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iShares Global Energy ETF (IXC) Institutional Ownership

iShares Global Energy ETF logo
$56.15 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
161
Total
Institutional Inflows
(last 12 months)
$544.74M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$73.00M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 Western Wealth Management LLC6,902$398K0.0%-52.9%0.014%
5/19/2026 Bank of America Corp DE1,159,227$66.78M0.0%-3.0%2.385%
5/19/2026 Ashton Thomas Securities LLC9,182$529K0.1%N/A0.019%
5/18/2026 Royal Bank of Canada179,975$10.37M0.0%+28.9%0.370%
5/16/2026 The Manufacturers Life Insurance Company 11,795$680K0.0%N/A0.024%
5/16/2026 Glen Eagle Advisors LLC569$33K0.0%-54.1%0.001%
5/16/2026 Quantinno Capital Management LP10,673$615K0.0%+8.7%0.022%
5/15/2026 Waverly Advisors LLC39,087$2.25M0.0%-8.0%0.080%
5/14/2026 Renaissance Technologies LLC20,200$1.16M0.0%-22.0%0.042%
5/14/2026 Morningstar Investment Management LLC154,885$8.92M0.6%N/A0.319%
5/14/2026 Compound Planning Inc.4,612$266K0.0%N/A0.009%
5/14/2026 Modern Wealth Management LLC23,288$1.30M0.0%-18.8%0.048%
5/13/2026 Cetera Investment Advisers272,871$15.72M0.0%-38.5%0.561%
5/13/2026 Alpha Financial Partners LLC37,418$2.16M1.3%N/A0.077%
5/8/2026 PNC Financial Services Group Inc.696$40K0.0%+54.3%0.001%
5/8/2026 Cura Wealth Advisors LLC4,300$248K0.1%N/A0.009%
5/7/2026 Scarborough Advisors LLC687$40K0.0%N/A0.001%
5/7/2026 Parallel Advisors LLC629$36K0.0%+51.9%0.001%
5/6/2026 Clifford Swan Investment Counsel LLC4,665$269K0.0%N/A0.010%
5/6/2026 Modera Wealth Management LLC3,540$204K0.0%N/A0.007%
5/6/2026 Bessemer Group Inc.5,760$332K0.0%-47.0%0.012%
5/5/2026 Wealthfront Advisers LLC67,900$3.91M0.0%+47.7%0.140%
5/5/2026 Geneos Wealth Management Inc.12,464$718K0.0%-7.7%0.026%
5/5/2026 Advisors Preferred LLC6,896$397K0.1%N/A0.014%
5/5/2026 Sigma Planning Corp140,467$8.09M0.2%-4.7%0.289%
5/5/2026 Avantax Planning Partners Inc.5,997$346K0.0%+12.2%0.012%
5/4/2026 Northland Securities Inc.72,129$4.16M4.0%-2.9%0.148%
5/4/2026 Vantage Point Financial LLC18,828$1.09M0.4%-9.7%0.039%
5/4/2026 J. Safra Sarasin Holding AG29,621$1.71M0.0%+30.3%0.061%
5/2/2026 Global Assets Advisory LLC731$42K0.0%N/A0.002%
5/2/2026 Valmark Advisers Inc.4,235$244K0.0%N/A0.009%
5/1/2026 Ferguson Wellman Capital Management Inc.7,364$424K0.0%N/A0.015%
5/1/2026 Citizens Financial Group Inc. RI5,357$309K0.0%N/A0.011%
5/1/2026 Fifth Third Bancorp4,408$254K0.0%+135.7%0.009%
5/1/2026 Sovran Advisors LLC6,231$354K0.0%-6.7%0.013%
5/1/2026 Darwin Wealth Management LLC568$33K0.0%N/A0.001%
5/1/2026 Van Cleef Asset Management Inc282,705$16.29M1.8%-0.3%0.582%
4/30/2026 Hsbc Holdings PLC4,685,253$269.92M0.1%N/A9.380%
4/30/2026 Kestra Advisory Services LLC38,762$2.23M0.0%+7.6%0.078%
4/28/2026 Ascentis Independent Advisors2,378$137K0.0%N/A0.005%
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4/28/2026 Stephens Inc. AR6,800$392K0.0%-15.0%0.014%
4/27/2026 Turtle Creek Wealth Advisors LLC4,412$254K0.0%N/A0.009%
4/27/2026 Sierra Summit Advisors LLC70,360$4.05M0.6%+4.6%0.141%
4/27/2026 Private Advisor Group LLC15,265$879K0.0%-4.0%0.031%
4/27/2026 Elevation Point Wealth Partners LLC44,971$2.59M0.1%+16.1%0.090%
4/24/2026 James Investment Research Inc.27,202$1.57M0.2%-1.7%0.055%
4/22/2026 Ifrah Financial Services Inc.12,688$731K0.2%-2.4%0.025%
