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Disclosery

IXC ISHARES TR

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GLOBAL ENERG ETF (fund)

295 managers (297 13F filers) reported a position in IXC shares at 2025-12-31, 27,701,641 shares in all. 39 filers opened a position and 34 filers sold out during the quarter.

Managers
295
13F filers
297
New
39
Added
83
Reduced
88
Sold out
34
Shares held by filers
27,701,641

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC14,729,493$618M0.21%+1,127,20113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,194,972$50.1M<0.01%-33,34113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY814,044$34.1M<0.01%-17,56913F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth797,421$33.4M0.04%-35,28613F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC624,706$26.2M0.59%+7,69113F-HRTimeline
Verger Capital Management LLC575,775$24.1M7.15%+64,28213F-HRTimeline
UBS Group AGin group UBS Group AG499,935$21M<0.01%+51,79313F-HRTimelineGroup
Versant Capital Management, Inc460,282$19.3M2.42%+91,96813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC448,292$18.8M0.03%+44,92113F-HRTimeline
Cetera Investment Advisers443,914$18.6M0.02%+59,78813F-HRTimeline
MFA WEALTH ADVISORS, LLC303,969$12.7M2.69%+14,96413F-HRTimeline
Financial Advisory Corp287,619$12.1M1.75%-9,09013F-HRTimeline
Van Cleef Asset Management,Inc283,646$11.9M1.21%-2,10313F-HRTimeline
LPL Financial LLC277,017$11.6M<0.01%+3,00213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC260,789$10.9M0.01%+133,52813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN252,343$10.6M<0.01%-26,88013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC205,018$8.6M<0.01%-59,11413F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC194,394$8.15M<0.01%+21,59513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC190,801$8M<0.01%-14,62713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…183,517$7.69M0.03%+19,07013F-HRTimeline
Strategic Wealth Investment Group, LLC183,236$7.68M0.94%-86,37813F-HRTimeline
Sigma Planning Corp147,430$6.18M0.17%+3,03513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA139,611$5.86M<0.01%-11,02513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…126,815$5.32M0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.116,316$4.88M0.01%-87113F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.112,456$4.72M0.05%+11213F-HRTimelineGroup
GenTrust, LLC108,785$4.56M0.2%-2,04513F-HRTimeline
Ayalon Insurance Comp Ltd.107,474$4.51M1.09%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP100,990$4.23M<0.01%-1,45413F-HRTimelineGroup
Beacon Pointe Advisors, LLC97,371$4.08M0.03%new13F-HRTimeline
PINNACLE ASSOCIATES LTD94,916$3.98M0.05%+50013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/89,114$3.74M<0.01%-2,26013F-HRTimelineGroup
Nicholson Meyer Capital Management, Inc.88,813$3.72M2.82%-5,14513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC88,525$3.71M1.16%+14,12713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding84,265$3.53M+58,236Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC83,013$3.48M0.05%-7,56713F-HRTimelineGroup
NORTHLAND SECURITIES, INC.74,248$3.11M2.98%13F-HRTimeline
Cambridge Investment Research Advisors,…69,000$2.89M0.01%-13,12113F-HRTimeline
SIERRA SUMMIT ADVISORS LLC67,274$2.82M0.43%+1,52213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.66,518$2.79M0.02%-38,18513F-HRTimelineGroup
Advocate Investing Services LLC63,378$2.66M2.38%13F-HRTimeline
Factor Wealth Management LTD62,494$2.62M0.57%+9,45413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC59,500$2.49M0.02%+3,40013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP58,353$2.45M<0.01%+3,44913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…57,211$2.4M<0.01%+2,13013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO54,753$2.3M<0.01%+7,61913F-HRTimelineGroup
Dakota Wealth Management53,325$2.24M0.04%-36813F-HR/ATimeline
SENTINEL TRUST CO LBA52,300$2.19M0.22%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding51,281$2.15M-251Timeline
Gladstone Institutional Advisory LLC48,538$2.04M0.08%+6,07513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…47,846$2.02M<0.01%+3,12813F-HRTimeline
Wealthfront Advisers LLC45,981$1.93M<0.01%+10,11913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP44,893$1.88M<0.01%+25,06313F-HR/ATimelineGroup
Pinnacle Wealth Management Advisory Gro…43,461$1.82M0.13%-35013F-HRTimeline
Waverly Advisors, LLC42,468$1.78M0.01%-1,92713F-HRTimeline
TD Waterhouse Canada Inc.39,953$1.68M0.01%+9213F-HRTimeline
