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Disclosery

IXC ISHARES TR

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GLOBAL ENERG ETF (fund)

329 managers (333 13F filers) reported a position in IXC shares at 2026-06-30, 20,099,012 shares in all. 35 filers opened a position and 44 filers sold out during the quarter.

Managers
329
13F filers
333
New
35
Added
96
Reduced
104
Sold out
44
Shares held by filers
20,099,012

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,774$235K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC4,763$234K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,701$231K<0.01%+29313F-HRTimelineGroup
Interchange Capital Partners, LLC4,623$227K0.04%new13F-HRTimeline
Millstone Evans Group, LLC4,535$223K0.12%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,500$221K0.01%-16513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,465$219K0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC4,412$217K0.01%013F-HRTimeline
Fort Point Capital Partners LLC4,358$214K0.02%+513F-HRTimeline
BLAIR WILLIAM & CO/IL4,327$213K<0.01%013F-HRTimeline
Montecito Bank & Trust4,326$213K0.03%013F-HRTimeline
71 West Capital Partners4,318$212K0.01%013F-HRTimeline
CURA WEALTH ADVISORS, LLC4,300$211K0.09%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,225$208K<0.01%-813F-HRTimelineGroup
Valmark Advisers, Inc.4,156$204K<0.01%-7913F-HRTimeline
RCW Management, LLC4,146$204K0.18%013F-HRTimeline
Krilogy Financial LLC4,086$201K0.01%013F-HRTimeline
MATHER GROUP, LLC.4,014$197K<0.01%-9,11113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,999$196K0.01%+7713F-HRTimelineGroup
Provenance Wealth Advisors, LLC3,916$192K0.02%013F-HRTimeline
AE Wealth Management LLC3,206$157K<0.01%-6,75113F-HRTimeline
Clearstead Advisors, LLC3,197$157K<0.01%+71813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,546$125K+16Timeline
Provident Wealth Management, LLC2,500$123K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,305$113K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc2,226$109K0.03%+113F-HRTimeline
Allworth Financial LP1,926$94.6K<0.01%+4713F-HRTimeline
Kilter Group LLC1,899$93.3K0.03%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,827$89.8K<0.01%-98413F-HRTimeline
Rosenberg Matthew Hamilton1,817$89.3K0.02%-47013F-HRTimeline
Blue Trust, Inc.1,722$84.6K<0.01%+36613F-HRTimeline
Comprehensive Financial Planning, Inc./…1,649$81K0.04%-8713F-HRTimeline
Powell Investment Advisors, LLC1,483$72.9K0.02%+2113F-HRTimeline
HARBOUR INVESTMENTS, INC.1,421$69.8K<0.01%-2413F-HRTimeline
Winch Advisory Services, LLC1,309$64.3K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,292$63.5K<0.01%+25113F-HRTimeline
Nalls Sherbakoff Group, LLC1,210$59.4K0.04%013F-HRTimeline
Pinnacle Bancorp, Inc.1,159$56.9K0.01%+1613F-HRTimeline
Synergy Investment Management, LLC1,083$53.2K0.01%+1013F-HRTimeline
BOKF, NAin group BOKF, NA1,014$49.8K<0.01%013F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich1,000$49.1K<0.01%013F-HRTimeline
Fortitude Family Office, LLC988$48.5K0.01%+1413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners987$48.5K0.01%new13F-HRTimelineGroup
Elevated Capital Advisors, LLC972$47.8K0.01%013F-HRTimeline
Hyposwiss Advisors SA944$46.4K0.04%-7,15013F-HRTimeline
Dunhill Financial, LLC943$46.4K0.01%+9413F-HRTimeline
IMG Wealth Management, Inc.862$42.4K0.02%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA849$41.7K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc799$39.3K<0.01%013F-HRTimeline
NFSG Corp771$37.9K<0.01%+1113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC730$36K0.03%013F-HR/ATimeline
Nova Wealth Management, Inc.704$34.6K0.02%-6213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…671$33K<0.01%+12013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC638$31.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC629$30.9K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC617$30.3K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC614$30.2K<0.01%+4513F-HRTimeline
Bank of New Hampshire600$29.5K0.01%013F-HRTimeline
Darwin Wealth Management, LLC576$28.3K0.01%+813F-HRTimeline
AlphaCore Capital LLC563$27.7K<0.01%-7113F-HRTimeline
BARRETT & COMPANY, INC.551$27.1K0.01%+813F-HRTimeline
