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iShares Global Energy ETF (IXC) Institutional Ownership

$41.70
+0.10 (+0.24%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
277
Total
Institutional Inflows
(last 12 months)
$999.39M
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$281.94M
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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
7/26/2024Detalus Advisors LLC30,289$1.26M0.4%-66.3%0.037%
7/26/2024Walkner Condon Financial Advisors LLC11,941$495K0.1%+2.8%0.015%
7/26/2024Simmons Bank5,138$213K0.0%-10.1%0.006%
7/26/2024WealthShield Partners LLC4,062$169K0.0%-82.6%0.005%
7/26/2024Harbour Investments Inc.4,259$177K0.0%-62.6%0.005%
7/26/2024Cambridge Investment Research Advisors Inc.101,554$4.22M0.0%-38.3%0.124%
7/26/2024 Bank of New York Mellon Corp7,116$295K0.0%-97.9%0.009%
7/25/2024 New Millennium Group LLC1,644$68K0.0%N/A0.002%
7/25/2024 TNF LLC6,533$269K0.1%-82.8%0.008%
7/25/2024 EQ LLC31,788$1.32M0.8%-1.2%0.039%
7/25/2024 Pinnacle Wealth Management Advisory Group LLC18,836$782K0.1%+6.2%0.023%
7/24/2024 Family Firm Inc.113,029$4.69M0.5%+1.5%0.138%
7/24/2024 ShoreHaven Wealth Partners LLC11,882$493K0.3%-70.3%0.014%
7/23/2024 Concourse Financial Group Securities Inc.13,663$567K0.0%-68.6%0.017%
7/23/2024 Horst & Graben Wealth Management LLC17,757$737K0.1%-83.6%0.022%
7/23/2024 Security Financial Services INC.22,938$952K0.2%-20.0%0.028%
7/23/2024 ONE Advisory Partners LLC6,985$290K0.1%-90.8%0.008%
7/23/2024 Ayalon Insurance Comp Ltd.107,722$4.47M1.5%-3.3%0.131%
7/22/2024 Dakota Wealth Management65,951$2.74M0.1%+2.4%0.080%
7/20/2024 First Horizon Advisors Inc.3,416$142K0.0%-85.0%0.004%
7/20/2024 Raymond James Financial Services Advisors Inc.297,151$12.34M0.0%-15.6%0.361%
7/19/2024 Western Wealth Management LLC18,412$764K0.1%-3.9%0.022%
7/19/2024 Chesley Taft & Associates LLC27,905$1.16M0.1%+16.1%0.034%
7/19/2024 Verger Capital Management LLC518,621$21.53M11.0%+1.6%0.631%
7/19/2024 Tennessee Valley Asset Management Partners100,185$4.16M0.9%+18.2%0.122%
7/18/2024 Insight Wealth Partners LLC11,050$459K0.1%+10.1%0.013%
7/16/2024 Envestnet Portfolio Solutions Inc.110,468$4.59M0.0%-90.4%0.134%
7/16/2024 ORG Partners LLC1,695$71K0.0%N/A0.002%
7/16/2024 Wealth Enhancement Advisory Services LLC38,356$1.59M0.0%+9.4%0.047%
7/16/2024 Apeiron RIA LLC9,834$408K0.1%-66.1%0.012%
7/15/2024 RFG Advisory LLC11,035$458K0.0%-76.3%0.013%
7/13/2024 Retirement Planning Group LLC7,095$295K0.0%-4.4%0.009%
7/13/2024 Austin Private Wealth LLC4,860$202K0.0%-95.3%0.006%
7/13/2024 Keystone Wealth Services LLC9,300$386K0.1%-11.8%0.011%
7/12/2024 Cypress Wealth Services LLC12,082$502K0.1%-77.5%0.015%
7/11/2024 U.S. Capital Wealth Advisors LLC22,376$929K0.0%-16.0%0.027%
7/10/2024 Buttonwood Financial Group LLC37,178$1.55M0.9%-67.0%0.045%
7/10/2024 CWM LLC63,938$2.65M0.0%-96.3%0.078%
7/9/2024 Park Avenue Securities LLC78,273$3.25M0.0%-90.0%0.095%
7/9/2024 Baker Ellis Asset Management LLC40,300$1.67M0.3%-4.6%0.049%
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7/9/2024 Lynx Investment Advisory8,743$363K0.3%N/A0.011%
7/9/2024 Mather Group LLC.3,239$139K0.0%+77.0%0.004%
7/8/2024 Versant Capital Management Inc360,315$14.96M3.8%-1.7%0.438%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.890$37K0.0%N/A0.001%
6/13/2024Bush Investment Group LLC39,512$1.70M1.5%+2.2%0.048%
6/11/2024EverSource Wealth Advisors LLC2,752$119K0.0%+27.3%0.003%
5/31/2024Maxwell Wealth Strategies Inc.13,391$570K0.3%+11.7%0.016%
5/24/2024Cetera Advisors LLC103,277$4.44M0.0%+34.4%0.126%
5/24/2024Cetera Investment Advisers586,992$25.21M0.1%+173.6%0.714%
5/24/2024Invst LLC66,873$2.89M0.3%+5.2%0.081%
5/21/2024Atria Investments Inc108,615$4.67M0.1%+16.2%0.132%
5/17/2024Comerica Bank8,190$352K0.0%-21.0%0.010%
5/17/2024Semmax Financial Advisors Inc.2,306$101K0.0%+63.0%0.003%
5/16/2024Jane Street Group LLC343,391$14.75M0.0%+256.9%0.418%
5/16/2024Redwood Investment Management LLC7,498$322K0.0%N/A0.009%
