iShares Global Energy ETFIXCETF
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $653.2M |
| Exits | 26 | $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 |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -13.8% | 18,780 | $1.1M |
| Watershed Private Wealth LLC | 0.30% | Reduce -23.5% | 16,934 | $976K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -11.3% | 16,579 | $955K |
| Abbot Financial Management, Inc. | 0.40% | No change | 16,519 | $952K |
| Gotham Asset Management | 0.00% | Add +207.3% | 16,446 | $947K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | No change | 16,102 | $928K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.6% | 15,802 | $910K |
| ICICI Prudential Asset Management Co Ltd | 0.11% | No change | 15,750 | $908K |
| Wealth Management Associates, Inc. | 0.31% | Add +7.5% | 15,690 | $904K |
| Virtu Financial LLC | 0.04% | New | 15,569 | $897K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.0% | 15,265 | $879K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.1% | 15,326 | $856K |
| NewEdge Advisors, LLC | 0.00% | Add +32.4% | 13,945 | $803K |
| BCO Wealth Management LLC | 0.48% | No change | 13,799 | $795K |
| Advisory Alpha, LLC | 0.02% | New | 13,316 | $767K |
| Kovack Advisors, Inc. | 0.04% | No change | 13,655 | $762K |
| Union Bancaire Privee, UBP SA | 0.01% | No change | 13,497 | $761K |
| Mather Group, Llc. | 0.01% | New | 13,125 | $756K |
| Ameraudi Asset Management, Inc. | 0.41% | No change | 12,995 | $749K |
| Scotia Capital Inc. | 0.00% | No change | 12,959 | $747K |
| Wealth Management Partners, LLC | 0.21% | Add +108.2% | 12,807 | $738K |
| Ifrah Financial Services, Inc. | 0.19% | Reduce -2.4% | 12,688 | $731K |
| Sowell Financial Services LLC | 0.03% | Reduce -4.4% | 12,649 | $729K |
| Schorn Wealth LLC | 0.22% | Reduce -30.1% | 12,514 | $721K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -7.7% | 12,464 | $718K |
| Lynx Investment Advisory | 0.34% | No change | 12,249 | $706K |
| Walkner Condon Financial Advisors LLC | 0.09% | Reduce -0.4% | 12,080 | $696K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 11,795 | $680K |
| Verity Asset Management, Inc. | 0.28% | Reduce -31.8% | 11,378 | $655K |
| Cerity Partners LLC | 0.00% | Reduce -11.2% | 11,293 | $651K |
| Fort Sheridan Advisors LLC | 0.08% | Reduce -0.6% | 11,230 | $647K |
| Partners Wealth Management, LLC | 0.67% | No change | 11,227 | $647K |
| Savvy Advisors, Inc. | 0.02% | New | 11,078 | $638K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -40.9% | 10,874 | $626K |
| Cwm, LLC | 0.00% | Reduce -7.1% | 10,779 | $621K |
| Centerpoint Advisors, LLC | 0.20% | Add +2.9% | 10,756 | $620K |
| Citigroup Inc. | 0.00% | Add +0.5% | 10,737 | $619K |
| Quantinno Capital Management LP | 0.00% | Add +8.7% | 10,673 | $615K |
| TPG Advisors LLC | 0.38% | Add +32.9% | 10,596 | $610K |
| LOM Asset Management Ltd | 0.17% | Add +629.4% | 10,430 | $601K |
| HRT Financial LP | 0.00% | New | 10,179 | $586K |
| Everett Harris & Co. | 0.01% | No change | 10,000 | $576K |
| AE Wealth Management LLC | 0.00% | Add +344.9% | 9,957 | $574K |
| FMR LLC | 0.00% | Add +34.6% | 9,507 | $558K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.6% | 9,574 | $552K |
| Brighton Jones LLC | 0.01% | New | 9,497 | $547K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 9,493 | $547K |
| Founders Financial Securities LLC | 0.03% | No change | 9,913 | $544K |
| Detalus Advisors, LLC | 0.12% | No change | 9,271 | $534K |
| Ashton Thomas Securities, LLC | 0.07% | New | 9,182 | $529K |
| Forthright Family Wealth Advisory LLC | 0.35% | New | 12,262 | $527K |
| Arcus Capital Partners, LLC | 0.18% | No change | 8,792 | $506K |
| Rockefeller Capital Management L.P. | 0.00% | Add +32.6% | 8,643 | $498K |
| Truist Financial Corp. | 0.00% | Add +4.6% | 8,415 | $485K |
| Jefferies Financial Group Inc. | 0.01% | No change | 8,372 | $482K |
| Hyposwiss Advisors SA | 0.46% | No change | 8,094 | $466K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 8,075 | $465K |
