iShares Global Energy ETFIXCETF
13F holders, Q2 2025 (June 30)290holders −33
16new positions
45sold out
3famous investors
$39.29avg. 13F price*
At the end of Q2 2025, 290 institutions reported holding iShares Global Energy ETF (IXC) in their 13F filings, down 33 from Q1 2025. 16 opened new positions and 45 sold out. The largest holders were Fisher Asset Management ($492.5M), Bank of America Corp. ($49.2M) and Focus Partners Wealth ($33.6M). 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 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $2.4M |
| Exits | 45 | $12.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,702,774 shares bought and 1,588,267 shares sold, net +1,114,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 290 holders
| Fisher Asset Management | 0.20% | Add +14.9% | 12,533,974 | $492.5M |
| Bank of America Corp. | 0.00% | Reduce -2.3% | 1,253,231 | $49.2M |
| Focus Partners Wealth | 0.07% | Reduce -3.6% | 855,352 | $33.6M |
| Morgan Stanley | 0.00% | Add +9.8% | 825,170 | $32.4M |
| Evergreen Capital Management LLC | 0.71% | Reduce -1.9% | 596,807 | $23.4M |
| UBS Group AG | 0.00% | Add +13.9% | 521,687 | $20.5M |
| Verger Capital Management LLC | 7.09% | Add +8.2% | 458,429 | $18.0M |
| LPL Financial LLC | 0.01% | Add +21.6% | 400,230 | $15.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +130.1% | 397,461 | $15.6M |
| Versant Capital Management, Inc | 2.13% | Add +1.8% | 356,343 | $14.0M |
| Money Design Co.,Ltd. | 0.59% | Add +18.9% | 306,833 | $12.1M |
| Wells Fargo & Company | 0.00% | Reduce -4.5% | 298,170 | $11.7M |
| Financial Advisory Corp | 1.78% | Add +1.7% | 294,640 | $11.6M |
| Van Cleef Asset Management,Inc | 1.22% | Reduce -0.8% | 288,461 | $11.3M |
| Mfa Wealth Advisors, LLC | 2.59% | Add +0.2% | 281,064 | $11.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.1% | 276,501 | $10.9M |
| Cetera Investment Advisers | 0.02% | Add +20.6% | 253,826 | $10.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.9% | 251,930 | $9.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +544.3% | 158,813 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Add +65.6% | 155,993 | $6.1M |
| Royal Bank of Canada | 0.00% | Reduce -47.8% | 152,700 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Add +4.4% | 143,153 | $5.6M |
| GenTrust, LLC | 0.25% | Reduce -16.6% | 134,381 | $5.3M |
| Modern Wealth Management, LLC | 0.13% | Add +17.9% | 133,283 | $5.2M |
| Sigma Planning Corp | 0.15% | Add +1.2% | 126,006 | $5.0M |
| Family Firm, Inc. | 1.12% | Add +0.9% | 117,971 | $4.6M |
| Cullen/Frost Bankers, Inc. | 0.06% | Reduce -3.7% | 112,344 | $4.4M |
| Stifel Financial Corp. | 0.00% | Reduce -1.3% | 111,730 | $4.4M |
| Avantax Advisory Services, Inc. | 0.02% | Add +3.7% | 110,300 | $4.3M |
| Equitable Holdings, Inc. | 0.04% | Add +6.4% | 109,623 | $4.3M |
| Bank of Montreal | 0.00% | Reduce -2.4% | 108,873 | $4.3M |
| Ayalon Insurance Comp Ltd. | 1.22% | No change | 107,474 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +11.3% | 101,803 | $4.0M |
| PGIM Custom Harvest LLC | 0.08% | Reduce -31.9% | 96,384 | $3.8M |
| Nicholson Meyer Capital Management, Inc. | 3.09% | Add +3.0% | 92,899 | $3.6M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -0.1% | 91,066 | $3.6M |
| Prudential PLC | 0.02% | Add +25.9% | 78,800 | $3.1M |
| Quadrature Capital Ltd | 0.04% | Add +184.4% | 65,831 | $2.6M |
| Sierra Summit Advisors LLC | 0.45% | Add +2.4% | 64,762 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -46.2% | 58,788 | $2.3M |
| Client 1ST Advisory Group, LLC | 0.84% | Add +23.0% | 58,683 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -50.4% | 55,612 | $2.2M |
| Dakota Wealth Management | 0.04% | Reduce -10.1% | 54,222 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -60.7% | 53,286 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -87.9% | 53,038 | $2.1M |
