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Disclosery

IXC ISHARES TR

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GLOBAL ENERG ETF (fund)

293 managers (294 13F filers) reported a position in IXC shares at 2025-06-30, 25,406,889 shares in all. 16 filers opened a position and 46 filers sold out during the quarter.

Managers
293
13F filers
294
New
16
Added
88
Reduced
107
Sold out
46
Shares held by filers
25,406,889

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Fisher Asset Management, LLC12,533,974$492M0.2%+1,624,61813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,253,231$49.2M<0.01%-28,79813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth855,352$33.6M0.07%-32,02513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY825,170$32.4M<0.01%+73,63313F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC596,807$23.4M0.71%-11,29213F-HRTimeline
UBS Group AGin group UBS Group AG521,687$20.5M<0.01%+63,71413F-HRTimelineGroup
Verger Capital Management LLC458,429$18M7.09%+34,85713F-HRTimeline
LPL Financial LLC400,230$15.7M0.01%+71,15913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC397,461$15.6M0.02%+224,73713F-HRTimeline
Versant Capital Management, Inc356,343$14M2.13%+6,17913F-HRTimeline
Money Design Co.,Ltd.306,833$12.1M0.56%+48,83413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN298,170$11.7M<0.01%-13,90813F-HRTimelineGroup
Financial Advisory Corp294,640$11.6M1.78%+4,97313F-HRTimeline
Van Cleef Asset Management,Inc288,461$11.3M1.22%-2,34613F-HRTimeline
MFA WEALTH ADVISORS, LLC281,064$11M2.59%+51213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC276,501$10.9M<0.01%-6,00913F-HRTimelineGroup
Cetera Investment Advisers253,826$9.97M0.02%+43,31013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC251,930$9.9M<0.01%-7,56413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…158,813$6.24M0.03%+134,16213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…155,993$6.13M0.01%+61,81413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA152,700$6M<0.01%-139,97313F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC143,153$5.62M<0.01%+6,07213F-HRTimelineGroup
GenTrust, LLC134,381$5.28M0.25%-26,66613F-HRTimeline
Modern Wealth Management, LLC133,283$5.24M0.13%+20,23713F-HR/ATimeline
Sigma Planning Corp126,006$4.95M0.15%+1,45213F-HRTimeline
Family Firm, Inc.117,971$4.64M1.12%+1,02013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.112,344$4.41M0.06%-4,36013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP111,730$4.39M<0.01%-1,52213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.110,300$4.33M0.02%+3,94713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.109,623$4.31M0.04%+6,57013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/108,873$4.28M<0.01%-2,72613F-HRTimelineGroup
Ayalon Insurance Comp Ltd.107,474$4.22M1.22%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.101,803$4M0.01%+10,30613F-HR/ATimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC96,384$3.79M0.08%-45,06813F-HRTimelineGroup
Nicholson Meyer Capital Management, Inc.92,899$3.65M3.09%+2,69513F-HRTimeline
PINNACLE ASSOCIATES LTD91,066$3.58M0.05%-12513F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC78,800$3.1M0.02%+16,20013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd65,831$2.58M0.04%+42,68513F-HRTimelineGroup
SIERRA SUMMIT ADVISORS LLC64,762$2.54M0.45%+1,49013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP58,788$2.31M<0.01%-50,43813F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC58,683$2.31M0.84%+10,97113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…55,612$2.19M<0.01%-56,39713F-HR/ATimelineGroup
