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Disclosery

IXC ISHARES TR

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GLOBAL ENERG ETF (fund)

324 managers (325 13F filers) reported a position in IXC shares at 2025-03-31, 24,321,761 shares in all. 29 filers opened a position and 78 filers sold out during the quarter.

Managers
324
13F filers
325
New
29
Added
60
Reduced
146
Sold out
78
Shares held by filers
24,321,761

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SBI Securities Co., Ltd.4,324$182K0.01%+24113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,736$181K<0.01%+49713F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,156$175K<0.01%-72213F-HRTimeline
Parkside Financial Bank & Trust3,699$156K0.02%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,961$137K<0.01%-23013F-HRTimelineGroup
COMERICA BANK3,236$136K<0.01%-1,35813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,049$128K<0.01%-147,39113F-HRTimelineGroup
Evelyn Partners Investment Management (…2,804$118K0.04%-54013F-HR/ATimeline
Avalon Trust Co2,575$108K0.01%new13F-HRTimeline
Provident Wealth Management, LLC2,500$105K0.04%new13F-HRTimeline
Rosenberg Matthew Hamilton2,452$103K0.03%013F-HRTimeline
AE Wealth Management LLC2,077$87.4K<0.01%-20,67913F-HRTimeline
Garde Capital, Inc.2,047$86.1K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,916$80.6K<0.01%+62813F-HRTimelineGroup
Midwest Capital Advisors, LLC1,850$77.8K0.05%+4813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,817$76.4K<0.01%+1,77713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,704$71.7K<0.01%-1,28713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,637$68.9K<0.01%-3313F-HRTimeline
Comprehensive Financial Planning, Inc./…1,603$67.4K0.07%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,562$65.7K<0.01%-23013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,560$65.6K0.01%+67013F-HRTimeline
Integrity Financial Corp /WA1,493$62.8K0.04%-1713F-HRTimeline
Powell Investment Advisors, LLC1,408$59.2K0.03%013F-HRTimeline
Bristlecone Advisors, LLC1,400$58.9K<0.01%013F-HRTimeline
Blue Trust, Inc.1,356$57K<0.01%-27213F-HRTimeline
FAS Wealth Partners, Inc.1,330$56K<0.01%013F-HRTimeline
Winch Advisory Services, LLC1,309$55.1K0.01%-17313F-HRTimeline
Glen Eagle Advisors, LLC1,238$52.1K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,210$50.9K0.04%13F-HRTimeline
Pinnacle Bancorp, Inc.1,204$50.7K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,186$49.9K0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,184$49.8K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp1,168$49.1K<0.01%new13F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,150$48.4K<0.01%013F-HRTimelineGroup
IMG Wealth Management, Inc.1,036$43.6K0.04%013F-HRTimeline
PRIVATE TRUST CO NA1,000$42.1K<0.01%-913F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,000$42.1K<0.01%+9413F-HR/ATimeline
JFS WEALTH ADVISORS, LLC990$41.6K<0.01%-11,77413F-HRTimeline
Collier Financial940$39.6K0.03%-40,84513F-HRTimeline
Parallel Advisors, LLC891$37.5K<0.01%+43013F-HRTimeline
WealthShield Partners, LLC772$32.5K<0.01%-2,79613F-HRTimeline
NFSG Corp732$30.8K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC728$30.6K<0.01%-7013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC661$27.8K0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC641$27K0.01%-5,68513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC638$26.8K<0.01%013F-HRTimeline
SYM FINANCIAL Corp627$26.4K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC617$26K<0.01%013F-HRTimeline
SIGNATUREFD, LLC607$25.5K<0.01%+59713F-HRTimeline
Bank of New Hampshire600$25.2K0.01%013F-HRTimeline
Pineridge Advisors LLC598$25.2K0.01%013F-HRTimeline
IFP Advisors, Inc594$25K<0.01%-113F-HRTimeline
Northwest Capital Management Inc565$23.8K0.01%013F-HRTimeline
New Millennium Group LLC553$23.3K0.02%-11113F-HRTimeline
Smartleaf Asset Management LLC548$22.9K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC541$22.8K<0.01%013F-HR/ATimeline
LOGAN CAPITAL MANAGEMENT INC530$22.3K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.523$22K0.01%013F-HRTimeline
