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Disclosery

IXC ISHARES TR

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GLOBAL ENERG ETF (fund)

293 managers (294 13F filers) reported a position in IXC shares at 2025-06-30, 25,406,889 shares in all. 16 filers opened a position and 46 filers sold out during the quarter.

Managers
293
13F filers
294
New
16
Added
88
Reduced
107
Sold out
46
Shares held by filers
25,406,889

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
HARBOUR INVESTMENTS, INC.1,627$63.9K<0.01%-1013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,618$63.6K0.05%+1513F-HRTimeline
Integrity Financial Corp /WA1,447$56.9K0.03%-4613F-HRTimeline
Powell Investment Advisors, LLC1,432$56.3K0.02%+2413F-HRTimeline
LOM Asset Management Ltd1,430$56K0.02%13F-HR/ATimeline
Blue Trust, Inc.1,356$53.3K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.1,330$52.3K<0.01%013F-HRTimeline
Winch Advisory Services, LLC1,309$51.4K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,239$48.7K0.01%+113F-HRTimeline
Pinnacle Bancorp, Inc.1,222$48K0.01%+1813F-HRTimeline
Nalls Sherbakoff Group, LLC1,210$47.5K0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,206$47.4K0.01%+2013F-HRTimelineGroup
Glenmede Investment Management, LP1,184$46.5K<0.01%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,168$45.9K<0.01%013F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,150$45.2K<0.01%013F-HRTimelineGroup
IMG Wealth Management, Inc.1,036$40.7K0.03%013F-HRTimeline
IFP Advisors, Inc1,034$40.6K<0.01%+44013F-HRTimeline
PRIVATE TRUST CO NA1,000$39.3K<0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,000$39.3K<0.01%013F-HR/ATimeline
JFS WEALTH ADVISORS, LLC990$38.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…896$35.2K<0.01%-66613F-HRTimelineGroup
NFSG Corp744$29.2K<0.01%+1213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC661$26K0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC638$25.1K<0.01%013F-HRTimeline
WealthShield Partners, LLC636$25K<0.01%-13613F-HRTimeline
SYM FINANCIAL Corp627$24.6K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC617$24.2K<0.01%013F-HRTimeline
Pineridge Advisors LLC609$23.9K0.01%+1113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC607$23.8K<0.01%-12113F-HRTimelineGroup
Bank of New Hampshire600$23.6K0.01%013F-HRTimeline
Northwest Capital Management Inc565$22.2K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.532$20.9K0.01%+913F-HRTimeline
Breakwater Investment Management513$20.2K0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …489$19.2K<0.01%013F-HRTimelineGroup
Allworth Financial LP484$19K<0.01%+11313F-HRTimeline
Parallel Advisors, LLC444$17.4K<0.01%-44713F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…437$17.2K<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC429$16.9K<0.01%013F-HRTimeline
New Millennium Group LLC425$16.7K0.01%-12813F-HRTimeline
Minot DeBlois Advisors LLC404$15.9K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…404$15.9K0.01%013F-HRTimeline
Rossby Financial, LCC389$15.3K0.01%013F-HRTimeline
Golden State Wealth Management, LLC356$14K<0.01%-18513F-HRTimeline
AlphaCore Capital LLC350$13.8K<0.01%new13F-HRTimeline
SOFI WEALTH, LLC327$12.9K<0.01%+313F-HRTimeline
Capital A Wealth Management, LLC310$12.1K0.14%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…304$11.9K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc300$11.8K<0.01%013F-HRTimeline
Fairscale Capital, LLC244$9.81K0.01%new13F-HRTimeline
Kiker Wealth Management, LLC250$9.81K0.01%013F-HRTimeline
Front Row Advisors LLC248$9.74K<0.01%013F-HRTimeline
GAMMA Investing LLC241$9.47K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.234$9.2K<0.01%-413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC222$8.72K<0.01%+10413F-HRTimeline
Aviso Financial Inc.215$8.44K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC193$7.58K<0.01%013F-HRTimeline
Pacifica Partners Inc.182$7.15K<0.01%+413F-HRTimeline
Physician Wealth Advisors, Inc.163$6.4K<0.01%+1713F-HRTimeline
AdvisorNet Financial, Inc162$6.37K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…152$6.01K<0.01%013F-HRTimelineGroup
Founders Capital Management132$5.19K<0.01%013F-HRTimeline
Avion Wealth144$5K<0.01%013F-HR/ATimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd115$4.52K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC106$4.17K<0.01%+10413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC100$3.93K<0.01%-14113F-HRTimeline
GPS Wealth Strategies Group, LLC77$3.01K<0.01%+213F-HRTimeline
Bogart Wealth, LLC73$2.87K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.58$2.29K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC53$2.08K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC53$2.06K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC49$1.96K<0.01%-5113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.46$1.81K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS42$1.65K<0.01%-1,77513F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …31$1.22K<0.01%13F-HRTimelineGroup
LGT Financial Advisors LLC29$1.14K<0.01%-11513F-HRTimeline
HAZLETT, BURT & WATSON, INC.13$1K<0.01%013F-HRTimeline
CENTRAL TRUST Co23$904<0.01%013F-HRTimeline
Cornerstone Planning Group LLC21$837<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC17$685<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc16$629<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15$589<0.01%-413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC12$472<0.01%013F-HRTimeline
SIGNATUREFD, LLC10$393<0.01%-59713F-HRTimeline
Vermillion & White Wealth Management Gr…7$275<0.01%013F-HRTimeline
Qube Research & Technologies Ltd6$236<0.01%-26813F-HRTimeline
Tidemark, LLC3$125<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.1$41<0.01%013F-HRTimeline
Stone House Investment Management, LLC1$30<0.01%013F-HRTimeline
Roble, Belko & Company, Inc1$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
PIN OAK INVESTMENT ADVISORS INC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Compagnie Lombard Odier SCmA0$00%-25,97013F-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.