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Disclosery

IXC ISHARES TR

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GLOBAL ENERG ETF (fund)

283 managers (284 13F filers) reported a position in IXC shares at 2025-09-30, 26,020,309 shares in all. 30 filers opened a position and 33 filers sold out during the quarter.

Managers
283
13F filers
284
New
30
Added
61
Reduced
94
Sold out
33
Shares held by filers
26,020,309

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC13,602,292$568M0.21%+1,068,31813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,228,313$51.3M<0.01%-24,91813F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth832,707$34.8M0.06%-22,64513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY831,613$34.7M<0.01%+6,44313F-HR/ATimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC617,015$25.8M0.61%+20,20813F-HRTimeline
Verger Capital Management LLC511,493$21.4M6.93%+53,06413F-HRTimeline
UBS Group AGin group UBS Group AG448,142$18.7M<0.01%-73,54513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC403,371$16.8M0.02%+5,91013F-HRTimeline
Cetera Investment Advisers384,126$16M0.02%+130,30013F-HRTimeline
Versant Capital Management, Inc368,314$15.4M2.09%+11,97113F-HRTimeline
Financial Advisory Corp296,709$12.4M1.82%+2,06913F-HRTimeline
MFA WEALTH ADVISORS, LLC289,005$12.1M2.64%+7,94113F-HRTimeline
Van Cleef Asset Management,Inc285,749$11.9M1.21%-2,71213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN279,223$11.7M<0.01%-18,94713F-HRTimelineGroup
LPL Financial LLC274,015$11.4M<0.01%-126,21513F-HRTimeline
Strategic Wealth Investment Group, LLC269,614$11.3M0.95%+257,54813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC264,132$11M<0.01%-12,36913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC205,428$8.58M<0.01%-46,50213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.179,870$7.51M<0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC172,799$7.21M<0.01%+29,64613F-HRTimelineGroup
Federation des caisses Desjardins du Qu…164,447$6.87M0.03%+5,63413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA150,636$6.29M<0.01%-2,06413F-HRTimelineGroup
Sigma Planning Corp144,395$6.03M0.17%+18,38913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC127,261$5.31M<0.01%+78,95213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.117,187$4.91M0.01%+15,38413F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.112,344$4.69M0.05%013F-HRTimelineGroup
GenTrust, LLC110,830$4.63M0.21%-23,55113F-HRTimeline
Ayalon Insurance Comp Ltd.107,474$4.49M1.13%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.104,703$4.37M0.03%-4,92013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,444$4.28M<0.01%-9,28613F-HRTimelineGroup
PINNACLE ASSOCIATES LTD94,416$3.94M0.05%+3,35013F-HRTimeline
Nicholson Meyer Capital Management, Inc.93,958$3.92M3.02%+1,05913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/91,374$3.81M<0.01%-17,49913F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC90,580$3.78M0.06%-5,80413F-HRTimelineGroup
Cambridge Investment Research Advisors,…82,121$3.43M0.01%+32,56513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC74,398$3.11M1.03%+15,71513F-HRTimeline
SIERRA SUMMIT ADVISORS LLC65,752$2.75M0.42%+99013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP54,904$2.36M<0.01%+4,73913F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC56,100$2.34M0.02%-22,70013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…55,081$2.3M<0.01%-53113F-HRTimelineGroup
Dakota Wealth Management53,693$2.24M0.05%-52913F-HR/ATimeline
GTS SECURITIES LLC53,548$2.24M0.09%new13F-HRTimeline
Factor Wealth Management LTD53,040$2.21M0.55%+1,83313F-HRTimeline
SENTINEL TRUST CO LBA52,300$2.18M0.22%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding51,532$2.15M-587Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO47,134$1.97M<0.01%-6,15213F-HR/ATimelineGroup
Modern Wealth Management, LLC46,666$1.95M0.04%-86,61713F-HRTimeline
Creative Planningin group Creative Planning45,974$1.92M<0.01%-63713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…44,718$1.88M<0.01%+45013F-HRTimeline
Waverly Advisors, LLC44,395$1.85M0.02%-5,28613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…43,811$1.83M0.14%+3,50013F-HRTimeline
Gladstone Institutional Advisory LLC42,463$1.77M0.07%+5,98113F-HRTimeline
TD Waterhouse Canada Inc.39,861$1.67M0.01%-1,00413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC37,200$1.55M<0.01%new13F-HRTimeline
Wealthfront Advisers LLC35,862$1.5M<0.01%+5,46213F-HRTimeline
