iShares Global Energy ETFIXCETF

13F holders, Q1 2026 (March 31)
345holders +48
77new positions
26sold out
5famous investors
$57.54avg. 13F price*

At the end of Q1 2026, 345 institutions reported holding iShares Global Energy ETF (IXC) in their 13F filings, up 48 from Q4 2025. 77 opened new positions and 26 sold out. The largest holders were HSBC Holdings PLC ($269.9M), Fisher Asset Management ($203.1M) and Schroder Investment Management Group ($192.8M). 5 famous investors held it, including Ken Fisher (0.1% 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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions77$653.2M
Exits26$12.6M

All 13F filers, Q4 2025 → Q1 2026: 13,645,922 shares bought and 12,499,249 shares sold, net +1,146,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 345 holders

HSBC Holdings PLC 0.16% New 4,685,253 $269.9M
Fisher Asset Management 0.07% Reduce -76.1% 3,524,710 $203.1M
Schroder Investment Management Group 0.16% New 3,320,569 $192.8M
Morgan Stanley 0.01% Add +137.2% 1,930,904 $111.2M
FIL Ltd 0.08% New 1,853,632 $108.7M
Bank of America Corp. 0.00% Reduce -3.0% 1,159,227 $66.8M
Focus Partners Wealth 0.05% Add +2.3% 816,015 $47.1M
Evergreen Capital Management LLC 0.80% Add +2.4% 639,418 $36.8M
Verger Capital Management LLC 9.59% Reduce -1.9% 564,910 $32.5M
Versant Capital Management, Inc 2.76% Add +5.7% 486,453 $28.0M
LPL Financial LLC 0.01% Add +50.2% 416,096 $24.0M
UBS Group AG 0.00% Reduce -22.2% 388,949 $22.4M
Mfa Wealth Advisors, LLC 3.59% Add +4.1% 316,532 $18.2M
Van Cleef Asset Management,Inc 1.75% Reduce -0.3% 282,705 $16.3M
Wells Fargo & Company 0.00% Add +10.8% 279,571 $16.1M
Cetera Investment Advisers 0.02% Reduce -38.5% 272,871 $15.7M
Jane Street Group, LLC 0.02% Add +885.3% 252,947 $14.6M
Ameriprise Financial Inc. 0.00% Add +22.9% 238,875 $13.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% New 235,824 $13.6M
Raymond James Financial Inc. 0.00% Add +22.4% 233,458 $13.4M
Citadel Advisors 0.01% Reduce -12.0% 229,506 $13.2M
Financial Advisory Corp 1.78% Reduce -22.7% 222,454 $12.8M
Commonwealth Equity Services, LLC 0.02% Reduce -53.0% 210,862 $12.1M
Cambria Investment Management, L.P. 0.65% New 202,515 $11.7M
Federation des caisses Desjardins du Quebec 0.04% Add +4.8% 192,339 $11.1M
Royal Bank of Canada 0.00% Add +28.9% 179,975 $10.4M
Strategic Wealth Investment Group, LLC 1.31% Reduce -2.0% 179,561 $10.3M
Alliancebernstein L.P. 0.00% New 230,860 $9.7M
Goldman Sachs Group Inc. 0.00% Reduce -18.5% 167,048 $9.6M
Morningstar Investment Management LLC 0.55% New 154,885 $8.9M
Sigma Planning Corp 0.22% Reduce -4.7% 140,467 $8.1M
Osaic Holdings, Inc. 0.01% Add +20.3% 139,878 $8.1M
Old Mission Capital LLC 0.19% New 136,205 $7.8M
Nkcfo LLC 1.97% New 115,125 $6.6M
Cullen/Frost Bankers, Inc. 0.07% No change 112,456 $6.5M
HighTower Advisors, LLC 0.01% Add +205.5% 107,873 $6.2M
Ayalon Insurance Comp Ltd. 1.26% No change 107,474 $6.2M
Client 1ST Advisory Group, LLC 1.87% Add +20.7% 106,827 $6.2M
GenTrust, LLC 0.26% Reduce -2.5% 106,085 $6.1M
Stifel Financial Corp. 0.01% Add +0.1% 101,138 $5.8M
Prudential PLC 0.04% Add +61.7% 96,225 $5.5M
Pinnacle Associates Ltd. 0.07% Add +1.3% 96,111 $5.5M
Bank of Montreal 0.00% Add +0.5% 89,533 $5.2M
Proficio Capital Partners LLC 0.27% Add +272.4% 88,885 $5.1M
