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Disclosery

IXC ISHARES TR

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GLOBAL ENERG ETF (fund)

295 managers (297 13F filers) reported a position in IXC shares at 2025-12-31, 27,701,641 shares in all. 39 filers opened a position and 34 filers sold out during the quarter.

Managers
295
13F filers
297
New
39
Added
83
Reduced
88
Sold out
34
Shares held by filers
27,701,641

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Blue Trust, Inc.1,356$56.9K<0.01%-46013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,342$56.3K<0.01%-413F-HRTimeline
Winch Advisory Services, LLC1,309$54.9K0.01%013F-HRTimeline
Quattro Advisors LLC1,285$53.9K0.04%13F-HRTimeline
Glen Eagle Advisors, LLC1,239$51.9K0.01%-4513F-HRTimeline
Nalls Sherbakoff Group, LLC1,210$50.7K0.04%013F-HRTimeline
Pinnacle Bancorp, Inc.1,143$47.9K0.01%-7913F-HRTimeline
IMG Wealth Management, Inc.1,036$43.4K0.03%013F-HRTimeline
Parvin Asset Management, LLC1,000$41.9K0.03%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,000$41.9K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners974$40.8K0.01%-23213F-HRTimelineGroup
Fortitude Family Office, LLC974$40.8K0.01%+2013F-HRTimeline
Elevated Capital Advisors, LLC972$40.8K0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC730$36K0.03%013F-HRTimeline
Dunhill Financial, LLC842$35.3K0.01%new13F-HRTimeline
NFSG Corp760$31.9K<0.01%+1613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA750$31.4K<0.01%13F-HRTimelineGroup
AlphaCore Capital LLC734$30.8K<0.01%+38413F-HRTimeline
Clearstead Advisors, LLC728$30.5K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…725$30.4K0.01%new13F-HRTimeline
GROUP ONE TRADING LLC700$29.4K<0.01%+50013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC638$26.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…624$26.2K<0.01%-5413F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC617$25.9K<0.01%013F-HRTimeline
Manchester Capital Management LLC600$25.2K<0.01%+40013F-HRTimeline
Bank of New Hampshire600$25.2K0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.590$24.7K0.02%13F-HRTimeline
IFP Advisors, Inc588$24.7K<0.01%013F-HRTimeline
Root Financial Partners, LLC579$24.3K<0.01%+5413F-HRTimeline
KERR FINANCIAL PLANNING Corp500$24K0.03%013F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC570$23.9K<0.01%+4513F-HRTimelineGroup
BARRETT & COMPANY, INC.543$22.8K0.01%+1113F-HRTimeline
WealthShield Partners, LLC511$21.4K<0.01%-10313F-HRTimeline
SYM FINANCIAL Corp475$19.9K<0.01%-15213F-HRTimeline
Integrity Financial Corp /WA468$19.6K0.01%-28613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…451$18.9K<0.01%+18113F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…437$18.3K<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC429$18K<0.01%013F-HRTimeline
Parallel Advisors, LLC414$17.4K<0.01%-3013F-HRTimeline
Smallwood Wealth Investment Management,…400$16.8K0.01%-413F-HRTimeline
Godfrey Financial Associates, Inc.380$15.9K0.01%13F-HRTimeline
Minot DeBlois Advisors LLC350$14.7K0.01%013F-HRTimeline
Collier Financial342$14.4K0.01%-3013F-HRTimeline
Vision Retirement, LLC342$14.3K<0.01%13F-HRTimeline
Larson Financial Group LLC309$13K<0.01%+413F-HRTimeline
Golden State Wealth Management, LLC306$12.8K<0.01%+613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…304$12.7K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…300$12.6K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc300$12.6K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC280$11.7K<0.01%new13F-HRTimeline
Front Row Advisors LLC248$10.4K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.248$10.4K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC241$10.1K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC236$9.9K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC193$9.44K<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC217$9.1K<0.01%13F-HRTimeline
Seneschal Advisors, LLC200$8.39K0.01%013F-HRTimeline
Pacifica Partners Inc.185$7.94K<0.01%+313F-HRTimeline
Physician Wealth Advisors, Inc.169$7.1K<0.01%+813F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…152$6.37K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc151$6.33K<0.01%-1113F-HRTimeline
Avion Wealth144$6K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC143$5.98K<0.01%+2313F-HRTimeline
Breakwater Investment Management138$5.79K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC135$5.66K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC133$5.56K<0.01%+10413F-HRTimeline
Founders Capital Management132$5.54K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …115$4.96K<0.01%new13F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd115$4.82K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC107$4.49K<0.01%013F-HRTimeline
Rossby Financial, LCC105$4.4K<0.01%-28413F-HRTimeline
Quaker Wealth Management, LLC104$4.36K<0.01%new13F-HRTimeline
Bogart Wealth, LLC73$3.06K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…68$2.85K<0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC55$2.31K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.54$2.26K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC53$2.22K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC53$2.2K<0.01%013F-HRTimeline
Crews Bank & Trust51$2.14K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC49$2.06K<0.01%+4413F-HRTimelineGroup
DecisionPoint Financial, LLC49$2.06K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.44$1.85K<0.01%new13F-HRTimeline
SOFI WEALTH, LLC41$1.72K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS40$1.68K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …31$1.3K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/30$1.26K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co23$965<0.01%013F-HRTimeline
Qube Research & Technologies Ltd20$839<0.01%-5,59713F-HRTimeline
First Command Advisory Services, Inc.19$797<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15$629<0.01%013F-HRTimeline
SIGNATUREFD, LLC10$419<0.01%013F-HRTimeline
Cornerstone Planning Group LLC8$374<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…7$294<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1$38<0.01%-4913F-HRTimeline
Roble, Belko & Company, Inc1$00%013F-HRTimelineValue filed as zero, left out of ratios.