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iShares Global Energy ETF (IXC) Institutional Ownership

iShares Global Energy ETF logo
$61.73 +1.04 (+1.71%)
Closing price 10/13/2026 04:10 PM Eastern
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$62.51 +0.78 (+1.26%)
As of 09:12 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Global Energy ETF (NYSEARCA:IXC)

Number of
Institutional Buyers
(last 12 months)
149
Total
Institutional Inflows
(last 12 months)
$483.90M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$61.15M
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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
10/14/2026ProCore Advisors LLC5,028$286K0.3%-30.3%0.010%
10/14/2026Ifrah Financial Services Inc.9,217$525K0.1%N/A0.018%
10/14/2026B. Riley Wealth Advisors Inc.3,920$223K0.0%N/A0.007%
10/9/2026Wedmont Private Capital3,505$210K0.0%N/A0.007%
10/9/2026First Heartland Consultants Inc.8,869$505K0.0%N/A0.017%
10/8/2026Factor Wealth Management LTD90,263$5.14M0.8%-4.5%0.172%
10/8/2026Farther Finance Advisors LLC10,556$601K0.0%-15.1%0.020%
10/8/2026CoreCap Advisors LLC5,475$312K0.0%-7.6%0.010%
10/8/2026Ayalon Insurance Comp Ltd.107,474$6.12M0.5%N/A0.205%
10/7/2026Decision Investments Inc.3,674$209K0.2%N/A0.007%
10/7/2026MFA Wealth Advisors LLC301,973$17.20M2.0%-0.8%0.577%
10/5/2026Ferguson Wellman Capital Management Inc.7,364$420K0.0%N/A0.014%
10/2/2026 CX Institutional604$34K0.0%N/A0.001%
10/2/2026 Versant Capital Management Inc508,556$28.97M2.4%+2.1%0.971%
10/1/2026 Montecito Bank & Trust4,326$246K0.0%N/A0.008%
9/23/2026Envestnet Portfolio Solutions Inc.83,169$4.09M0.0%+21.4%0.165%
9/23/2026Envestnet Asset Management Inc.96,873$4.76M0.0%+122.5%0.192%
9/9/2026Pinnacle Wealth Management Advisory Group LLC43,626$2.14M0.1%-0.8%0.085%
9/9/2026Integrated Wealth Concepts LLC24,730$1.22M0.0%+6.2%0.048%
9/9/2026NewEdge Advisors LLC14,283$702K0.0%+2.4%0.028%
9/9/2026Squarepoint Ops LLC31,357$1.54M0.0%N/A0.061%
9/9/2026Baird Financial Group Inc.6,220$306K0.0%+9.9%0.012%
9/8/2026Waverly Advisors LLC34,213$1.68M0.0%-12.5%0.066%
9/2/2026Citadel Advisors LLC5,794$285K0.0%-97.5%0.011%
8/27/2026Corient Private Wealth LP32,705$1.61M0.0%-48.9%0.064%
8/23/2026Ameritas Advisory Services LLC4,774$235K0.0%N/A0.009%
8/22/2026Legacy Wealth Managment LLC ID8,647$425K0.2%N/A0.017%
8/22/2026TD Waterhouse Canada Inc.34,900$1.70M0.0%-10.1%0.068%
8/22/2026Concurrent Investment Advisors LLC12,979$638K0.0%+36.7%0.025%
8/21/2026Ewing Morris & Co. Investment Partners Ltd.15,225$748K0.4%N/A0.030%
8/21/2026Solstein Capital LLC7,283$358K0.1%N/A0.014%
7/9/2026Financial Advisory Corp226,108$11.11M1.5%+1.6%0.558%
7/8/2026Chesley Taft & Associates LLC28,012$1.38M0.1%+0.9%0.069%
7/8/2026First Heartland Consultants Inc.8,593$422K0.0%+7.4%0.021%
7/8/2026Factor Wealth Management LTD94,559$4.65M0.7%+27.3%0.233%
7/7/2026CoreCap 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%
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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 Company11,795$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%
5/14/2026Morningstar 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%
5/7/2026Scarborough 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%
5/1/2026Ferguson 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%
5/1/2026Darwin 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%
4/27/2026Sierra 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%
4/22/2026Ifrah 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%
4/22/2026Decision Investments Inc.3,644$210K0.2%N/A0.007%
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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%
4/20/2026Factor 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%
4/17/2026Wealth Management Partners LLC12,807$738K0.2%+108.2%0.025%
4/17/2026Rainier 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%


IXC Institutional Ownership - Frequently Asked Questions

During the previous two years, 345 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), Versant Capital Management Inc ($28.97M), Evergreen Capital Management LLC ($26.19M), and Verger Capital Management LLC ($24.14M).Learn more on iShares Global Energy ETF's institutional investors.

Of the 270 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), Focus Partners Wealth ($610.79K), Raymond James Financial Inc. ($480.03K), and JPMorgan Chase & Co. ($437.98K).

Institutional investors have bought a total of 9,551,453 shares in the last 24 months. This purchase volume represents approximately $483.90M in transactions.

Of the 90 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: Citadel Advisors LLC ($223.71K), Cetera Investment Advisers ($171.04K), Modern Wealth Management LLC ($92.02K), Strategic Wealth Investment Group LLC ($86.38K), UBS Group AG ($73.55K), Bank of America Corp DE ($60.66K), and Goldman Sachs Group Inc. ($59.11K).

Institutional investors have sold a total of 1,311,392 shares in the last 24 months. This volume of shares sold represents approximately $61.03M in transactions.



Institutional ownership data for NYSEARCA:IXC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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