iShares Global Energy ETFIXCETF
13F holders, Q4 2025 (December 31)297holders +14
39new positions
34sold out
5famous investors
$41.93avg. 13F price*
At the end of Q4 2025, 297 institutions reported holding iShares Global Energy ETF (IXC) in their 13F filings, up 14 from Q3 2025. 39 opened new positions and 34 sold out. The largest holders were Fisher Asset Management ($617.6M), Bank of America Corp. ($50.1M) and Morgan Stanley ($34.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $21.8M |
| Exits | 34 | $14.6M |
All 13F filers, Q3 2025 → Q4 2025: 2,339,941 shares bought and 811,989 shares sold, net +1,527,952 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 297 holders
| Fisher Asset Management | 0.21% | Add +8.3% | 14,729,493 | $617.6M |
| Bank of America Corp. | 0.00% | Reduce -2.7% | 1,194,972 | $50.1M |
| Morgan Stanley | 0.00% | Reduce -2.1% | 814,044 | $34.1M |
| Focus Partners Wealth | 0.04% | Reduce -4.2% | 797,421 | $33.4M |
| Evergreen Capital Management LLC | 0.59% | Add +1.3% | 624,706 | $26.2M |
| Verger Capital Management LLC | 7.15% | Add +12.6% | 575,775 | $24.1M |
| UBS Group AG | 0.00% | Add +11.6% | 499,935 | $21.0M |
| Versant Capital Management, Inc | 2.42% | Add +25.0% | 460,282 | $19.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +11.1% | 448,292 | $18.8M |
| Cetera Investment Advisers | 0.02% | Add +15.6% | 443,914 | $18.6M |
| Mfa Wealth Advisors, LLC | 2.69% | Add +5.2% | 303,969 | $12.7M |
| Financial Advisory Corp | 1.75% | Reduce -3.1% | 287,619 | $12.1M |
| Van Cleef Asset Management,Inc | 1.21% | Reduce -0.7% | 283,646 | $11.9M |
| LPL Financial LLC | 0.00% | Add +1.1% | 277,017 | $11.6M |
| Citadel Advisors | 0.01% | Add +104.9% | 260,789 | $10.9M |
| Wells Fargo & Company | 0.00% | Reduce -9.6% | 252,343 | $10.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.4% | 205,018 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Add +12.5% | 194,394 | $8.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.1% | 190,801 | $8.0M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +11.6% | 183,517 | $7.7M |
| Strategic Wealth Investment Group, LLC | 0.94% | Reduce -32.0% | 183,236 | $7.7M |
| Sigma Planning Corp | 0.17% | Add +2.1% | 147,430 | $6.2M |
| Royal Bank of Canada | 0.00% | Reduce -7.3% | 139,611 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | New | 126,815 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.7% | 116,316 | $4.9M |
| Cullen/Frost Bankers, Inc. | 0.05% | Add +0.1% | 112,456 | $4.7M |
| GenTrust, LLC | 0.20% | Reduce -1.9% | 108,785 | $4.6M |
| Ayalon Insurance Comp Ltd. | 1.09% | No change | 107,474 | $4.5M |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 100,990 | $4.2M |
| Beacon Pointe Advisors, LLC | 0.03% | New | 97,371 | $4.1M |
| Pinnacle Associates Ltd. | 0.05% | Add +0.5% | 94,916 | $4.0M |
| Bank of Montreal | 0.00% | Reduce -2.5% | 89,114 | $3.7M |
| Nicholson Meyer Capital Management, Inc. | 2.82% | Reduce -5.5% | 88,813 | $3.7M |
| Client 1ST Advisory Group, LLC | 1.16% | Add +19.0% | 88,525 | $3.7M |
| PGIM Custom Harvest LLC | 0.05% | Reduce -8.3% | 83,013 | $3.5M |
| Northland Securities, Inc. | 2.99% | — | 74,248 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -16.0% | 69,000 | $2.9M |
| Sierra Summit Advisors LLC | 0.43% | Add +2.3% | 67,274 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -36.5% | 66,518 | $2.8M |
| Advocate Investing Services LLC | 2.38% | — | 63,378 | $2.7M |
| Factor Wealth Management LTD | 0.57% | Add +17.8% | 62,494 | $2.6M |
| Prudential PLC | 0.02% | Add +6.1% | 59,500 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +6.3% | 58,353 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 58,214 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +3.9% | 57,211 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +16.2% | 54,753 | $2.3M |
