iShares Global Energy ETF (IXC) Institutional Ownership

$43.71
-0.09 (-0.21%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Global Energy ETF (NYSEARCA:IXC)

Number of
Institutional Buyers
(last 12 months)
270
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$111.76M
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IXC Institutional Buying and Selling by Quarter

iShares Global Energy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024Osaic Holdings Inc.268,448$11.53M0.0%-68.0%0.327%
5/10/2024 Bright Financial Advisors Inc.5,003$214K0.2%N/A0.006%
5/10/2024 Nwam LLC5,747$249K0.0%N/A0.007%
5/9/2024 Orion Portfolio Solutions LLC54,185$2.33M0.0%+17.7%0.066%
5/9/2024 Kingsview Wealth Management LLC66,784$2.87M0.1%N/A0.081%
5/9/2024 Avid Wealth Partners LLC49,695$2.13M1.7%N/A0.060%
5/8/2024 Edmond DE Rothschild Holding S.A.1,540$66K0.0%+33.9%0.002%
5/8/2024 West Wealth Group LLC87,809$3.77M1.4%+97.1%0.107%
5/8/2024 TSA Wealth Managment LLC53,740$2.31M1.0%+46.8%0.065%
5/8/2024 Avantax Advisory Services Inc.147,613$6.34M0.1%+4.7%0.180%
5/8/2024 US Bancorp DE84,260$3.62M0.0%+5.1%0.103%
5/8/2024 Watershed Private Wealth LLC57,760$2.48M1.1%N/A0.070%
5/8/2024 New Republic Capital LLC1,340$58K0.0%+30.9%0.002%
5/7/2024 Verus Capital Partners LLC11,217$482K0.1%+40.1%0.014%
5/7/2024 WNY Asset Management LLC6,932$298K0.0%-14.9%0.008%
5/7/2024 Stonebrook Private Inc.39,881$1.71M0.5%+10.1%0.049%
5/7/2024 BCGM Wealth Management LLC41,771$1.79M0.6%N/A0.051%
5/7/2024 WealthPLAN Partners LLC7,290$313K0.0%+9.5%0.009%
5/7/2024 Shared Vision Wealth Group LLC18,622$800K0.5%+92.0%0.023%
5/7/2024 EQ LLC32,186$1.38M0.9%N/A0.039%
5/7/2024 Stokes Family Office LLC130,763$5.62M0.7%+15.6%0.159%
5/6/2024 Envestnet Portfolio Solutions Inc.1,148,800$49.34M0.2%+8.2%1.398%
5/6/2024 Advisory Services Network LLC153,266$6.58M0.1%+13.9%0.186%
5/6/2024 Advisory Alpha LLC8,830$379K0.0%+47.5%0.011%
5/4/2024 Beacon Bridge Wealth Partners LLC29,380$1.26M0.6%+466.7%0.036%
5/4/2024 Csenge Advisory Group14,397$618K0.0%+37.0%0.018%
5/3/2024 Avidian Wealth Solutions LLC12,526$538K0.0%+17.5%0.015%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors89,603$3.85M0.5%-18.6%0.109%
5/3/2024 BCU Wealth Advisors LLC5,472$235K0.2%N/A0.007%
5/3/2024 Liberty Wealth Management LLC53,312$2.29M0.4%+20.6%0.065%
5/3/2024 Integrity Financial Corp WA1,963$84K0.1%-63.9%0.002%
5/2/2024 Adapt Wealth Advisors LLC68,487$2.94M2.1%N/A0.083%
5/2/2024 Lincoln National Corp142,902$6.14M0.1%+2.3%0.174%
5/2/2024 Choreo LLC29,062$1.25M0.0%-2.6%0.035%
5/2/2024 Family Firm Inc.111,367$4.78M1.2%-3.0%0.135%
5/1/2024 Janney Montgomery Scott LLC446,034$19.16M0.1%+7.8%0.543%
5/1/2024 BNP Paribas Financial Markets6,851$294K0.0%+78.3%0.008%
5/1/2024 Blue Trust Inc.58,049$2.49M0.0%+11,128.0%0.071%
5/1/2024 Concourse Financial Group Securities Inc.43,575$1.87M0.1%+4.6%0.053%
5/1/2024 Diversify Advisory Services LLC14,771$639K0.0%N/A0.018%
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4/30/2024 Private Advisor Group LLC44,600$1.92M0.0%+7.2%0.054%
4/30/2024 J.W. Cole Advisors Inc.6,007$258K0.0%+12.0%0.007%
4/30/2024 MA Private Wealth120,461$5.17M1.0%+9.9%0.154%
4/30/2024 Delta Financial Group Inc.8,827$379K0.1%-30.1%0.011%
4/30/2024 True Vision MN LLC19,627$865K0.6%+23.9%0.025%
4/30/2024 Perigon Wealth Management LLC56,154$2.41M0.1%+25.2%0.072%
4/30/2024 Mayflower Financial Advisors LLC18,272$785K0.1%+70.2%0.023%
4/29/2024Commonwealth Equity Services LLC349,643$15.02M0.0%+17.6%0.447%
