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Disclosery

IXC ISHARES TR

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GLOBAL ENERG ETF (fund)

342 managers (346 13F filers) reported a position in IXC shares at 2026-03-31, 28,839,574 shares in all. 77 filers opened a position and 26 filers sold out during the quarter.

Managers
342
13F filers
346
New
77
Added
86
Reduced
80
Sold out
26
Shares held by filers
28,839,574

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Parcion Private Wealth LLC4,416$254K0.02%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC4,412$254K0.02%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,408$254K<0.01%+2,53813F-HRTimelineGroup
Fort Point Capital Partners LLC4,353$251K0.03%new13F-HRTimeline
BLAIR WILLIAM & CO/IL4,327$249K<0.01%013F-HRTimeline
Montecito Bank & Trust4,326$249K0.04%new13F-HRTimeline
71 West Capital Partners4,318$249K0.01%new13F-HRTimeline
CURA WEALTH ADVISORS, LLC4,300$248K0.11%new13F-HRTimeline
Destiny Wealth Partners, LLC4,289$247K0.03%new13F-HRTimeline
Valmark Advisers, Inc.4,235$244K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,233$244K<0.01%013F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC4,170$240K0.03%new13F-HRTimeline
RCW Management, LLC4,146$239K0.24%new13F-HRTimeline
Icon Wealth Advisors, LLC4,223$237K0.02%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.3,948$229K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,922$226K0.01%-4113F-HRTimelineGroup
Provenance Wealth Advisors, LLC3,916$226K0.02%-93713F-HRTimeline
Krilogy Financial LLC4,086$222K0.01%new13F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…3,819$220K<0.01%-7,06813F-HRTimelineGroup
Almanack Investment Partners, LLC.3,805$219K0.04%new13F-HRTimeline
PATTEN & PATTEN INC/TN3,797$219K0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,680$212K<0.01%new13F-HRTimeline
DECISION INVESTMENTS, INC3,644$210K0.24%new13F-HRTimeline
Modera Wealth Management, LLC3,540$204K<0.01%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…3,000$173K<0.01%new13F-HR/ATimelineGroup
Ashton Thomas Private Wealth, LLC2,811$162K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,530$146K+2,378Timeline
Provident Wealth Management, LLC2,500$144K0.04%013F-HRTimeline
Clearstead Advisors, LLC2,479$143K<0.01%+1,75113F-HRTimeline
Rosenberg Matthew Hamilton2,287$132K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,305$130K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc2,225$128K0.04%+2313F-HRTimeline
Arax Advisory Partners2,002$115K<0.01%-2,71013F-HRTimeline
Sound Income Strategies, LLC2,061$115K0.01%-1013F-HRTimeline
Kilter Group LLC1,899$109K0.05%013F-HRTimeline
Allworth Financial LP1,879$108K<0.01%+13113F-HRTimeline
Comprehensive Financial Planning, Inc./…1,736$100K0.07%+10113F-HRTimeline
Evelyn Partners Investment Management (…1,604$92.4K0.03%013F-HRTimeline
Powell Investment Advisors, LLC1,462$84.2K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,445$83.3K<0.01%+10313F-HRTimeline
Blue Trust, Inc.1,356$78.1K<0.01%013F-HRTimeline
Winch Advisory Services, LLC1,309$75.4K0.02%013F-HRTimeline
Qube Research & Technologies Ltd1,306$75.2K<0.01%+1,28613F-HRTimeline
Nalls Sherbakoff Group, LLC1,210$69.7K0.05%013F-HRTimeline
Pinnacle Bancorp, Inc.1,143$65.8K0.02%013F-HRTimeline
Synergy Investment Management, LLC1,073$61.8K0.02%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,041$60K<0.01%+93413F-HRTimeline
BOKF, NAin group BOKF, NA1,014$58.4K<0.01%new13F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich1,000$57.6K<0.01%013F-HRTimeline
Fortitude Family Office, LLC974$56.1K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC972$56K0.01%013F-HRTimeline
RETIREMITTEN FINANCIAL LLC936$53.9K0.03%13F-HRTimeline
IMG Wealth Management, Inc.862$49.7K0.03%-17413F-HRTimeline
Dunhill Financial, LLC849$48.9K0.01%+713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA849$48.9K<0.01%+9913F-HRTimelineGroup
IFP Advisors, Inc799$46K<0.01%+21113F-HRTimeline
Nova Wealth Management, Inc.766$44.1K0.03%new13F-HRTimeline
NFSG Corp760$43.8K0.01%013F-HRTimeline
Global Assets Advisory, LLC731$42.1K0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC730$42K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…696$40.1K<0.01%+24513F-HRTimelineGroup
Scarborough Advisors, LLC687$39.6K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC638$36.8K<0.01%013F-HRTimeline
AlphaCore Capital LLC634$36.5K<0.01%-10013F-HRTimeline
Parallel Advisors, LLC629$36.2K<0.01%+21513F-HR/ATimeline
WELLINGTON-ALTUS USA INC.725$35.6K0.02%+13513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC617$35.5K<0.01%013F-HRTimeline
