iShares Global Energy ETFIXCETF
13F holders, Q2 2026 (June 30)336holders −9
36new positions
44sold out
5famous investors
$49.28avg. 13F price*
At the end of Q2 2026, 336 institutions reported holding iShares Global Energy ETF (IXC) in their 13F filings, down 9 from Q1 2026. 36 opened new positions and 44 sold out. The largest holders were Fisher Asset Management ($143.4M), Morgan Stanley ($120.4M) and Bank of America Corp. ($52.1M). 5 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $62.2M |
| Exits | 44 | $416.0M |
All 13F filers, Q1 2026 → Q2 2026: 3,082,933 shares bought and 11,798,977 shares sold, net −8,716,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 336 holders
| Fisher Asset Management | 0.04% | Reduce -17.2% | 2,917,909 | $143.4M |
| Morgan Stanley | 0.01% | Add +26.9% | 2,451,088 | $120.4M |
| Bank of America Corp. | 0.00% | Reduce -8.6% | 1,059,847 | $52.1M |
| Focus Partners Wealth | 0.04% | Reduce -4.3% | 781,346 | $38.4M |
| Schroder Investment Management Group | 0.03% | Reduce -77.0% | 763,840 | $37.7M |
| Evergreen Capital Management LLC | 0.55% | Reduce 0.0% | 639,408 | $31.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +251.2% | 586,691 | $28.8M |
| Verger Capital Management LLC | 8.21% | Add +1.0% | 570,320 | $28.0M |
| Versant Capital Management, Inc | 2.19% | Add +2.4% | 497,916 | $24.5M |
| Treasurer of the State of North Carolina | 0.06% | New | 463,585 | $22.8M |
| UBS Group AG | 0.00% | Add +3.8% | 403,811 | $19.8M |
| LPL Financial LLC | 0.00% | Reduce -22.1% | 324,155 | $15.9M |
| Mfa Wealth Advisors, LLC | 2.55% | Reduce -3.8% | 304,539 | $15.0M |
| Royal Bank of Canada | 0.00% | Add +61.1% | 290,022 | $14.2M |
| CI Investments Inc. | 0.04% | New | 284,453 | $14.0M |
| Cetera Investment Advisers | 0.01% | Add +0.8% | 275,110 | $13.5M |
| Van Cleef Asset Management,Inc | 1.35% | Reduce -4.6% | 269,735 | $13.3M |
| Wells Fargo & Company | 0.00% | Reduce -15.6% | 235,836 | $11.6M |
| Financial Advisory Corp | 1.47% | Add +1.6% | 226,108 | $11.1M |
| Marshall Wace, LLP | 0.01% | Add +710.4% | 211,416 | $10.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.8% | 208,252 | $10.2M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -5.5% | 181,700 | $8.9M |
| Morningstar Investment Management LLC | 0.55% | No change | 154,885 | $8.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -23.6% | 178,369 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -20.2% | 168,344 | $8.3M |
| Flow Traders U.S. LLC | 0.32% | New | 158,120 | $7.8M |
| Strategic Wealth Investment Group, LLC | 0.94% | Reduce -12.2% | 157,645 | $7.7M |
| Sigma Planning Corp | 0.18% | Add +1.4% | 142,509 | $7.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -49.6% | 116,360 | $6.7M |
| Proficio Capital Partners LLC | 0.24% | Add +53.1% | 136,125 | $6.7M |
| Cambria Investment Management, L.P. | 0.32% | Reduce -35.1% | 131,464 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | Add +260.6% | 129,339 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.4% | 121,071 | $5.9M |
| Client 1ST Advisory Group, LLC | 1.51% | Add +7.0% | 114,299 | $5.6M |
| Cullen/Frost Bankers, Inc. | 0.05% | No change | 112,456 | $5.5M |
| Ayalon Insurance Comp Ltd. | 0.65% | No change | 107,474 | $5.3M |
| GenTrust, LLC | 0.20% | Reduce -0.9% | 105,149 | $5.2M |
| Banco Santander, S.A. | 0.03% | Add +26.6% | 97,784 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +122.5% | 96,873 | $4.8M |
| Stifel Financial Corp. | 0.00% | Reduce -4.5% | 96,620 | $4.7M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -1.6% | 94,593 | $4.6M |
| Factor Wealth Management LTD | 0.70% | Add +27.3% | 94,559 | $4.6M |
| Jones Financial Companies LLLP | 0.00% | Add +12.1% | 91,498 | $4.5M |
| PGIM Custom Harvest LLC | 0.06% | Add +8.3% | 90,043 | $4.4M |