Dakota Wealth Management54,222$2.13M0.04%-6,10113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53,286$2.09M<0.01%-82,25413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC53,038$2.08M<0.01%-384,87013F-HRTimelineGroup
SENTINEL TRUST CO LBA52,300$2.06M0.22%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding52,119$2.05M-10,530Timeline
Factor Wealth Management LTD51,207$2.01M0.55%+12,05713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50,165$1.98M<0.01%+4,20513F-HRTimelineGroup
Waverly Advisors, LLC49,681$1.95M0.02%-3,03713F-HRTimeline
Cambridge Investment Research Advisors,…49,556$1.95M0.01%-5,65413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC48,309$1.9M<0.01%+26,02913F-HRTimelineGroup
Creative Planningin group Creative Planning46,611$1.83M<0.01%-2,77313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…44,268$1.78M<0.01%+1,10413F-HRTimeline
TD Waterhouse Canada Inc.40,865$1.61M0.01%+2,01313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…40,311$1.58M0.13%+27513F-HRTimeline
CW Advisors, LLC38,000$1.49M0.01%+41913F-HRTimeline
Gladstone Institutional Advisory LLC36,482$1.43M0.06%-1,34713F-HRTimeline
SCS Capital Management LLC35,150$1.38M0.02%-40913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.34,979$1.37M0.01%+86013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
HighTower Advisors, LLC34,374$1.35M<0.01%-8,26513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC33,864$1.33M0.01%-1,09413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,369$1.27M<0.01%-6,07113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC32,169$1.26M<0.01%-16113F-HRTimelineGroup
Wealthfront Advisers LLC30,400$1.19M<0.01%-6,63213F-HRTimeline
Integrated Wealth Concepts LLC30,069$1.18M0.01%-1,67413F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.30,000$1.18M<0.01%+10,00013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP28,549$1.12M<0.01%-27,70513F-HR/ATimelineGroup
JAMES INVESTMENT RESEARCH, INC.28,488$1.12M0.13%-6913F-HRTimeline
MML INVESTORS SERVICES, LLC27,844$1.09M<0.01%-7,85113F-HRTimeline
Aptus Capital Advisors, LLC26,576$1.04M0.01%-29313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC25,833$1.01M0.37%+15,10713F-HRTimeline
Affiance Financial, LLC24,736$972K0.2%+1613F-HRTimeline
U.S. Capital Wealth Advisors, LLC23,024$905K0.03%-4,39113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …22,265$875K0.06%+3,25013F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,091$868K0.02%+4,50813F-HRTimelineGroup
SSA SWISS ADVISORS AG21,220$849K0.41%-34513F-HRTimeline
Climber Capital SA21,498$838K0.54%+1,87013F-HRTimeline
Vantage Point Financial LLC21,284$836K0.37%+1413F-HRTimeline
Chesley Taft & Associates LLC20,420$802K0.04%+1,27513F-HRTimeline
MAI Capital Management20,164$792K0.01%-41513F-HRTimeline
Abbot Financial Management, Inc.19,727$775K0.36%+6913F-HRTimeline
Western Wealth Management, LLC19,454$764K0.05%+61213F-HRTimeline
Rathbones Group PLC17,929$704K<0.01%+2,88313F-HRTimeline
Schorn Wealth LLC17,808$700K0.23%-4,75213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,299$680K<0.01%-2,91213F-HRTimelineGroup
CWM, LLCin group CWM, LLC16,822$661K<0.01%-4,29213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS16,552$650K<0.01%+5,67713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC16,102$633K0.04%013F-HRTimeline
ICICI Prudential Asset Management Co Ltd15,750$619K0.08%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,241$599K0.01%+2,24013F-HRTimeline