4/22/2026 TPG Advisors LLC10,596$610K0.4%+32.9%0.021%
4/22/2026 Advocate Investing Services LLC63,178$3.64M3.1%-0.3%0.127%
4/22/2026 Decision Investments Inc.3,644$210K0.2%N/A0.007%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC43,956$2.53M0.2%+1.1%0.086%
4/20/2026 Kestra Private Wealth Services LLC15,802$910K0.0%+3.6%0.031%
4/20/2026 Factor Wealth Management LTD74,287$4.28M0.8%+18.9%0.146%
4/20/2026 Provenance Wealth Advisors LLC3,916$226K0.0%-19.3%0.008%
4/17/2026 Krilogy Financial LLC4,086$222K0.0%N/A0.008%
4/17/2026 Wealth Management Partners LLC12,807$738K0.2%+108.2%0.025%
4/17/2026 Rainier Family Wealth Inc.32,100$1.85M1.2%N/A0.064%
4/16/2026 Montecito Bank & Trust4,326$249K0.0%N/A0.009%
3/17/2026 Rockefeller Capital Management L.P.6,520$273K0.0%+7.1%0.014%
3/12/2026Nalls Sherbakoff Group LLC1,210$51K0.0%N/A0.003%
3/9/2026 Corient Private Wealth LLC44,893$1.88M0.0%+126.4%0.099%
3/2/2026 Corecam Pte. Ltd.5,420$227K0.1%N/A0.012%
2/19/2026 BFI Wealth Solutions LLC6,612$277K0.3%N/A0.015%
2/19/2026 Axxcess Wealth Management LLC17,086$716K0.0%+12.1%0.038%
2/19/2026 Corient Private Wealth LLC44,893$1.88M0.0%+126.4%0.099%
2/18/2026 Mercer Global Advisors Inc. ADV18,397$771K0.0%+26.3%0.040%
2/18/2026 Beacon Pointe Advisors LLC97,371$4.08M0.0%N/A0.214%
2/18/2026 Mackenzie Financial Corp5,997$252K0.0%N/A0.013%
2/18/2026 NewEdge Advisors LLC10,536$442K0.0%-6.7%0.023%
2/18/2026 Wellington Management Group LLP10,887$456K0.0%+99.5%0.024%
2/18/2026 Hyposwiss Advisors SA8,094$339K0.3%N/A0.018%
2/18/2026 IHT Wealth Management LLC6,368$267K0.0%-5.6%0.014%
2/17/2026 Cetera Investment Advisers443,914$18.61M0.0%+15.6%0.977%
2/17/2026 Equitable Holdings Inc.66,518$2.79M0.0%-36.5%0.146%
2/17/2026 Osaic Holdings Inc.116,316$4.88M0.0%-0.7%0.256%
2/17/2026 Captrust Financial Advisors20,616$864K0.0%+29.1%0.045%
2/17/2026 Royal Bank of Canada139,611$5.86M0.0%-7.3%0.307%
2/16/2026 MML Investors Services LLC14,180$595K0.0%-2.1%0.031%
2/16/2026 Focus Partners Wealth797,421$33.44M0.0%-4.2%1.755%
2/16/2026 Arax Advisory Partners4,712$198K0.0%N/A0.010%
2/16/2026 Aptus Capital Advisors LLC27,002$1.13M0.0%+2.0%0.059%
2/13/2026 Kestra Advisory Services LLC36,030$1.51M0.0%+1.5%0.079%
2/13/2026 CreativeOne Wealth LLC27,974$1.17M0.0%+12.8%0.062%
2/13/2026 Stifel Financial Corp100,990$4.24M0.0%-1.4%0.222%
2/13/2026 Quattro Advisors LLC1,285$54K0.0%N/A0.003%
2/13/2026 Abbot Financial Management Inc.16,519$693K0.3%-19.4%0.036%
2/13/2026 Integrated Wealth Concepts LLC26,232$1.10M0.0%-10.8%0.058%
2/13/2026 Ausdal Financial Partners Inc.7,652$321K0.0%N/A0.017%
2/13/2026 Wells Fargo & Company MN252,343$10.58M0.0%-9.6%0.555%
2/13/2026 Banco Santander S.A.38,158$1.60M0.0%+13.3%0.084%
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2/12/2026 Advocate Investing Services LLC63,378$2.66M2.4%N/A0.139%
2/12/2026 Jane Street Group LLC25,671$1.08M0.0%N/A0.056%
2/12/2026 Federation des caisses Desjardins du Quebec183,517$7.70M0.0%+11.6%0.404%
2/12/2026 Orion Porfolio Solutions LLC18,700$784K0.0%N/A0.041%
2/12/2026 Commonwealth Equity Services LLC448,292$18.80M0.0%+11.1%0.986%
2/12/2026 Renaissance Technologies LLC25,900$1.09M0.0%-30.4%0.057%
2/12/2026 Elevation Point Wealth Partners LLC38,731$1.62M0.1%+40.4%0.085%
2/12/2026 Bank of Montreal Can89,114$3.74M0.0%-2.5%0.196%
2/12/2026 Group One Trading LLC700$29K0.0%+250.0%0.002%
2/11/2026 Janney Montgomery Scott LLC7,340$308K0.0%-3.2%0.016%


