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
Cerity Partners LLC 0.00% Reduce -27.6% 12,523 $523K
Citigroup Inc. 0.00% Add +0.2% 12,470 $521K
Cwm, LLC 0.00% Reduce -28.0% 12,117 $506K
Walkner Condon Financial Advisors LLC 0.08% Reduce -1.4% 11,616 $485K
Fort Sheridan Advisors LLC 0.06% No change 11,439 $478K
Cresset Asset Management, LLC 0.00% Add +57.5% 11,360 $474K
NewEdge Advisors, LLC 0.00% Reduce -3.1% 11,298 $472K
Partners Wealth Management, LLC 0.46% No change 11,227 $469K
Private Advisor Group, LLC 0.00% Add +29.1% 10,902 $455K
Verity Asset Management, Inc. 0.15% New 10,831 $452K
Centerpoint Advisors, LLC 0.14% No change 10,419 $435K
Ashton Thomas Securities, LLC 0.06% New 10,182 $425K
Strategic Blueprint, LLC 0.02% Reduce -14.3% 10,126 $423K
Founders Financial Securities LLC 0.03% No change 10,072 $421K
Quantinno Capital Management LP 0.00% Reduce -5.5% 10,053 $420K
Everett Harris & Co. 0.01% No change 10,000 $418K
J.W. Cole Advisors, Inc. 0.01% Add +24.6% 9,869 $412K
Detalus Advisors, LLC 0.11% Reduce -0.0% 9,861 $412K
Brighton Jones LLC 0.01% Add +3.8% 9,655 $403K
Two Sigma Securities, LLC 0.06% Reduce -0.7% 9,338 $390K
Citizens Financial Group Inc. 0.01% Reduce -24.2% 9,239 $386K
CoreCap Advisors, LLC 0.01% Reduce -3.3% 9,064 $378K
Choreo, LLC 0.00% Reduce -10.1% 8,998 $376K
Legacy PCG, LLC 0.22% No change 8,838 $369K
Arcus Capital Partners, LLC 0.16% Add +3.3% 8,620 $360K
Baker Ellis Asset Management LLC 0.04% Reduce -23.9% 8,575 $358K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -32.9% 8,531 $356K
First Heartland Consultants, Inc. 0.03% Add +8.1% 8,405 $351K
IFG Advisory, LLC 0.02% No change 8,381 $350K
Jefferies Financial Group Inc. 0.00% No change 8,372 $350K
Stephens Inc. 0.00% No change 8,000 $334K
Steward Partners Investment Advisory, LLC 0.00% Add +246.5% 7,665 $320K
Janney Montgomery Scott LLC 0.00% Reduce -6.6% 7,586 $317K
Integrated Advisors Network LLC 0.01% Add +15.9% 7,302 $305K
Truist Financial Corp. 0.00% Reduce -88.0% 7,046 $294K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -1.9% 6,977 $291K
Ieq Capital, LLC 0.00% No change 6,779 $283K
Sovran Advisors, LLC 0.02% Reduce -4.4% 6,782 $282K
IHT Wealth Management, LLC 0.01% Reduce -1.9% 6,749 $282K
Bessemer Group Inc. 0.00% Reduce -19.1% 6,612 $276K
Lynx Investment Advisory 0.16% No change 6,568 $274K
FMR LLC 0.00% Add +23.9% 6,346 $265K
First Manhattan Co. Llc. 0.00% Add +4.8% 6,294 $263K
Wealth Management Partners, LLC 0.08% No change 6,151 $257K
1834 Investment Advisors Co. 0.03% Reduce -14.1% 6,109 $255K
Rockefeller Capital Management L.P. 0.00% New 6,085 $254K
Beacon Bridge Wealth Partners, LLC 0.09% Reduce -3.9% 5,976 $249K
Diversified Trust Co. 0.01% No change 5,947 $248K
NorthCoast Asset Management LLC 0.00% Reduce -7.5% 5,830 $243K
Mutual Advisors, LLC 0.01% Reduce -4.9% 5,793 $243K
MBA Advisors LLC 0.10% Add +0.8% 5,781 $241K
Manufacturers Life Insurance Company, The 0.00% New 5,775 $241K
Baird Financial Group, Inc. 0.00% Add +6.0% 5,742 $240K
Wedmont Private Capital 0.01% Reduce -0.3% 5,639 $237K
Sowell Financial Services LLC 0.01% Reduce -18.4% 5,676 $237K
Qube Research & Technologies Ltd 0.00% Add +93516.7% 5,617 $235K
SageView Advisory Group, LLC 0.01% No change 5,607 $234K
Daiwa Securities Group Inc. 0.00% No change 5,600 $234K