Wealth Management Associates, Inc.14,560$572K0.22%+10013F-HRTimeline
SCOTIA CAPITAL INC.14,459$568K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,337$563K<0.01%-73213F-HRTimeline
Atlantic Private Wealth, LLC14,161$556K0.37%013F-HRTimeline
Geneos Wealth Management Inc.13,988$550K0.01%-11,32213F-HRTimeline
BCO Wealth Management LLC13,799$542K0.39%013F-HRTimeline
Farther Finance Advisors, LLC13,602$534K0.01%+24813F-HRTimeline
Kovack Advisors, Inc.13,534$532K0.05%+14213F-HRTimeline
Ifrah Financial Services, Inc.13,449$528K0.14%+6,47113F-HRTimeline
MA Private Wealth13,328$524K0.09%-123,26613F-HRTimeline
Union Bancaire Privee, UBP SA13,497$514K0.01%013F-HRTimeline
Ameraudi Asset Management, Inc.12,995$511K0.27%-1,96313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,719$500K<0.01%-4,75913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC12,445$489K<0.01%-2,35713F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,192$479K0.01%+1613F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC11,227$474K0.54%013F-HRTimeline
Strategic Wealth Investment Group, LLC12,066$474K0.69%+1,44713F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…11,979$471K<0.01%-12,05913F-HRTimelineGroup
Strategic Blueprint, LLC11,822$464K0.02%-5,65213F-HRTimeline
Walkner Condon Financial Advisors LLC11,775$463K0.09%-913F-HRTimeline
NewEdge Advisors, LLC11,656$458K<0.01%-17,95113F-HRTimeline
Fort Sheridan Advisors LLC11,439$449K0.06%-78513F-HRTimeline
Baker Ellis Asset Management LLC11,275$443K0.06%-7,05013F-HRTimeline
Quantinno Capital Management LP10,635$418K<0.01%+1,92513F-HRTimeline
Centerpoint Advisors, LLC10,419$409K0.14%+3013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC10,072$396K0.03%-38113F-HRTimeline
CHOREO, LLC10,006$393K0.01%-12,54513F-HRTimeline
EVERETT HARRIS & CO /CA/10,000$393K0.01%013F-HRTimeline
Detalus Advisors, LLC9,865$388K0.11%-1,00313F-HRTimeline
TWO SIGMA SECURITIES, LLC9,407$370K0.05%+2,55613F-HRTimeline
CoreCap Advisors, LLC9,370$368K0.01%-2,86013F-HRTimeline
BRIGHTON JONES LLC9,299$365K0.01%-5513F-HRTimeline
Legacy PCG, LLC8,838$347K0.22%013F-HRTimeline
Evolution Wealth Advisors, LLC8,500$334K0.05%new13F-HRTimeline
Private Advisor Group, LLC8,446$332K<0.01%-4,05513F-HRTimeline
IFG Advisory, LLC8,381$329K0.02%-46113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,372$329K0.01%013F-HRTimelineGroup
Arcus Capital Partners, LLC8,343$328K0.14%+14013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,172$321K<0.01%+1,56013F-HRTimelineGroup
Janney Montgomery Scott LLC8,122$319K<0.01%-1,11713F-HRTimeline
Cardinal Strategic Wealth Guidance8,045$316K0.09%-26,96313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,000$314K<0.01%-10013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.7,919$311K0.01%+37013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC7,809$307K0.02%new13F-HRTimelineGroup
First Heartland Consultants, Inc.7,774$305K0.03%+84313F-HRTimeline
J.Safra Asset Management Corp7,650$301K0.02%new13F-HR/ATimeline
Certus Wealth Management, LLC7,603$299K0.19%-2,48913F-HRTimeline
Sovran Advisors, LLC7,093$288K0.03%-1,18913F-HRTimeline
Cresset Asset Management, LLC7,213$283K<0.01%-4,25513F-HR/ATimeline
Mesirow Financial Investment Management…7,112$279K0.01%+13513F-HRTimeline
1834 INVESTMENT ADVISORS CO7,109$279K0.04%-80913F-HRTimeline
Sowell Financial Services LLC6,960$273K0.01%-3413F-HRTimeline
IHT Wealth Management, LLC6,876$270K0.01%-90113F-HRTimeline
