iShares Global Energy ETFIXCETF
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $16.5M |
| Exits | 33 | $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.