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Disclosery

IXC ISHARES TR

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GLOBAL ENERG ETF (fund)

374 managers (378 13F filers) reported a position in IXC shares at 2024-12-31, 31,008,450 shares in all. 30 filers opened a position and 49 filers sold out during the quarter.

Managers
374
13F filers
378
New
30
Added
116
Reduced
123
Sold out
49
Shares held by filers
31,008,450

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Fisher Asset Management, LLC10,131,253$387M0.15%+298,81513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,508,917$57.6M0.01%-93,91313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,425,674$54.4M<0.01%+437,98413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,075,584$41.1M+70,896Timeline
MORGAN STANLEYin group MORGAN STANLEY971,237$37.1M<0.01%-193,45313F-HR/ATimelineGroup
Dynasty Wealth Management, LLC942,100$36M0.62%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth901,237$34.4M0.09%+610,78613F-HR/ATimelineGroup
SAGESPRING WEALTH PARTNERS, LLC878,310$33.5M0.89%13F-HRTimeline
LPL Financial LLC770,803$29.4M0.01%+67,88613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC611,124$23.3M0.76%-3,36313F-HRTimeline
UBS Group AGin group UBS Group AG583,072$22.3M<0.01%+99,47413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC425,714$16.3M<0.01%+157,67113F-HRTimelineGroup
Verger Capital Management LLC379,735$14.5M7.22%+17,85713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC376,614$14.4M0.02%-127,79613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN349,417$13.3M<0.01%-82,03013F-HRTimelineGroup
Versant Capital Management, Inc349,414$13.3M2.88%-9,16813F-HRTimeline
Van Cleef Asset Management,Inc292,257$11.2M1.22%-2,89513F-HRTimeline
Financial Advisory Corp282,814$10.8M1.88%13F-HRTimeline
Money Design Co.,Ltd.275,503$10.4M0.53%-27,96313F-HRTimeline
MFA WEALTH ADVISORS, LLC264,551$10.1M2.58%+29,21313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC263,848$10.1M0.01%+5,62913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA253,367$9.67M<0.01%+50,12313F-HRTimelineGroup
Cetera Investment Advisers243,423$9.29M0.02%-2,59313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC220,533$8.42M<0.01%13F-HR/ATimelineGroup
Strategic Wealth Investment Group, LLC190,601$7.28M0.8%-27,58113F-HR/ATimeline
FLOW TRADERS U.S. LLC185,477$7.08M0.28%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding171,263$6.54M+3,593Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC168,525$6.43M<0.01%-48,24913F-HRTimelineGroup
GenTrust, LLC163,679$6.25M0.27%+126,68813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.150,440$5.74M<0.01%-10,43813F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd144,501$5.52M0.11%new13F-HRTimelineGroup
MCMORGAN & CO LLC142,189$5.43M0.84%+6,93613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP140,338$5.36M0.01%-30,34413F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC139,262$5.32M0.1%+71,17813F-HRTimelineGroup
MA Private Wealth138,167$5.28M0.99%+1,79313F-HRTimeline
MML INVESTORS SERVICES, LLC128,016$4.89M0.02%+10,51113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/124,280$4.75M<0.01%-33,47013F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …123,636$4.72M0.14%-7,97713F-HRTimelineGroup
Sigma Planning Corp123,550$4.72M0.15%+9,32413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…112,985$4.54M0.01%-33,88613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC117,452$4.48M0.05%+37,86213F-HRTimelineGroup