Mirae Asset Global Investments Co., Ltd. 0.00% New 5,600 $234K
Moors & Cabot, Inc. 0.01% Reduce -6.2% 5,521 $231K
Provenance Wealth Advisors, LLC 0.03% No change 5,508 $230K
Wellington Management Group LLP 0.00% Reduce -54.5% 5,457 $228K
Certus Wealth Management, LLC 0.13% Reduce -29.6% 5,354 $224K
Gotham Asset Management 0.00% No change 5,351 $223K
Avantax Planning Partners, Inc. 0.01% No change 5,320 $222K
Salem Investment Counselors Inc. 0.01% No change 5,100 $213K
Pines Wealth Management, LLC 0.07% New 5,031 $210K
Bright Financial Advisors, Inc. 0.10% New 5,000 $209K
Anchor Investment Management, LLC 0.02% No change 4,961 $207K
Legacy Advisors, LLC 0.03% — 4,915 $205K
Townsend & Associates, Inc 0.02% No change 4,992 $202K
Simon Quick Advisors, LLC 0.01% New 4,813 $201K
Ameritas Advisory Services, LLC 0.01% Add +95.4% 4,768 $199K
Icon Wealth Advisors, LLC 0.01% Reduce -2.5% 4,747 $198K
Millstone Evans Group, LLC 0.12% No change 4,535 $189K
Wealthspire Advisors, LLC 0.00% New 4,420 $185K
SBI Securities Co., Ltd. 0.00% Reduce -5.5% 4,407 $184K
Blair William & Co. 0.00% No change 4,327 $181K
US Bancorp \de 0.00% No change 4,051 $169K
Global Retirement Partners, LLC 0.00% Add +0.9% 4,047 $169K
Spire Wealth Management 0.01% No change 3,967 $166K
Bartlett & Co. Wealth Management LLC 0.00% No change 3,455 $144K
CIBC Private Wealth Group LLC 0.00% No change 3,323 $139K
Principal Securities, Inc. 0.00% Reduce -9.5% 3,076 $128K
Fifth Third Bancorp 0.00% Add +59.7% 2,722 $114K
Provident Wealth Management, LLC 0.03% No change 2,500 $104K
AE Wealth Management LLC 0.00% Reduce -11.5% 2,444 $102K
Rosenberg Matthew Hamilton 0.02% Reduce -3.3% 2,370 $99K
Kilter Group LLC 0.04% No change 1,899 $79K
Allworth Financial LP 0.00% Add +289.3% 1,884 $79K
Blue Trust, Inc. 0.00% Add +33.9% 1,816 $76K
Comerica Bank 0.00% Reduce -27.0% 1,744 $73K
Sound Income Strategies, LLC 0.00% Reduce -5.0% 1,671 $69K
Comprehensive Financial Planning, Inc. 0.05% No change 1,618 $68K
Evelyn Partners Investment Management (Europe) Ltd 0.02% Reduce -42.8% 1,604 $67K
LOM Asset Management Ltd 0.02% No change 1,430 $60K
Powell Investment Advisors, LLC 0.02% No change 1,432 $60K
Harbour Investments, Inc. 0.00% Reduce -17.3% 1,346 $56K
Winch Advisory Services, LLC 0.01% No change 1,309 $55K
Glen Eagle Advisors, LLC 0.01% Add +3.6% 1,284 $54K
Pinnacle Bancorp, Inc. 0.02% No change 1,222 $51K
Nalls Sherbakoff Group, LLC 0.03% No change 1,210 $51K
Concord Wealth Partners 0.01% No change 1,206 $50K
IMG Wealth Management, Inc. 0.03% No change 1,036 $43K
Private Trust Co. NA 0.00% No change 1,000 $42K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 1,000 $42K
Fortitude Family Office, LLC 0.01% New 954 $40K
Advisory Services Network, LLC 0.00% New 902 $38K
Integrity Financial Corp 0.01% Reduce -47.9% 754 $31K
Glenmede Investment Management, LP 0.00% Reduce -36.7% 750 $31K
NFSG Corp 0.00% No change 744 $31K
Pin Oak Investment Advisors Inc. 0.02% Add +0.0% 730 $30K
EverSource Wealth Advisors, LLC 0.00% Reduce -24.3% 678 $28K
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
WealthShield Partners, LLC 0.00% Reduce -3.5% 614 $26K
Pineridge Advisors LLC 0.01% No change 609 $25K
Bank of New Hampshire 0.01% No change 600 $25K
IFP Advisors, Inc 0.00% Reduce -43.1% 588 $25K