5/16/2024B. Riley Wealth Advisors Inc.5,116$211K0.0%-86.4%0.006%
5/16/2024Ancora Advisors LLC21,432$921K0.0%+374.7%0.026%
5/16/2024Dynasty Wealth Management LLC17,756$763K0.0%N/A0.022%
5/16/2024High Falls Advisors Inc76,712$3.30M0.8%+17.1%0.093%
5/16/2024Icon Wealth Advisors LLC105,922$4.55M0.4%+22.8%0.129%
5/15/2024Ascent Group LLC52,415$2.25M0.2%+11.0%0.064%
5/15/2024Mount Yale Investment Advisors LLC20,472$879K0.1%+10.8%0.025%
5/14/2024OLD Mission Capital LLC202,168$8.68M0.1%N/A0.246%
5/14/2024CreativeOne Wealth LLC190,058$8.16M0.3%+70.1%0.231%
5/14/2024Oxford Financial Group LTD. LLC617$26K0.0%-47.2%0.001%
5/13/2024Bessemer Group Inc.6,493$279K0.0%-31.6%0.008%
5/13/2024PAX Financial Group LLC36,077$1.55M0.3%+38.8%0.044%
5/10/2024Osaic Holdings Inc.268,448$11.53M0.0%-68.0%0.327%
5/10/2024Bright Financial Advisors Inc.5,003$214K0.2%N/A0.006%
5/10/2024 Nwam LLC5,747$249K0.0%N/A0.007%
5/9/2024Orion Portfolio Solutions LLC54,185$2.33M0.0%+17.7%0.066%
5/9/2024Kingsview Wealth Management LLC66,784$2.87M0.1%N/A0.081%
5/9/2024 Avid Wealth Partners LLC49,695$2.13M1.7%N/A0.060%
5/8/2024Edmond DE Rothschild Holding S.A.1,540$66K0.0%+33.9%0.002%
5/8/2024West Wealth Group LLC87,809$3.77M1.4%+97.1%0.107%
5/8/2024TSA Wealth Managment LLC53,740$2.31M1.0%+46.8%0.065%
5/8/2024Avantax Advisory Services Inc.147,613$6.34M0.1%+4.7%0.180%
5/8/2024US Bancorp DE84,260$3.62M0.0%+5.1%0.103%
5/8/2024Watershed Private Wealth LLC57,760$2.48M1.1%N/A0.070%
5/8/2024New Republic Capital LLC1,340$58K0.0%+30.9%0.002%
5/7/2024Verus Capital Partners LLC11,217$482K0.1%+40.1%0.014%
5/7/2024WNY Asset Management LLC6,932$298K0.0%-14.9%0.008%
5/7/2024Stonebrook Private Inc.39,881$1.71M0.5%+10.1%0.049%
5/7/2024BCGM Wealth Management LLC41,771$1.79M0.6%N/A0.051%
5/7/2024WealthPLAN 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%
5/6/2024Advisory Services Network LLC153,266$6.58M0.1%+13.9%0.186%
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5/6/2024Advisory Alpha LLC8,830$379K0.0%+47.5%0.011%
5/4/2024Beacon 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%
5/3/2024Avidian Wealth Solutions LLC12,526$538K0.0%+17.5%0.015%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors89,603$3.85M0.5%-18.6%0.109%
5/3/2024BCU Wealth Advisors LLC5,472$235K0.2%N/A0.007%
5/3/2024Liberty Wealth Management LLC53,312$2.29M0.4%+20.6%0.065%
5/3/2024Integrity Financial Corp WA1,963$84K0.1%-63.9%0.002%
5/2/2024Adapt Wealth Advisors LLC68,487$2.94M2.1%N/A0.083%
5/2/2024 Lincoln National Corp142,902$6.14M0.1%+2.3%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, 379 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), JPMorgan Chase & Co. ($54.53M), The Manufacturers Life Insurance Company ($50.13M), and Phoenix Holdings Ltd. ($42.96M).Learn more on IXC's institutional investors.

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

Of the 340 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 ($2.01M), CWM LLC ($1.73M), Phoenix Holdings Ltd. ($1.28M), The Manufacturers Life Insurance Company ($1.27M), Fisher Asset Management LLC ($1.24M), and Envestnet Portfolio Solutions Inc. ($1.15M).

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

Institutional investors have bought a total of 34,611,475 shares in the last 24 months. This purchase volume represents approximately $1.34B in transactions.

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

Of the 162 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), CWM LLC ($1.67M), Fisher Asset Management LLC ($1.34M), Envestnet Portfolio Solutions Inc. ($1.04M), Park Avenue Securities LLC ($704.92K), Osaic Holdings Inc. ($570.21K), 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 13,310,860 shares in the last 24 months. This volume of shares sold represents approximately $520.03M in transactions.


This page (NYSEARCA:IXC) was last updated on 7/26/2024 by MarketBeat.com Staff

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