QQQ   424.84 (-0.23%)
AAPL   167.31 (-0.41%)
MSFT   408.68 (-0.77%)
META   508.55 (+2.91%)
GOOGL   156.51 (+0.67%)
AMZN   181.37 (+0.05%)
TSLA   149.94 (-3.54%)
NVDA   855.17 (+1.76%)
AMD   155.66 (+1.06%)
NIO   4.00 (+2.30%)
BABA   69.04 (+0.32%)
T   16.17 (+0.31%)
F   12.04 (+0.00%)
MU   112.87 (-2.97%)
GE   155.84 (+0.11%)
CGC   7.89 (+21.57%)
DIS   113.24 (+0.27%)
AMC   2.91 (-2.35%)
PFE   25.27 (-0.59%)
PYPL   62.44 (-1.30%)
XOM   118.52 (-0.09%)
QQQ   424.84 (-0.23%)
AAPL   167.31 (-0.41%)
MSFT   408.68 (-0.77%)
META   508.55 (+2.91%)
GOOGL   156.51 (+0.67%)
AMZN   181.37 (+0.05%)
TSLA   149.94 (-3.54%)
NVDA   855.17 (+1.76%)
AMD   155.66 (+1.06%)
NIO   4.00 (+2.30%)
BABA   69.04 (+0.32%)
T   16.17 (+0.31%)
F   12.04 (+0.00%)
MU   112.87 (-2.97%)
GE   155.84 (+0.11%)
CGC   7.89 (+21.57%)
DIS   113.24 (+0.27%)
AMC   2.91 (-2.35%)
PFE   25.27 (-0.59%)
PYPL   62.44 (-1.30%)
XOM   118.52 (-0.09%)
QQQ   424.84 (-0.23%)
AAPL   167.31 (-0.41%)
MSFT   408.68 (-0.77%)
META   508.55 (+2.91%)
GOOGL   156.51 (+0.67%)
AMZN   181.37 (+0.05%)
TSLA   149.94 (-3.54%)
NVDA   855.17 (+1.76%)
AMD   155.66 (+1.06%)
NIO   4.00 (+2.30%)
BABA   69.04 (+0.32%)
T   16.17 (+0.31%)
F   12.04 (+0.00%)
MU   112.87 (-2.97%)
GE   155.84 (+0.11%)
CGC   7.89 (+21.57%)
DIS   113.24 (+0.27%)
AMC   2.91 (-2.35%)
PFE   25.27 (-0.59%)
PYPL   62.44 (-1.30%)
XOM   118.52 (-0.09%)
QQQ   424.84 (-0.23%)
AAPL   167.31 (-0.41%)
MSFT   408.68 (-0.77%)
META   508.55 (+2.91%)
GOOGL   156.51 (+0.67%)
AMZN   181.37 (+0.05%)
TSLA   149.94 (-3.54%)
NVDA   855.17 (+1.76%)
AMD   155.66 (+1.06%)
NIO   4.00 (+2.30%)
BABA   69.04 (+0.32%)
T   16.17 (+0.31%)
F   12.04 (+0.00%)
MU   112.87 (-2.97%)
GE   155.84 (+0.11%)
CGC   7.89 (+21.57%)
DIS   113.24 (+0.27%)
AMC   2.91 (-2.35%)
PFE   25.27 (-0.59%)
PYPL   62.44 (-1.30%)
XOM   118.52 (-0.09%)

iShares Global Energy ETF (IXC) Institutional Ownership

$43.17
+0.03 (+0.07%)
(As of 12:52 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
285
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$219.80M
Get IXC Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Global Energy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
4/18/2024Financial Life Advisors42,268$1.82M0.8%+20.7%0.054%
4/18/2024Diversified Trust Co5,947$255K0.0%+12.6%0.008%
4/18/2024Pettinga Financial Advisors LLC110,113$4.73M1.2%+10.4%0.141%
4/18/2024SteelPeak Wealth LLC54,924$2.36M0.1%+20.4%0.070%
4/17/2024Physician Wealth Advisors Inc.44,903$1.94M0.4%+20.4%0.057%
4/16/2024Firethorn Wealth Partners LLC13,339$573K0.3%+37.9%0.017%
4/16/2024Tsfg LLC24,792$1.07M0.3%+726.4%0.032%
4/16/2024Cypress Wealth Services LLC53,715$2.31M0.5%+43.7%0.069%
4/16/2024Chesley Taft & Associates LLC24,030$1.03M0.1%+35.1%0.031%
4/16/2024Wealth Enhancement Advisory Services LLC35,064$1.51M0.0%-8.4%0.045%
4/16/2024Mosley Wealth Management9,408$404K0.4%+20.0%0.012%
4/16/2024Advocacy Wealth Management Services LLC295,021$12.67M1.1%+32.1%0.377%
4/15/2024Brookstone Capital Management33,511$1.44M0.0%N/A0.043%
4/15/2024Ehrlich Financial Group25,300$1.09M0.9%+141.8%0.032%
4/15/2024Sound Income Strategies LLC1,786$77K0.0%+28.9%0.002%
4/15/2024Ayalon 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%
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%
3/19/2024Financial 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%
AI “wealth window” is closing soon! (Ad)