Family Firm, Inc.117,036$4.47M0.99%+11013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.116,704$4.46M0.06%+34813F-HRTimelineGroup
CoreCap Advisors, LLC115,882$4.42M0.2%-44,59113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.115,304$4.4M0.03%+5,96713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP113,837$4.35M0.01%+103,78213F-HRTimelineGroup
Modern Wealth Management, LLC112,072$4.28M0.16%new13F-HR/ATimeline
Ayalon Insurance Comp Ltd.107,474$4.1M1.27%013F-HRTimeline
Tennessee Valley Asset Management Partn…103,104$3.94M0.66%-60513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.99,452$3.8M0.01%-15,61013F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.88,837$3.39M0.03%-19,01913F-HRTimelineGroup
NewEdge Advisors, LLC86,577$3.31M0.02%+10,33913F-HRTimeline
PINNACLE ASSOCIATES LTD78,141$2.98M0.04%+15,83013F-HRTimeline
Cambridge Investment Research Advisors,…78,036$2.98M0.01%-22,65613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…74,669$2.85M<0.01%-434,22713F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC67,000$2.56M0.01%+4,30013F-HRTimelineGroup
HighTower Advisors, LLC66,496$2.54M<0.01%-7,59413F-HRTimeline
SIERRA SUMMIT ADVISORS LLC63,564$2.43M0.49%+2,56613F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding56,392$2.15M-5,870Timeline
Dakota Wealth Management56,213$2.15M0.05%-5,62413F-HRTimeline
Waverly Advisors, LLC55,779$2.13M0.03%-12,05613F-HRTimeline
FINANCIAL LIFE ADVISORS54,793$2.09M0.79%+3,59613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp54,026$2.06M0.01%+15913F-HRTimelineGroup
Schorn Wealth LLC52,932$2.02M0.66%-32,60513F-HRTimeline
SENTINEL TRUST CO LBA52,300$2M0.23%-118,60013F-HRTimeline
Integrated Wealth Concepts LLC52,285$2M0.02%-23,24813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC47,600$1.82M<0.01%+31,90013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP45,557$1.72M<0.01%-33,35213F-HRTimeline
Cardinal Strategic Wealth Guidance44,339$1.69M0.54%-86713F-HRTimeline
Edge Capital Group, LLC42,946$1.64M0.08%-4,96513F-HRTimeline
Creative Planningin group Creative Planning42,595$1.63M<0.01%+30,89713F-HRTimelineGroup
Collier Financial41,785$1.6M1.42%13F-HRTimeline
TD Waterhouse Canada Inc.41,152$1.57M0.01%+9013F-HRTimeline
Buttonwood Financial Group, LLC39,008$1.57M0.87%+1,27913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…40,842$1.56M<0.01%+18313F-HR/ATimeline
Gladstone Institutional Advisory LLC39,088$1.49M0.07%-2,44413F-HRTimeline
Icon Wealth Advisors, LLC36,161$1.38M0.11%-11013F-HRTimeline
Factor Wealth Management LTD35,403$1.35M0.45%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,876$1.33M<0.01%-11,08813F-HRTimelineGroup
Wall Street Financial Group, Inc.34,785$1.33M1.3%new13F-HRTimeline
West Wealth Group, LLC33,134$1.27M0.38%+5,39813F-HRTimeline
Wealthfront Advisers LLC32,601$1.24M<0.01%+913F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC32,330$1.23M0.01%013F-HRTimelineGroup
Black Swift Group, LLC31,295$1.19M0.25%-8,76513F-HRTimeline
Aptus Capital Advisors, LLC30,996$1.18M0.01%+1,03313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC30,397$1.16M0.45%+21,74613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…28,936$1.1M0.1%+11,10013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.28,666$1.09M0.13%-35013F-HRTimeline
U.S. Capital Wealth Advisors, LLC28,245$1.08M0.03%+7,25913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.27,463$1.05M0.01%new13F-HRTimelineGroup
UNIQUE WEALTH, LLC26,588$1.02M0.21%new13F-HRTimeline
