5% | 11,199 | $428K |
| Partners Wealth Management, LLC | 0.49% | — | 11,172 | $427K |
| Lynx Investment Advisory | 0.29% | Reduce -27.3% | 11,151 | $426K |
| Certus Wealth Management, LLC | 0.28% | Add +21.2% | 10,342 | $416K |
| Moors & Cabot, Inc. | 0.02% | Add +5.8% | 10,827 | $413K |
| Quadrant Private Wealth Management, LLC | 0.10% | Add +29.6% | 10,556 | $403K |
| Liberty Wealth Management LLC | 0.07% | Reduce -37.6% | 10,305 | $393K |
| Everett Harris & Co. | 0.00% | No change | 10,000 | $382K |
| Insight Wealth Partners, LLC | 0.24% | Reduce -20.1% | 9,981 | $381K |
| Triumph Capital Management | 0.13% | Add +5.2% | 9,977 | $381K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +0.8% | 9,928 | $379K |
| 1834 Investment Advisors Co. | 0.05% | No change | 9,716 | $371K |
| Horst & Graben Wealth Management LLC | 0.07% | Reduce -16.0% | 9,619 | $367K |
| Beacon Bridge Wealth Partners, LLC | 0.16% | Add +4.6% | 9,603 | $367K |
| One Wealth Advisors, LLC | 0.05% | Reduce -39.0% | 9,444 | $361K |
| Janney Montgomery Scott LLC | 0.00% | Add +31.1% | 9,348 | $357K |
| Brighton Jones LLC | 0.01% | No change | 9,336 | $356K |
| ShoreHaven Wealth Partners, LLC | 0.17% | Reduce -19.5% | 9,283 | $354K |
| Sunpointe, LLC | 0.18% | No change | 9,269 | $354K |
| Bank of New York Mellon Corp | 0.00% | Add +14.1% | 9,033 | $345K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +6.9% | 8,988 | $343K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +6.9% | 8,988 | $343K |
| Mutual Advisors, LLC | 0.01% | Reduce -22.5% | 8,403 | $343K |
| Kickstand Ventures, Llc. | 0.09% | Reduce -5.8% | 8,909 | $340K |
| Legacy PCG, LLC | 0.24% | Add +37.5% | 8,838 | $337K |
| Arcus Capital Partners, LLC | 0.11% | Reduce -2.2% | 7,844 | $337K |
| Secure Asset Management, LLC | 0.05% | Add +1.5% | 8,721 | $333K |
| Security Financial Services, INC. | 0.07% | Reduce -41.8% | 8,659 | $331K |
| IFG Advisory, LLC | 0.02% | New | 8,593 | $328K |
| Quantinno Capital Management LP | 0.00% | No change | 8,397 | $321K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -10.7% | 8,346 | $319K |
| Stephens Inc. | 0.00% | Reduce -7.8% | 8,300 | $317K |
| Bessemer Group Inc. | 0.00% | Add +22.0% | 8,068 | $308K |
| IHT Wealth Management, LLC | 0.01% | Reduce -50.0% | 8,064 | $308K |
| Townsquare Capital LLC | 0.00% | Reduce -2.1% | 7,786 | $297K |
| Benjamin Edwards Inc. | 0.00% | Add +0.5% | 7,740 | $295K |
| Ehrlich Financial Group | 0.21% | Reduce -1.5% | 7,614 | $291K |
| SageView Advisory Group, LLC | 0.01% | New | 7,521 | $287K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +1.6% | 7,493 | $286K |
| Laidlaw Wealth Management LLC | 0.12% | Add +14.2% | 7,399 | $282K |
| Old Mission Capital LLC | 0.01% | Reduce -81.4% | 7,306 | $279K |
| Foundations Investment Advisors, LLC | 0.01% | Add +29.1% | 7,300 | $279K |
| Astoria Portfolio Advisors LLC. | 0.10% | Reduce -14.1% | 6,860 | $276K |
| Assetmark, Inc. | 0.00% | Add +7.4% | 7,047 | $269K |
| Ieq Capital, LLC | 0.00% | No change | 7,020 | $268K |
| Baird Financial Group, Inc. | 0.00% | Add +0.6% | 6,997 | $267K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 6,977 | $266K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +8.3% | 6,623 | $253K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -33.0% | 6,528 | $249K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.0% | 6,408 | $245K |
| Integrated Advisors Network LLC | 0.01% | Reduce -1.1% | 6,396 | $244K |