| First Heartland Consultants, Inc. | 0.04% | Add +0.5% | 8,002 | $461K |
| IHT Wealth Management, LLC | 0.01% | Add +22.0% | 7,768 | $448K |
| Mackenzie Financial Corp. | 0.00% | Add +26.9% | 7,607 | $438K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -3.7% | 7,368 | $424K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 7,364 | $424K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 6,977 | $402K |
| Western Wealth Management, LLC | 0.02% | Reduce -52.9% | 6,902 | $398K |
| Advisors Preferred, LLC | 0.06% | New | 6,896 | $397K |
| Stephens Inc. | 0.00% | Reduce -15.0% | 6,800 | $392K |
| Ieq Capital, LLC | 0.00% | No change | 6,779 | $391K |
| CoreCap Advisors, LLC | 0.01% | Reduce -14.3% | 6,722 | $387K |
| BFI Wealth Solutions, LLC | 0.35% | No change | 6,612 | $367K |
| Choreo, LLC | 0.00% | Reduce -7.1% | 6,363 | $367K |
| Elmwood Wealth Management, Inc. | 0.10% | New | 6,200 | $357K |
| Sovran Advisors, LLC | 0.03% | Reduce -6.7% | 6,231 | $354K |
| Clear Creek Financial Management, LLC | 0.03% | New | 6,121 | $353K |
| Avantax Planning Partners, Inc. | 0.01% | Add +12.2% | 5,997 | $346K |
| Diversified Trust Co. | 0.01% | No change | 5,947 | $343K |
| Bessemer Group Inc. | 0.00% | Reduce -47.0% | 5,760 | $332K |
| Baird Financial Group, Inc. | 0.00% | No change | 5,658 | $326K |
| Tudor Investment Corporation | 0.00% | New | 5,639 | $325K |
| Daiwa Securities Group Inc. | 0.00% | No change | 5,600 | $323K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.7% | 5,509 | $317K |
| Capital Advisors Inc. | 0.01% | New | 5,500 | $317K |
| 1834 Investment Advisors Co. | 0.04% | No change | 5,487 | $316K |
| Corecam Pte. Ltd. | 0.14% | No change | 5,420 | $312K |
| Citizens Financial Group Inc. | 0.00% | New | 5,357 | $309K |
| Mariner, LLC | 0.00% | New | 5,339 | $308K |
| Pines Wealth Management, LLC | 0.10% | Reduce -3.9% | 5,113 | $295K |
| Salem Investment Counselors Inc. | 0.01% | No change | 5,100 | $294K |
| Bright Financial Advisors, Inc. | 0.13% | No change | 5,000 | $288K |
| Moors & Cabot, Inc. | 0.01% | Reduce -4.5% | 4,980 | $287K |
| Simon Quick Advisors, LLC | 0.01% | Add +0.3% | 4,926 | $284K |
| ProCore Advisors, LLC | 0.43% | Reduce -23.3% | 4,924 | $284K |
| Anchor Investment Management, LLC | 0.02% | No change | 4,923 | $284K |
| Legacy Advisors, LLC | 0.03% | No change | 4,915 | $283K |
| MBA Advisors LLC | 0.11% | Reduce -16.1% | 4,848 | $279K |
| Wealthspire Advisors, LLC | 0.00% | New | 4,783 | $276K |
| Townsend & Associates, Inc | 0.02% | No change | 4,992 | $269K |
| Clifford Swan Investment Counsel LLC | 0.01% | New | 4,665 | $269K |
| Belpointe Asset Management LLC | 0.01% | New | 4,643 | $267K |
| Compound Planning, Inc. | 0.01% | New | 4,612 | $266K |
| Millstone Evans Group, LLC | 0.16% | No change | 4,535 | $261K |
| Mgo One Seven LLC | 0.01% | New | 4,503 | $259K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 4,465 | $257K |
| Parcion Private Wealth LLC | 0.02% | New | 4,416 | $254K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 4,412 | $254K |
| Fifth Third Bancorp | 0.00% | Add +135.7% | 4,408 | $254K |
| Fort Point Capital Partners LLC | 0.03% | New | 4,353 | $251K |
| Blair William & Co. | 0.00% | No change | 4,327 | $249K |
| Montecito Bank & Trust | 0.04% | New | 4,326 | $249K |
| 71 West Capital Partners | 0.01% | New | 4,318 | $249K |
| Cura Wealth Advisors, LLC | 0.11% | New | 4,300 | $248K |
| Destiny Wealth Partners, LLC | 0.03% | New | 4,289 | $247K |
| Valmark Advisers, Inc. | 0.00% | New | 4,235 | $244K |
| US Bancorp \de | 0.00% | No change | 4,233 | $244K |
| Liberty Wealth Management LLC | 0.03% | New | 4,170 | $240K |
| RCW Management, LLC | 0.24% | New | 4,146 | $239K |
| Icon Wealth Advisors, LLC | 0.02% | New | 4,223 | $237K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 3,948 | $229K |
| Spire Wealth Management | 0.01% | Reduce -1.0% | 3,922 | $226K |
| Provenance Wealth Advisors, LLC | 0.02% | Reduce -19.3% | 3,916 | $226K |