| Bank of Montreal | 0.00% | Reduce -4.1% | 85,901 | $4.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -21.4% | 84,800 | $4.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +21.4% | 83,169 | $4.1M |
| Northland Securities, Inc. | 2.24% | Add +8.3% | 78,141 | $3.8M |
| Sierra Summit Advisors LLC | 0.39% | Add +1.2% | 71,228 | $3.5M |
| Prudential PLC | 0.02% | Reduce -27.7% | 69,575 | $3.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -21.2% | 68,647 | $3.4M |
| Sentinel Trust Co. Lba | 0.30% | Add +30.6% | 68,300 | $3.4M |
| Advocate Investing Services LLC | 2.39% | Add +0.0% | 63,195 | $3.1M |
| ABLE Financial Group, LLC | 0.52% | Add +9.8% | 62,535 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Add +23.5% | 61,378 | $3.0M |
| Wealthfront Advisers LLC | 0.01% | Reduce -10.0% | 61,109 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.6% | 60,808 | $3.0M |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +30.7% | 58,777 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +594.7% | 58,457 | $2.9M |
| Snider Financial Group | 0.66% | New | 52,427 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.5% | 52,054 | $2.6M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +30.6% | 51,950 | $2.6M |
| GTS Securities LLC | 0.05% | New | 51,880 | $2.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.13% | Reduce -0.8% | 43,626 | $2.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -9.0% | 41,956 | $2.1M |
| Dakota Wealth Management | 0.04% | Reduce -0.2% | 41,120 | $2.0M |
| Alpha Financial Partners LLC | 0.99% | Add +2.9% | 38,490 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.3% | 37,085 | $1.8M |
| Icon Advisers Inc. | 0.35% | Add +32.1% | 37,000 | $1.8M |
| Rainier Family Wealth Inc. | 1.02% | Add +13.1% | 36,312 | $1.8M |
| J. Safra Sarasin Holding AG | 0.02% | No change | 29,621 | $1.7M |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -10.1% | 34,900 | $1.7M |
| Waverly Advisors, LLC | 0.01% | Reduce -12.5% | 34,213 | $1.7M |
| PSI Advisors, LLC | 0.38% | Add +0.7% | 33,666 | $1.7M |
| Point72 Asset Management | 0.00% | New | 33,590 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -48.9% | 32,705 | $1.6M |
| Pathstone Holdings, LLC | 0.00% | Add +0.6% | 32,371 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +27.9% | 31,508 | $1.5M |
| Squarepoint Ops LLC | 0.00% | New | 31,357 | $1.5M |
| Dynasty Wealth Management, LLC | 0.01% | New | 31,352 | $1.5M |
| Wellington Management Group LLP | 0.00% | Add +673.1% | 29,524 | $1.5M |
| Chesley Taft & Associates LLC | 0.05% | Add +0.9% | 28,012 | $1.4M |
| Creative Planning | 0.00% | Reduce -18.0% | 27,101 | $1.3M |
| James Investment Research, Inc. | 0.13% | Reduce -4.7% | 25,913 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Reduce -4.3% | 25,000 | $1.2M |
| Affiance Financial, LLC | 0.18% | Add +0.1% | 24,768 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.2% | 24,730 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -25.6% | 23,789 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +16.1% | 24,680 | $1.2M |
| Arax Advisory Partners | 0.01% | Add +1111.6% | 24,256 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.4% | 24,009 | $1.2M |
| Rathbones Group PLC | 0.00% | Reduce -1.0% | 23,603 | $1.2M |
| Modern Wealth Management, LLC | 0.01% | Add +1.1% | 23,539 | $1.2M |
| Park Avenue Securities LLC | 0.01% | New | 23,532 | $1.2M |
| Mackenzie Financial Corp. | 0.00% | Add +209.1% | 23,516 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +2.8% | 23,222 | $1.1M |
| Dara Capital Us, Inc. | 0.75% | No change | 22,050 | $1.1M |
| Climber Capital SA | 0.65% | Reduce -11.1% | 21,549 | $1.1M |
| Brookwood Investment Group LLC | 0.12% | New | 20,870 | $1.0M |
| MAI Capital Management | 0.00% | Reduce -8.8% | 19,602 | $963K |