| Sentinel Trust Co. Lba | 0.22% | No change | 52,300 | $2.1M |
| Factor Wealth Management LTD | 0.55% | Add +30.8% | 51,207 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +9.2% | 50,165 | $2.0M |
| Waverly Advisors, LLC | 0.02% | Reduce -5.8% | 49,681 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -10.2% | 49,556 | $1.9M |
| Citadel Advisors | 0.00% | Add +116.8% | 48,309 | $1.9M |
| Creative Planning | 0.00% | Reduce -5.6% | 46,611 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.6% | 44,268 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Add +5.2% | 40,865 | $1.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.13% | Add +0.7% | 40,311 | $1.6M |
| CW Advisors, LLC | 0.01% | Add +1.1% | 38,000 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -3.6% | 36,482 | $1.4M |
| SCS Capital Management LLC | 0.02% | Reduce -1.1% | 35,150 | $1.4M |
| Banco Santander, S.A. | 0.01% | Add +2.5% | 34,979 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -19.4% | 34,374 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Reduce -3.1% | 33,864 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -27.6% | 33,619 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.8% | 32,369 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.5% | 32,169 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Reduce -17.9% | 30,400 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -5.3% | 30,069 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Add +50.0% | 30,000 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -49.3% | 28,549 | $1.1M |
| James Investment Research, Inc. | 0.13% | Reduce -0.2% | 28,488 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -22.0% | 27,844 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.1% | 26,576 | $1.0M |
| Watershed Private Wealth LLC | 0.37% | Add +140.8% | 25,833 | $1.0M |
| Affiance Financial, LLC | 0.20% | Add +0.1% | 24,736 | $972K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -16.0% | 23,024 | $905K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +17.1% | 22,265 | $875K |
| CreativeOne Wealth, LLC | 0.02% | Add +25.6% | 22,091 | $868K |
| Ssa Swiss Advisors AG | 0.41% | Reduce -1.6% | 21,220 | $849K |
| Climber Capital SA | 0.54% | Add +9.5% | 21,498 | $838K |
| Vantage Point Financial LLC | 0.37% | Add +0.1% | 21,284 | $836K |
| Chesley Taft & Associates LLC | 0.04% | Add +6.7% | 20,420 | $802K |
| MAI Capital Management | 0.01% | Reduce -2.0% | 20,164 | $792K |
| Abbot Financial Management, Inc. | 0.36% | Add +0.3% | 19,727 | $775K |
| Western Wealth Management, LLC | 0.05% | Add +3.3% | 19,454 | $764K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +13.9% | 18,500 | $727K |
| Rathbones Group PLC | 0.00% | Add +19.2% | 17,929 | $704K |
| Schorn Wealth LLC | 0.23% | Reduce -21.1% | 17,808 | $700K |
| Cerity Partners LLC | 0.00% | Reduce -14.4% | 17,299 | $680K |
| Cwm, LLC | 0.00% | Reduce -20.3% | 16,822 | $661K |
| Captrust Financial Advisors | 0.00% | Add +52.2% | 16,552 | $650K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 16,102 | $633K |
| ICICI Prudential Asset Management Co Ltd | 0.08% | No change | 15,750 | $619K |
| Axxcess Wealth Management, LLC | 0.01% | Add +17.2% | 15,241 | $599K |
| Wealth Management Associates, Inc. | 0.22% | Add +0.7% | 14,560 | $572K |
| Scotia Capital Inc. | 0.00% | No change | 14,459 | $568K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.9% | 14,337 | $563K |
| Atlantic Private Wealth, LLC | 0.37% | No change | 14,161 | $556K |
| Geneos Wealth Management Inc. | 0.01% | Add +10.9% | 13,988 | $550K |
| BCO Wealth Management LLC | 0.39% | No change | 13,799 | $542K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.9% | 13,602 | $534K |
| Kovack Advisors, Inc. | 0.05% | Add +1.1% | 13,534 | $532K |
"% of holder's portfolio" is IXC's weight in each manager's 13F, not the share of iShares Global Energy ETF the manager owns.