Free Trial

iShares Global Energy ETF (IXC) Institutional Ownership

iShares Global Energy ETF logo
$41.12 +0.34 (+0.83%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
246
Total
Institutional Inflows
(last 12 months)
$1.03B
Number of
Institutional Sellers
(last 12 months)
142
Total
Institutional Outflows
(last 12 months)
$719.18M
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
1/17/2025 Mutual Advisors LLC8,403$343K0.0%-22.5%0.010%
1/17/2025 Janney Montgomery Scott LLC9,348$357K0.0%+31.1%0.011%
1/17/2025 Baker Ellis Asset Management LLC20,325$776K0.1%-47.0%0.025%
1/17/2025 Dakota Wealth Management56,213$2.15M0.0%-9.1%0.068%
1/17/2025 Wall Street Financial Group Inc.34,785$1.33M1.3%N/A0.042%
1/17/2025 Atomi Financial Group Inc.6,125$234K0.0%N/A0.007%
1/17/2025 Chesley Taft & Associates LLC24,625$940K0.0%-9.2%0.030%
1/16/2025 Client 1ST Advisory Group LLC30,397$1.16M0.4%N/A0.037%
1/15/2025 Astoria Portfolio Advisors LLC.6,860$276K0.1%-14.1%0.008%
1/15/2025 Ameritas Advisory Services LLC5,440$208K0.0%N/A0.007%
1/15/2025 Retirement Wealth Solutions LLC3,304$130K0.1%N/A0.004%
1/15/2025 Cypress Wealth Services LLC6,528$249K0.1%-33.0%0.008%
1/14/2025 Winch Advisory Services LLC1,482$57K0.0%+776.9%0.002%
1/14/2025 Park Avenue Securities LLC117,452$4.48M0.0%+47.6%0.143%
1/14/2025 Rosenberg Matthew Hamilton2,452$94K0.0%-16.6%0.003%
1/13/2025 Unique Wealth LLC26,588$1.02M0.2%N/A0.032%
1/10/2025 Wealth Enhancement Advisory Services LLC39,111$1.58M0.0%-3.8%0.048%
1/7/2025 One Wealth Capital Management LLC6,194$236K0.1%N/A0.008%
1/3/2025 Versant Capital Management Inc349,414$13.34M2.9%-2.6%0.425%
12/26/2024JPMorgan Chase & Co.987,690$39.98M0.0%-16.7%1.202%
12/13/2024B. Riley Wealth Advisors Inc.6,084$252K0.0%-23.0%0.007%
12/2/2024Capasso Planning Partners LLC24,086$975K0.3%-25.3%0.029%
11/25/2024Sanctuary Advisors LLC57,676$2.48M0.0%-88.9%0.070%
11/21/2024Anchor Investment Management LLC4,143$168K0.0%+22.5%0.005%
11/18/2024Sunbelt Securities Inc.2,604$105K0.0%+15.5%0.003%
11/15/2024High Falls Advisors Inc5,338$216K0.0%-11.0%0.006%
11/15/2024MML Investors Services LLC117,505$4.76M0.0%+18.2%0.143%
11/15/2024Orion Portfolio Solutions LLC8,406$340K0.0%+10.8%0.010%
11/15/2024National Bank of Canada FI7,922$321K0.0%-4.1%0.010%
11/15/2024Jane Street Group LLC504,410$20.42M0.0%-30.7%0.614%
11/15/2024Wellington Management Group LLP11,491$465K0.0%-95.7%0.014%
11/15/2024Stifel Financial Corp170,682$6.91M0.0%+1.5%0.208%
11/15/2024Quantinno Capital Management LP8,397$340K0.0%+21.4%0.010%
11/15/2024IHT Wealth Management LLC16,135$660K0.0%+12.9%0.020%
11/15/2024Integrated Wealth Concepts LLC75,533$3.06M0.0%-15.0%0.092%
11/15/2024HighTower Advisors LLC74,090$3.00M0.0%+3.0%0.090%
11/15/2024Ascent Group LLC5,196$210K0.0%N/A0.006%
11/15/2024Benjamin Edwards Inc.7,702$312K0.0%N/A0.009%
11/15/2024Kestra Investment Management LLC65,086$2.64M0.1%+28.6%0.079%
11/15/2024Erste Asset Management GmbH800$32K0.0%N/A0.001%
Grab This Altcoin Before Trump's Crypto Announcement (Ad)

The #1 Coin Poised to Soar Under Trump Pro-Crypto White House could make this the investment opportunity of a lifetime!