| Qube Research & Technologies Ltd | 0.00% | Add +1354.0% | 18,989 | $933K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -12.2% | 18,797 | $924K |
| Vantage Point Financial LLC | 0.26% | Reduce -8.6% | 17,212 | $846K |
| Axxcess Wealth Management, LLC | 0.01% | New | 17,086 | $839K |
| Citigroup Inc. | 0.00% | Add +54.6% | 16,598 | $815K |
| Abbot Financial Management, Inc. | 0.30% | Add +0.1% | 16,532 | $812K |
| Gotham Asset Management | 0.00% | No change | 16,446 | $808K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.8% | 16,244 | $798K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 16,102 | $791K |
| Watershed Private Wealth LLC | 0.22% | Reduce -6.6% | 15,823 | $777K |
| ICICI Prudential Asset Management Co Ltd | 0.08% | No change | 15,750 | $774K |
| Wealth Management Associates, Inc. | 0.21% | Reduce -0.5% | 15,610 | $767K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.39% | New | 15,225 | $748K |
| SCS Capital Management LLC | 0.01% | Reduce -35.0% | 14,798 | $727K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -12.2% | 14,553 | $715K |
| NewEdge Advisors, LLC | 0.00% | Add +2.4% | 14,283 | $702K |
| Kovack Advisors, Inc. | 0.03% | Add +0.1% | 13,670 | $665K |
| Advisory Alpha, LLC | 0.02% | Add +1.4% | 13,506 | $664K |
| Tudor Investment Corporation | 0.00% | Add +134.1% | 13,203 | $649K |
| Union Bancaire Privee, UBP SA | 0.01% | No change | 13,497 | $648K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +36.7% | 12,979 | $638K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -18.9% | 12,435 | $611K |
| Quantinno Capital Management LP | 0.00% | Add +15.9% | 12,373 | $608K |
| Lynx Investment Advisory | 0.20% | Add +0.3% | 12,288 | $604K |
| Schorn Wealth LLC | 0.16% | Reduce -2.1% | 12,245 | $602K |
| Ameraudi Asset Management, Inc. | 0.27% | Reduce -6.2% | 12,190 | $599K |
| FMR LLC | 0.00% | Add +26.8% | 12,052 | $592K |
| TPG Advisors LLC | 0.32% | Add +13.3% | 12,002 | $590K |
| Sowell Financial Services LLC | 0.02% | Reduce -5.3% | 11,976 | $588K |
| BCO Wealth Management LLC | 0.31% | Reduce -17.4% | 11,399 | $560K |
| Fort Sheridan Advisors LLC | 0.06% | Add +0.9% | 11,328 | $557K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +51.8% | 11,182 | $549K |
| Partners Wealth Management, LLC | 0.54% | Reduce -0.5% | 11,167 | $549K |
| Cerity Partners LLC | 0.00% | Reduce -1.9% | 11,076 | $544K |
| Plancorp, LLC | 0.01% | New | 10,283 | $540K |
| Rockefeller Capital Management L.P. | 0.00% | Add +27.1% | 10,987 | $540K |
| Wealth Management Partners, LLC | 0.13% | Reduce -14.4% | 10,962 | $539K |
| Centerpoint Advisors, LLC | 0.15% | Add +0.2% | 10,782 | $530K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -14.6% | 10,639 | $523K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.5% | 10,597 | $521K |
| LOM Asset Management Ltd | 0.13% | No change | 10,430 | $512K |
| J.Safra Asset Management Corp | 0.02% | Reduce -50.0% | 10,079 | $495K |
| Everett Harris & Co. | 0.01% | No change | 10,000 | $491K |
| Founders Financial Securities LLC | 0.03% | No change | 9,913 | $487K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -75.4% | 9,833 | $483K |
| Scotia Capital Inc. | 0.00% | Reduce -24.1% | 9,830 | $483K |
| Ifrah Financial Services, Inc. | 0.11% | Reduce -26.6% | 9,313 | $458K |
| Brighton Jones LLC | 0.01% | Reduce -2.1% | 9,300 | $457K |
| Detalus Advisors, LLC | 0.09% | No change | 9,271 | $455K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.2% | 8,885 | $437K |
| Legacy Wealth Managment, LLC | 0.18% | New | 8,647 | $425K |
| First Heartland Consultants, Inc. | 0.03% | Add +7.4% | 8,593 | $422K |
| Verity Asset Management, Inc. | 0.16% | Reduce -25.7% | 8,456 | $415K |
| Jefferies Financial Group Inc. | 0.00% | No change | 8,372 | $411K |
| Private Advisor Group, LLC | 0.00% | Reduce -45.4% | 8,340 | $410K |
