iShares Global Energy ETFIXCETF
13F holders, Q1 2025 (March 31)323holders −53
29new positions
78sold out
4famous investors
$42.05avg. 13F price*
At the end of Q1 2025, 323 institutions reported holding iShares Global Energy ETF (IXC) in their 13F filings, down 53 from Q4 2024. 29 opened new positions and 78 sold out. The largest holders were Fisher Asset Management ($459.0M), Bank of America Corp. ($53.9M) and Focus Partners Wealth ($37.3M). 4 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 Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares Global Energy ETF
- CUSIP
- 464287341
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $7.8M |
| Exits | 78 | $47.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,366,338 shares bought and 8,105,150 shares sold, net −6,738,812 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 323 holders
| Fisher Asset Management | 0.20% | Add +7.7% | 10,909,356 | $459.0M |
| Bank of America Corp. | 0.00% | Reduce -15.0% | 1,282,029 | $53.9M |
| Focus Partners Wealth | 0.09% | Reduce -1.5% | 887,377 | $37.3M |
| Morgan Stanley | 0.00% | Reduce -22.6% | 751,537 | $31.6M |
| Evergreen Capital Management LLC | 0.86% | Reduce -0.5% | 608,099 | $25.6M |
| UBS Group AG | 0.00% | Reduce -21.5% | 457,973 | $19.3M |
| Jane Street Group, LLC | 0.03% | Add +16.3% | 437,908 | $18.4M |
| Verger Capital Management LLC | 7.84% | Add +11.5% | 423,572 | $17.8M |
| Versant Capital Management, Inc | 2.47% | Add +0.2% | 350,164 | $14.7M |
| LPL Financial LLC | 0.01% | Reduce -57.3% | 329,071 | $13.8M |
| Wells Fargo & Company | 0.00% | Reduce -10.7% | 312,078 | $13.1M |
| Royal Bank of Canada | 0.00% | Add +15.5% | 292,673 | $12.3M |
| Van Cleef Asset Management,Inc | 1.38% | Reduce -0.5% | 290,807 | $12.2M |
| Financial Advisory Corp | 2.02% | Add +2.4% | 289,667 | $12.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.6% | 282,510 | $11.9M |
| Mfa Wealth Advisors, LLC | 2.92% | Add +6.0% | 280,552 | $11.8M |
| Raymond James Financial Inc. | 0.00% | Add +17.7% | 259,494 | $10.9M |
| Money Design Co.,Ltd. | 0.54% | Reduce -6.3% | 257,999 | $10.9M |
| Cetera Investment Advisers | 0.02% | Reduce -13.5% | 210,516 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -34.5% | 172,724 | $7.3M |
| GenTrust, LLC | 0.33% | Reduce -1.6% | 161,047 | $6.8M |
| PGIM Custom Harvest LLC | 0.14% | Add +1.6% | 141,452 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.7% | 137,081 | $5.8M |
| MA Private Wealth | 1.08% | Reduce -1.1% | 136,594 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -90.5% | 135,540 | $5.7M |
| Sigma Planning Corp | 0.17% | Add +0.8% | 124,554 | $5.2M |
| Family Firm, Inc. | 1.10% | Reduce -0.1% | 116,951 | $4.9M |
| Cullen/Frost Bankers, Inc. | 0.07% | No change | 116,704 | $4.9M |
| Stifel Financial Corp. | 0.01% | Reduce -19.3% | 113,252 | $4.8M |
| Modern Wealth Management, LLC | 0.15% | Add +0.9% | 113,046 | $4.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.9% | 112,009 | $4.7M |
| Bank of Montreal | 0.00% | Reduce -10.2% | 111,599 | $4.7M |
| Truist Financial Corp. | 0.01% | Reduce -4.0% | 109,226 | $4.6M |
| Ayalon Insurance Comp Ltd. | 1.46% | No change | 107,474 | $4.5M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -7.8% | 106,353 | $4.5M |
| Equitable Holdings, Inc. | 0.04% | Add +16.0% | 103,053 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Add +26.1% | 94,179 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.0% | 91,497 | $3.9M |
| Pinnacle Associates Ltd. | 0.06% | Add +16.7% | 91,191 | $3.8M |
| Nicholson Meyer Capital Management, Inc. | 3.49% | — | 90,204 | $3.8M |
| Sierra Summit Advisors LLC | 0.58% | Reduce -0.5% | 63,272 | $2.7M |
| Prudential PLC | 0.01% | Reduce -6.6% | 62,600 | $2.6M |
| Dakota Wealth Management | 0.06% | Add +7.3% | 60,323 | $2.5M |
| Corient Private Wealth LP | 0.00% | Add +116.2% | 56,254 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -29.3% | 55,210 | $2.3M |
