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
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.