4/29/2024 Benjamin F. Edwards & Company Inc.14,389$618K0.0%+105.9%0.018%
4/29/2024 Aspire Wealth Management Corp3,211$138K0.1%N/A0.004%
4/29/2024 Forthright Family Wealth Advisory LLC12,262$527K0.4%+70.9%0.016%
4/29/2024 Fiduciary Planning LLC82,597$3.55M1.3%-33.4%0.105%
4/29/2024 Marks Group Wealth Management Inc15,830$680K0.1%+5.8%0.020%
4/26/2024 Pinnacle Associates Ltd.66,061$2.84M0.0%+6.0%0.084%
4/26/2024 RCS Financial Planning LLC6,990$300K0.2%-18.8%0.009%
4/26/2024 Clear Creek Financial Management LLC4,982$214K0.0%N/A0.006%
4/26/2024 Mesirow Financial Investment Management Inc.6,977$300K0.0%N/A0.009%
4/25/2024 Cardinal Strategic Wealth Guidance73,477$3.16M1.2%+10.0%0.094%
4/25/2024 W Advisors LLC9,189$395K0.3%N/A0.012%
4/25/2024 TRUE Private Wealth Advisors6,768$291K0.0%+15.6%0.009%
4/25/2024 TNF LLC38,062$1.68M0.7%+27.3%0.049%
4/25/2024 MFA Wealth Advisors LLC235,933$10.13M2.7%-0.6%0.301%
4/25/2024 Cambridge Investment Research Advisors Inc.164,701$7.07M0.0%+13.3%0.210%
4/24/2024 Townsend & Associates Inc4,992$220K0.0%N/A0.006%
4/24/2024 Dakota Wealth Management64,382$2.77M0.1%N/A0.082%
4/24/2024 Simplicity Wealth LLC12,368$531K0.0%+39.7%0.016%
4/24/2024 Spire Wealth Management24,621$1.06M0.0%+13.4%0.031%
4/23/2024 Twin Peaks Wealth Advisors LLC7,205$309K0.2%N/A0.009%
4/23/2024 Venturi Wealth Management LLC8,028$345K0.0%+7.5%0.010%
4/23/2024 Strategic Blueprint LLC87,095$3.74M0.3%+47.5%0.111%
4/23/2024 Raymond James Financial Services Advisors Inc.352,208$15.13M0.0%-2.0%0.450%
4/23/2024 Sutton Place Investors LLC6,063$260K0.1%N/A0.008%
4/22/2024 Bay Harbor Wealth Management LLC24,193$1.04M0.4%+50.9%0.031%
4/22/2024 Altfest L J & Co. Inc.60,215$2.59M0.4%+1.5%0.077%
4/22/2024 Horst & Graben Wealth Management LLC107,976$4.64M0.9%+9.8%0.138%
4/20/2024 KWB Wealth33,706$1.45M0.2%N/A0.043%
4/19/2024 GenTrust LLC41,084$1.77M0.1%-1.4%0.052%
4/18/2024 Claro Advisors LLC13,451$578K0.1%N/A0.017%
4/18/2024 Cobblestone Asset Management LLC28,555$1.23M0.8%+22.1%0.036%
4/18/2024 Financial Life Advisors42,268$1.82M0.8%+20.7%0.054%
4/18/2024 Diversified Trust Co5,947$255K0.0%+12.6%0.008%
4/18/2024 Pettinga Financial Advisors LLC110,113$4.73M1.2%+10.4%0.141%
4/18/2024 SteelPeak Wealth LLC54,924$2.36M0.1%+20.4%0.070%
4/17/2024 Physician Wealth Advisors Inc.44,903$1.94M0.4%+20.4%0.057%
4/16/2024 Firethorn Wealth Partners LLC13,339$573K0.3%+37.9%0.017%
4/16/2024 Tsfg LLC24,792$1.07M0.3%+726.4%0.032%
4/16/2024 Cypress Wealth Services LLC53,715$2.31M0.5%+43.7%0.069%
4/16/2024 Chesley Taft & Associates LLC24,030$1.03M0.1%+35.1%0.031%
4/16/2024 Wealth Enhancement Advisory Services LLC35,064$1.51M0.0%-8.4%0.045%
4/16/2024 Mosley Wealth Management9,408$404K0.4%+20.0%0.012%
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4/16/2024 Advocacy Wealth Management Services LLC295,021$12.67M1.1%+32.1%0.377%
4/15/2024 Brookstone Capital Management33,511$1.44M0.0%N/A0.043%
4/15/2024 Ehrlich Financial Group25,300$1.09M0.9%+141.8%0.032%
4/15/2024 Sound Income Strategies LLC1,786$77K0.0%+28.9%0.002%
4/15/2024 Ayalon Insurance Comp Ltd.111,368$4.78M1.6%+2.4%0.142%
4/13/2024 Hoxton Planning & Management LLC12,921$555K0.3%+33.5%0.028%
4/13/2024 Retirement Planning Group LLC7,422$319K0.0%+4.6%0.016%
4/12/2024 Keystone Wealth Services LLC10,550$453K0.1%-3.2%0.023%
4/12/2024 Wealth Management Partners LLC6,151$264K0.1%-10.5%0.013%
4/12/2024 Austin Private Wealth LLC104,245$4.62M0.5%+26.7%0.226%
(Data available from 1/1/2016 forward)

