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iShares Global Energy ETF (IXC) Institutional Ownership

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$44.08
-0.29 (-0.65%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Global Energy ETF (NYSEARCA:IXC)

Number of
Institutional Buyers
(last 12 months)
264
Total
Institutional Inflows
(last 12 months)
$997.38M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$153.09M
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IXC Institutional Buying and Selling by Quarter

iShares Global Energy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Clear 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%
4/25/2024Cardinal Strategic Wealth Guidance73,477$3.16M1.2%+10.0%0.094%
4/25/2024W Advisors LLC9,189$395K0.3%N/A0.012%
4/25/2024TRUE Private Wealth Advisors6,768$291K0.0%+15.6%0.009%
4/25/2024TNF 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%
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%
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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%
4/12/2024 AdvisorNet Financial Inc60,680$2.61M0.3%+332.5%0.132%
4/11/2024 Security Financial Services INC.28,666$1.23M0.3%-71.5%0.062%
4/11/2024 ONE Advisory Partners LLC76,173$3.27M1.6%+14.0%0.165%
4/11/2024 Buttonwood Financial Group LLC112,581$4.84M2.9%+46.1%0.244%
4/11/2024 RFG Advisory LLC46,495$2.00M0.1%+49.1%0.101%
4/10/2024 Park Avenue Securities LLC783,193$33.64M0.4%+4.7%1.701%
4/10/2024 Legacy Financial Group LLC33,565$1.44M0.3%N/A0.073%
4/10/2024 Lantz Financial LLC11,099$477K0.2%+38.8%0.024%
4/10/2024 Signal Advisors Wealth LLC10,961$471K0.1%+40.9%0.024%
4/10/2024 Clearview Wealth Advisors LLC10,901$468K0.5%N/A0.024%
4/9/2024 Northwest Capital Management Inc52,341$2.25M0.7%+4,354.6%0.114%
4/9/2024 Collective Family Office LLC5,147$221K0.1%-12.7%0.011%
4/9/2024 Mather Group LLC.1,830$72K0.0%N/A0.004%
4/5/2024 CWM LLC1,735,317$74.53M0.9%+9.8%3.768%
4/3/2024 Versant Capital Management Inc366,696$15.75M4.5%-2.5%0.796%
3/22/2024PNC Financial Services Group Inc.1,288$50K0.0%-85.7%0.003%
3/19/2024 Financial Life Advisors35,014$1.37M0.6%N/A0.076%
3/15/2024B. Riley Wealth Advisors Inc.37,677$1.47M0.0%+636.5%0.082%
3/8/2024ICA Group Wealth Management LLC644$25K0.0%N/A0.001%
3/5/2024Fisher Asset Management LLC4,770,690$186.58M0.1%+5.1%10.360%
3/5/2024True Vision MN LLC15,835$619K0.5%N/A0.034%
3/5/2024Greenwood Capital Associates LLC76,564$2.99M0.4%-1.8%0.166%
3/5/2024Wellington Management Group LLP224,445$8.78M0.0%+26.4%0.487%
3/1/2024Goldman Sachs Group Inc.525,087$20.54M0.0%+21.9%1.140%
2/29/2024Scarborough Advisors LLC121,177$4.74M1.0%N/A0.263%
2/28/2024Forthright Family Wealth Advisory LLC7,177$281K0.2%N/A0.016%
2/23/2024Beacon Financial Group26,220$1.03M0.1%N/A0.057%
2/22/2024Sierra Summit Advisors LLC43,940$1.72M0.5%N/A0.095%
2/21/2024Raleigh Capital Management Inc.2,880$113K0.1%N/A0.006%
2/21/2024WNY Asset Management LLC8,143$318K0.1%-9.2%0.018%
2/20/2024 Sunpointe LLC9,269$363K0.5%N/A0.020%
2/14/2024Icon Wealth Advisors LLC86,273$3.37M0.4%N/A0.187%
2/14/2024Regal Investment Advisors LLC19,961$781K0.1%N/A0.043%
2/14/2024 Mosley Wealth Management7,837$307K0.3%N/A0.017%
2/14/2024Connectus Wealth LLC604,901$23.66M0.5%-0.1%1.314%
2/14/2024Clal Insurance Enterprises Holdings Ltd52,000$2.03M0.0%N/A0.113%
2/14/2024Stonehage Fleming Financial Services Holdings Ltd1,155$45K0.0%N/A0.003%
2/14/2024Prudential PLC41,400$1.62M0.0%+7.8%0.090%
2/13/2024Morningstar Investment Services LLC15,608$610K0.0%N/A0.034%
2/13/2024Envestnet Asset Management Inc.7,339,573$287.05M0.1%+12,125.7%15.938%
2/13/2024Cetera Advisor Networks LLC267,278$10.45M0.1%+88.6%0.580%
2/13/2024Edge Capital Group LLC78,709$3.08M0.2%-12.4%0.171%
2/13/2024Beacon Bridge Wealth Partners LLC5,184$203K0.1%N/A0.011%
2/13/2024Peapack Gladstone Financial Corp9,031$354K0.0%+7.1%0.020%
2/13/2024The Manufacturers Life Insurance Company 1,281,780$50.13M0.0%+10,188.8%2.783%
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2/13/2024Jones Financial Companies Lllp7,284$285K0.0%N/A0.016%
2/13/2024Rathbones Group PLC27,986$1.10M0.0%-2.6%0.061%
2/13/2024FinTrust Capital Advisors LLC1,325$52K0.0%N/A0.003%
2/12/2024Tradition Wealth Management LLC13,681$535K0.1%N/A0.030%
2/12/2024Madison Asset Management LLC169,618$6.63M0.1%-9.2%0.368%
2/12/2024Scotia Capital Inc.139,904$5.47M0.0%+5.1%0.304%
2/12/2024Bush Investment Group LLC38,646$1.50M1.4%N/A0.084%
2/12/2024Laidlaw Wealth Management LLC6,480$253K0.1%-10.0%0.014%
2/12/2024New Republic Capital LLC1,024$40K0.0%N/A0.002%
2/12/2024Focus Financial Network Inc. ADV15,710$614K0.0%N/A0.034%
(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, 356 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 322 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), Fisher Asset Management LLC ($1.47M), Phoenix Holdings Ltd. ($1.28M), and The Manufacturers Life Insurance Company ($1.27M).

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

Institutional investors have bought a total of 39,662,566 shares in the last 24 months. This purchase volume represents approximately $1.51B 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), Envestnet Asset Management Inc. ($602.37K), Money Design Co. Ltd. ($564.40K), Banco Bilbao Vizcaya Argentaria S.A. ($539.42K), Morningstar Investment Services LLC ($394.52K), and Fort Point Capital Partners LLC ($382.08K).

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

Institutional investors have sold a total of 9,722,858 shares in the last 24 months. This volume of shares sold represents approximately $361.05M in transactions.


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This page (NYSEARCA:IXC) was last updated on 4/26/2024 by MarketBeat.com Staff

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