| Bessemer Group Inc. | 0.00% | Add +43.9% | 8,290 | $407K |
| Clear Creek Financial Management, LLC | 0.03% | Add +32.1% | 8,088 | $397K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -33.4% | 8,050 | $395K |
| Baker Ellis Asset Management LLC | 0.04% | Reduce -1.2% | 7,975 | $392K |
| IFG Advisory, LLC | 0.01% | New | 7,750 | $381K |
| HRT Financial LP | 0.00% | Reduce -26.9% | 7,445 | $365K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 7,364 | $362K |
| Global Retirement Partners, LLC | 0.01% | — | 7,286 | $358K |
| Solstein Capital, LLC | 0.12% | New | 7,283 | $358K |
| ProCore Advisors, LLC | 0.44% | Add +46.4% | 7,210 | $354K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 6,977 | $343K |
| Ieq Capital, LLC | 0.00% | No change | 6,779 | $333K |
| BFI Wealth Solutions, LLC | 0.24% | Add +1.5% | 6,709 | $330K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 6,684 | $328K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,663 | $327K |
| Sovran Advisors, LLC | 0.02% | Reduce -3.6% | 6,008 | $322K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 6,536 | $321K |
| Jane Street Group, LLC | 0.00% | Reduce -97.4% | 6,500 | $319K |
| Janney Montgomery Scott LLC | 0.00% | New | 6,417 | $315K |
| Baird Financial Group, Inc. | 0.00% | Add +9.9% | 6,220 | $306K |
| Elmwood Wealth Management, Inc. | 0.08% | No change | 6,200 | $305K |
| IHT Wealth Management, LLC | 0.01% | Reduce -20.2% | 6,198 | $305K |
| Mutual Advisors, LLC | 0.01% | Add +9.1% | 6,008 | $295K |
| Diversified Trust Co. | 0.00% | No change | 5,947 | $292K |
| CoreCap Advisors, LLC | 0.01% | Reduce -11.8% | 5,926 | $291K |
| Citadel Advisors | 0.00% | Reduce -97.5% | 5,794 | $285K |
| Daiwa Securities Group Inc. | 0.00% | No change | 5,600 | $275K |
| Choreo, LLC | 0.00% | Reduce -13.1% | 5,528 | $272K |
| Capital Advisors Inc. | 0.00% | No change | 5,500 | $270K |
| 1834 Investment Advisors Co. | 0.03% | No change | 5,487 | $270K |
| Compound Planning, Inc. | 0.01% | Add +17.5% | 5,421 | $266K |
| Corecam Pte. Ltd. | 0.10% | No change | 5,420 | $266K |
| Citizens Financial Group Inc. | 0.00% | Add +0.5% | 5,381 | $264K |
| Maridea Wealth Management LLC | 0.03% | New | 5,243 | $258K |
| Mgo One Seven LLC | 0.00% | Add +14.4% | 5,151 | $253K |
| Salem Investment Counselors Inc. | 0.01% | No change | 5,100 | $251K |
| Anchor Investment Management, LLC | 0.02% | Add +2.6% | 5,053 | $248K |
| Townsend & Associates, Inc | 0.02% | Reduce -7.3% | 4,625 | $248K |
| Bright Financial Advisors, Inc. | 0.10% | No change | 5,000 | $246K |
| Stephens Inc. | 0.00% | Reduce -26.5% | 5,000 | $246K |
| Moors & Cabot, Inc. | 0.01% | Add +0.1% | 4,984 | $245K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -88.3% | 4,925 | $242K |
| Legacy Advisors, LLC | 0.02% | No change | 4,915 | $241K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -0.3% | 4,912 | $241K |
| Wealthspire Advisors, LLC | 0.00% | Add +2.3% | 4,893 | $240K |
| Liberty Wealth Management LLC | 0.03% | No change | 4,170 | $240K |
| MBA Advisors LLC | 0.08% | No change | 4,848 | $238K |
| Mariner, LLC | 0.00% | Reduce -9.9% | 4,812 | $236K |
| Ameritas Advisory Services, LLC | 0.00% | New | 4,774 | $235K |
| Sanctuary Advisors, LLC | 0.00% | New | 4,763 | $234K |
| Fifth Third Bancorp | 0.00% | Add +6.7% | 4,701 | $231K |
| Interchange Capital Partners, LLC | 0.04% | New | 4,623 | $227K |
| Millstone Evans Group, LLC | 0.12% | No change | 4,535 | $223K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -3.5% | 4,500 | $221K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 4,465 | $219K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | No change | 4,412 | $217K |
| Fort Point Capital Partners LLC | 0.02% | Add +0.1% | 4,358 | $214K |
| Blair William & Co. | 0.00% | No change | 4,327 | $213K |