Click HERE to access this free report before it's too late
11/14/2024Captrust Financial Advisors24,566$994K0.0%-78.3%0.030%
11/14/2024Icon Wealth Advisors LLC36,271$1.47M0.1%-1.2%0.044%
11/14/2024CreativeOne Wealth LLC9,346$378K0.0%-18.4%0.011%
11/13/2024Insight Wealth Partners LLC12,487$505K0.1%+13.0%0.015%
11/13/2024FMR LLC4,315$175K0.0%-13.0%0.005%
11/13/2024Bank of Montreal Can157,750$6.36M0.0%-42.1%0.192%
11/13/2024Private Trust Co. NA1,000$40K0.0%-55.9%0.001%
11/13/2024DRW Securities LLC62,275$2.52M0.1%-31.2%0.076%
11/13/2024Fisher Asset Management LLC9,832,438$398.02M0.2%+17.9%11.962%
11/12/2024Cerity Partners LLC12,524$507K0.0%-5.2%0.015%
11/12/2024Stonebrook Private Inc.5,354$217K0.1%-83.2%0.007%
11/12/2024Icon Wealth Advisors LLC8,660$351K0.0%-76.4%0.011%
11/12/2024CFS Investment Advisory Services LLC6,905$280K0.0%-37.0%0.008%
11/8/2024Citizens Financial Group Inc. RI12,456$504K0.0%+2.3%0.015%
11/8/2024Moors & Cabot Inc.10,230$414K0.0%-7.0%0.012%
11/8/2024First Horizon Advisors Inc.3,691$149K0.0%+8.1%0.004%
11/7/2024Thrivent Financial for Lutherans146,871$5.95M0.0%+2.9%0.179%
11/7/2024 Claro Advisors LLC6,451$261K0.0%+22.3%0.008%
11/6/2024TSA Wealth Managment LLC6,585$267K0.1%-38.5%0.008%
11/6/2024OneDigital Investment Advisors LLC58,003$2.35M0.0%-49.0%0.071%
11/6/2024Black Swift Group LLC40,060$1.62M0.4%-6.4%0.049%
11/6/2024Kovack Advisors Inc.13,445$544K0.1%-3.4%0.016%
11/5/2024Aptus Capital Advisors LLC29,963$1.21M0.0%-26.4%0.036%
11/5/2024First Heartland Consultants Inc.5,014$203K0.0%N/A0.006%
11/5/2024OVERSEA CHINESE BANKING Corp Ltd131,613$5.33M0.1%-59.4%0.160%
11/5/2024Lynx Investment Advisory15,338$621K0.4%+75.4%0.019%
11/4/2024Ashton Thomas Securities LLC21,982$890K0.2%-2.2%0.027%
11/4/2024Sigma Planning Corp114,226$4.62M0.1%-2.7%0.139%
11/1/2024Assetmark Inc.6,562$266K0.0%+12.0%0.008%
10/31/2024Walkner Condon Financial Advisors LLC11,517$466K0.1%-3.6%0.014%
10/31/2024Family Asset Management LLC3,709$150K0.1%-7.0%0.005%
10/29/2024Cardinal Strategic Wealth Guidance45,206$1.83M0.6%+4.8%0.055%
10/29/2024Farther Finance Advisors LLC18,265$739K0.0%-10.6%0.022%
10/28/2024Gladstone Institutional Advisory LLC41,532$1.68M0.1%+16.3%0.051%
10/28/2024Stephens Inc. AR9,000$364K0.0%-8.2%0.011%
10/28/2024 Ayalon Insurance Comp Ltd.107,474$4.35M1.4%-0.2%0.131%
10/25/2024Pinnacle Associates Ltd.62,311$2.44M0.0%-7.6%0.076%
10/25/2024Strategic Blueprint LLC28,016$1.13M0.1%-23.2%0.034%
10/25/2024Integrated Advisors Network LLC6,468$262K0.0%-3.7%0.008%
10/24/2024Strategic Wealth Investment Group LLC218,182$9.02M1.0%+52.6%0.265%
10/24/2024ShoreHaven Wealth Partners LLC11,529$467K0.2%-3.0%0.014%
10/24/2024Bristlecone Advisors LLC1,400$57K0.0%N/A0.002%
10/24/2024 Wealth Enhancement Advisory Services LLC40,659$1.65M0.0%+6.0%0.049%
10/23/2024West Wealth Group LLC27,736$1.12M0.4%+5.3%0.034%
10/23/2024MA Private Wealth136,374$5.52M1.0%+11.6%0.166%
10/23/2024Mount Yale Investment Advisors LLC9,851$399K0.0%+9.3%0.012%
10/23/2024 Dakota Wealth Management61,837$2.50M0.1%-6.2%0.075%
10/23/2024Fiduciary Planning LLC85,537$3.46M1.2%+5.2%0.104%
10/22/2024 International Assets Investment Management LLC103,205$4.18M0.0%+2,945.3%0.126%
10/22/2024MFA Wealth Advisors LLC235,338$9.53M2.1%-0.3%0.286%
Wall St turns to THIS catalyst after Trump’s inauguration (Ad)