IXC Institutional Ownership - Frequently Asked Questions

During the previous two years, 367 institutional investors and hedge funds held shares of iShares Global Energy ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($617.61M), Hsbc Holdings PLC ($269.92M), Bank of America Corp DE ($66.78M), Focus Partners Wealth ($33.44M), Evergreen Capital Management LLC ($26.19M), Verger Capital Management LLC ($24.14M), and UBS Group AG ($20.96M).Learn more on iShares Global Energy ETF's institutional investors.

Of the 284 institutional investors that purchased iShares Global Energy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($5.61M), Hsbc Holdings PLC ($4.69M), Dynasty Wealth Management LLC ($942.10K), Sagespring Wealth Partners LLC ($878.31K), The Manufacturers Life Insurance Company ($784.86K), Focus Partners Wealth ($610.79K), and Sanctuary Advisors LLC ($520.41K).

Institutional investors have bought a total of 11,217,690 shares in the last 24 months. This purchase volume represents approximately $544.74M in transactions.

Of the 108 institutional investors that sold iShares Global Energy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($171.04K), MA Private Wealth ($123.27K), Truist Financial Corp ($102.18K), JPMorgan Chase & Co. ($94.56K), Modern Wealth Management LLC ($92.02K), Bank of America Corp DE ($89.46K), and Strategic Wealth Investment Group LLC ($86.38K).

Institutional investors have sold a total of 1,689,709 shares in the last 24 months. This volume of shares sold represents approximately $73.00M in transactions.


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This page (NYSEARCA:IXC) was last updated on 5/26/2026 by MarketBeat.com Staff.
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