iShares Global Energy ETFIXCETF

13F holders, Q3 2025 (September 30)
283holders −7
29new positions
33sold out
5famous investors
$41.75avg. 13F price*

At the end of Q3 2025, 283 institutions reported holding iShares Global Energy ETF (IXC) in their 13F filings, down 7 from Q2 2025. 29 opened new positions and 33 sold out. The largest holders were Fisher Asset Management ($567.9M), Bank of America Corp. ($51.3M) and Focus Partners Wealth ($34.8M). 5 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions29$16.5M
Exits33$15.3M

All 13F filers, Q2 2025 → Q3 2025: 2,260,346 shares bought and 1,057,566 shares sold, net +1,202,780 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 283 holders

Fisher Asset Management 0.21% Add +8.5% 13,602,292 $567.9M
Bank of America Corp. 0.00% Reduce -2.0% 1,228,313 $51.3M
Focus Partners Wealth 0.06% Reduce -2.6% 832,707 $34.8M
Morgan Stanley 0.00% Add +0.8% 831,613 $34.7M
Evergreen Capital Management LLC 0.61% Add +3.4% 617,015 $25.8M
Verger Capital Management LLC 6.93% Add +11.6% 511,493 $21.4M
UBS Group AG 0.00% Reduce -14.1% 448,142 $18.7M
Commonwealth Equity Services, LLC 0.02% Add +1.5% 403,371 $16.8M
Cetera Investment Advisers 0.02% Add +51.3% 384,126 $16.0M
Versant Capital Management, Inc 2.09% Add +3.4% 368,314 $15.4M
Financial Advisory Corp 1.82% Add +0.7% 296,709 $12.4M
Mfa Wealth Advisors, LLC 2.64% Add +2.8% 289,005 $12.1M
Van Cleef Asset Management,Inc 1.21% Reduce -0.9% 285,749 $11.9M
Wells Fargo & Company 0.00% Reduce -6.3% 279,223 $11.7M
LPL Financial LLC 0.00% Reduce -31.5% 274,015 $11.4M
Strategic Wealth Investment Group, LLC 0.95% Add +2134.5% 269,614 $11.3M
Goldman Sachs Group Inc. 0.00% Reduce -4.5% 264,132 $11.0M
Raymond James Financial Inc. 0.00% Reduce -18.5% 205,428 $8.6M
Alliancebernstein L.P. 0.00% New 179,870 $7.5M
Ameriprise Financial Inc. 0.00% Add +20.7% 172,799 $7.2M
Federation des caisses Desjardins du Quebec 0.03% Add +3.5% 164,447 $6.9M
Royal Bank of Canada 0.00% Reduce -1.4% 150,636 $6.3M
Sigma Planning Corp 0.17% Add +14.6% 144,395 $6.0M
Citadel Advisors 0.00% Add +163.4% 127,261 $5.3M
Osaic Holdings, Inc. 0.01% Add +15.1% 117,187 $4.9M
Cullen/Frost Bankers, Inc. 0.05% No change 112,344 $4.7M
GenTrust, LLC 0.21% Reduce -17.5% 110,830 $4.6M
Ayalon Insurance Comp Ltd. 1.13% No change 107,474 $4.5M
Equitable Holdings, Inc. 0.03% Reduce -4.5% 104,703 $4.4M
Stifel Financial Corp. 0.00% Reduce -8.3% 102,444 $4.3M
Pinnacle Associates Ltd. 0.05% Add +3.7% 94,416 $3.9M
Nicholson Meyer Capital Management, Inc. 3.02% Add +1.1% 93,958 $3.9M
Bank of Montreal 0.00% Reduce -16.1% 91,374 $3.8M
PGIM Custom Harvest LLC 0.06% Reduce -6.0% 90,580 $3.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +65.7% 82,121 $3.4M
Client 1ST Advisory Group, LLC 1.03% Add +26.8% 74,398 $3.1M
Sierra Summit Advisors LLC 0.42% Add +1.5% 65,752 $2.7M
Jones Financial Companies LLLP 0.00% Add +9.4% 54,904 $2.4M
Prudential PLC 0.02% Reduce -28.8% 56,100 $2.3M
Thrivent Financial for Lutherans 0.00% Reduce -0.9% 55,081 $2.3M
Dakota Wealth Management 0.05% Reduce -1.0% 53,693 $2.2M
GTS Securities LLC 0.09% New 53,548 $2.2M
Factor Wealth Management LTD 0.55% Add +3.6% 53,040 $2.2M
Sentinel Trust Co. Lba 0.22% No change 52,300 $2.2M
JPMorgan Chase & Co. 0.00% Reduce -11.6% 47,134 $2.0M
Modern Wealth Management, LLC 0.04% Reduce -65.0% 46,666 $1.9M