| Legacy Advisors, LLC | 0.02% | No change | 6,351 | $242K |
| Synergy Investment Management, LLC | 0.10% | — | 6,326 | $242K |
| Arax Advisory Partners | 0.01% | Reduce -4.5% | 6,262 | $239K |
| First Heartland Consultants, Inc. | 0.02% | Add +23.7% | 6,203 | $237K |
| One Wealth Capital Management, LLC | 0.12% | — | 6,194 | $236K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 6,160 | $235K |
| Wealth Management Partners, LLC | 0.10% | No change | 6,151 | $235K |
| Compound Planning, Inc. | 0.01% | New | 6,125 | $234K |
| Diversified Trust Co. | 0.01% | No change | 5,947 | $227K |
| HSBC Holdings PLC | 0.00% | No change | 5,900 | $225K |
| Mgo One Seven LLC | 0.01% | Add +1.4% | 5,888 | $225K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -39.4% | 5,781 | $221K |
| MBA Advisors LLC | 0.11% | No change | 5,732 | $219K |
| Trexquant Investment LP | 0.00% | Add +5.3% | 5,642 | $215K |
| Daiwa Securities Group Inc. | 0.00% | No change | 5,600 | $214K |
| Fort Point Capital Partners LLC | 0.02% | Reduce -3.3% | 5,575 | $213K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -9.8% | 5,486 | $209K |
| Ameritas Advisory Services, LLC | 0.01% | New | 5,440 | $208K |
| Townsend & Associates, Inc | 0.02% | No change | 4,992 | $205K |
| Avantax Planning Partners, Inc. | 0.01% | Add +0.1% | 5,299 | $202K |
| Salem Investment Counselors Inc. | 0.01% | No change | 5,100 | $195K |
| Anchor Investment Management, LLC | 0.02% | Add +18.3% | 4,901 | $187K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.3% | 4,878 | $186K |
| National Bank of Canada | 0.00% | Reduce -39.5% | 4,793 | $183K |
| Spire Wealth Management | 0.01% | Add +4.4% | 4,771 | $182K |
| Comerica Bank | 0.00% | Add +40.1% | 4,594 | $175K |
| Millstone Evans Group, LLC | 0.12% | — | 4,535 | $173K |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.9% | 4,478 | $171K |
| FMR LLC | 0.00% | Add +3.0% | 4,444 | $170K |
| Blair William & Co. | 0.00% | Reduce -4.6% | 4,327 | $165K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,191 | $165K |
| Gen-Wealth Partners Inc | 0.07% | Add +4.9% | 4,311 | $165K |
| Principal Securities, Inc. | 0.00% | Add +5.6% | 4,239 | $162K |
| SBI Securities Co., Ltd. | 0.00% | — | 4,083 | $156K |
| WealthShield Partners, LLC | 0.02% | Reduce -8.0% | 3,568 | $136K |
| Retirement Wealth Solutions LLC | 0.11% | — | 3,304 | $130K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.05% | — | 3,344 | $128K |
| Fifth Third Bancorp | 0.00% | Add +75.5% | 2,991 | $114K |
| Sunbelt Securities, Inc. | 0.01% | Add +5.7% | 2,752 | $104K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -16.6% | 2,452 | $94K |
| Midwest Capital Advisors, LLC | 0.05% | — | 1,802 | $69K |
| Principia Wealth Advisory, LLC | 0.06% | — | 1,795 | $69K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -16.2% | 1,792 | $68K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 1,687 | $64K |
| Harbour Investments, Inc. | 0.00% | Add +2.1% | 1,670 | $64K |
| Blue Trust, Inc. | 0.00% | Reduce -34.8% | 1,628 | $62K |
| Comprehensive Financial Planning, Inc. | 0.05% | — | 1,603 | $61K |
| Integrity Financial Corp | 0.03% | Reduce -24.5% | 1,510 | $58K |
| Winch Advisory Services, LLC | 0.01% | Add +776.9% | 1,482 | $57K |
| ORG Partners LLC | 0.01% | Reduce -0.1% | 1,437 | $55K |
| Powell Investment Advisors, LLC | 0.02% | Add +2.3% | 1,408 | $54K |
