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Disclosery

IXC ISHARES TR

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GLOBAL ENERG ETF (fund)

374 managers (378 13F filers) reported a position in IXC shares at 2024-12-31, 31,008,450 shares in all. 30 filers opened a position and 49 filers sold out during the quarter.

Managers
374
13F filers
378
New
30
Added
116
Reduced
123
Sold out
49
Shares held by filers
31,008,450

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
IEQ CAPITAL, LLC7,020$268K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,997$267K<0.01%+4113F-HRTimelineGroup
Mesirow Financial Investment Management…6,977$266K0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.6,623$253K<0.01%+50713F-HRTimeline
Cypress Wealth Services, LLC6,528$249K0.05%-3,21313F-HRTimeline
J.W. COLE ADVISORS, INC.6,408$245K0.01%+12313F-HRTimeline
Integrated Advisors Network LLC6,396$244K0.01%-7213F-HRTimeline
Legacy Advisors, LLC6,351$242K0.02%013F-HRTimeline
Synergy Investment Management, LLC6,326$242K0.1%13F-HRTimeline
Arax Advisory Partners6,262$239K0.02%-29713F-HRTimeline
First Heartland Consultants, Inc.6,203$237K0.02%+1,18913F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC6,194$236K0.12%13F-HRTimeline
Provenance Wealth Advisors, LLC6,160$235K0.03%013F-HRTimeline
Wealth Management Partners, LLC6,151$235K0.1%013F-HRTimeline
Compound Planning, Inc.6,125$234K0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO5,947$227K0.01%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,900$225K<0.01%013F-HRTimelineGroup
MGO ONE SEVEN LLC5,888$225K0.01%+8113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,781$221K<0.01%-3,75013F-HRTimeline
MBA Advisors LLC5,732$219K0.11%013F-HRTimeline
Trexquant Investment LP5,642$215K<0.01%+28413F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,600$214K<0.01%013F-HRTimelineGroup
Fort Point Capital Partners LLC5,575$213K0.02%-18913F-HRTimeline
B. Riley Wealth Advisors, Inc.5,486$209K0.01%-59813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,440$208K0.01%new13F-HRTimelineGroup
Townsend & Associates, Inc4,992$205K0.02%013F-HRTimeline
Avantax Planning Partners, Inc.5,299$202K0.01%+413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,100$195K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Anchor Investment Management, LLC4,901$187K0.02%+75813F-HRTimeline
Steward Partners Investment Advisory, L…4,878$186K<0.01%-11613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,793$183K<0.01%-3,12913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management4,771$182K0.01%+20113F-HRTimelineGroup
COMERICA BANK4,594$175K<0.01%+1,31613F-HR/ATimeline
Millstone Evans Group, LLC4,535$173K0.12%13F-HRTimeline
Global Retirement Partners, LLC4,478$171K<0.01%-23213F-HRTimeline
FMR LLCin group FMR LLC4,444$170K<0.01%+12913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL4,327$165K<0.01%-20813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,191$165K<0.01%013F-HRTimelineGroup
Gen-Wealth Partners Inc4,311$165K0.07%+20313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,239$162K<0.01%+22613F-HRTimelineGroup
SBI Securities Co., Ltd.4,083$156K<0.01%13F-HRTimeline
WealthShield Partners, LLC3,568$136K0.02%-30813F-HRTimeline
Retirement Wealth Solutions LLC3,304$130K0.11%13F-HRTimeline
Evelyn Partners Investment Management (…3,344$128K0.05%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,991$114K<0.01%+1,28713F-HRTimelineGroup
Sunbelt Securities, Inc.2,752$104K0.01%+14813F-HRTimeline
Rosenberg Matthew Hamilton2,452$93.6K0.02%-48813F-HRTimeline
Midwest Capital Advisors, LLC1,802$68.8K0.05%13F-HRTimeline
Principia Wealth Advisory, LLC1,795$68.5K0.06%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,792$68.4K<0.01%-34713F-HRTimelineGroup
Spectrum Wealth Counsel, LLC1,687$64.4K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,670$63.8K<0.01%+3513F-HRTimeline
Blue Trust, Inc.1,628$62.2K<0.01%-86813F-HR/ATimeline
Comprehensive Financial Planning, Inc./…1,603$61.2K0.05%13F-HRTimeline
Integrity Financial Corp /WA1,510$57.7K0.03%-49013F-HRTimeline
Winch Advisory Services, LLC1,482$56.6K0.01%+1,31313F-HRTimeline
ORG Partners LLC1,437$54.9K0.01%-113F-HRTimeline
Powell Investment Advisors, LLC1,408$53.8K0.02%+3113F-HRTimeline
Bristlecone Advisors, LLC1,400$53.5K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.1,330$50.8K<0.01%-1,00013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,288$49.2K<0.01%-82613F-HRTimelineGroup
First Horizon Advisors, Inc.1,252$47.8K<0.01%-2,43913F-HRTimeline
Glen Eagle Advisors, LLC1,238$47.3K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,204$46K0.01%+2413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,186$45.3K0.01%-26913F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,184$45.2K<0.01%+67613F-HRTimelineGroup
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…1,168$44.6K0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,150$43.9K<0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC1,042$39.8K0.07%13F-HRTimeline
IMG Wealth Management, Inc.1,036$39.6K0.04%13F-HRTimeline
PRIVATE TRUST CO NA1,009$38.5K<0.01%+913F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich906$38.2K<0.01%+6213F-HRTimeline
Avior Wealth Management, LLC992$37.9K<0.01%+16113F-HRTimeline
GeoWealth Management, LLC916$35K<0.01%+38413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…890$34K0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC814$31.1K<0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC807$30.8K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC798$30.5K<0.01%-16313F-HRTimelineGroup
CRITERION CAPITAL ADVISORS, LLC688$28.5K0.02%013F-HRTimeline