| Krilogy Financial LLC | 0.01% | New | 4,086 | $222K |
| Wellington Management Group LLP | 0.00% | Reduce -64.9% | 3,819 | $220K |
| Almanack Investment Partners, LLC. | 0.04% | New | 3,805 | $219K |
| Patten & Patten Inc. | 0.01% | New | 3,797 | $219K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,680 | $212K |
| Decision Investments, Inc. | 0.24% | New | 3,644 | $210K |
| Modera Wealth Management, LLC | 0.00% | New | 3,540 | $204K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 3,000 | $173K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2,811 | $162K |
| Provident Wealth Management, LLC | 0.04% | No change | 2,500 | $144K |
| Clearstead Advisors, LLC | 0.00% | Add +240.5% | 2,479 | $143K |
| Ascentis Independent Advisors | 0.01% | New | 2,378 | $137K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 2,287 | $132K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,305 | $130K |
| Advanced Asset Management Advisors Inc | 0.04% | Add +1.0% | 2,225 | $128K |
| Arax Advisory Partners | 0.00% | Reduce -57.5% | 2,002 | $115K |
| Sound Income Strategies, LLC | 0.01% | Reduce -0.5% | 2,061 | $115K |
| Kilter Group LLC | 0.05% | No change | 1,899 | $109K |
| Allworth Financial LP | 0.00% | Add +7.5% | 1,879 | $108K |
| Comprehensive Financial Planning, Inc. | 0.07% | Add +6.2% | 1,736 | $100K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.03% | No change | 1,604 | $92K |
| Powell Investment Advisors, LLC | 0.03% | No change | 1,462 | $84K |
| Harbour Investments, Inc. | 0.00% | Add +7.7% | 1,445 | $83K |
| Blue Trust, Inc. | 0.00% | No change | 1,356 | $78K |
| Winch Advisory Services, LLC | 0.02% | No change | 1,309 | $75K |
| Qube Research & Technologies Ltd | 0.00% | Add +6430.0% | 1,306 | $75K |
| Nalls Sherbakoff Group, LLC | 0.05% | No change | 1,210 | $70K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,143 | $66K |
| Synergy Investment Management, LLC | 0.02% | New | 1,073 | $62K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +872.9% | 1,041 | $60K |
| Bokf, NA | 0.00% | New | 1,014 | $58K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 1,000 | $58K |
| Fortitude Family Office, LLC | 0.01% | No change | 974 | $56K |
| Elevated Capital Advisors, LLC | 0.01% | No change | 972 | $56K |
| Retiremitten Financial LLC | 0.03% | — | 936 | $54K |
| IMG Wealth Management, Inc. | 0.03% | Reduce -16.8% | 862 | $50K |
| Dunhill Financial, LLC | 0.01% | Add +0.8% | 849 | $49K |
| Glenmede Trust Co. NA | 0.00% | Add +13.2% | 849 | $49K |
| IFP Advisors, Inc | 0.00% | Add +35.9% | 799 | $46K |
| Nova Wealth Management, Inc. | 0.03% | New | 766 | $44K |
| NFSG Corp | 0.01% | No change | 760 | $44K |
| Global Assets Advisory, LLC | 0.01% | New | 731 | $42K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 730 | $42K |
| PNC Financial Services Group, Inc. | 0.00% | Add +54.3% | 696 | $40K |
| Scarborough Advisors, LLC | 0.00% | New | 687 | $40K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 638 | $37K |
| AlphaCore Capital LLC | 0.00% | Reduce -13.6% | 634 | $37K |
| Parallel Advisors, LLC | 0.00% | Add +51.9% | 629 | $36K |
| Wellington-Altus USA Inc. | 0.02% | Add +22.9% | 725 | $36K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 617 | $36K |
| Bank of New Hampshire | 0.01% | No change | 600 | $35K |
| Integrity Financial Corp | 0.02% | Add +25.6% | 588 | $34K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -54.1% | 569 | $33K |
| Darwin Wealth Management, LLC | 0.01% | New | 568 | $33K |
| Ancora Advisors LLC | 0.00% | Reduce -2.8% | 554 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -11.7% | 551 | $32K |
| EFG International AG | 0.00% | New | 550 | $32K |
| Barrett & Company, Inc. | 0.01% | No change | 543 | $31K |
| WealthShield Partners, LLC | 0.00% | Reduce -4.1% | 490 | $28K |
| KERR FINANCIAL PLANNING Corp | 0.02% | No change | 500 | $28K |
| SYM FINANCIAL Corp | 0.00% | No change | 475 | $27K |
| Advisory Services Network, LLC | 0.00% | New | 463 | $27K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 437 | $25K |
