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iShares Global Energy ETF (IXC) Institutional Ownership

iShares Global Energy ETF logo
$55.50 +0.07 (+0.13%)
As of 07/24/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Global Energy ETF (NYSEARCA:IXC)

Number of
Institutional Buyers
(last 12 months)
157
Total
Institutional Inflows
(last 12 months)
$542.73M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$63.97M
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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
7/9/2026 Financial Advisory Corp226,108$11.11M1.5%+1.6%0.558%
7/8/2026 Chesley Taft & Associates LLC28,012$1.38M0.1%+0.9%0.069%
7/8/2026 First Heartland Consultants Inc.8,593$422K0.0%+7.4%0.021%
7/8/2026 Factor Wealth Management LTD94,559$4.65M0.7%+27.3%0.233%
7/7/2026 CoreCap Advisors LLC5,926$291K0.0%-11.8%0.015%
7/2/2026 Versant Capital Management Inc497,916$24.46M2.2%+2.4%1.225%
6/18/2026Western Wealth Management LLC6,902$398K0.0%-52.9%0.014%
6/3/2026Parallel Advisors LLC629$36K0.0%+51.9%0.001%
6/3/2026NewEdge Advisors LLC13,945$803K0.0%+32.4%0.029%
5/19/2026Western Wealth Management LLC6,902$398K0.0%-52.9%0.014%
5/19/2026Bank of America Corp DE1,159,227$66.78M0.0%-3.0%2.385%
5/19/2026Ashton Thomas Securities LLC9,182$529K0.1%N/A0.019%
5/18/2026Royal Bank of Canada179,975$10.37M0.0%+28.9%0.370%
5/16/2026The Manufacturers Life Insurance Company 11,795$680K0.0%N/A0.024%
5/16/2026Glen Eagle Advisors LLC569$33K0.0%-54.1%0.001%
5/16/2026Quantinno Capital Management LP10,673$615K0.0%+8.7%0.022%
5/15/2026Waverly Advisors LLC39,087$2.25M0.0%-8.0%0.080%
5/14/2026Renaissance Technologies LLC20,200$1.16M0.0%-22.0%0.042%
5/14/2026 Morningstar Investment Management LLC154,885$8.92M0.6%N/A0.319%
5/14/2026Compound Planning Inc.4,612$266K0.0%N/A0.009%
5/14/2026Modern Wealth Management LLC23,288$1.30M0.0%-18.8%0.048%
5/13/2026Cetera Investment Advisers272,871$15.72M0.0%-38.5%0.561%
5/13/2026Alpha Financial Partners LLC37,418$2.16M1.3%N/A0.077%
5/8/2026PNC Financial Services Group Inc.696$40K0.0%+54.3%0.001%
5/8/2026Cura Wealth Advisors LLC4,300$248K0.1%N/A0.009%
5/7/2026 Scarborough Advisors LLC687$40K0.0%N/A0.001%
5/7/2026Parallel Advisors LLC629$36K0.0%+51.9%0.001%
5/6/2026Clifford Swan Investment Counsel LLC4,665$269K0.0%N/A0.010%
5/6/2026Modera Wealth Management LLC3,540$204K0.0%N/A0.007%
5/6/2026Bessemer Group Inc.5,760$332K0.0%-47.0%0.012%
5/5/2026Wealthfront Advisers LLC67,900$3.91M0.0%+47.7%0.140%
5/5/2026Geneos Wealth Management Inc.12,464$718K0.0%-7.7%0.026%
5/5/2026Advisors Preferred LLC6,896$397K0.1%N/A0.014%
5/5/2026Sigma Planning Corp140,467$8.09M0.2%-4.7%0.289%
5/5/2026Avantax Planning Partners Inc.5,997$346K0.0%+12.2%0.012%
5/4/2026Northland Securities Inc.72,129$4.16M4.0%-2.9%0.148%
5/4/2026Vantage Point Financial LLC18,828$1.09M0.4%-9.7%0.039%
5/4/2026J. Safra Sarasin Holding AG29,621$1.71M0.0%+30.3%0.061%
5/2/2026Global Assets Advisory LLC731$42K0.0%N/A0.002%
5/2/2026Valmark Advisers Inc.4,235$244K0.0%N/A0.009%
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5/1/2026 Ferguson Wellman Capital Management Inc.7,364$424K0.0%N/A0.015%
5/1/2026Citizens Financial Group Inc. RI5,357$309K0.0%N/A0.011%
5/1/2026Fifth Third Bancorp4,408$254K0.0%+135.7%0.009%
5/1/2026Sovran Advisors LLC6,231$354K0.0%-6.7%0.013%
5/1/2026 Darwin Wealth Management LLC568$33K0.0%N/A0.001%
5/1/2026Van Cleef Asset Management Inc282,705$16.29M1.8%-0.3%0.582%
4/30/2026Hsbc Holdings PLC4,685,253$269.92M0.1%N/A9.380%
4/30/2026Kestra Advisory Services LLC38,762$2.23M0.0%+7.6%0.078%
4/28/2026Ascentis Independent Advisors2,378$137K0.0%N/A0.005%
4/28/2026Stephens Inc. AR6,800$392K0.0%-15.0%0.014%
4/27/2026Turtle 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%
4/27/2026Private Advisor Group LLC15,265$879K0.0%-4.0%0.031%