Breakwater Investment Management513$21.6K0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …489$20.6K<0.01%-11713F-HRTimelineGroup
Wayfinding Financial, LLC463$19K0.01%new13F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…437$18.4K<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC429$18K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC404$17K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…404$17K0.01%new13F-HRTimeline
Rossby Financial, LCC389$14.8K0.01%new13F-HRTimeline
Allworth Financial LP371$14K<0.01%-10213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\332$14K<0.01%013F-HRTimelineGroup
SOFI WEALTH, LLC324$13.6K<0.01%-15,50113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…304$12.8K<0.01%13F-HRTimeline
Mattson Financial Services, LLC285$12K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd274$11.5K<0.01%-813F-HRTimeline
Glass Jacobson Investment Advisors llc300$11.5K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC250$10.5K0.01%013F-HRTimeline
Front Row Advisors LLC248$10.4K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC241$10.1K<0.01%-10413F-HRTimeline
GAMMA Investing LLC241$10.1K<0.01%013F-HR/ATimeline
First Horizon Advisors, Inc.238$10K<0.01%-1,01413F-HRTimeline
Nova Wealth Management, Inc.232$9.76K0.01%-10013F-HR/ATimeline
SITTNER & NELSON, LLC193$8.12K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC192$8.08K<0.01%-6,85513F-HRTimelineGroup
Sandy Spring Bank178$7.49K<0.01%013F-HRTimeline
Global Financial Private Client, LLC173$7.28K<0.01%013F-HRTimeline
Pacifica Partners Inc.178$7.09K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc162$6.82K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…152$6.42K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.146$6.16K<0.01%-6013F-HRTimeline
LGT Financial Advisors LLC144$6.06K0.02%-28013F-HRTimeline
Key Financial Inc138$5.81K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC132$5.55K<0.01%new13F-HRTimeline
Founders Capital Management132$5.55K<0.01%013F-HRTimeline
Avion Wealth144$5K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC118$4.96K<0.01%+11313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd115$4.84K<0.01%-11813F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC100$4.2K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/93$3.91K<0.01%-4,70013F-HRTimelineGroup
Sound Income Strategies, LLC78$3.26K<0.01%-18213F-HRTimeline
GPS Wealth Strategies Group, LLC75$3.17K<0.01%013F-HRTimeline
Bogart Wealth, LLC73$3.07K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC70$2.94K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.58$2.44K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC53$2.23K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC53$2.21K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.46$1.94K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …31$1.3K<0.01%13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.13$1K<0.01%013F-HRTimeline
CENTRAL TRUST Co23$968<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV19$799<0.01%-17613F-HRTimeline
Cornerstone Planning Group LLC21$783<0.01%013F-HRTimeline
Gen-Wealth Partners Inc16$673<0.01%-4,29513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.15$631<0.01%-19513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC12$505<0.01%013F-HRTimeline
Hexagon Capital Partners LLC10$421<0.01%013F-HRTimeline
Sunbelt Securities, Inc.9$379<0.01%-2,74313F-HRTimeline
Transce3nd, LLC9$379<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…7$294<0.01%-18213F-HRTimeline
Wilmington Savings Fund Society, FSB6$252<0.01%013F-HRTimeline
Tidemark, LLC3$132<0.01%new13F-HRTimeline
Larson Financial Group LLC2$84<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.1$50<0.01%013F-HRTimeline
Stone House Investment Management, LLC1$32<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc1$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-13,93513F-HRTimelineValue filed as zero, left out of ratios. Amount 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.