Bank of New Hampshire600$34.6K0.01%013F-HRTimeline
Integrity Financial Corp /WA588$33.9K0.02%+12013F-HRTimeline
Glen Eagle Advisors, LLC569$32.8K<0.01%-67013F-HRTimeline
Darwin Wealth Management, LLC568$32.7K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC554$31.9K<0.01%-1613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…551$31.7K<0.01%-7313F-HR/ATimelineGroup
EFG International AGin group EFG International AG550$31.7K<0.01%new13F-HRTimelineGroup
BARRETT & COMPANY, INC.543$31.3K0.01%013F-HRTimeline
WealthShield Partners, LLC490$28.2K<0.01%-2113F-HRTimeline
KERR FINANCIAL PLANNING Corp500$27.5K0.02%013F-HR/ATimeline
SYM FINANCIAL Corp475$27.4K<0.01%013F-HRTimeline
Advisory Services Network, LLC463$26.7K<0.01%new13F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…437$25.2K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC436$25.1K<0.01%-14313F-HRTimeline
Lloyd Advisory Services, LLC.434$25K0.01%+39013F-HRTimeline
Kingdom Financial Group LLC.434$25K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC429$24.7K<0.01%013F-HRTimeline
Manchester Capital Management LLC400$23K<0.01%-20013F-HRTimeline
Smallwood Wealth Investment Management,…400$23K0.01%013F-HRTimeline
Virginia Estate & Retirement Planning A…107$22.6K0.04%13F-HRTimeline
Godfrey Financial Associates, Inc.380$21.9K0.02%013F-HRTimeline
Minot DeBlois Advisors LLC350$20.2K0.02%013F-HRTimeline
Collier Financial343$19.8K0.02%+113F-HRTimeline
LANARK FINANCIAL, INC.315$18.1K<0.01%new13F-HRTimeline
Larson Financial Group LLC309$17.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC306$17.6K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…304$17.5K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC300$17.3K<0.01%-40013F-HRTimeline
Glass Jacobson Investment Advisors llc300$17.3K0.01%013F-HRTimeline
Kiker Wealth Management, LLC250$14.4K0.01%new13F-HRTimeline
Front Row Advisors LLC248$14.3K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.248$14.3K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/243$13.9K<0.01%+21313F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC236$13.6K<0.01%013F-HRTimeline
Triumph Capital Management221$12.7K<0.01%-1,61513F-HRTimeline
Rachor Investment Advisory Services, LLC217$12.5K0.01%013F-HRTimeline
Seneschal Advisors, LLC200$11.5K0.01%013F-HRTimeline
SITTNER & NELSON, LLC193$11.1K<0.01%013F-HRTimeline
GAMMA Investing LLC192$11.1K<0.01%-4913F-HRTimeline
Pacifica Partners Inc.185$10.7K<0.01%013F-HRTimeline
Vision Retirement, LLC183$10.5K<0.01%-15913F-HRTimeline
AdvisorNet Financial, Inc151$8.7K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC144$8.3K<0.01%new13F-HRTimeline
Rossby Financial, LCC144$8.05K<0.01%+3913F-HRTimeline
Avion Wealth144$8K<0.01%013F-HRTimeline
Breakwater Investment Management138$7.95K<0.01%013F-HRTimeline
POM Investment Strategies, LLC133$7.64K0.01%013F-HRTimeline
Founders Capital Management132$7.61K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd115$6.68K<0.01%013F-HRTimelineGroup
Wall Street Financial Group, Inc.115$6.62K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …115$6.49K<0.01%013F-HRTimelineGroup
TopTier Wealth Management, LLC108$6.22K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC104$5.99K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC97$5.59K<0.01%+4813F-HRTimelineGroup
STRATEGIC ADVISORY PARTNERS, LLC83$4.78K<0.01%new13F-HRTimeline
Bogart Wealth, LLC73$4.21K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…68$3.8K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.54$3.11K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC53$3.05K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC53$3.02K<0.01%013F-HRTimeline
Crews Bank & Trust51$2.94K<0.01%013F-HRTimeline
SOFI WEALTH, LLC51$2.93K<0.01%+1013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS40$2.3K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.40$2.3K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …31$1.79K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co23$1.33K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.19$1.09K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC17$992<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.15$872<0.01%-15413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13$749<0.01%-213F-HRTimeline
SIGNATUREFD, LLC10$576<0.01%013F-HRTimeline
Cornerstone Planning Group LLC8$453<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1$52<0.01%013F-HRTimeline
Roble, Belko & Company, Inc1$00%013F-HRTimelineValue filed as zero, left out of ratios.
Merkkuri Wealth Advisors LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.