Creative Planning 0.00% Reduce -1.4% 45,974 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.0% 44,718 $1.9M
Waverly Advisors, LLC 0.02% Reduce -10.6% 44,395 $1.9M
Pinnacle Wealth Management Advisory Group, LLC 0.14% Add +8.7% 43,811 $1.8M
Gladstone Institutional Advisory LLC 0.07% Add +16.4% 42,463 $1.8M
TD Waterhouse Canada Inc. 0.01% Reduce -2.5% 39,861 $1.7M
Renaissance Technologies 0.00% New 37,200 $1.6M
Wealthfront Advisers LLC 0.00% Add +18.0% 35,862 $1.5M
Kestra Advisory Services, LLC 0.01% Add +5.6% 35,493 $1.5M
SCS Capital Management LLC 0.02% Reduce -3.6% 33,869 $1.4M
Banco Santander, S.A. 0.01% Reduce -3.7% 33,689 $1.4M
Pathstone Holdings, LLC 0.01% No change 32,169 $1.3M
Park Avenue Securities LLC 0.01% Reduce -8.0% 31,163 $1.3M
Guerra Advisors Inc 0.47% New 30,710 $1.3M
Vontobel Holding Ltd. 0.00% No change 30,000 $1.3M
Integrated Wealth Concepts LLC 0.01% Reduce -2.2% 29,404 $1.2M
HighTower Advisors, LLC 0.00% Reduce -18.4% 28,043 $1.2M
James Investment Research, Inc. 0.13% Reduce -2.7% 27,724 $1.2M
Elevation Point Wealth Partners, LLC 0.08% Add +447.9% 27,577 $1.2M
Aptus Capital Advisors, LLC 0.01% Reduce -0.4% 26,467 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -19.6% 26,029 $1.1M
CreativeOne Wealth, LLC 0.03% Add +12.2% 24,795 $1.0M
Affiance Financial, LLC 0.19% No change 24,736 $1.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Add +6.5% 23,719 $990K
Watershed Private Wealth LLC 0.29% Reduce -14.2% 22,162 $925K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -5.2% 21,824 $911K
Chesley Taft & Associates LLC 0.04% Add +5.1% 21,470 $896K
MAI Capital Management 0.01% Add +6.3% 21,432 $895K
Ssa Swiss Advisors AG 0.41% No change 21,220 $893K
Vantage Point Financial LLC 0.34% No change 21,284 $889K
Rathbones Group PLC 0.00% Add +17.2% 21,019 $878K
Abbot Financial Management, Inc. 0.37% Add +3.9% 20,494 $856K
J.Safra Asset Management Corp 0.05% Add +163.5% 20,157 $842K
Corient Private Wealth LP 0.00% Reduce -30.5% 19,830 $828K
Western Wealth Management, LLC 0.04% Reduce -1.7% 19,117 $798K
Schorn Wealth LLC 0.23% Add +3.4% 18,418 $769K
D. E. Shaw & Co. 0.00% New 16,769 $700K
Guardian Wealth Advisors, LLC / NC 0.04% No change 16,102 $672K
Kestra Private Wealth Services, LLC 0.01% Reduce -13.3% 16,039 $670K
Captrust Financial Advisors 0.00% Reduce -3.5% 15,965 $667K
ICICI Prudential Asset Management Co Ltd 0.07% No change 15,750 $659K
Axxcess Wealth Management, LLC 0.01% No change 15,241 $636K
Cubist Systematic Strategies, LLC 0.01% New 15,058 $629K
Mercer Global Advisors Inc. 0.00% Add +1.6% 14,566 $608K
Wealth Management Associates, Inc. 0.22% No change 14,560 $608K
MML Investors Services, LLC 0.00% Reduce -48.0% 14,488 $605K
BCO Wealth Management LLC 0.38% No change 13,799 $576K
Kovack Advisors, Inc. 0.05% No change 13,534 $565K
Geneos Wealth Management Inc. 0.01% Reduce -3.5% 13,501 $564K
Union Bancaire Privee, UBP SA 0.01% No change 13,497 $561K
Ifrah Financial Services, Inc. 0.14% Reduce -0.6% 13,369 $558K
Ameraudi Asset Management, Inc. 0.33% No change 12,995 $543K
Scotia Capital Inc. 0.00% Reduce -10.4% 12,959 $541K
Farther Finance Advisors, LLC 0.01% Reduce -7.0% 12,654 $528K

"% of holder's portfolio" is IXC's weight in each manager's 13F, not the share of iShares Global Energy ETF the manager owns.

Show all 283 holders