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

0100200300400500 Q1 2024: 466Q1 2024Q2 2024: 401Q2 2024Q3 2024: 370Q3 2024Q4 2024: 376Q4 2024Q1 2025: 323Q1 2025Q2 2025: 290Q2 2025Q3 2025: 283Q3 2025Q4 2025: 297Q4 2025Q1 2026: 345Q1 2026Q2 2026: 336Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions29$7.8M
Exits78$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
ICICI Prudential Asset Management Co Ltd 0.09% No change 15,750 $662K
Delta Financial Group, Inc. 0.15% Add +12.1% 15,285 $636K
Mercer Global Advisors Inc. 0.00% Reduce -0.1% 15,069 $634K
Rathbones Group PLC 0.00% Add +2.9% 15,046 $633K
Ameraudi Asset Management, Inc. 0.36% Reduce -4.7% 14,958 $629K
Climber Capital SA 0.49% Add +4.4% 19,628 $626K
Citigroup Inc. 0.00% Reduce -16.1% 14,802 $623K
Wealth Management Associates, Inc. 0.26% Add +3.8% 14,460 $608K
Scotia Capital Inc. 0.00% No change 14,459 $608K
Atlantic Private Wealth, LLC 0.44% No change 14,161 $596K
BCO Wealth Management LLC 0.46% No change 13,799 $581K
Old Mission Capital LLC 0.01% Add +87.6% 13,705 $577K
Y-Intercept (Hong Kong) Ltd 0.04% New 13,434 $565K
Farther Finance Advisors, LLC 0.01% Reduce -33.8% 13,354 $564K
Kovack Advisors, Inc. 0.06% Reduce -0.5% 13,392 $563K
Union Bancaire Privee, UBP SA 0.01% Reduce -23.6% 13,497 $554K
Axxcess Wealth Management, LLC 0.01% No change 13,001 $547K
Geneos Wealth Management Inc. 0.02% No change 12,609 $530K
Private Advisor Group, LLC 0.00% Reduce -12.5% 12,501 $526K
CoreCap Advisors, LLC 0.02% Reduce -89.5% 12,230 $515K
Fort Sheridan Advisors LLC 0.08% Reduce -18.3% 12,224 $514K
Citizens Financial Group Inc. 0.01% Add +0.1% 12,176 $512K
Walkner Condon Financial Advisors LLC 0.10% Add +0.9% 11,784 $496K
Cresset Asset Management, LLC 0.00% Reduce -14.4% 11,468 $482K
Partners Wealth Management, LLC 0.54% Add +0.5% 11,227 $472K
Captrust Financial Advisors 0.00% Reduce -48.1% 10,875 $457K
Detalus Advisors, LLC 0.14% Reduce -41.0% 10,868 $457K
Watershed Private Wealth LLC 0.18% Reduce -5.8% 10,726 $451K
Strategic Wealth Investment Group, LLC 0.78% Reduce -94.7% 10,619 $447K
Centerpoint Advisors, LLC 0.16% Reduce -9.2% 10,389 $437K
Everett Harris & Co. 0.01% No change 10,000 $421K
Triumph Capital Management 0.14% Reduce -0.7% 9,905 $417K
Sanctuary Advisors, LLC 0.00% Reduce -51.3% 9,902 $417K
Founders Financial Securities LLC 0.03% Reduce -12.2% 10,453 $399K
5T Wealth, LLC 0.23% Reduce -34.0% 9,412 $396K
Brighton Jones LLC 0.01% Add +0.2% 9,354 $394K
Certus Wealth Management, LLC 0.26% Reduce -2.4% 10,092 $390K
Janney Montgomery Scott LLC 0.00% Reduce -1.2% 9,239 $389K
Balance Wealth Partners LLC 0.24% — 8,921 $375K
IFG Advisory, LLC 0.02% Add +2.9% 8,842 $372K
Legacy PCG, LLC 0.26% No change 8,838 $372K
Quantinno Capital Management LP 0.00% Add +3.7% 8,710 $366K
Secure Asset Management, LLC 0.07% Reduce -1.4% 8,601 $362K
Moors & Cabot, Inc. 0.02% Reduce -22.6% 8,386 $353K
Jefferies Financial Group Inc. 0.01% Reduce -59.9% 8,372 $352K
Arcus Capital Partners, LLC 0.14% Add +4.6% 8,203 $345K
Stephens Inc. 0.01% Reduce -2.4% 8,100 $341K
Dynasty Wealth Management, LLC 0.01% Reduce -99.1% 8,079 $340K
1834 Investment Advisors Co. 0.04% Reduce -18.5% 7,918 $333K