Vestmark Advisory Solutions, Inc.38,731$1.62M0.02%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC38,731$1.62M0.08%+11,15413F-HRTimeline
Creative Planningin group Creative Planning38,602$1.62M<0.01%-7,37213F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.38,158$1.6M0.01%+4,46913F-HRTimelineGroup
HighTower Advisors, LLC35,314$1.48M<0.01%+7,27113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC32,169$1.35M0.01%013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.30,000$1.26M<0.01%013F-HRTimelineGroup
Modern Wealth Management, LLC28,691$1.2M0.02%-17,97513F-HRTimeline
ICON ADVISERS INC/CO28,000$1.17M0.25%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,974$1.17M0.03%+3,17913F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.27,665$1.16M0.13%-5913F-HRTimeline
Aptus Capital Advisors, LLC27,002$1.13M0.01%+53513F-HRTimeline
Integrated Wealth Concepts LLC26,232$1.1M0.01%-3,17213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC25,900$1.09M<0.01%-11,30013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,671$1.08M<0.01%new13F-HRTimelineGroup
Chesley Taft & Associates LLC25,650$1.08M0.04%+4,18013F-HRTimeline
Affiance Financial, LLC24,755$1.04M0.17%+1913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC24,481$1.03M0.01%-6,68213F-HRTimelineGroup
Proficio Capital Partners LLC23,870$1M0.07%new13F-HRTimeline
Rathbones Group PLC23,719$995K<0.01%+2,70013F-HR/ATimeline
C2P Capital Advisory Group, LLC d.b.a. …23,446$983K0.06%-27313F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG22,727$953K0.02%new13F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC22,136$928K0.28%-2613F-HRTimeline
DARA CAPITAL US, INC.22,050$925K0.82%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC21,780$913K0.02%-4413F-HRTimeline
Climber Capital SA21,498$910K0.59%13F-HRTimeline
SCS Capital Management LLC21,394$897K0.01%-12,47513F-HRTimeline
MAI Capital Management21,390$897K0.01%-4213F-HRTimeline
SSA SWISS ADVISORS AG21,165$888K0.41%-5513F-HRTimeline
Vantage Point Financial LLC20,848$874K0.31%-43613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,616$864K<0.01%+4,65113F-HRTimeline
J.Safra Asset Management Corp20,157$845K0.04%013F-HRTimeline
Orion Porfolio Solutions, LLC18,700$784K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,397$771K<0.01%+3,83113F-HRTimeline
Schorn Wealth LLC17,906$751K0.23%-51213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,086$716K0.01%+1,84513F-HR/ATimeline
Verity Asset Management, Inc.16,677$699K0.3%+5,84613F-HRTimeline
Abbot Financial Management, Inc.16,519$693K0.29%-3,97513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC16,102$675K0.04%013F-HRTimeline
Private Advisor Group, LLC15,896$667K<0.01%+4,99413F-HRTimeline
ICICI Prudential Asset Management Co Ltd15,750$661K0.08%013F-HRTimeline
Farther Finance Advisors, LLC15,319$642K0.01%+2,66513F-HRTimeline
Western Wealth Management, LLC14,663$615K0.03%-4,45413F-HRTimeline
Wealth Management Associates, Inc.14,595$612K0.21%+3513F-HRTimeline
MML INVESTORS SERVICES, LLC14,180$595K<0.01%-30813F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.13,975$586K<0.01%new13F-HRTimelineGroup
BCO Wealth Management LLC13,799$579K0.35%013F-HRTimeline
Cresset Asset Management, LLC13,778$578K<0.01%+2,41813F-HRTimeline
Kovack Advisors, Inc.13,655$573K0.03%+12113F-HR/ATimeline
Geneos Wealth Management Inc.13,501$566K0.01%013F-HRTimeline
Sowell Financial Services LLC13,228$555K0.02%+7,55213F-HRTimeline
Union Bancaire Privee, UBP SA13,497$550K0.01%013F-HRTimeline
Ifrah Financial Services, Inc.13,005$545K0.14%-36413F-HRTimeline
Ameraudi Asset Management, Inc.12,995$545K0.3%013F-HRTimeline
SCOTIA CAPITAL INC.12,959$543K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,721$533K<0.01%+19813F-HRTimelineGroup
Lynx Investment Advisory12,249$514K0.28%+5,68113F-HRTimeline
Walkner Condon Financial Advisors LLC12,130$509K0.07%+51413F-HRTimeline
CWM, LLCin group CWM, LLC11,603$486K<0.01%-51413F-HRTimelineGroup
Fort Sheridan Advisors LLC11,297$474K0.06%-14213F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,227$471K0.49%013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…10,887$456K<0.01%+5,43013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC10,864$455K<0.01%+4,25213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC10,679$448K<0.01%-1,79113F-HRTimelineGroup
NewEdge Advisors, LLC10,536$442K<0.01%-76213F-HRTimeline
Centerpoint Advisors, LLC10,456$438K0.13%+3713F-HRTimeline
EVERETT HARRIS & CO /CA/10,000$419K0.01%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,913$416K0.02%-15913F-HRTimeline
Quantinno Capital Management LP9,818$412K<0.01%-23513F-HRTimeline