| Root Financial Partners, LLC | 0.00% | Reduce -24.7% | 436 | $25K |
| Lloyd Advisory Services, LLC. | 0.01% | Add +886.4% | 434 | $25K |
| Kingdom Financial Group LLC. | 0.01% | New | 434 | $25K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 429 | $25K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 400 | $23K |
| Manchester Capital Management LLC | 0.00% | Reduce -33.3% | 400 | $23K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.04% | — | 107 | $23K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 380 | $22K |
| Minot DeBlois Advisors LLC | 0.02% | No change | 350 | $20K |
| Collier Financial | 0.02% | Add +0.3% | 343 | $20K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 325 | $19K |
| Lanark Financial, Inc. | 0.00% | New | 315 | $18K |
| Larson Financial Group LLC | 0.00% | No change | 309 | $18K |
| Golden State Wealth Management, LLC | 0.00% | No change | 306 | $18K |
| Zions Bancorporation, National Association | 0.00% | No change | 304 | $18K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 300 | $17K |
| Group One Trading LLC | 0.00% | Reduce -57.1% | 300 | $17K |
| Kiker Wealth Management, LLC | 0.01% | New | 250 | $14K |
| Front Row Advisors LLC | 0.00% | No change | 248 | $14K |
| BlackRock, Inc. | 0.00% | No change | 248 | $14K |
| National Bank of Canada | 0.00% | Add +710.0% | 243 | $14K |
| Evermay Wealth Management LLC | 0.00% | No change | 236 | $14K |
| Triumph Capital Management | 0.00% | Reduce -88.0% | 221 | $13K |
| Rachor Investment Advisory Services, LLC | 0.01% | No change | 217 | $13K |
| Seneschal Advisors, LLC | 0.01% | No change | 200 | $12K |
| Sittner & Nelson, LLC | 0.00% | No change | 193 | $11K |
| GAMMA Investing LLC | 0.00% | Reduce -20.3% | 192 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 185 | $11K |
| Vision Retirement, LLC | 0.00% | Reduce -46.5% | 183 | $11K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 152 | $9K |
| AdvisorNet Financial, Inc | 0.00% | No change | 151 | $9K |
| Financial Consulate, Inc. | 0.00% | New | 144 | $8K |
| Rossby Financial, LCC | 0.00% | Add +37.1% | 144 | $8K |
| Avion Wealth | 0.00% | No change | 144 | $8K |
| Breakwater Investment Management | 0.00% | No change | 138 | $8K |
| POM Investment Strategies, LLC | 0.01% | No change | 133 | $8K |
| Founders Capital Management | 0.00% | No change | 132 | $8K |
| Y.D. More Investments Ltd | 0.00% | No change | 115 | $7K |
| Wall Street Financial Group, Inc. | 0.00% | New | 115 | $7K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 115 | $6K |
| TopTier Wealth Management, LLC | 0.00% | New | 108 | $6K |
| Quaker Wealth Management, LLC | 0.00% | No change | 104 | $6K |
| Assetmark, Inc. | 0.00% | Add +98.0% | 97 | $6K |
| Strategic Advisory Partners, LLC | 0.00% | New | 83 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 73 | $4K |
| International Assets Investment Management, LLC | 0.00% | No change | 68 | $4K |
| Evolution Wealth Management Inc. | 0.00% | No change | 54 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 53 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 53 | $3K |
| Crews Bank & Trust | 0.00% | No change | 51 | $3K |
| Sofi Wealth, LLC | 0.00% | Add +24.4% | 51 | $3K |
| Sunbelt Securities, Inc. | 0.00% | New | 40 | $2K |
| BNP Paribas Financial Markets | 0.00% | No change | 40 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 31 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 23 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 19 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 17 | $992 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -91.1% | 15 | $872 |
| Creative Financial Designs Inc. | 0.00% | Reduce -13.3% | 13 | $749 |
| Signaturefd, LLC | 0.00% | No change | 10 | $576 |
| Cornerstone Planning Group LLC | 0.00% | No change | 8 | $453 |
| Phillips Financial Management, LLC | 0.00% | No change | 1 | $52 |
| 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.