EFG International AGin group EFG International AG550$27K<0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.500$24.6K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp500$24.6K0.03%013F-HRTimeline
Virginia Estate & Retirement Planning A…107$24.3K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC484$23.8K<0.01%+38713F-HRTimelineGroup
SYM FINANCIAL Corp475$23.3K<0.01%013F-HRTimeline
Integrity Financial Corp /WA463$22.8K0.01%-12513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC440$21.6K<0.01%-11413F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…437$21.5K<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC429$21.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.433$21K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Manchester Capital Management LLC400$19.7K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…400$19.7K0.01%013F-HRTimeline
Sava Infond d.o.o.380$18.7K<0.01%new13F-HRTimeline
Collier Financial348$17.1K0.01%+513F-HRTimeline
LANARK FINANCIAL, INC.315$15.5K<0.01%013F-HRTimeline
Larson Financial Group LLC312$15.4K<0.01%+313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…304$14.9K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…303$14.9K<0.01%-39313F-HRTimelineGroup
Glass Jacobson Investment Advisors llc300$14.7K<0.01%013F-HRTimeline
Downshift Financial, LLC277$13.6K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC259$12.8K<0.01%-4713F-HRTimeline
Minot DeBlois Advisors LLC250$12.3K0.01%-10013F-HRTimeline
Kiker Wealth Management, LLC250$12.3K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.248$12.2K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC236$11.6K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC236$11.6K<0.01%new13F-HRTimeline
Rachor Investment Advisory Services, LLC217$10.7K0.01%013F-HRTimeline
Triumph Capital Management206$10.1K<0.01%-1513F-HRTimeline
Seneschal Advisors, LLC200$9.83K0.01%013F-HRTimeline
SITTNER & NELSON, LLC193$9.48K<0.01%013F-HRTimeline
GAMMA Investing LLC192$9.43K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC189$9.29K<0.01%13F-HRTimeline
Pacifica Partners Inc.188$9.26K<0.01%+313F-HRTimeline
Vision Retirement, LLC183$8.99K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/135$7.29K<0.01%-10813F-HRTimelineGroup
FINANCIAL CONSULATE, INC144$7.08K<0.01%013F-HRTimeline
Avion Wealth144$7K<0.01%013F-HRTimeline
MCF Advisors LLC142$6.97K<0.01%new13F-HRTimeline
Breakwater Investment Management138$6.78K<0.01%013F-HRTimeline
POM Investment Strategies, LLC135$6.61K0.01%+213F-HRTimeline
Founders Capital Management132$6.49K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC119$5.85K<0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd115$5.65K<0.01%013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …115$5.64K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC96$5.38K<0.01%-15213F-HRTimeline
Rossby Financial, LCC105$5.16K<0.01%-3913F-HRTimeline
Quaker Wealth Management, LLC104$5.11K<0.01%013F-HRTimeline
Bogart Wealth, LLC73$3.59K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…68$3.31K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.54$2.65K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC53$2.6K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC53$2.58K<0.01%013F-HRTimeline
Crews Bank & Trust51$2.51K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc50$2.46K<0.01%-10113F-HRTimeline
Lloyd Advisory Services, LLC.45$2.2K<0.01%-38913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS40$1.97K<0.01%013F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …31$1.52K<0.01%13F-HRTimelineGroup
CENTRAL TRUST Co23$1.13K<0.01%013F-HRTimeline
SOFI WEALTH, LLC19$927<0.01%-3213F-HRTimeline
Mondrian Investment Partners LTD18$863<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.15$744<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13$639<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.12$590<0.01%new13F-HRTimeline
SIGNATUREFD, LLC10$498<0.01%013F-HRTimeline
Cornerstone Planning Group LLC8$440<0.01%013F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…5$224<0.01%new13F-HRTimelineGroup
Roble, Belko & Company, Inc1$00%013F-HRTimelineValue filed as zero, left out of ratios.