SCS Capital Management LLC33,869$1.41M0.02%-1,28113F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.33,689$1.41M0.01%-1,29013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC32,169$1.34M0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC31,163$1.3M0.01%-2,70113F-HRTimelineGroup
Guerra Advisors Inc30,710$1.28M0.47%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.30,000$1.25M<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC29,404$1.23M0.01%-66513F-HRTimeline
HighTower Advisors, LLC28,043$1.17M<0.01%-6,33113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.27,724$1.16M0.13%-76413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC27,577$1.15M0.08%+22,54413F-HRTimeline
Aptus Capital Advisors, LLC26,467$1.1M0.01%-10913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,029$1.09M<0.01%-6,34013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,795$1.04M0.03%+2,70413F-HRTimelineGroup
Affiance Financial, LLC24,736$1.03M0.19%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …23,719$990K0.06%+1,45413F-HRTimeline
WATERSHED PRIVATE WEALTH LLC22,162$925K0.29%-3,67113F-HRTimeline
U.S. Capital Wealth Advisors, LLC21,824$911K0.02%-1,20013F-HRTimeline
Chesley Taft & Associates LLC21,470$896K0.04%+1,05013F-HRTimeline
MAI Capital Management21,432$895K0.01%+1,26813F-HRTimeline
SSA SWISS ADVISORS AG21,220$893K0.42%013F-HRTimeline
Vantage Point Financial LLC21,284$889K0.34%013F-HRTimeline
Rathbones Group PLC21,019$878K<0.01%+3,09013F-HRTimeline
Abbot Financial Management, Inc.20,494$856K0.37%+76713F-HRTimeline
J.Safra Asset Management Corp20,157$842K0.05%+12,50713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,830$828K<0.01%-8,71913F-HRTimelineGroup
Western Wealth Management, LLC19,117$798K0.04%-33713F-HRTimeline
Schorn Wealth LLC18,418$769K0.24%+61013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.16,769$700K<0.01%new13F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC16,102$672K0.04%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,965$667K<0.01%-58713F-HRTimeline
ICICI Prudential Asset Management Co Ltd15,750$659K0.07%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,241$636K0.01%013F-HRTimeline
Cubist Systematic Strategies, LLC15,058$629K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,566$608K<0.01%+22913F-HRTimeline
Wealth Management Associates, Inc.14,560$608K0.22%013F-HRTimeline
MML INVESTORS SERVICES, LLC14,488$605K<0.01%-13,35613F-HRTimeline
BCO Wealth Management LLC13,799$576K0.38%013F-HRTimeline
Kovack Advisors, Inc.13,534$565K0.05%013F-HRTimeline
Geneos Wealth Management Inc.13,501$564K0.01%-48713F-HRTimeline
Union Bancaire Privee, UBP SA13,497$561K0.01%013F-HRTimeline
Ifrah Financial Services, Inc.13,369$558K0.14%-8013F-HRTimeline
Ameraudi Asset Management, Inc.12,995$543K0.33%013F-HR/ATimeline
SCOTIA CAPITAL INC.12,959$541K<0.01%-1,50013F-HRTimeline
Farther Finance Advisors, LLC12,654$528K0.01%-94813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,523$523K<0.01%-4,77613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC12,470$521K<0.01%+2513F-HRTimelineGroup
CWM, LLCin group CWM, LLC12,117$506K<0.01%-4,70513F-HRTimelineGroup
Walkner Condon Financial Advisors LLC11,616$485K0.08%-15913F-HRTimeline
Fort Sheridan Advisors LLC11,439$478K0.06%013F-HRTimeline
Cresset Asset Management, LLC11,360$474K<0.01%+4,14713F-HR/ATimeline
NewEdge Advisors, LLC11,298$472K<0.01%-35813F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,227$469K0.46%013F-HRTimeline
Private Advisor Group, LLC10,902$455K<0.01%+2,45613F-HRTimeline
Verity Asset Management, Inc.10,831$452K0.15%new13F-HRTimeline
Centerpoint Advisors, LLC10,419$435K0.13%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC10,182$425K0.06%new13F-HRTimeline
Strategic Blueprint, LLC10,126$423K0.02%-1,69613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC10,072$421K0.03%013F-HRTimeline
Quantinno Capital Management LP10,053$420K<0.01%-58213F-HRTimeline
EVERETT HARRIS & CO /CA/10,000$418K0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.9,869$412K0.01%+1,95013F-HRTimeline
Detalus Advisors, LLC9,861$412K0.11%-413F-HRTimeline
BRIGHTON JONES LLC9,655$403K0.01%+35613F-HRTimeline
TWO SIGMA SECURITIES, LLC9,338$390K0.06%-6913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…9,239$386K0.01%-2,95313F-HRTimelineGroup
CoreCap Advisors, LLC9,064$378K0.01%-30613F-HRTimeline
CHOREO, LLC8,998$376K<0.01%-1,00813F-HRTimeline
Legacy PCG, LLC8,838$369K0.22%013F-HRTimeline
Arcus Capital Partners, LLC8,620$360K0.16%+27713F-HRTimeline
Baker Ellis Asset Management LLC8,575$358K0.04%-2,70013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,531$356K<0.01%-4,18813F-HRTimelineGroup
First Heartland Consultants, Inc.8,405$351K0.03%+63113F-HRTimeline