Wall Street is already looking past Trump… To a new catalyst on the near horizon that could be even bigger than his inauguration. As soon as January 29th…

So please watch this video now before the hammer falls and it’s too late.
10/22/2024Detalus Advisors LLC23,085$934K0.3%-23.8%0.028%
10/22/2024Private Advisor Group LLC18,588$752K0.0%-30.5%0.023%
10/21/2024Financial Life Advisors51,197$2.07M0.8%+5.3%0.062%
10/21/2024Foundations Investment Advisors LLC5,654$229K0.0%N/A0.007%
10/21/2024Horst & Graben Wealth Management LLC11,446$463K0.1%-35.5%0.014%
10/18/2024Blue Trust Inc.2,496$104K0.0%-95.7%0.003%
10/17/2024 Claro Advisors LLC32,288$1.31M0.1%+512.3%0.039%
10/16/2024One Wealth Advisors LLC15,489$627K0.1%-7.4%0.019%
10/15/2024Watershed Private Wealth LLC12,792$518K0.2%-10.3%0.016%
10/11/2024Creative Planning11,698$474K0.0%-30.1%0.014%
(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, 401 institutional investors and hedge funds held shares of iShares Global Energy ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($398.02M), Hsbc Holdings PLC ($78.06M), Bank of America Corp DE ($74.67M), JPMorgan Chase & Co. ($39.98M), Bank Julius Baer & Co. Ltd Zurich ($36.54M), UBS Group AG ($35.23M), and Envestnet Asset Management Inc. ($33.96M).Learn more on IXC's institutional investors.

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

Of the 345 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), Fisher Asset Management LLC ($2.42M), The Manufacturers Life Insurance Company ($2.04M), Hsbc Holdings PLC ($2.00M), CWM LLC ($1.73M), Envestnet Portfolio Solutions Inc. ($1.15M), and Bank Julius Baer & Co. Ltd Zurich ($980.60K).

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

Institutional investors have bought a total of 33,559,469 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

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

Of the 191 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: Envestnet Asset Management Inc. ($7.12M), CWM LLC ($1.71M), LPL Financial LLC ($1.45M), The Manufacturers Life Insurance Company ($1.41M), Fisher Asset Management LLC ($1.34M), Envestnet Portfolio Solutions Inc. ($1.04M), and Park Avenue Securities LLC ($704.92K).

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

Institutional investors have sold a total of 23,343,759 shares in the last 24 months. This volume of shares sold represents approximately $949.10M in transactions.



This page (NYSEARCA:IXC) was last updated on 1/20/2025 by MarketBeat.com Staff
From Our Partners