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Disclosery

IXC ISHARES TR

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GLOBAL ENERG ETF (fund)

324 managers (325 13F filers) reported a position in IXC shares at 2025-03-31, 24,321,761 shares in all. 29 filers opened a position and 78 filers sold out during the quarter.

Managers
324
13F filers
325
New
29
Added
60
Reduced
146
Sold out
78
Shares held by filers
24,321,761

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Fisher Asset Management, LLC10,909,356$459M0.2%+778,10313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,282,029$53.9M<0.01%-226,88813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth887,377$37.3M0.09%-13,86013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY751,537$31.6M<0.01%-219,70013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC608,099$25.6M0.86%-3,02513F-HRTimeline
UBS Group AGin group UBS Group AG457,973$19.3M<0.01%-125,09913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC437,908$18.4M0.03%+61,29413F-HR/ATimelineGroup
Verger Capital Management LLC423,572$17.8M7.84%+43,83713F-HRTimeline
Versant Capital Management, Inc350,164$14.7M2.47%+75013F-HRTimeline
LPL Financial LLC329,071$13.8M0.01%-441,73213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN312,078$13.1M<0.01%-37,33913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA292,673$12.3M<0.01%+39,30613F-HR/ATimelineGroup
Van Cleef Asset Management,Inc290,807$12.2M1.38%-1,45013F-HRTimeline
Financial Advisory Corp289,667$12.2M2.02%+6,85313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC282,510$11.9M<0.01%-143,20413F-HR/ATimelineGroup
MFA WEALTH ADVISORS, LLC280,552$11.8M2.92%+16,00113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC259,494$10.9M<0.01%+38,96113F-HRTimelineGroup
Money Design Co.,Ltd.257,999$10.9M0.54%-17,50413F-HRTimeline
Cetera Investment Advisers210,516$8.86M0.02%-32,90713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC172,724$7.27M0.01%-91,12413F-HRTimeline
GenTrust, LLC161,047$6.78M0.33%-2,63213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC141,452$5.95M0.14%+2,19013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC137,081$5.77M<0.01%-31,44413F-HRTimelineGroup
MA Private Wealth136,594$5.75M1.08%-1,57313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO135,540$5.7M<0.01%-1,290,13413F-HRTimelineGroup
Sigma Planning Corp124,554$5.24M0.17%+1,00413F-HRTimeline
Family Firm, Inc.116,951$4.92M1.1%-8513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.116,704$4.91M0.07%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP113,252$4.76M0.01%-27,08613F-HRTimelineGroup
Modern Wealth Management, LLC113,046$4.76M0.15%+97413F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…112,009$4.71M0.01%-97613F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/111,599$4.69M<0.01%-12,68113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP109,226$4.6M0.01%-4,61113F-HRTimelineGroup
Ayalon Insurance Comp Ltd.107,474$4.52M1.46%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.106,353$4.47M0.03%-8,95113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.103,053$4.34M0.04%+14,21613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…94,179$3.96M0.01%+19,51013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.91,497$3.85M0.01%-7,95513F-HRTimelineGroup
PINNACLE ASSOCIATES LTD91,191$3.84M0.06%+13,05013F-HRTimeline
Nicholson Meyer Capital Management, Inc.90,204$3.79M3.49%13F-HRTimeline
SIERRA SUMMIT ADVISORS LLC63,272$2.66M0.58%-29213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding62,649$2.64M-108,614Timeline
PRUDENTIAL PLCin group PRUDENTIAL PLC62,600$2.63M0.01%-4,40013F-HRTimelineGroup
Dakota Wealth Management60,323$2.54M0.06%+4,11013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP56,254$2.37M<0.01%+30,23613F-HRTimelineGroup
Cambridge Investment Research Advisors,…55,210$2.32M0.01%-22,82613F-HRTimeline
Waverly Advisors, LLC52,718$2.22M0.03%-3,06113F-HRTimeline
SENTINEL TRUST CO LBA52,300$2.2M0.26%013F-HRTimeline
Creative Planningin group Creative Planning49,384$2.08M<0.01%+6,78913F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC47,712$2.01M0.78%+17,31513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP45,960$1.92M<0.01%+11,08413F-HR/ATimelineGroup
RENAISSANCE TECHNOLOGIES LLC44,800$1.88M<0.01%-2,80013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,164$1.82M<0.01%+2,32213F-HRTimeline
HighTower Advisors, LLC42,639$1.79M<0.01%-23,85713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…40,036$1.68M0.16%+11,10013F-HRTimeline
Factor Wealth Management LTD39,150$1.65M0.51%+3,74713F-HRTimeline
TD Waterhouse Canada Inc.38,852$1.64M0.01%-2,30013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding38,440$1.62M-1,037,144Timeline
