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iShares Global Energy ETF (IXC) Institutional Ownership

iShares Global Energy ETF logo
$40.81
+0.59 (+1.47%)
(As of 11/4/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
272
Total
Institutional Inflows
(last 12 months)
$1.04B
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$661.28M
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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
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%
11/1/2024 Assetmark Inc.6,562$266K0.0%+12.0%0.008%
10/31/2024 Walkner Condon Financial Advisors LLC11,517$466K0.1%-3.6%0.014%
10/31/2024 Family Asset Management LLC3,709$150K0.1%-7.0%0.005%
10/29/2024 Cardinal Strategic Wealth Guidance45,206$1.83M0.6%+4.8%0.055%
10/29/2024 Farther Finance Advisors LLC18,265$739K0.0%-10.6%0.022%
10/28/2024 Gladstone Institutional Advisory LLC41,532$1.68M0.1%+16.3%0.051%
10/28/2024 Stephens 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%
10/25/2024 Pinnacle Associates Ltd.62,311$2.44M0.0%-7.6%0.076%
10/25/2024 Strategic Blueprint LLC28,016$1.13M0.1%-23.2%0.034%
10/25/2024 Integrated Advisors Network LLC6,468$262K0.0%-3.7%0.008%
10/24/2024 Strategic Wealth Investment Group LLC218,182$9.02M1.0%+52.6%0.265%
10/24/2024 ShoreHaven Wealth Partners LLC11,529$467K0.2%-3.0%0.014%
10/24/2024 Bristlecone Advisors LLC1,400$57K0.0%N/A0.002%
10/24/2024 Wealth Enhancement Advisory Services LLC40,659$1.65M0.0%+6.0%0.049%
10/23/2024 West Wealth Group LLC27,736$1.12M0.4%+5.3%0.034%
10/23/2024 MA Private Wealth136,374$5.52M1.0%+11.6%0.166%
10/23/2024 Mount 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%
10/23/2024 Fiduciary 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%
10/22/2024 MFA Wealth Advisors LLC235,338$9.53M2.1%-0.3%0.286%
10/22/2024 Detalus Advisors LLC23,085$934K0.3%-23.8%0.028%
10/22/2024 Private Advisor Group LLC18,588$752K0.0%-30.5%0.023%
10/21/2024 Financial Life Advisors51,197$2.07M0.8%+5.3%0.062%
10/21/2024 Foundations Investment Advisors LLC5,654$229K0.0%N/A0.007%
10/21/2024 Horst & Graben Wealth Management LLC11,446$463K0.1%-35.5%0.014%
10/18/2024Blue Trust Inc.2,496$104K0.0%-95.7%0.003%
10/17/2024Claro Advisors LLC32,288$1.31M0.1%+512.3%0.039%
10/16/2024 One Wealth Advisors LLC15,489$627K0.1%-7.4%0.019%
10/15/2024 Watershed Private Wealth LLC12,792$518K0.2%-10.3%0.016%
10/11/2024 Creative Planning11,698$474K0.0%-30.1%0.014%
10/11/2024 ORG Partners LLC1,438$58K0.0%-15.2%0.002%
10/10/2024 Concourse Financial Group Securities Inc.13,264$537K0.0%-2.9%0.016%
10/9/2024 Quotient Wealth Partners LLC30,104$1.22M0.0%N/A0.037%
10/9/2024 Cypress Wealth Services LLC9,741$394K0.1%-19.4%0.012%
10/9/2024 Money Design Co. Ltd.303,466$12.28M0.6%+5.0%0.369%
10/8/2024 CWM LLC24,396$988K0.0%-61.8%0.030%
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10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,265$780K0.1%+2.5%0.023%
10/8/2024 Chesley Taft & Associates LLC27,125$1.10M0.1%-2.8%0.033%
10/8/2024 Versant Capital Management Inc358,582$14.52M3.3%-0.5%0.436%
10/7/2024 Alpha Financial Partners LLC7,727$313K0.2%N/A0.009%
10/3/2024 Park Avenue Securities LLC79,590$3.22M0.0%+1.7%0.097%
9/11/2024Newbridge Financial Services Group Inc.956$40K0.0%-50.8%0.001%
9/5/2024Sanctuary Advisors LLC520,406$22.94M0.2%N/A0.633%
8/28/2024Kestra Investment Management LLC50,613$2.10M0.1%N/A0.062%
8/22/2024Cetera Investment Advisers228,288$9.48M0.0%-61.1%0.278%
8/21/2024Truist Financial Corp9,833$408K0.0%-85.3%0.012%
8/19/2024B. Riley Wealth Advisors Inc.7,901$328K0.0%+54.4%0.010%
8/16/2024High Falls Advisors Inc6,001$249K0.1%-92.2%0.007%
8/16/2024Sunbelt Securities Inc.2,254$94K0.0%+629.4%0.003%
8/16/2024Northwestern Mutual Wealth Management Co.113,416$4.71M0.0%-27.1%0.138%
8/16/2024NewEdge Advisors LLC161,012$6.68M0.0%-37.6%0.196%
8/16/2024 Creative Planning16,729$694K0.0%-2.5%0.020%