| Montecito Bank & Trust | 0.03% | No change | 4,326 | $213K |
| 71 West Capital Partners | 0.01% | No change | 4,318 | $212K |
| Cura Wealth Advisors, LLC | 0.09% | No change | 4,300 | $211K |
| US Bancorp \de | 0.00% | Reduce -0.2% | 4,225 | $208K |
| Valmark Advisers, Inc. | 0.00% | Reduce -1.9% | 4,156 | $204K |
| RCW Management, LLC | 0.18% | No change | 4,146 | $204K |
| Krilogy Financial LLC | 0.01% | No change | 4,086 | $201K |
| Mather Group, Llc. | 0.00% | Reduce -69.4% | 4,014 | $197K |
| Spire Wealth Management | 0.01% | Add +2.0% | 3,999 | $196K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 3,916 | $192K |
| AE Wealth Management LLC | 0.00% | Reduce -67.8% | 3,206 | $157K |
| Clearstead Advisors, LLC | 0.00% | Add +29.0% | 3,197 | $157K |
| Provident Wealth Management, LLC | 0.03% | No change | 2,500 | $123K |
| Ascentis Independent Advisors | 0.32% | Add +0.7% | 2,394 | $118K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,305 | $113K |
| Advanced Asset Management Advisors Inc | 0.03% | Add +0.0% | 2,226 | $109K |
| Allworth Financial LP | 0.00% | Add +2.5% | 1,926 | $95K |
| Kilter Group LLC | 0.03% | No change | 1,899 | $93K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -35.0% | 1,827 | $90K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -20.6% | 1,817 | $89K |
| Blue Trust, Inc. | 0.00% | Add +27.0% | 1,722 | $85K |
| Comprehensive Financial Planning, Inc. | 0.04% | Reduce -5.0% | 1,649 | $81K |
| Powell Investment Advisors, LLC | 0.02% | Add +1.4% | 1,483 | $73K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.7% | 1,421 | $70K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,309 | $64K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +24.1% | 1,292 | $63K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 1,210 | $59K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +1.4% | 1,159 | $57K |
| Synergy Investment Management, LLC | 0.01% | Add +0.9% | 1,083 | $53K |
| Bokf, NA | 0.00% | No change | 1,014 | $50K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 1,000 | $49K |
| Fortitude Family Office, LLC | 0.01% | Add +1.4% | 988 | $49K |
| Concord Wealth Partners | 0.01% | New | 987 | $49K |
| Elevated Capital Advisors, LLC | 0.01% | No change | 972 | $48K |
| Hyposwiss Advisors SA | 0.04% | Reduce -88.3% | 944 | $46K |
| Dunhill Financial, LLC | 0.01% | Add +11.1% | 943 | $46K |
| IMG Wealth Management, Inc. | 0.02% | No change | 862 | $42K |
| Wellington-Altus USA Inc. | 0.03% | No change | 725 | $42K |
| Glenmede Trust Co. NA | 0.00% | No change | 849 | $42K |
| IFP Advisors, Inc | 0.00% | No change | 799 | $39K |
| NFSG Corp | 0.00% | Add +1.4% | 771 | $38K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 730 | $36K |
| Nova Wealth Management, Inc. | 0.02% | Reduce -8.1% | 704 | $35K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +21.8% | 671 | $33K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 638 | $31K |
| Parallel Advisors, LLC | 0.00% | No change | 629 | $31K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 617 | $30K |
| Glen Eagle Advisors, LLC | 0.00% | Add +7.9% | 614 | $30K |
| Bank of New Hampshire | 0.01% | No change | 600 | $29K |
| Darwin Wealth Management, LLC | 0.01% | Add +1.4% | 576 | $28K |
| AlphaCore Capital LLC | 0.00% | Reduce -11.2% | 563 | $28K |
| Barrett & Company, Inc. | 0.01% | Add +1.5% | 551 | $27K |
| EFG International AG | 0.00% | No change | 550 | $27K |
| KERR FINANCIAL PLANNING Corp | 0.03% | No change | 500 | $25K |
| Institute for Wealth Management, LLC. | 0.00% | New | 500 | $25K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.03% | No change | 107 | $24K |
| Assetmark, Inc. | 0.00% | Add +399.0% | 484 | $24K |
| SYM FINANCIAL Corp | 0.00% | No change | 475 | $23K |
| Integrity Financial Corp | 0.01% | Reduce -21.3% | 463 | $23K |