GTS SECURITIES LLC26,044$994K0.05%-4,54613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,018$993K<0.01%+1,38913F-HRTimelineGroup
Compagnie Lombard Odier SCmA25,970$992K0.01%-1,86713F-HRTimeline
Affiance Financial, LLC25,188$962K0.23%-68713F-HRTimeline
Chesley Taft & Associates LLC24,625$940K0.04%-2,50013F-HRTimeline
CWM, LLCin group CWM, LLC24,532$937K<0.01%+13613F-HRTimelineGroup
CHOREO, LLC24,131$921K0.01%-1,12013F-HRTimeline
Federation des caisses Desjardins du Qu…23,099$882K<0.01%+1,12013F-HRTimeline
Strategic Blueprint, LLC22,960$877K0.05%-5,05613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,933$876K0.01%+19013F-HRTimelineGroup
AE Wealth Management LLC22,756$869K0.01%+95613F-HRTimeline
KM Capital Management Ltd.22,687$866K0.45%-3,65213F-HRTimeline
Vantage Point Financial LLC21,877$835K0.45%13F-HRTimeline
Sanctuary Advisors, LLC20,318$812K0.01%-37,35813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,967$801K<0.01%-3,59913F-HRTimeline
MAI Capital Management20,885$797K0.01%+1,25313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.20,872$797K0.01%+12,50013F-HR/ATimelineGroup
GRIES FINANCIAL LLC20,704$790K0.14%-4,48513F-HRTimeline
Baker Ellis Asset Management LLC20,325$776K0.11%-18,00013F-HRTimeline
Farther Finance Advisors, LLC20,177$770K0.03%+1,91213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,087$767K<0.01%+7,56313F-HRTimelineGroup
Abbot Financial Management, Inc.20,028$765K0.38%+3913F-HRTimeline
Ashton Thomas Private Wealth, LLC19,824$757K0.03%new13F-HRTimeline
Western Wealth Management, LLC18,947$723K0.05%+313F-HR/ATimeline
Climber Capital SA18,798$718K0.59%13F-HRTimeline
Cyndeo Wealth Partners, LLC18,742$716K0.05%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC18,737$715K0.13%+7,35413F-HRTimeline
Detalus Advisors, LLC18,419$703K0.23%-4,66613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …17,730$677K0.05%-1,53513F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC17,644$674K<0.01%+36513F-HRTimelineGroup
Union Bancaire Privee, UBP SA17,664$662K0.01%13F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,055$651K<0.01%-90,99113F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC16,537$631K0.05%+1,43713F-HRTimeline
Quotient Wealth Partners, LLC15,872$606K0.02%-14,23213F-HRTimeline
SOFI WEALTH, LLC15,825$604K0.04%new13F-HRTimeline
ICICI Prudential Asset Management Co Ltd15,750$601K0.07%013F-HRTimeline
Ameraudi Asset Management, Inc.15,695$599K0.33%-31913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,086$576K<0.01%-1,44513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.15,000$573K<0.01%013F-HRTimelineGroup
Fort Sheridan Advisors LLC14,957$571K0.08%+16613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…13,935$564K0.03%+67113F-HRTimeline
Rathbones Group PLC14,627$558K<0.01%-44213F-HRTimeline
SCOTIA CAPITAL INC.14,459$552K<0.01%-1,00013F-HRTimeline
Private Advisor Group, LLC14,291$546K<0.01%-4,29713F-HRTimeline
5T Wealth, LLC14,268$545K0.3%13F-HRTimeline
Atlantic Private Wealth, LLC14,161$541K0.41%013F-HRTimeline
Wealth Management Associates, Inc.13,925$532K0.23%013F-HRTimeline
BCO Wealth Management LLC13,799$527K0.44%13F-HRTimeline
Delta Financial Group, Inc.13,635$521K0.12%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,584$519K<0.01%-30,37513F-HRTimelineGroup
Kovack Advisors, Inc.13,458$514K0.05%+1313F-HRTimeline
Perigon Wealth Management, LLC12,585$513K0.01%-1,77313F-HRTimeline
Cresset Asset Management, LLC13,397$512K<0.01%+60813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,001$496K0.01%+5,86113F-HRTimeline
JFS WEALTH ADVISORS, LLC12,764$487K0.03%+1,17913F-HRTimeline