Northwest Capital Management Inc 0.02% No change 565 $24K
Barrett & Company, Inc. 0.01% No change 532 $22K
Root Financial Partners, LLC 0.00% New 525 $22K
Ancora Advisors LLC 0.00% Reduce -13.5% 525 $22K
KERR FINANCIAL PLANNING Corp 0.03% — 500 $22K
BTG Pactual Asset Management US LLC 0.00% No change 489 $19K
Parallel Advisors, LLC 0.00% No change 444 $19K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 437 $18K
Halbert Hargrove Global Advisors, LLC 0.00% No change 429 $18K
Smallwood Wealth Investment Management, LLC 0.01% No change 404 $17K
Rossby Financial, LCC 0.01% No change 389 $16K
Collier Financial 0.01% — 372 $16K
Minot DeBlois Advisors LLC 0.01% Reduce -13.4% 350 $15K
AlphaCore Capital LLC 0.00% No change 350 $15K
Larson Financial Group LLC 0.00% Add +187.7% 305 $13K
Zions Bancorporation, National Association 0.00% No change 304 $13K
Glass Jacobson Investment Advisors llc 0.00% No change 300 $13K
TFC Financial Management, Inc. 0.00% New 300 $13K
Golden State Wealth Management, LLC 0.00% Reduce -15.7% 300 $13K
PNC Financial Services Group, Inc. 0.00% Reduce -85.7% 270 $11K
Kiker Wealth Management, LLC 0.01% No change 250 $10K
Front Row Advisors LLC 0.00% No change 248 $10K
BlackRock, Inc. 0.00% New 248 $10K
Fairscale Capital, LLC 0.01% No change 244 $10K
GAMMA Investing LLC 0.00% No change 241 $10K
Seneschal Advisors, LLC 0.01% New 200 $8K
Manchester Capital Management LLC 0.00% New 200 $8K
Group One Trading LLC 0.00% New 200 $8K
Sittner & Nelson, LLC 0.00% No change 193 $8K
Pacifica Partners Inc. 0.00% No change 182 $8K
AdvisorNet Financial, Inc 0.00% No change 162 $7K
Physician Wealth Advisors, Inc. 0.00% Reduce -1.2% 161 $7K
Ascentis Wealth Management, LLC 0.00% No change 152 $6K
Kozak & Associates, Inc. 0.00% New 142 $6K
Avion Wealth 0.00% No change 144 $6K
Breakwater Investment Management 0.00% Reduce -73.1% 138 $6K
Founders Capital Management 0.00% No change 132 $6K
Running Point Capital Advisors, LLC 0.00% New 120 $5K
JFS Wealth Advisors, LLC 0.00% Reduce -88.4% 115 $5K
Y.D. More Investments Ltd 0.00% No change 115 $5K
O'shaughnessy Asset Management, LLC 0.00% Add +7.0% 107 $4K
GPS Wealth Strategies Group, LLC 0.00% No change 77 $3K
Bogart Wealth, LLC 0.00% No change 73 $3K
Evolution Wealth Management Inc. 0.00% New 54 $2K
Princeton Global Asset Management LLC 0.00% No change 53 $2K
Global Trust Asset Management, LLC 0.00% No change 53 $2K
Phillips Financial Management, LLC 0.00% Add +2.0% 50 $2K
Tower Research Capital LLC (TRC) 0.00% New 42 $2K
BNP Paribas Financial Markets 0.00% Reduce -4.8% 40 $2K
Financial Gravity Asset Management, Inc. 0.00% — 31 $1K
LGT Financial Advisors LLC 0.00% No change 29 $1K
POM Investment Strategies, LLC 0.00% New 29 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 13 $1K
CENTRAL TRUST Co 0.00% No change 23 $961
Gen-Wealth Partners Inc 0.00% No change 16 $668
Creative Financial Designs Inc. 0.00% No change 15 $626
New Millennium Group LLC 0.00% Reduce -96.7% 14 $585
Signaturefd, LLC 0.00% No change 10 $418
Sunbelt Securities, Inc. 0.00% Reduce -99.7% 9 $376
Cornerstone Planning Group LLC 0.00% Reduce -61.9% 8 $332
Vermillion & White Wealth Management Group, LLC 0.00% No change 7 $292
Assetmark, Inc. 0.00% New 5 $209
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.