8/15/2024The Manufacturers Life Insurance Company778,499$32.32M0.0%+14,234.4%0.947%
8/15/2024Mcmorgan & Co. LLC143,079$5.94M0.9%+19.0%0.174%
8/14/2024Squarepoint Ops LLC14,058$584K0.0%N/A0.017%
8/14/2024Cubist Systematic Strategies LLC20,729$860K0.0%N/A0.025%
8/14/2024Marshall Wace LLP39,361$1.63M0.0%N/A0.048%
8/14/2024Bank of Montreal Can272,376$11.31M0.0%+58.5%0.331%
8/14/2024Evergreen Capital Management LLC596,388$24.76M0.9%+2.6%0.726%
8/14/2024DRW Securities LLC90,554$3.76M0.1%N/A0.110%
8/14/2024Edge Capital Group LLC48,116$2.00M0.1%-2.8%0.059%
8/14/2024EverSource Wealth Advisors LLC4,783$202K0.0%+73.8%0.006%
8/14/2024 Mount Yale Investment Advisors LLC9,016$374K0.0%-56.0%0.011%
8/13/2024Thrivent Financial for Lutherans142,683$5.92M0.0%-14.8%0.174%
8/13/2024AE Wealth Management LLC23,231$964K0.0%-87.1%0.028%
8/13/2024Benjamin F. Edwards & Company Inc.6,809$283K0.0%-52.7%0.008%
8/12/2024Mercer Global Advisors Inc. ADV28,405$1.18M0.0%-32.3%0.035%
8/10/2024Wealth Alliance5,575$231K0.0%-87.5%0.007%
8/10/2024Abbot Financial Management Inc.18,564$771K0.4%+32.6%0.023%
8/10/2024Virtu Financial LLC29,423$1.22M0.1%N/A0.036%
8/9/2024Citizens Financial Group Inc. RI12,180$506K0.0%+49.2%0.015%
8/9/2024 Financial Life Advisors48,628$2.02M0.8%+15.0%0.059%
8/9/2024Sierra Summit Advisors LLC49,986$2.08M0.5%+12.9%0.061%
8/9/2024Black Diamond Financial LLC17,961$746K0.1%N/A0.022%
8/9/2024Tennessee Valley Asset Management Partners100,185$4.16M0.8%+18.2%0.122%
8/9/2024Rathbones Group PLC15,136$628K0.0%-45.4%0.018%
8/9/2024Spectrum Wealth Counsel LLC2,248$93K0.0%-94.9%0.003%
8/8/2024 J.W. Cole Advisors Inc.6,375$265K0.0%+6.1%0.008%
8/8/2024Envestnet Asset Management Inc.818,146$33.96M0.0%-89.6%0.995%
8/8/2024Client 1ST Advisory Group LLC6,343$263K0.1%N/A0.008%
8/8/2024Zions Bancorporation N.A.798$33K0.0%N/A0.001%
8/8/2024LPL Financial LLC749,524$31.11M0.0%-66.0%0.912%
8/8/2024Van Cleef Asset Management Inc299,943$12.45M1.6%-0.1%0.365%
8/7/2024Daiwa Securities Group Inc.5,600$232K0.0%+40.0%0.007%
8/7/2024Liberty Wealth Management LLC36,363$1.51M0.0%-31.8%0.044%
8/7/2024Choreo LLC27,694$1.15M0.0%-4.7%0.034%
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8/7/2024Prudential PLC61,200$2.53M0.0%+10.3%0.074%
8/7/2024 Fiduciary Planning LLC81,305$3.38M1.2%-1.6%0.099%
8/6/2024Adapt Wealth Advisors LLC98,152$4.07M2.6%+43.3%0.119%
8/6/2024Stonebrook Private Inc.31,872$1.32M0.4%-20.1%0.039%
8/6/2024One Wealth Management Investment & Advisory Services LLC6,651$276K0.1%-68.5%0.008%
8/5/2024 Private Advisor Group LLC26,744$1.11M0.0%-40.0%0.033%
8/5/2024 LGT Financial Advisors LLC598$25K0.1%-70.4%0.001%
8/5/2024 MA Private Wealth122,247$5.07M1.0%+1.5%0.149%
8/3/2024KM Capital Management Ltd.67,965$2.82M1.5%+26.5%0.083%
8/2/2024Gries Financial LLC40,950$1.70M0.3%-49.6%0.050%
(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, 391 institutional investors and hedge funds held shares of iShares Global Energy ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($186.58M), Hsbc Holdings PLC ($78.06M), Bank of America Corp DE ($74.67M), Phoenix Holdings Ltd. ($42.96M), 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 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), The Manufacturers Life Insurance Company ($2.04M), Hsbc Holdings PLC ($2.01M), CWM LLC ($1.73M), Phoenix Holdings Ltd. ($1.28M), 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 33,870,018 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 179 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. ($7.28M), 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 22,124,300 shares in the last 24 months. This volume of shares sold represents approximately $895.97M in transactions.



This page (NYSEARCA:IXC) was last updated on 11/5/2024 by MarketBeat.com Staff
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