Gladstone Institutional Advisory LLC37,829$1.59M0.07%-1,25913F-HRTimeline
CW Advisors, LLC37,581$1.57M0.02%new13F-HRTimeline
Wealthfront Advisers LLC37,032$1.56M<0.01%+4,43113F-HRTimeline
MML INVESTORS SERVICES, LLC35,695$1.5M0.01%-92,32113F-HRTimeline
SCS Capital Management LLC35,559$1.5M0.02%new13F-HR/ATimeline
Cardinal Strategic Wealth Guidance35,008$1.47M0.47%-9,33113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC34,958$1.47M0.02%-82,49413F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.34,119$1.44M0.02%+6,65613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC32,330$1.36M0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC31,743$1.34M0.02%-20,54213F-HRTimeline
NewEdge Advisors, LLC29,607$1.25M0.01%-56,97013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.28,557$1.2M0.15%-10913F-HRTimeline
Black Swift Group, LLC28,090$1.18M0.27%-3,20513F-HRTimeline
U.S. Capital Wealth Advisors, LLC27,415$1.15M0.04%-83013F-HRTimeline
Aptus Capital Advisors, LLC26,869$1.13M0.01%-4,12713F-HRTimeline
Geneos Wealth Management Inc.25,310$1.12M0.02%+12,70113F-HRTimeline
Compagnie Lombard Odier SCmA25,970$1.09M0.01%013F-HRTimeline
FINANCIAL LIFE ADVISORS24,755$1.04M0.39%-30,03813F-HRTimeline
Affiance Financial, LLC24,720$1.04M0.24%-46813F-HRTimeline
Federation des caisses Desjardins du Qu…24,651$1.04M0.01%+1,55213F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…24,038$1.01M<0.01%new13F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd23,146$973K0.02%-121,35513F-HRTimelineGroup
Schorn Wealth LLC22,560$949K0.31%-30,37213F-HRTimeline
CHOREO, LLC22,551$949K0.01%-1,58013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,280$937K<0.01%+8,69613F-HRTimelineGroup
SSA SWISS ADVISORS AG21,565$907K0.46%13F-HRTimeline
Vantage Point Financial LLC21,270$895K0.45%-60713F-HRTimeline
CWM, LLCin group CWM, LLC21,114$888K<0.01%-3,41813F-HRTimelineGroup
MAI Capital Management20,579$866K0.01%-30613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,211$850K<0.01%+12413F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.20,000$841K<0.01%+5,00013F-HRTimelineGroup
Abbot Financial Management, Inc.19,658$827K0.43%-37013F-HRTimeline
Chesley Taft & Associates LLC19,145$805K0.04%-5,48013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …19,015$804K0.06%+1,28513F-HRTimeline
Western Wealth Management, LLC18,842$793K0.05%-10513F-HRTimeline
Baker Ellis Asset Management LLC18,325$771K0.11%-2,00013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,583$740K0.02%+9,23713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,478$735K<0.01%+42313F-HRTimelineGroup
Strategic Blueprint, LLC17,474$735K0.04%-5,48613F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …16,835$708K0.02%-106,80113F-HR/ATimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …16,513$695K<0.01%new13F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC16,102$677K0.05%-43513F-HRTimeline
ICICI Prudential Asset Management Co Ltd15,750$662K0.09%013F-HRTimeline
Delta Financial Group, Inc.15,285$636K0.15%+1,65013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,069$634K<0.01%-1713F-HRTimeline
Rathbones Group PLC15,046$633K<0.01%+41913F-HRTimeline
Ameraudi Asset Management, Inc.14,958$629K0.36%-73713F-HRTimeline
Climber Capital SA19,628$626K0.49%+83013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,802$623K<0.01%-2,84213F-HRTimelineGroup
Wealth Management Associates, Inc.14,460$608K0.26%+53513F-HRTimeline
SCOTIA CAPITAL INC.14,459$608K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC14,161$596K0.44%013F-HRTimeline
BCO Wealth Management LLC13,799$581K0.46%013F-HRTimeline
OLD MISSION CAPITAL LLC13,705$577K0.01%+6,39913F-HRTimeline
Y-Intercept (Hong Kong) Ltd13,434$565K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC13,354$564K0.01%-6,82313F-HRTimeline
Kovack Advisors, Inc.13,392$563K0.06%-6613F-HRTimeline
Union Bancaire Privee, UBP SA13,497$554K0.01%-4,16713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,001$547K0.01%013F-HRTimeline
Private Advisor Group, LLC12,501$526K<0.01%-1,79013F-HRTimeline
CoreCap Advisors, LLC12,230$515K0.02%-103,65213F-HRTimeline
Fort Sheridan Advisors LLC12,224$514K0.08%-2,73313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,176$512K0.01%+813F-HRTimelineGroup
Walkner Condon Financial Advisors LLC11,784$496K0.1%+10513F-HRTimeline
Cresset Asset Management, LLC11,468$482K<0.01%-1,92913F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,227$472K0.54%+5513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,875$457K<0.01%-10,09213F-HRTimeline
Detalus Advisors, LLC10,868$457K0.14%-7,55113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC10,726$451K0.18%-66613F-HRTimeline