IHT Wealth Management, LLC 0.01% Reduce -3.6% 7,777 $327K
Capasso Planning Partners LLC 0.14% Reduce -31.0% 7,725 $325K
J.W. Cole Advisors, Inc. 0.01% Add +17.8% 7,549 $318K
SageView Advisory Group, LLC 0.01% No change 7,521 $316K
Lynx Investment Advisory 0.21% Reduce -33.6% 7,408 $312K
Sovran Advisors, LLC 0.04% Reduce -29.9% 8,282 $309K
Elevation Point Wealth Partners, LLC 0.03% Reduce -27.2% 7,230 $304K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -4.1% 7,189 $302K
FMR LLC 0.00% Add +60.4% 7,127 $300K
Sowell Financial Services LLC 0.01% New 6,994 $294K
Ifrah Financial Services, Inc. 0.08% Reduce -45.1% 6,978 $294K
Mesirow Financial Investment Management, Inc. 0.01% No change 6,977 $294K
First Heartland Consultants, Inc. 0.03% Add +11.7% 6,931 $292K
Baird Financial Group, Inc. 0.00% Reduce -1.7% 6,881 $289K
Two Sigma Securities, LLC 0.04% Reduce -63.4% 6,851 $288K
Ieq Capital, LLC 0.00% Reduce -3.4% 6,779 $285K
Keebeck Wealth Management 0.04% Reduce -42.0% 6,715 $283K
Bessemer Group Inc. 0.00% Reduce -18.1% 6,612 $278K
Clal Insurance Enterprises Holdings Ltd 0.00% New 6,500 $273K
Mutual Advisors, LLC 0.01% Reduce -15.1% 7,133 $271K
Integrated Advisors Network LLC 0.01% Reduce -1.5% 6,302 $265K
Compound Planning, Inc. 0.01% Add +2.8% 6,294 $265K
Beacon Bridge Wealth Partners, LLC 0.11% Reduce -34.6% 6,281 $264K
Perigon Wealth Management, LLC 0.01% Reduce -50.6% 6,214 $261K
Provenance Wealth Advisors, LLC 0.04% No change 6,160 $259K
Wealth Management Partners, LLC 0.12% No change 6,151 $259K
Diversified Trust Co. 0.01% No change 5,947 $250K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -70.1% 5,930 $249K
HSBC Holdings PLC 0.00% No change 5,900 $248K
Mgo One Seven LLC 0.01% Add +0.0% 5,889 $248K
Peapack Gladstone Financial Corp. 0.00% No change 5,781 $243K
MBA Advisors LLC 0.12% No change 5,732 $241K
Legacy Advisors, LLC 0.02% Reduce -10.0% 5,716 $240K
Daiwa Securities Group Inc. 0.00% No change 5,600 $236K
B. Riley Wealth Advisors, Inc. 0.01% Add +1.8% 5,586 $235K
Fort Point Capital Partners LLC 0.03% No change 5,575 $235K
Icon Wealth Advisors, LLC 0.02% Reduce -85.0% 5,434 $229K
Gotham Asset Management 0.00% New 5,351 $225K
Gsa Capital Partners LLP 0.02% New 5,333 $224K
Avantax Planning Partners, Inc. 0.01% No change 5,299 $223K
Sagespring Wealth Partners, LLC 0.01% Reduce -99.4% 5,119 $215K
Salem Investment Counselors Inc. 0.01% No change 5,100 $215K
Eq LLC 0.10% New 5,077 $214K
Bright Financial Advisors, Inc. 0.13% New 5,000 $210K
Ameritas Advisory Services, LLC 0.01% No change 5,440 $210K
Mackenzie Financial Corp. 0.00% New 4,994 $210K
Anchor Investment Management, LLC 0.02% No change 4,901 $206K
Spire Wealth Management 0.01% Reduce -1.8% 4,687 $197K
Millstone Evans Group, LLC 0.13% No change 4,535 $191K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 4,462 $188K
Arax Advisory Partners 0.01% Reduce -29.4% 4,418 $186K
Blair William & Co. 0.00% No change 4,327 $182K
SBI Securities Co., Ltd. 0.01% Add +5.9% 4,324 $182K
Principal Securities, Inc. 0.00% Add +11.7% 4,736 $181K
Steward Partners Investment Advisory, LLC 0.00% Reduce -14.8% 4,156 $175K