IFG Advisory, LLC8,381$350K0.02%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,372$350K<0.01%013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…8,000$334K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…7,665$320K<0.01%+5,45313F-HRTimeline
Janney Montgomery Scott LLC7,586$317K<0.01%-53613F-HRTimeline
Integrated Advisors Network LLC7,302$305K0.01%+1,00013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,046$294K<0.01%-51,74213F-HRTimelineGroup
Mesirow Financial Investment Management…6,977$291K0.01%-13513F-HRTimeline
IEQ CAPITAL, LLC6,779$283K<0.01%013F-HRTimeline
Sovran Advisors, LLC6,782$282K0.02%-31113F-HRTimeline
IHT Wealth Management, LLC6,749$282K0.01%-12713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,612$276K<0.01%-1,56013F-HRTimelineGroup
Lynx Investment Advisory6,568$274K0.16%013F-HRTimeline
FMR LLCin group FMR LLC6,346$265K<0.01%+1,22413F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.6,294$263K<0.01%+28713F-HRTimeline
Wealth Management Partners, LLC6,151$257K0.08%013F-HRTimeline
1834 INVESTMENT ADVISORS CO6,109$255K0.03%-1,00013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,085$254K<0.01%new13F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC5,976$249K0.09%-24213F-HRTimeline
DIVERSIFIED TRUST CO5,947$248K<0.01%013F-HRTimeline
NorthCoast Asset Management LLC5,830$243K<0.01%-47513F-HRTimeline
Mutual Advisors, LLC5,793$243K0.01%-29613F-HRTimeline
MBA Advisors LLC5,781$241K0.1%+4913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …5,775$241K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,742$240K<0.01%+32513F-HRTimelineGroup
Wedmont Private Capital5,639$237K0.01%-1913F-HRTimeline
Sowell Financial Services LLC5,676$237K0.01%-1,28413F-HRTimeline
Qube Research & Technologies Ltd5,617$235K<0.01%+5,61113F-HRTimeline
SageView Advisory Group, LLC5,607$234K0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,600$234K<0.01%013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…5,600$234K<0.01%new13F-HRTimelineGroup
Moors & Cabot, Inc.5,521$231K0.01%-36413F-HRTimeline
Provenance Wealth Advisors, LLC5,508$230K0.03%013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…5,457$228K<0.01%-6,52213F-HRTimelineGroup
Certus Wealth Management, LLC5,354$224K0.13%-2,24913F-HRTimeline
Gotham Asset Management, LLC5,351$223K<0.01%013F-HRTimeline
Avantax Planning Partners, Inc.5,320$222K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,100$213K0.01%013F-HRTimeline
Pines Wealth Management, LLC5,031$210K0.07%new13F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.5,000$209K0.1%new13F-HRTimeline
Anchor Investment Management, LLC4,961$207K0.02%013F-HRTimeline
Legacy Advisors, LLC4,915$205K0.03%new13F-HRTimeline
Townsend & Associates, Inc4,992$202K0.02%013F-HRTimeline
SIMON QUICK ADVISORS, LLC4,813$201K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,768$199K0.01%+2,32813F-HRTimelineGroup
Icon Wealth Advisors, LLC4,747$198K0.01%-12013F-HRTimeline
Millstone Evans Group, LLC4,535$189K0.12%013F-HRTimeline
Wealthspire Advisors, LLC4,420$185K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.4,407$184K<0.01%-25513F-HRTimeline
BLAIR WILLIAM & CO/IL4,327$181K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,051$169K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC4,047$169K<0.01%+3613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,967$166K0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC3,455$144K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,323$139K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,076$128K<0.01%-32213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,722$114K<0.01%+1,01813F-HRTimelineGroup
Provident Wealth Management, LLC2,500$104K0.03%013F-HRTimeline
AE Wealth Management LLC2,444$102K<0.01%-31713F-HRTimeline
Rosenberg Matthew Hamilton2,370$98.9K0.02%-8213F-HRTimeline
Kilter Group LLC1,899$79.3K0.04%013F-HRTimeline
Allworth Financial LP1,884$78.7K<0.01%+1,40013F-HRTimeline
Blue Trust, Inc.1,816$75.8K<0.01%+46013F-HRTimeline
COMERICA BANK1,744$72.8K<0.01%-64513F-HRTimeline
Sound Income Strategies, LLC1,671$69.1K<0.01%-8713F-HRTimeline
Comprehensive Financial Planning, Inc./…1,618$67.5K0.05%013F-HRTimeline
Evelyn Partners Investment Management (…1,604$67K0.02%-1,20013F-HRTimeline
LOM Asset Management Ltd1,430$60K0.02%013F-HRTimeline
Powell Investment Advisors, LLC1,432$59.8K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,346$56.2K<0.01%-28113F-HRTimeline
Winch Advisory Services, LLC1,309$54.7K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,284$53.6K0.01%+4513F-HRTimeline
Pinnacle Bancorp, Inc.1,222$51K0.02%013F-HRTimeline