| Bristlecone Advisors, LLC | 0.00% | No change | 1,400 | $53K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -42.9% | 1,330 | $51K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -39.1% | 1,288 | $49K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -66.1% | 1,252 | $48K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,238 | $47K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +2.0% | 1,204 | $46K |
| Concord Wealth Partners | 0.01% | Reduce -18.5% | 1,186 | $45K |
| Glenmede Trust Co. NA | 0.00% | Add +133.1% | 1,184 | $45K |
| Private Capital Management LLC | 0.01% | New | 1,168 | $45K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,150 | $44K |
| Capital A Wealth Management, LLC | 0.07% | — | 1,042 | $40K |
| IMG Wealth Management, Inc. | 0.04% | — | 1,036 | $40K |
| Private Trust Co. NA | 0.00% | Add +0.9% | 1,009 | $39K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +7.3% | 906 | $38K |
| Avior Wealth Management, LLC | 0.00% | Add +19.4% | 992 | $38K |
| GeoWealth Management, LLC | 0.00% | Add +72.2% | 916 | $35K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 890 | $34K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 814 | $31K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 807 | $31K |
| Ancora Advisors LLC | 0.00% | Reduce -17.0% | 798 | $30K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 688 | $29K |
| NFSG Corp | 0.01% | New | 732 | $28K |
| BTG Pactual Asset Management US LLC | 0.00% | New | 606 | $25K |
| New Millennium Group LLC | 0.01% | Reduce -55.4% | 664 | $25K |
| Arlington Trust Co LLC | 0.01% | No change | 661 | $25K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 638 | $24K |
| SYM FINANCIAL Corp | 0.00% | No change | 627 | $24K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 617 | $24K |
| FLP Wealth Management, LLC | 0.06% | — | 606 | $23K |
| Bank of New Hampshire | 0.01% | No change | 600 | $23K |
| Pineridge Advisors LLC | 0.01% | Add +2.2% | 598 | $23K |
| IFP Advisors, Inc | 0.00% | Reduce -89.6% | 595 | $23K |
| Northwest Capital Management Inc | 0.01% | No change | 565 | $22K |
| Golden State Wealth Management, LLC | 0.00% | — | 541 | $21K |
| Logan Capital Management Inc. | 0.00% | No change | 530 | $20K |
| Barrett & Company, Inc. | 0.01% | Add +2.4% | 523 | $20K |
| Breakwater Investment Management | 0.01% | No change | 513 | $20K |
| Allworth Financial LP | 0.00% | Reduce -20.6% | 473 | $19K |
| Parallel Advisors, LLC | 0.00% | Reduce -66.0% | 461 | $18K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | Reduce -62.2% | 437 | $17K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 429 | $16K |
| LGT Financial Advisors LLC | 0.04% | Reduce -27.4% | 424 | $16K |
| Minot DeBlois Advisors LLC | 0.01% | — | 404 | $15K |
| 2UniFi Bank | 0.01% | — | 373 | $14K |
| LRI Investments, LLC | 0.00% | Add +2.2% | 371 | $14K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +119.8% | 345 | $13K |
| Nova Wealth Management, Inc. | 0.01% | — | 332 | $13K |
| US Bancorp \de | 0.00% | Reduce -43.8% | 332 | $13K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -61.9% | 304 | $12K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 300 | $11K |
| WR Wealth Planners, LLC | 0.00% | Reduce -82.5% | 286 | $11K |
| Qube Research & Technologies Ltd | 0.00% | New | 282 | $11K |
| Sound Income Strategies, LLC | 0.00% | Reduce -87.3% | 260 | $10K |
| Kiker Wealth Management, LLC | 0.01% | — | 250 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 248 | $9K |
| GAMMA Investing LLC | 0.00% | No change | 241 | $9K |