4/27/2026Elevation Point Wealth Partners LLC44,971$2.59M0.1%+16.1%0.090%
4/24/2026James 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%
4/22/2026TPG Advisors LLC10,596$610K0.4%+32.9%0.021%
4/22/2026Advocate Investing Services LLC63,178$3.64M3.1%-0.3%0.127%
4/22/2026 Decision Investments Inc.3,644$210K0.2%N/A0.007%
4/21/2026Pinnacle Wealth Management Advisory Group LLC43,956$2.53M0.2%+1.1%0.086%
4/20/2026Kestra 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%
4/20/2026Provenance Wealth Advisors LLC3,916$226K0.0%-19.3%0.008%
4/17/2026Krilogy 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%
3/17/2026Rockefeller Capital Management L.P.6,520$273K0.0%+7.1%0.014%
3/12/2026Nalls Sherbakoff Group LLC1,210$51K0.0%N/A0.003%
3/9/2026Corient Private Wealth LLC44,893$1.88M0.0%+126.4%0.099%
3/2/2026 Corecam Pte. Ltd.5,420$227K0.1%N/A0.012%
2/19/2026BFI Wealth Solutions LLC6,612$277K0.3%N/A0.015%
2/19/2026Axxcess Wealth Management LLC17,086$716K0.0%+12.1%0.038%
2/19/2026Corient Private Wealth LLC44,893$1.88M0.0%+126.4%0.099%
2/18/2026Mercer Global Advisors Inc. ADV18,397$771K0.0%+26.3%0.040%
2/18/2026Beacon Pointe Advisors LLC97,371$4.08M0.0%N/A0.214%
2/18/2026Mackenzie Financial Corp5,997$252K0.0%N/A0.013%
2/18/2026NewEdge Advisors LLC10,536$442K0.0%-6.7%0.023%
2/18/2026Wellington Management Group LLP10,887$456K0.0%+99.5%0.024%
2/18/2026 Hyposwiss Advisors SA8,094$339K0.3%N/A0.018%
2/18/2026IHT Wealth Management LLC6,368$267K0.0%-5.6%0.014%
2/17/2026Cetera Investment Advisers443,914$18.61M0.0%+15.6%0.977%
2/17/2026Equitable Holdings Inc.66,518$2.79M0.0%-36.5%0.146%
2/17/2026Osaic Holdings Inc.116,316$4.88M0.0%-0.7%0.256%
2/17/2026Captrust Financial Advisors20,616$864K0.0%+29.1%0.045%
2/17/2026Royal Bank of Canada139,611$5.86M0.0%-7.3%0.307%
2/16/2026MML Investors Services LLC14,180$595K0.0%-2.1%0.031%
2/16/2026Focus Partners Wealth797,421$33.44M0.0%-4.2%1.755%
2/16/2026Arax Advisory Partners4,712$198K0.0%N/A0.010%
2/16/2026Aptus Capital Advisors LLC27,002$1.13M0.0%+2.0%0.059%
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2/13/2026Kestra Advisory Services LLC36,030$1.51M0.0%+1.5%0.079%
2/13/2026CreativeOne Wealth LLC27,974$1.17M0.0%+12.8%0.062%
2/13/2026Stifel Financial Corp100,990$4.24M0.0%-1.4%0.222%
2/13/2026Quattro Advisors LLC1,285$54K0.0%N/A0.003%
2/13/2026Abbot Financial Management Inc.16,519$693K0.3%-19.4%0.036%
2/13/2026Integrated Wealth Concepts LLC26,232$1.10M0.0%-10.8%0.058%
2/13/2026Ausdal Financial Partners Inc.7,652$321K0.0%N/A0.017%
2/13/2026Wells Fargo & Company MN252,343$10.58M0.0%-9.6%0.555%
2/13/2026Banco Santander S.A.38,158$1.60M0.0%+13.3%0.084%
2/12/2026Advocate Investing Services LLC63,378$2.66M2.4%N/A0.139%


IXC Institutional Ownership - Frequently Asked Questions

During the previous two years, 356 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), Versant Capital Management Inc ($24.46M), and Verger Capital Management LLC ($24.14M).Learn more on iShares Global Energy ETF's institutional investors.

Of the 280 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 11,155,867 shares in the last 24 months. This purchase volume represents approximately $542.73M in transactions.

Of the 103 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), JPMorgan Chase & Co. ($94.56K), Modern Wealth Management LLC ($92.02K), Bank of America Corp DE ($89.46K), Strategic Wealth Investment Group LLC ($86.38K), UBS Group AG ($73.55K), and Goldman Sachs Group Inc. ($59.11K).

Institutional investors have sold a total of 1,456,550 shares in the last 24 months. This volume of shares sold represents approximately $63.97M in transactions.


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This page (NYSEARCA:IXC) was last updated on 7/25/2026 by MarketBeat.com Staff.
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