IEQ CAPITAL, LLC6,779$266K<0.01%013F-HRTimeline
Triumph Capital Management6,763$266K0.08%-3,14213F-HR/ATimeline
Lynx Investment Advisory6,568$258K0.17%-84013F-HRTimeline
Empower Advisory Group, LLC6,381$251K<0.01%new13F-HRTimeline
NorthCoast Asset Management LLC6,305$248K<0.01%new13F-HRTimeline
Integrated Advisors Network LLC6,302$248K0.01%013F-HRTimeline
GSA CAPITAL PARTNERS LLP6,296$247K0.02%+96313F-HRTimeline
Mutual Advisors, LLC6,089$245K0.01%-1,04413F-HRTimeline
Beacon Bridge Wealth Partners, LLC6,218$244K0.1%-6313F-HRTimeline
Wealth Management Partners, LLC6,151$243K0.09%013F-HRTimeline
FIRST MANHATTAN CO. LLC.6,007$236K<0.01%new13F-HRTimeline
Compound Planning, Inc.6,006$236K0.01%-28813F-HRTimeline
DIVERSIFIED TRUST CO5,947$234K0.01%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,900$232K<0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.5,885$231K0.01%-2,50113F-HRTimeline
Wedmont Private Capital5,658$229K0.01%new13F-HRTimeline
SageView Advisory Group, LLC5,607$228K0.01%-1,91413F-HRTimeline
MBA Advisors LLC5,732$225K0.1%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,600$220K<0.01%013F-HRTimelineGroup
Capasso Planning Partners LLC5,576$219K0.12%-2,14913F-HRTimeline
Provenance Wealth Advisors, LLC5,508$216K0.03%-65213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,417$213K<0.01%-1,46413F-HRTimelineGroup
Gotham Asset Management, LLC5,351$210K<0.01%013F-HRTimeline
Avantax Planning Partners, Inc.5,320$209K0.01%+2113F-HRTimeline
MACKENZIE FINANCIAL CORP5,130$202K<0.01%+13613F-HRTimeline
FMR LLCin group FMR LLC5,122$201K<0.01%-2,00513F-HRTimelineGroup
Townsend & Associates, Inc4,992$201K0.02%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,100$200K0.01%013F-HR/ATimeline
MGO ONE SEVEN LLC5,100$200K0.01%-78913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,033$198K0.02%-2,19713F-HR/ATimeline
Anchor Investment Management, LLC4,961$195K0.02%+6013F-HRTimeline
Icon Wealth Advisors, LLC4,867$191K0.01%-56713F-HRTimeline
SBI Securities Co., Ltd.4,662$183K0.01%+33813F-HRTimeline
Millstone Evans Group, LLC4,535$178K0.12%013F-HRTimeline
Arax Advisory Partners4,469$176K0.01%+5113F-HRTimeline
BLAIR WILLIAM & CO/IL4,327$170K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,051$159K<0.01%+3,71913F-HRTimelineGroup
Global Retirement Partners, LLC4,011$158K<0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,967$156K0.01%-72013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC3,455$136K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,398$134K<0.01%-1,33813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,323$131K<0.01%-63813F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…3,004$118K0.02%+1,44413F-HRTimeline
Evelyn Partners Investment Management (…2,804$110K0.04%013F-HR/ATimeline
AE Wealth Management LLC2,761$108K<0.01%+68413F-HRTimeline
Sunbelt Securities, Inc.2,752$105K0.01%+2,74313F-HRTimeline
Provident Wealth Management, LLC2,500$98.2K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton2,452$96.3K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,440$95.9K<0.01%-3,00013F-HRTimelineGroup
COMERICA BANK2,389$93.9K<0.01%-84713F-HRTimeline
Steward Partners Investment Advisory, L…2,212$86.9K<0.01%-1,94413F-HRTimeline
Garde Capital, Inc.2,047$80.4K<0.01%013F-HRTimeline
Kilter Group LLC1,899$74.6K0.03%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,888$74.2K<0.01%-2813F-HRTimelineGroup
Sound Income Strategies, LLC1,758$69.1K<0.01%+1,68013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,704$67K<0.01%013F-HRTimelineGroup