IXC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IXC shares?

During the previous two years, 370 institutional investors and hedge funds held shares of iShares Global Energy ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($287.05M), Fisher Asset Management LLC ($186.58M), Hsbc Holdings PLC ($78.06M), Bank of America Corp DE ($74.67M), CWM LLC ($74.53M), JPMorgan Chase & Co. ($54.53M), and The Manufacturers Life Insurance Company ($50.13M).Learn more on IXC's institutional investors.

Which institutional investors have been buying iShares Global Energy ETF stock?

Of the 333 institutional investors that purchased iShares Global Energy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($7.28M), Hsbc Holdings PLC ($5.04M), CWM LLC ($1.73M), JPMorgan Chase & Co. ($1.62M), Phoenix Holdings Ltd. ($1.28M), The Manufacturers Life Insurance Company ($1.27M), and Fisher Asset Management LLC ($1.24M).

How much institutional buying is happening at iShares Global Energy ETF?

Institutional investors have bought a total of 38,781,578 shares in the last 24 months. This purchase volume represents approximately $1.48B in transactions.

Which iShares Global Energy ETF major shareholders have been selling company stock?

Of the 145 institutional investors that sold iShares Global Energy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: The Manufacturers Life Insurance Company ($1.70M), Fisher Asset Management LLC ($1.34M), Osaic Holdings Inc. ($570.21K), Money Design Co. Ltd. ($564.40K), Banco Bilbao Vizcaya Argentaria S.A. ($539.42K), Fort Point Capital Partners LLC ($382.08K), and Envestnet Asset Management Inc. ($374.69K).

How much institutional selling is happening at iShares Global Energy ETF?

Institutional investors have sold a total of 9,474,307 shares in the last 24 months. This volume of shares sold represents approximately $356.45M in transactions.


This page (NYSEARCA:IXC) was last updated on 5/11/2024 by MarketBeat.com Staff

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