OneDigital Investment Advisors LLC12,721$486K0.01%-45,28213F-HRTimeline
Ifrah Financial Services, Inc.12,721$486K0.13%-44913F-HRTimeline
Geneos Wealth Management Inc.12,609$481K0.02%+6313F-HRTimeline
Sovran Advisors, LLC11,821$475K0.07%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,168$465K0.01%-28813F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC11,911$455K0.04%-27813F-HRTimeline
Walkner Condon Financial Advisors LLC11,679$446K0.09%+16213F-HRTimeline
Keebeck Wealth Management11,586$442K0.06%-30313F-HRTimeline
Centerpoint Advisors, LLC11,440$437K0.15%+3813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC11,392$435K0.17%-1,40013F-HRTimeline
Capasso Planning Partners LLC11,199$428K0.17%-12,88713F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,172$427K0.49%13F-HRTimeline
Lynx Investment Advisory11,151$426K0.29%-4,18713F-HRTimeline
Certus Wealth Management, LLC10,342$416K0.28%+1,80713F-HRTimeline
Moors & Cabot, Inc.10,827$413K0.02%+59713F-HRTimeline
Quadrant Private Wealth Management, LLC10,556$403K0.1%+2,41113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC10,305$393K0.07%-6,20113F-HRTimeline
EVERETT HARRIS & CO /CA/10,000$382K<0.01%013F-HRTimeline
Insight Wealth Partners, LLC9,981$381K0.24%-2,50613F-HRTimeline
Triumph Capital Management9,977$381K0.13%+49613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,928$379K0.03%+7713F-HR/ATimeline
1834 INVESTMENT ADVISORS CO9,716$371K0.05%013F-HRTimeline
Horst & Graben Wealth Management LLC9,619$367K0.07%-1,82713F-HRTimeline
Beacon Bridge Wealth Partners, LLC9,603$367K0.16%+42513F-HRTimeline
One Wealth Advisors, LLC9,444$361K0.05%-6,04513F-HRTimeline
Janney Montgomery Scott LLC9,348$357K<0.01%+2,22013F-HRTimeline
BRIGHTON JONES LLC9,336$356K0.01%013F-HR/ATimeline
ShoreHaven Wealth Partners, LLC9,283$354K0.17%-2,24613F-HRTimeline
Sunpointe, LLC9,269$354K0.18%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,033$345K<0.01%+1,11613F-HRTimelineGroup
Orion Porfolio Solutions, LLC8,988$343K<0.01%+58213F-HRTimeline
Orion Portfolio Solutions, LLC8,988$343K<0.01%+58213F-HRTimeline
Mutual Advisors, LLC8,403$343K0.01%-2,44413F-HRTimeline
KICKSTAND VENTURES, LLC.8,909$340K0.09%-55313F-HRTimeline
Legacy PCG, LLC8,838$337K0.24%+2,41213F-HRTimeline
Arcus Capital Partners, LLC7,844$337K0.11%-17713F-HRTimeline
Secure Asset Management, LLC8,721$333K0.05%+13013F-HRTimeline
Security Financial Services, INC.8,659$331K0.07%-6,22613F-HRTimeline
IFG Advisory, LLC8,593$328K0.02%new13F-HRTimeline
Quantinno Capital Management LP8,397$321K<0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,346$319K0.01%-1,00013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…8,300$317K<0.01%-70013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC8,068$308K<0.01%+1,45613F-HRTimelineGroup
IHT Wealth Management, LLC8,064$308K0.01%-8,07113F-HRTimeline
TOWNSQUARE CAPITAL LLC7,786$297K<0.01%-16713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,740$295K<0.01%+3813F-HRTimelineGroup
EHRLICH FINANCIAL GROUP7,614$291K0.21%-11313F-HRTimeline
SageView Advisory Group, LLC7,521$287K0.01%new13F-HRTimeline
Robertson Stephens Wealth Management, L…7,493$286K0.01%+12113F-HRTimeline
Laidlaw Wealth Management LLC7,399$282K0.12%+91913F-HRTimeline
OLD MISSION CAPITAL LLC7,306$279K0.01%-32,05613F-HRTimeline
Foundations Investment Advisors, LLC7,300$279K0.01%+1,64613F-HRTimeline
Astoria Portfolio Advisors LLC.6,860$276K0.1%-1,12813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,047$269K<0.01%+48513F-HRTimelineGroup