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Disclosery

IXC ISHARES TR

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GLOBAL ENERG ETF (fund)

283 managers (284 13F filers) reported a position in IXC shares at 2025-09-30, 26,020,309 shares in all. 30 filers opened a position and 33 filers sold out during the quarter.

Managers
283
13F filers
284
New
30
Added
61
Reduced
94
Sold out
33
Shares held by filers
26,020,309

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Nalls Sherbakoff Group, LLC1,210$50.5K0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,206$50.4K0.01%013F-HRTimelineGroup
IMG Wealth Management, Inc.1,036$43.3K0.03%013F-HRTimeline
PRIVATE TRUST CO NA1,000$41.8K<0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,000$41.8K<0.01%013F-HRTimeline
Fortitude Family Office, LLC954$39.8K0.01%new13F-HRTimeline
Advisory Services Network, LLC902$37.7K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA754$31.5K0.02%-69313F-HRTimeline
Glenmede Investment Management, LP750$31.3K<0.01%-43413F-HRTimeline
NFSG Corp744$31.1K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC730$30.5K0.02%+73013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…678$28.3K<0.01%-21813F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC638$26.6K<0.01%013F-HRTimeline
SYM FINANCIAL Corp627$26.2K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC617$25.8K<0.01%013F-HRTimeline
WealthShield Partners, LLC614$25.6K<0.01%-2213F-HRTimeline
Pineridge Advisors LLC609$25.4K0.01%013F-HRTimeline
Bank of New Hampshire600$25.1K0.01%013F-HRTimeline
IFP Advisors, Inc588$24.5K<0.01%-44613F-HR/ATimeline
Northwest Capital Management Inc565$23.6K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.532$22.2K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC525$21.9K<0.01%-8213F-HRTimelineGroup
Root Financial Partners, LLC525$21.9K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp500$21.7K0.03%13F-HR/ATimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …489$19.2K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC444$18.5K<0.01%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…437$18.2K<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC429$17.9K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…404$16.9K0.01%013F-HRTimeline
Rossby Financial, LCC389$16.3K0.01%013F-HRTimeline
Collier Financial372$15.5K0.01%13F-HRTimeline
Minot DeBlois Advisors LLC350$14.6K0.01%-5413F-HRTimeline
AlphaCore Capital LLC350$14.6K<0.01%013F-HRTimeline
Larson Financial Group LLC305$12.7K<0.01%+19913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…304$12.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC300$12.5K<0.01%-5613F-HRTimeline
TFC Financial Management, Inc.300$12.5K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc300$12.5K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…270$11.3K<0.01%-1,61813F-HRTimelineGroup
Kiker Wealth Management, LLC250$10.4K0.01%013F-HRTimeline
Front Row Advisors LLC248$10.4K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.248$10.4K<0.01%new13F-HRTimelineGroup
Fairscale Capital, LLC244$10.2K0.01%013F-HRTimeline
GAMMA Investing LLC241$10.1K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC200$8.35K<0.01%new13F-HRTimeline
Manchester Capital Management LLC200$8.35K<0.01%new13F-HRTimeline
Seneschal Advisors, LLC200$8.35K0.01%new13F-HRTimeline
SITTNER & NELSON, LLC193$8.06K<0.01%013F-HRTimeline
Pacifica Partners Inc.182$7.59K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc162$6.76K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.161$6.72K<0.01%-213F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…152$6.35K<0.01%013F-HRTimelineGroup
Kozak & Associates, Inc.142$6.11K<0.01%new13F-HRTimeline
Avion Wealth144$6K<0.01%013F-HRTimeline
Breakwater Investment Management138$5.76K<0.01%-37513F-HRTimeline
Founders Capital Management132$5.51K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC120$5.01K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC115$4.8K<0.01%-87513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd115$4.8K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC107$4.47K<0.01%+713F-HRTimeline
GPS Wealth Strategies Group, LLC77$3.2K<0.01%013F-HRTimeline
Bogart Wealth, LLC73$3.05K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.54$2.25K<0.01%new13F-HR/ATimeline
Princeton Global Asset Management LLC53$2.21K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC53$2.19K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC50$2.08K<0.01%+113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…42$1.75K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS40$1.67K<0.01%-213F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …31$1.29K<0.01%13F-HRTimelineGroup
POM Investment Strategies, LLC29$1.21K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC29$1.21K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.13$1K<0.01%013F-HRTimeline
CENTRAL TRUST Co23$961<0.01%013F-HRTimeline
Gen-Wealth Partners Inc16$668<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15$626<0.01%013F-HRTimeline
New Millennium Group LLC14$585<0.01%-41113F-HRTimeline
SIGNATUREFD, LLC10$418<0.01%013F-HRTimeline
Sunbelt Securities, Inc.9$376<0.01%-2,74313F-HRTimeline
Cornerstone Planning Group LLC8$332<0.01%-1313F-HRTimeline
Vermillion & White Wealth Management Gr…7$292<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5$209<0.01%new13F-HRTimelineGroup
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.