| Y.D. More Investments Ltd | 0.00% | Reduce -19.1% | 233 | $9K |
| Synergy Asset Management, LLC | 0.00% | New | 208 | $8K |
| Lee Danner & Bass Inc. | 0.00% | New | 219 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 210 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 206 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 195 | $7K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 189 | $7K |
| Atlatl Advisers LLC | 0.00% | — | 189 | $7K |
| Pacifica Partners Inc. | 0.00% | Add +1.7% | 178 | $7K |
| Sandy Spring Bank | 0.00% | No change | 178 | $7K |
| Global Financial Private Client, LLC | 0.00% | No change | 173 | $7K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 168 | $6K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -52.9% | 162 | $6K |
| Tsfg, LLC | 0.00% | Add +0.6% | 169 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 152 | $6K |
| Truvestments Capital LLC | 0.00% | No change | 150 | $6K |
| Country Trust Bank | 0.00% | No change | 141 | $5K |
| Key Financial Inc | 0.00% | New | 138 | $5K |
| Founders Capital Management | 0.00% | No change | 132 | $5K |
| Avion Wealth | 0.00% | No change | 144 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 117 | $4K |
| Phillips Financial Management, LLC | 0.00% | Reduce -6.5% | 100 | $4K |
| Raleigh Capital Management Inc. | 0.00% | Add +2.4% | 84 | $3K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -8.0% | 81 | $3K |
| Simplex Trading, LLC | 0.00% | No change | 82 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.4% | 75 | $3K |
| Founders Financial Alliance, LLC | 0.00% | No change | 70 | $3K |
| Caldwell Trust Co | 0.00% | No change | 70 | $3K |
| Ameriflex Group, Inc. | 0.00% | — | 58 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +5.5% | 58 | $2K |
| Princeton Global Asset Management LLC | 0.00% | No change | 53 | $2K |
| Global Trust Asset Management, LLC | 0.00% | No change | 53 | $2K |
| Element Wealth, LLC | 0.00% | Reduce -50.5% | 46 | $2K |
| NBT Bank, N.A. | 0.00% | No change | 46 | $2K |
| New Republic Capital, LLC | 0.00% | No change | 42 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 41 | $2K |
| BNP Paribas Financial Markets | 0.00% | No change | 40 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 31 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 28 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 23 | $879 |
| Cornerstone Planning Group LLC | 0.00% | No change | 21 | $840 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 18 | $687 |
| Mather Group, Llc. | 0.00% | No change | 16 | $611 |
| Indiana Trust & Investment Management Co | 0.00% | No change | 14 | $535 |
| Atticus Wealth Management, LLC | 0.00% | No change | 12 | $459 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.8% | 11 | $420 |
| Hexagon Capital Partners LLC | 0.00% | No change | 10 | $382 |
| Signaturefd, LLC | 0.00% | Reduce -80.0% | 10 | $382 |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 6 | $229 |
| Tucker Asset Management LLC | 0.00% | Reduce -98.5% | 5 | $191 |
| Mainstream Capital Management LLC | 0.00% | New | 4 | $153 |
| Roxbury Financial LLC | 0.00% | — | 3 | $130 |
| Larson Financial Group LLC | 0.00% | New | 2 | $76 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 1 | $52 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $39 |
| Summit Securities Group LLC | 0.00% | New | 1 | $38 |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 13 | $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.