Today, I’m making my boldest prediction ever. Next-generation AI technology will create the first $100 TRILLION industry.

I put together this personal video [HERE]…
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%
2/20/2024Sunpointe LLC9,269$363K0.5%N/A0.020%
2/16/2024DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main4,299$168K0.0%-99.1%0.009%
2/16/2024Harbour Investments Inc.10,074$394K0.0%+1,005.8%0.022%
2/16/2024GSA Capital Partners LLP36,470$1.43M0.1%+537.3%0.079%
2/15/2024Mercer Global Advisors Inc. ADV9,366$366K0.0%-19.3%0.020%
2/15/2024High Falls Advisors Inc65,511$2.56M0.7%N/A0.142%
2/15/2024Townsquare Capital LLC12,207$477K0.0%N/A0.027%
2/15/2024Swmg LLC18,988$743K0.4%N/A0.041%
2/15/2024Oxford Financial Group LTD. LLC1,169$46K0.0%N/A0.003%
2/15/2024Fort Sheridan Advisors LLC14,049$549K0.1%+52.5%0.031%
2/15/2024Baird Financial Group Inc.92,563$3.62M0.0%+28.0%0.201%
2/15/2024Comerica Bank10,366$405K0.0%+10.8%0.023%
2/14/2024Royal Bank of Canada219,934$8.60M0.0%-10.5%0.478%
2/14/2024Pathstone Holdings LLC32,330$1.26M0.0%N/A0.070%
2/14/2024Kestra Advisory Services LLC110,035$4.30M0.0%+42.4%0.239%
2/14/2024Creative Planning15,135$592K0.0%+31.0%0.033%
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%
2/14/2024Mosley 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%
2/13/2024Oppenheimer & Co. Inc.23,014$900K0.0%-36.5%0.050%
2/13/2024Edge Capital Group LLC78,709$3.08M0.2%-12.4%0.171%
2/13/2024Goldman Sachs Group Inc.525,087$20.54M0.0%+21.9%1.140%
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%
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%
The “Perfect Storm” for Gold (Ad)

Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

Click here now to download the free Precious Metals Buying Guide!
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%
2/12/2024Stifel Financial Corp305,513$11.95M0.0%+148.9%0.663%
2/12/2024Steward Partners Investment Advisory LLC28,101$1.10M0.0%N/A0.061%
2/12/2024Edmond DE Rothschild Holding S.A.1,150$45K0.0%N/A0.002%
2/12/2024Hsbc Holdings PLC1,995,776$78.06M0.1%N/A4.334%
2/9/2024Advisory Services Network LLC134,611$5.27M0.1%+24.3%0.292%
2/9/2024Orion Portfolio Solutions LLC46,033$1.80M0.0%N/A0.100%
2/9/2024US Bancorp DE80,175$3.14M0.0%+31,096.5%0.174%
(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, 387 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), CWM LLC ($74.53M), Bank of America Corp DE ($63.07M), Morgan Stanley ($61.96M), 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 352 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 ($1.74M), JPMorgan Chase & Co. ($1.62M), Fisher Asset Management LLC ($1.47M), The Manufacturers Life Insurance Company ($1.28M), and Phoenix Holdings Ltd. ($1.28M).

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

Institutional investors have bought a total of 41,876,487 shares in the last 24 months. This purchase volume represents approximately $1.59B in transactions.

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

Of the 169 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), Jane Street Group LLC ($1.64M), JPMorgan Chase & Co. ($1.61M), Fisher Asset Management LLC ($1.34M), Wellington Management Group LLP ($941.60K), Envestnet Asset Management Inc. ($649.98K), and Money Design Co. Ltd. ($564.40K).

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

Institutional investors have sold a total of 15,805,237 shares in the last 24 months. This volume of shares sold represents approximately $585.63M in transactions.


This page (NYSEARCA:IXC) was last updated on 4/18/2024 by MarketBeat.com Staff

From Our Partners