Parkside Financial Bank & Trust 0.02% New 3,699 $156K
CIBC Private Wealth Group LLC 0.00% Reduce -5.5% 3,961 $137K
Comerica Bank 0.00% Reduce -29.6% 3,236 $136K
BlackRock, Inc. 0.00% Reduce -98.0% 3,049 $128K
Evelyn Partners Investment Management (Europe) Ltd 0.04% Reduce -16.1% 2,804 $118K
Avalon Trust Co 0.01% New 2,575 $108K
Provident Wealth Management, LLC 0.04% New 2,500 $105K
Rosenberg Matthew Hamilton 0.03% No change 2,452 $103K
AE Wealth Management LLC 0.00% Reduce -90.9% 2,077 $87K
Garde Capital, Inc. 0.00% New 2,047 $86K
PNC Financial Services Group, Inc. 0.00% Add +48.8% 1,916 $81K
Midwest Capital Advisors, LLC 0.05% Add +2.7% 1,850 $78K
BNP Paribas Financial Markets 0.00% Add +4442.5% 1,817 $76K
Fifth Third Bancorp 0.00% Reduce -43.0% 1,704 $72K
Harbour Investments, Inc. 0.00% Reduce -2.0% 1,637 $69K
Comprehensive Financial Planning, Inc. 0.07% No change 1,603 $67K
EverSource Wealth Advisors, LLC 0.00% Reduce -12.8% 1,562 $66K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +75.3% 1,560 $66K
Integrity Financial Corp 0.04% Reduce -1.1% 1,493 $63K
Powell Investment Advisors, LLC 0.03% No change 1,408 $59K
Bristlecone Advisors, LLC 0.00% No change 1,400 $59K
Blue Trust, Inc. 0.00% Reduce -16.7% 1,356 $57K
FAS Wealth Partners, Inc. 0.00% No change 1,330 $56K
Winch Advisory Services, LLC 0.01% Reduce -11.7% 1,309 $55K
Glen Eagle Advisors, LLC 0.01% No change 1,238 $52K
Nalls Sherbakoff Group, LLC 0.04% — 1,210 $51K
Pinnacle Bancorp, Inc. 0.02% No change 1,204 $51K
Concord Wealth Partners 0.01% No change 1,186 $50K
Glenmede Trust Co. NA 0.00% No change 1,184 $50K
SouthState Bank Corp 0.00% New 1,168 $49K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,150 $48K
IMG Wealth Management, Inc. 0.04% No change 1,036 $44K
Private Trust Co. NA 0.00% Reduce -0.9% 1,000 $42K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +10.4% 1,000 $42K
JFS Wealth Advisors, LLC 0.00% Reduce -92.2% 990 $42K
Collier Financial 0.03% Reduce -97.8% 940 $40K
Parallel Advisors, LLC 0.00% Add +93.3% 891 $37K
WealthShield Partners, LLC 0.00% Reduce -78.4% 772 $32K
NFSG Corp 0.01% No change 732 $31K
Ancora Advisors LLC 0.00% Reduce -8.8% 728 $31K
Arlington Trust Co LLC 0.01% No change 661 $28K
Synergy Investment Management, LLC 0.01% Reduce -89.9% 641 $27K
Harbor Investment Advisory, LLC 0.00% No change 638 $27K
SYM FINANCIAL Corp 0.00% No change 627 $26K
Oxford Financial Group, LTD. LLC 0.00% No change 617 $26K
Signaturefd, LLC 0.00% Add +5970.0% 607 $26K
Bank of New Hampshire 0.01% No change 600 $25K
Pineridge Advisors LLC 0.01% No change 598 $25K
IFP Advisors, Inc 0.00% Reduce -0.2% 594 $25K
Northwest Capital Management Inc 0.01% No change 565 $24K
New Millennium Group LLC 0.02% Reduce -16.7% 553 $23K
Smartleaf Asset Management LLC 0.00% New 548 $23K
Golden State Wealth Management, LLC 0.00% No change 541 $23K
Logan Capital Management Inc. 0.00% No change 530 $22K
Barrett & Company, Inc. 0.01% No change 523 $22K
Breakwater Investment Management 0.01% No change 513 $22K
BTG Pactual Asset Management US LLC 0.00% Reduce -19.3% 489 $21K
Wayfinding Financial, LLC 0.01% New 463 $19K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 437 $18K