| Ancora Advisors LLC | 0.00% | Reduce -20.6% | 440 | $22K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 437 | $21K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 429 | $21K |
| Hantz Financial Services, Inc. | 0.00% | New | 433 | $21K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 400 | $20K |
| Manchester Capital Management LLC | 0.00% | No change | 400 | $20K |
| Sava Infond d.o.o. | 0.00% | New | 380 | $19K |
| Collier Financial | 0.01% | Add +1.5% | 348 | $17K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 325 | $16K |
| Lanark Financial, Inc. | 0.00% | No change | 315 | $15K |
| Larson Financial Group LLC | 0.00% | Add +1.0% | 312 | $15K |
| Zions Bancorporation, National Association | 0.00% | No change | 304 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -56.5% | 303 | $15K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 300 | $15K |
| Downshift Financial, LLC | 0.01% | New | 277 | $14K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -15.4% | 259 | $13K |
| Minot DeBlois Advisors LLC | 0.01% | Reduce -28.6% | 250 | $12K |
| Kiker Wealth Management, LLC | 0.00% | No change | 250 | $12K |
| BlackRock, Inc. | 0.00% | No change | 248 | $12K |
| Evermay Wealth Management LLC | 0.00% | No change | 236 | $12K |
| Simplex Trading, LLC | 0.00% | New | 236 | $12K |
| Rachor Investment Advisory Services, LLC | 0.01% | No change | 217 | $11K |
| Triumph Capital Management | 0.00% | Reduce -6.8% | 206 | $10K |
| Seneschal Advisors, LLC | 0.01% | No change | 200 | $10K |
| Sittner & Nelson, LLC | 0.00% | No change | 193 | $9K |
| GAMMA Investing LLC | 0.00% | No change | 192 | $9K |
| Compass Financial Management LLC | 0.00% | — | 189 | $9K |
| Pacifica Partners Inc. | 0.00% | Add +1.6% | 188 | $9K |
| Vision Retirement, LLC | 0.00% | No change | 183 | $9K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 152 | $7K |
| National Bank of Canada | 0.00% | Reduce -44.4% | 135 | $7K |
| Financial Consulate, Inc. | 0.00% | No change | 144 | $7K |
| Avion Wealth | 0.00% | No change | 144 | $7K |
| MCF Advisors LLC | 0.00% | New | 142 | $7K |
| Breakwater Investment Management | 0.00% | No change | 138 | $7K |
| POM Investment Strategies, LLC | 0.01% | Add +1.5% | 135 | $7K |
| Founders Capital Management | 0.00% | No change | 132 | $6K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 119 | $6K |
| Y.D. More Investments Ltd | 0.00% | No change | 115 | $6K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 115 | $6K |
| Front Row Advisors LLC | 0.00% | Reduce -61.3% | 96 | $5K |
| Rossby Financial, LCC | 0.00% | Reduce -27.1% | 105 | $5K |
| Quaker Wealth Management, LLC | 0.00% | No change | 104 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 73 | $4K |
| International Assets Investment Management, LLC | 0.00% | No change | 68 | $3K |
| 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 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -66.9% | 50 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -89.6% | 45 | $2K |
| BNP Paribas Financial Markets | 0.00% | No change | 40 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 31 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 23 | $1K |
| Sofi Wealth, LLC | 0.00% | Reduce -62.8% | 19 | $927 |
| Mondrian Investment Partners LTD | 0.00% | New | 18 | $863 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 15 | $744 |
| Creative Financial Designs Inc. | 0.00% | No change | 13 | $639 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 12 | $590 |
| Signaturefd, LLC | 0.00% | No change | 10 | $498 |
| Cornerstone Planning Group LLC | 0.00% | No change | 8 | $440 |
| Aristotle Capital Management, LLC | 0.00% | New | 5 | $224 |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 2 | $99 |
| 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.