NFSG Corp732$27.9K0.01%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …606$25.5K<0.01%new13F-HRTimelineGroup
New Millennium Group LLC664$25.4K0.01%-82513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC661$25.2K0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC638$24.4K<0.01%013F-HRTimeline
SYM FINANCIAL Corp627$23.9K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC617$23.6K<0.01%013F-HRTimeline
FLP Wealth Management, LLC606$23.1K0.06%13F-HRTimeline
Bank of New Hampshire600$22.9K0.01%013F-HRTimeline
Pineridge Advisors LLC598$22.8K0.01%+1313F-HRTimeline
IFP Advisors, Inc595$22.7K<0.01%-5,12913F-HRTimeline
Northwest Capital Management Inc565$21.6K0.01%013F-HRTimeline
Golden State Wealth Management, LLC541$20.7K<0.01%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC530$20.2K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.523$20K0.01%+1213F-HRTimeline
Breakwater Investment Management513$19.6K0.01%013F-HR/ATimeline
Allworth Financial LP473$19.1K<0.01%-12313F-HRTimeline
Parallel Advisors, LLC461$17.6K<0.01%-89513F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…437$16.7K<0.01%-71813F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC429$16.4K<0.01%new13F-HR/ATimeline
LGT Financial Advisors LLC424$16.2K0.04%-16013F-HRTimeline
Minot DeBlois Advisors LLC404$15.4K0.01%13F-HRTimeline
2UniFi Bank373$14.2K0.01%13F-HRTimeline
LRI Investments, LLC371$14.2K<0.01%+813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC345$13.2K<0.01%+18813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\332$12.7K<0.01%-25913F-HRTimelineGroup
Nova Wealth Management, Inc.332$12.7K0.01%13F-HRTimeline
Zions Bancorporation, N.A.304$11.6K<0.01%-49413F-HRTimeline
Glass Jacobson Investment Advisors llc300$11.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WR Wealth Planners, LLC286$10.9K<0.01%-1,34613F-HRTimeline
Qube Research & Technologies Ltd282$10.8K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC260$9.93K<0.01%-1,78013F-HRTimeline
Kiker Wealth Management, LLC250$9.53K0.01%13F-HRTimeline
Front Row Advisors LLC248$9.47K<0.01%013F-HRTimeline
GAMMA Investing LLC241$9.2K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd233$8.9K<0.01%-5513F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC208$8.42K<0.01%new13F-HRTimelineGroup
LEE DANNER & BASS INC219$8.36K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.210$8.02K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.206$7.87K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV195$7.45K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…189$7.22K0.01%013F-HRTimeline
Atlatl Advisers LLC189$7.22K<0.01%13F-HRTimeline
Pacifica Partners Inc.178$6.88K<0.01%+313F-HRTimeline
Sandy Spring Bank178$6.8K<0.01%013F-HRTimeline
Global Financial Private Client, LLC173$6.61K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC168$6.41K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc162$6.18K<0.01%-18213F-HRTimeline
TSFG, LLC169$6K<0.01%+113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…152$5.8K<0.01%013F-HRTimelineGroup
Truvestments Capital LLC150$5.73K<0.01%013F-HRTimeline
COUNTRY TRUST BANK141$5.38K<0.01%013F-HRTimeline
Key Financial Inc138$5.27K<0.01%new13F-HRTimeline
Founders Capital Management132$5.04K<0.01%013F-HRTimeline
Avion Wealth144$5K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB117$4.47K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC100$3.81K<0.01%-713F-HRTimeline
Raleigh Capital Management Inc.84$3.2K<0.01%+213F-HRTimeline
Venturi Wealth Management, LLC81$3.09K<0.01%-713F-HRTimeline
SIMPLEX TRADING, LLC82$3K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC75$2.88K<0.01%+113F-HRTimeline
Founders Financial Alliance, LLC70$2.67K<0.01%013F-HRTimeline
Caldwell Trust Co70$2.67K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.58$2.27K<0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC58$2.21K<0.01%+313F-HRTimeline
Princeton Global Asset Management LLC53$2.02K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC53$2K<0.01%013F-HRTimeline
Element Wealth, LLC46$1.76K<0.01%-4713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.46$1.76K<0.01%013F-HRTimelineGroup
New Republic Capital, LLC42$1.6K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP41$1.56K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS40$1.53K<0.01%013F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …31$1.18K<0.01%013F-HRTimelineGroup
Coppell Advisory Solutions LLC28$1.05K<0.01%013F-HRTimeline
CENTRAL TRUST Co23$879<0.01%013F-HRTimeline
Cornerstone Planning Group LLC21$840<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.18$687<0.01%013F-HRTimeline
MATHER GROUP, LLC.16$611<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co14$535<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC12$459<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11$420<0.01%-33613F-HRTimelineGroup
SIGNATUREFD, LLC10$382<0.01%-4013F-HRTimeline
Hexagon Capital Partners LLC10$382<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB6$229<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC5$191<0.01%-33413F-HRTimeline
Mainstream Capital Management LLC4$153<0.01%new13F-HRTimeline
Roxbury Financial LLC3$130<0.01%13F-HRTimeline
Larson Financial Group LLC2$76<0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.1$52<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1$39<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC1$38<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.13$00%013F-HRTimelineValue filed as zero, left out of ratios.
Roble, Belko & Company, Inc1$00%013F-HRTimelineValue filed as zero, left out of ratios.
CLEAR INVESTMENT RESEARCH, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.