Halbert Hargrove Global Advisors, LLC 0.00% No change 429 $18K
Minot DeBlois Advisors LLC 0.02% No change 404 $17K
Smallwood Wealth Investment Management, LLC 0.01% New 404 $17K
Rossby Financial, LCC 0.01% New 389 $15K
Allworth Financial LP 0.00% Reduce -21.6% 371 $14K
US Bancorp \de 0.00% No change 332 $14K
Sofi Wealth, LLC 0.00% Reduce -98.0% 324 $14K
Zions Bancorporation, National Association 0.00% — 304 $13K
Mattson Financial Services, LLC 0.00% New 285 $12K
Qube Research & Technologies Ltd 0.00% Reduce -2.8% 274 $12K
Glass Jacobson Investment Advisors llc 0.00% No change 300 $11K
Kiker Wealth Management, LLC 0.01% No change 250 $11K
Front Row Advisors LLC 0.00% No change 248 $10K
GAMMA Investing LLC 0.00% No change 241 $10K
O'shaughnessy Asset Management, LLC 0.00% Reduce -30.1% 241 $10K
First Horizon Advisors, Inc. 0.00% Reduce -81.0% 238 $10K
Nova Wealth Management, Inc. 0.01% Reduce -30.1% 232 $10K
Sittner & Nelson, LLC 0.00% New 193 $8K
Assetmark, Inc. 0.00% Reduce -97.3% 192 $8K
Sandy Spring Bank 0.00% No change 178 $7K
Global Financial Private Client, LLC 0.00% No change 173 $7K
Pacifica Partners Inc. 0.00% No change 178 $7K
AdvisorNet Financial, Inc 0.00% No change 162 $7K
Ascentis Wealth Management, LLC 0.00% No change 152 $6K
Physician Wealth Advisors, Inc. 0.00% Reduce -29.1% 146 $6K
LGT Financial Advisors LLC 0.02% Reduce -66.0% 144 $6K
Key Financial Inc 0.00% No change 138 $6K
Founders Capital Management 0.00% No change 132 $6K
Coldstream Capital Management Inc. 0.00% New 132 $6K
Avion Wealth 0.00% No change 144 $5K
Tucker Asset Management LLC 0.00% Add +2260.0% 118 $5K
Y.D. More Investments Ltd 0.00% Reduce -50.6% 115 $5K
Phillips Financial Management, LLC 0.00% No change 100 $4K
National Bank of Canada 0.00% Reduce -98.1% 93 $4K
Sound Income Strategies, LLC 0.00% Reduce -70.0% 78 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 75 $3K
Bogart Wealth, LLC 0.00% New 73 $3K
Founders Financial Alliance, LLC 0.00% No change 70 $3K
Ameriflex Group, Inc. 0.00% No change 58 $2K
Princeton Global Asset Management LLC 0.00% No change 53 $2K
Global Trust Asset Management, LLC 0.00% No change 53 $2K
NBT Bank, N.A. 0.00% No change 46 $2K
Financial Gravity Asset Management, Inc. 0.00% — 31 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 13 $1K
CENTRAL TRUST Co 0.00% No change 23 $968
Creative Financial Designs Inc. 0.00% Reduce -90.3% 19 $799
Cornerstone Planning Group LLC 0.00% No change 21 $783
Gen-Wealth Partners Inc 0.00% Reduce -99.6% 16 $673
Caldwell Sutter Capital, Inc. 0.00% Reduce -92.9% 15 $631
Atticus Wealth Management, LLC 0.00% No change 12 $505
Hexagon Capital Partners LLC 0.00% No change 10 $421
Transce3nd, LLC 0.00% New 9 $379
Sunbelt Securities, Inc. 0.00% Reduce -99.7% 9 $379
Vermillion & White Wealth Management Group, LLC 0.00% Reduce -96.3% 7 $294
Wilmington Savings Fund Society, FSB 0.00% No change 6 $252
Tidemark, LLC 0.00% New 3 $132
Larson Financial Group LLC 0.00% No change 2 $84
Semmax Financial Advisors Inc. 0.00% No change 1 $50
Stone House Investment Management, LLC 0.00% New 1 $32
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.