Strategic Wealth Investment Group, LLC10,619$447K0.78%-179,98213F-HRTimeline
Centerpoint Advisors, LLC10,389$437K0.16%-1,05113F-HRTimeline
EVERETT HARRIS & CO /CA/10,000$421K0.01%013F-HRTimeline
Triumph Capital Management9,905$417K0.14%-7213F-HRTimeline
Sanctuary Advisors, LLC9,902$417K<0.01%-10,41613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC10,453$399K0.03%-1,45813F-HRTimeline
5T Wealth, LLC9,412$396K0.23%-4,85613F-HRTimeline
BRIGHTON JONES LLC9,354$394K0.01%+1813F-HRTimeline
Certus Wealth Management, LLC10,092$390K0.26%-25013F-HRTimeline
Janney Montgomery Scott LLC9,239$389K<0.01%-10913F-HRTimeline
Balance Wealth Partners LLC8,921$375K0.24%13F-HRTimeline
IFG Advisory, LLC8,842$372K0.02%+24913F-HRTimeline
Legacy PCG, LLC8,838$372K0.26%013F-HRTimeline
Quantinno Capital Management LP8,710$366K<0.01%+31313F-HRTimeline
Secure Asset Management, LLC8,601$362K0.07%-12013F-HRTimeline
Moors & Cabot, Inc.8,386$353K0.02%-2,44113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,372$352K0.01%-12,50013F-HRTimelineGroup
Arcus Capital Partners, LLC8,203$345K0.14%+35913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,100$341K<0.01%-20013F-HRTimelineGroup
Dynasty Wealth Management, LLC8,079$340K0.01%-934,02113F-HRTimeline
1834 INVESTMENT ADVISORS CO7,918$333K0.04%-1,79813F-HRTimeline
IHT Wealth Management, LLC7,777$327K0.01%-28713F-HRTimeline
Capasso Planning Partners LLC7,725$325K0.14%-3,47413F-HRTimeline
J.W. COLE ADVISORS, INC.7,549$318K0.01%+1,14113F-HRTimeline
SageView Advisory Group, LLC7,521$316K0.01%013F-HRTimeline
Lynx Investment Advisory7,408$312K0.21%-3,74313F-HRTimeline
Sovran Advisors, LLC8,282$309K0.04%-3,53913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC7,230$304K0.03%-2,69813F-HR/ATimeline
Robertson Stephens Wealth Management, L…7,189$302K0.01%-30413F-HRTimeline
FMR LLCin group FMR LLC7,127$300K<0.01%+2,68313F-HRTimelineGroup
Sowell Financial Services LLC6,994$294K0.01%new13F-HRTimeline
Ifrah Financial Services, Inc.6,978$294K0.08%-5,74313F-HRTimeline
Mesirow Financial Investment Management…6,977$294K0.01%013F-HRTimeline
First Heartland Consultants, Inc.6,931$292K0.03%+72813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,881$289K<0.01%-11613F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC6,851$288K0.04%-11,88613F-HRTimeline
IEQ CAPITAL, LLC6,779$285K<0.01%-24113F-HRTimeline
Keebeck Wealth Management6,715$282K0.04%-4,87113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,612$278K<0.01%-1,45613F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…6,500$273K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC7,133$271K0.01%-1,27013F-HRTimeline
Integrated Advisors Network LLC6,302$265K0.01%-9413F-HRTimeline
Compound Planning, Inc.6,294$265K0.01%+16913F-HRTimeline
Beacon Bridge Wealth Partners, LLC6,281$264K0.11%-3,32213F-HRTimeline
Perigon Wealth Management, LLC6,214$261K0.01%-6,37113F-HRTimeline
Provenance Wealth Advisors, LLC6,160$259K0.04%013F-HRTimeline
Wealth Management Partners, LLC6,151$259K0.12%013F-HRTimeline
DIVERSIFIED TRUST CO5,947$250K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC5,930$249K0.01%-13,89413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,900$248K<0.01%013F-HRTimelineGroup
MGO ONE SEVEN LLC5,889$248K0.01%+113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,781$243K<0.01%013F-HRTimeline
MBA Advisors LLC5,732$241K0.12%013F-HRTimeline
Legacy Advisors, LLC5,716$240K0.03%-63513F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,600$236K<0.01%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.5,586$235K0.01%+10013F-HRTimeline
Fort Point Capital Partners LLC5,575$235K0.03%013F-HRTimeline
Icon Wealth Advisors, LLC5,434$229K0.02%-30,72713F-HRTimeline
Gotham Asset Management, LLC5,351$225K<0.01%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP5,333$224K0.02%new13F-HRTimeline
Avantax Planning Partners, Inc.5,299$223K0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,119$215K0.01%-873,19113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,100$215K0.01%013F-HRTimeline
EQ LLC5,077$214K0.1%new13F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.5,000$210K0.13%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,440$210K0.01%013F-HRTimelineGroup
MACKENZIE FINANCIAL CORP4,994$210K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC4,901$206K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,687$197K0.01%-8413F-HRTimelineGroup
Millstone Evans Group, LLC4,535$191K0.13%013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…4,462$188K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners4,418$186K0.01%-1,84413F-HRTimeline
BLAIR WILLIAM & CO/IL4,327$182K<0.01%013F-HRTimeline