| Dakota Wealth Management | 0.04% | Reduce -0.7% | 53,325 | $2.2M |
| Sentinel Trust Co. Lba | 0.22% | No change | 52,300 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +14.3% | 48,538 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.0% | 47,846 | $2.0M |
| Wealthfront Advisers LLC | 0.00% | Add +28.2% | 45,981 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +126.4% | 44,893 | $1.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.13% | Reduce -0.8% | 43,461 | $1.8M |
| Waverly Advisors, LLC | 0.01% | Reduce -4.3% | 42,468 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.2% | 39,953 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +40.5% | 38,731 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 38,731 | $1.6M |
| Creative Planning | 0.00% | Reduce -16.0% | 38,602 | $1.6M |
| Banco Santander, S.A. | 0.01% | Add +13.3% | 38,158 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.5% | 36,030 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +25.9% | 35,314 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | No change | 32,169 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | No change | 30,000 | $1.3M |
| Modern Wealth Management, LLC | 0.02% | Reduce -38.5% | 28,691 | $1.2M |
| Icon Advisers Inc. | 0.26% | New | 28,000 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +12.8% | 27,974 | $1.2M |
| James Investment Research, Inc. | 0.13% | Reduce -0.2% | 27,665 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Add +2.0% | 27,002 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -10.8% | 26,232 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.1% | 26,051 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -30.4% | 25,900 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 25,671 | $1.1M |
| Chesley Taft & Associates LLC | 0.04% | Add +19.5% | 25,650 | $1.1M |
| Affiance Financial, LLC | 0.17% | Add +0.1% | 24,755 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Reduce -21.4% | 24,481 | $1.0M |
| Proficio Capital Partners LLC | 0.07% | New | 23,870 | $1.0M |
| Rathbones Group PLC | 0.00% | Add +12.8% | 23,719 | $995K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -1.1% | 23,446 | $983K |
| J. Safra Sarasin Holding AG | 0.02% | New | 22,727 | $953K |
| Watershed Private Wealth LLC | 0.28% | Reduce -0.1% | 22,136 | $928K |
| Dara Capital Us, Inc. | 0.82% | — | 22,050 | $925K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -0.2% | 21,780 | $913K |
| Climber Capital SA | 0.59% | — | 21,498 | $910K |
| SCS Capital Management LLC | 0.01% | Reduce -36.8% | 21,394 | $897K |
| MAI Capital Management | 0.01% | Reduce -0.2% | 21,390 | $897K |
| Ssa Swiss Advisors AG | 0.41% | Reduce -0.3% | 21,165 | $888K |
| Vantage Point Financial LLC | 0.31% | Reduce -2.0% | 20,848 | $874K |
| Captrust Financial Advisors | 0.00% | Add +29.1% | 20,616 | $864K |
| J.Safra Asset Management Corp | 0.04% | No change | 20,157 | $845K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 18,700 | $784K |
| Mercer Global Advisors Inc. | 0.00% | Add +26.3% | 18,397 | $771K |
| Schorn Wealth LLC | 0.23% | Reduce -2.8% | 17,906 | $751K |
| Axxcess Wealth Management, LLC | 0.01% | Add +12.1% | 17,086 | $716K |
| Verity Asset Management, Inc. | 0.30% | Add +54.0% | 16,677 | $699K |
| Abbot Financial Management, Inc. | 0.29% | Reduce -19.4% | 16,519 | $693K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 16,102 | $675K |
| Private Advisor Group, LLC | 0.00% | Add +45.8% | 15,896 | $667K |
| ICICI Prudential Asset Management Co Ltd | 0.08% | No change | 15,750 | $661K |
| Farther Finance Advisors, LLC | 0.01% | Add +21.1% | 15,319 | $642K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.9% | 15,251 | $639K |
"% of holder's portfolio" is IXC's weight in each manager's 13F, not the share of iShares Global Energy ETF the manager owns.