| Waverly Advisors, LLC | 0.03% | Reduce -5.5% | 52,718 | $2.2M |
| Sentinel Trust Co. Lba | 0.26% | No change | 52,300 | $2.2M |
| Creative Planning | 0.00% | Add +15.9% | 49,384 | $2.1M |
| Client 1ST Advisory Group, LLC | 0.78% | Add +57.0% | 47,712 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -38.7% | 46,403 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +31.8% | 45,960 | $1.9M |
| Renaissance Technologies | 0.00% | Reduce -5.9% | 44,800 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.7% | 43,164 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -35.9% | 42,639 | $1.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.16% | Add +38.4% | 40,036 | $1.7M |
| Factor Wealth Management LTD | 0.51% | Add +10.6% | 39,150 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -5.6% | 38,852 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -96.0% | 38,440 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -3.2% | 37,829 | $1.6M |
| CW Advisors, LLC | 0.02% | New | 37,581 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Add +13.6% | 37,032 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -72.1% | 35,695 | $1.5M |
| SCS Capital Management LLC | 0.02% | New | 35,559 | $1.5M |
| Cardinal Strategic Wealth Guidance | 0.47% | Reduce -21.0% | 35,008 | $1.5M |
| Park Avenue Securities LLC | 0.02% | Reduce -70.2% | 34,958 | $1.5M |
| Banco Santander, S.A. | 0.02% | Add +24.2% | 34,119 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | No change | 32,330 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -39.3% | 31,743 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -65.8% | 29,607 | $1.2M |
| James Investment Research, Inc. | 0.15% | Reduce -0.4% | 28,557 | $1.2M |
| Black Swift Group, LLC | 0.27% | Reduce -10.2% | 28,090 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -2.9% | 27,415 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -13.3% | 26,869 | $1.1M |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 25,970 | $1.1M |
| Financial Life Advisors | 0.39% | Reduce -54.8% | 24,755 | $1.0M |
| Affiance Financial, LLC | 0.24% | Reduce -1.9% | 24,720 | $1.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +6.7% | 24,651 | $1.0M |
| Wellington Management Group LLP | 0.00% | New | 24,038 | $1.0M |
| Quadrature Capital Ltd | 0.02% | Reduce -84.0% | 23,146 | $973K |
| Schorn Wealth LLC | 0.31% | Reduce -57.4% | 22,560 | $949K |
| Choreo, LLC | 0.01% | Reduce -6.5% | 22,551 | $949K |
| Citadel Advisors | 0.00% | Add +64.0% | 22,280 | $937K |
| Ssa Swiss Advisors AG | 0.46% | — | 21,565 | $907K |
| Vantage Point Financial LLC | 0.45% | Reduce -2.8% | 21,270 | $895K |
| Cwm, LLC | 0.00% | Reduce -13.9% | 21,114 | $888K |
| MAI Capital Management | 0.01% | Reduce -1.5% | 20,579 | $866K |
| Cerity Partners LLC | 0.00% | Add +0.6% | 20,211 | $850K |
| Vontobel Holding Ltd. | 0.00% | Add +33.3% | 20,000 | $841K |
| Abbot Financial Management, Inc. | 0.43% | Reduce -1.9% | 19,658 | $827K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -22.3% | 19,145 | $805K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +7.3% | 19,015 | $804K |
| Western Wealth Management, LLC | 0.05% | Reduce -0.6% | 18,842 | $793K |
| Baker Ellis Asset Management LLC | 0.11% | Reduce -9.8% | 18,325 | $771K |
| CreativeOne Wealth, LLC | 0.02% | Add +110.7% | 17,583 | $740K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.5% | 17,478 | $735K |
| Strategic Blueprint, LLC | 0.04% | Reduce -23.9% | 17,474 | $735K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -86.4% | 16,835 | $708K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 16,513 | $695K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.8% | 16,246 | $683K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Reduce -2.6% | 16,102 | $677K |
"% of holder's portfolio" is IXC's weight in each manager's 13F, not the share of iShares Global Energy ETF the manager owns.