Beacon Pointe Advisors, LLC 0.03% Reduce -10.5% 87,105 $5.0M
PGIM Custom Harvest LLC 0.07% Add +0.1% 83,127 $4.8M
Jones Financial Companies LLLP 0.00% Add +39.9% 81,608 $4.8M
Banco Santander, S.A. 0.04% Add +102.4% 77,235 $4.4M
Factor Wealth Management LTD 0.81% Add +18.9% 74,287 $4.3M
Northland Securities, Inc. 3.96% Reduce -2.9% 72,129 $4.2M
Sierra Summit Advisors LLC 0.59% Add +4.6% 70,360 $4.1M
Envestnet Portfolio Solutions, Inc. 0.02% Add +17.7% 68,525 $3.9M
Wealthfront Advisers LLC 0.01% Add +47.7% 67,900 $3.9M
Advocate Investing Services LLC 3.08% Reduce -0.3% 63,178 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -11.4% 61,161 $3.5M
ABLE Financial Group, LLC 0.64% Add +778.7% 56,932 $3.3M
Thrivent Financial for Lutherans 0.01% Reduce -8.5% 52,324 $3.0M
Sentinel Trust Co. Lba 0.30% No change 52,300 $3.0M
JPMorgan Chase & Co. 0.00% Reduce -9.2% 49,704 $2.9M
Corient Private Wealth LP 0.00% Add +42.6% 64,001 $2.8M
Elevation Point Wealth Partners, LLC 0.06% Add +16.1% 44,971 $2.6M
Pinnacle Wealth Management Advisory Group, LLC 0.17% Add +1.1% 43,956 $2.5M
Envestnet Asset Management Inc. 0.00% Add +67.1% 43,533 $2.5M
SBI Securities Co., Ltd. 0.07% Add +871.1% 42,252 $2.4M
Dakota Wealth Management 0.05% Reduce -22.7% 41,212 $2.4M
Steward Partners Investment Advisory, LLC 0.01% Add +424.9% 39,989 $2.3M
Vestmark Advisory Solutions, Inc. 0.03% Add +2.7% 39,762 $2.3M
Waverly Advisors, LLC 0.02% Reduce -8.0% 39,087 $2.3M
Kestra Advisory Services, LLC 0.01% Add +7.6% 38,762 $2.2M
TD Waterhouse Canada Inc. 0.01% Reduce -2.8% 38,834 $2.2M
Alpha Financial Partners LLC 1.28% New 37,418 $2.2M
Susquehanna International Group, LLP 0.00% Reduce -71.7% 35,868 $2.1M
Equitable Holdings, Inc. 0.01% Reduce -30.7% 46,099 $2.0M
PSI Advisors, LLC 0.47% New 33,435 $1.9M
Creative Planning 0.00% Reduce -14.3% 33,067 $1.9M
Pathstone Holdings, LLC 0.01% No change 32,169 $1.9M
Rainier Family Wealth Inc. 1.24% New 32,100 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -33.1% 31,992 $1.8M
J. Safra Sarasin Holding AG 0.03% Add +30.3% 29,621 $1.7M
Icon Advisers Inc. 0.38% No change 28,000 $1.6M
Chesley Taft & Associates LLC 0.07% Add +8.3% 27,772 $1.6M
James Investment Research, Inc. 0.18% Reduce -1.7% 27,202 $1.6M
Vontobel Holding Ltd. 0.01% Reduce -12.9% 26,120 $1.5M
Marshall Wace, LLP 0.00% New 26,089 $1.5M
Affiance Financial, LLC 0.23% No change 24,755 $1.4M
MML Investors Services, LLC 0.00% Add +73.7% 24,628 $1.4M
Aptus Capital Advisors, LLC 0.01% Reduce -9.8% 24,354 $1.4M
Climber Capital SA 0.91% Add +12.8% 24,248 $1.4M
Rathbones Group PLC 0.01% Add +0.6% 23,849 $1.4M
Integrated Wealth Concepts LLC 0.01% Reduce -11.2% 23,290 $1.3M
SCS Capital Management LLC 0.01% Add +6.5% 22,784 $1.3M
Captrust Financial Advisors 0.00% Add +9.6% 22,588 $1.3M
Modern Wealth Management, LLC 0.02% Reduce -18.8% 23,288 $1.3M
Dara Capital Us, Inc. 1.20% No change 22,050 $1.3M
MAI Capital Management 0.01% Add +0.5% 21,506 $1.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% Reduce -8.7% 21,404 $1.2M
CreativeOne Wealth, LLC 0.03% Reduce -24.0% 21,261 $1.2M
Renaissance Technologies 0.00% Reduce -22.0% 20,200 $1.2M
J.Safra Asset Management Corp 0.06% No change 20,157 $1.2M
Vantage Point Financial LLC 0.38% Reduce -9.7% 18,828 $1.1M

"% 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 345 holders