GSA CAPITAL PARTNERS LLP9,593$402K0.03%new13F-HRTimeline
Detalus Advisors, LLC9,271$389K0.09%-59013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,243$388K<0.01%+71213F-HR/ATimelineGroup
Legacy PCG, LLC8,838$371K0.23%013F-HRTimeline
Arcus Capital Partners, LLC8,792$369K0.13%+17213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,372$351K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC8,206$344K0.01%-17513F-HRTimeline
Hyposwiss Advisors SA8,094$339K0.33%13F-HRTimeline
Baker Ellis Asset Management LLC8,075$339K0.04%-50013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,047$337K<0.01%+1,00113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…8,000$335K<0.01%013F-HRTimelineGroup
TPG Advisors LLC7,974$334K0.21%new13F-HRTimeline
First Heartland Consultants, Inc.7,966$334K0.03%-43913F-HRTimeline
Leo Wealth, LLC7,848$329K0.02%new13F-HRTimeline
CoreCap Advisors, LLC7,841$329K0.01%-1,22313F-HRTimeline
J.W. COLE ADVISORS, INC.7,787$327K0.01%-2,08213F-HRTimeline
Ausdal Financial Partners, Inc.7,652$321K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…7,618$319K<0.01%-4713F-HRTimeline
Janney Montgomery Scott LLC7,340$308K<0.01%-24613F-HRTimeline
Integrated Advisors Network LLC7,302$306K0.01%013F-HRTimeline
FMR LLCin group FMR LLC7,061$296K<0.01%+71513F-HRTimelineGroup
Sovran Advisors, LLC6,677$294K0.02%-10513F-HRTimeline
Mesirow Financial Investment Management…6,977$293K0.01%013F-HRTimeline
CHOREO, LLC6,852$289K<0.01%-2,14613F-HRTimeline
IEQ CAPITAL, LLC6,779$284K<0.01%013F-HRTimeline
BFI Wealth Solutions, LLC6,612$277K0.26%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,520$273K<0.01%+43513F-HR/ATimelineGroup
ABLE Financial Group, LLC6,479$272K0.06%new13F-HRTimeline
ProCore Advisors, LLC6,417$269K0.28%13F-HRTimeline
IHT Wealth Management, LLC6,368$267K0.01%-38113F-HRTimeline
Wealth Management Partners, LLC6,151$258K0.07%013F-HRTimeline
MACKENZIE FINANCIAL CORP5,997$252K<0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO5,947$249K<0.01%013F-HRTimeline
MBA Advisors LLC5,781$242K0.1%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,658$237K<0.01%-8413F-HRTimelineGroup
Wedmont Private Capital5,667$236K0.01%+2813F-HRTimeline
SageView Advisory Group, LLC5,607$235K0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,600$235K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC5,550$233K<0.01%-24313F-HRTimeline
1834 INVESTMENT ADVISORS CO5,487$230K0.03%-62213F-HRTimeline
Corecam Pte. Ltd.5,420$227K0.12%new13F-HRTimeline
Gotham Asset Management, LLC5,351$224K<0.01%013F-HRTimeline
Avantax Planning Partners, Inc.5,345$224K0.01%+2513F-HRTimeline
Pines Wealth Management, LLC5,322$223K0.07%+29113F-HRTimeline
Townsend & Associates, Inc4,992$220K0.02%013F-HRTimeline
Moors & Cabot, Inc.5,216$219K0.01%-30513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,100$214K0.01%013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.5,000$210K0.1%013F-HRTimeline
Anchor Investment Management, LLC4,923$206K0.02%-3813F-HRTimeline
Legacy Advisors, LLC4,915$206K0.02%013F-HRTimeline
SIMON QUICK ADVISORS, LLC4,912$206K0.01%+9913F-HRTimeline
Provenance Wealth Advisors, LLC4,853$203K0.02%-65513F-HRTimeline
Global Retirement Partners, LLC4,733$198K<0.01%+68613F-HRTimeline
Arax Advisory Partners4,712$198K0.01%new13F-HRTimeline
Millstone Evans Group, LLC4,535$190K0.11%013F-HRTimeline
SBI Securities Co., Ltd.4,351$182K<0.01%-5613F-HRTimeline
BLAIR WILLIAM & CO/IL4,327$181K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,233$177K<0.01%+18213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,963$166K0.01%-413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,302$138K<0.01%-2113F-HRTimelineGroup
Provident Wealth Management, LLC2,500$105K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,305$96.6K<0.01%-1,15013F-HRTimeline
Rosenberg Matthew Hamilton2,287$95.9K0.02%-8313F-HRTimeline
AE Wealth Management LLC2,238$93.8K<0.01%-20613F-HRTimeline
Advanced Asset Management Advisors Inc2,202$92.3K0.03%new13F-HRTimeline
Sound Income Strategies, LLC2,071$91.5K<0.01%+40013F-HRTimeline
Kilter Group LLC1,899$79.6K0.04%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,870$78.4K<0.01%-85213F-HRTimelineGroup
Triumph Capital Management1,836$77K0.02%new13F-HRTimeline
Allworth Financial LP1,748$73.3K<0.01%-13613F-HRTimeline
Comprehensive Financial Planning, Inc./…1,635$68.6K0.05%+1713F-HRTimeline
COMERICA BANK1,605$67.3K<0.01%-13913F-HRTimeline
Evelyn Partners Investment Management (…1,604$67.3K0.02%013F-HRTimeline
Powell Investment Advisors, LLC1,462$61.3K0.02%+3013F-HRTimeline
LOM Asset Management Ltd1,430$60K0.02%013F-HRTimeline