Who owns iShares S&P Global Energy Sector?
- Ticker: IXC
- CUSIP Number: 464287341
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P Global Energy Sector with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares S&P Global Energy Sector this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Fisher Investments | 4.8M | $187M | 5% | Dec 2023 |
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Bank of America Corporation | 2.3M | $90M | 42% | Dec 2023 |
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Hsbc Holdings | 2.0M | $78M | 100% | Dec 2023 |
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Jpmorgan Chase & Co | 1.9M | $75M | 4226% | Dec 2023 |
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CWM | 1.7M | $75M | 10% | Mar 2024 |
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Envestnet Portfolio Solutions | 1.1M | $42M | 100% | Dec 2023 |
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UBS Group | 901k | $35M | 50% | Dec 2023 |
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Advisor Group Holdings | 839k | $33M | 374% | Dec 2023 |
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Park Avenue Securities | 783k | $34M | 5% | Mar 2024 |
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GW & Wade | 655k | $26M | -2% | Dec 2023 |
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Wells Fargo & Company | 528k | $21M | 150% | Dec 2023 |
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Goldman Sachs Group | 525k | $21M | 22% | Dec 2023 |
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Verger Capital Management | 511k | $20M | 47% | Dec 2023 |
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Janney Montgomery Scott | 414k | $16M | 5878% | Dec 2023 |
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Versant Capital Management | 367k | $16M | -2% | Mar 2024 |
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Raymond James Financial Services Advisors | 352k | $15M | -2% | Mar 2024 |
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Money Design | 316k | $12M | 8% | Dec 2023 |
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OVERSEA-CHINESE BANKING Corp | 314k | $12M | -3% | Dec 2023 |
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Stifel Financial | 306k | $12M | 149% | Dec 2023 |
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Van Cleef Asset Management | 304k | $12M | -1% | Dec 2023 |
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Commonwealth Equity Services | 297k | $12M | 112% | Dec 2023 |
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Advocacy Wealth Management Services | 295k | $13M | 32% | Mar 2024 |
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Foundations Investment Advisors | 288k | $11M | 100% | Dec 2023 |
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AE Wealth Management | 281k | $11M | 3103% | Dec 2023 |
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Bank of New York Mellon | 272k | $11M | 100% | Dec 2023 |
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United Capital Financial Advisers | 249k | $9.7M | 100% | Dec 2023 |
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McMahon Financial Advisors | 236k | $10M | -1% | Mar 2024 |
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Wellington Management Company | 224k | $8.8M | 26% | Dec 2023 |
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Wealthsource Partners | 223k | $8.7M | 100% | Dec 2023 |
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Royal Bank of Canada | 220k | $8.6M | -11% | Dec 2023 |
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JB Capital | 204k | $8.0M | 100% | Dec 2023 |
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Bank Of Montreal | 185k | $7.3M | -7% | Dec 2023 |
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Madison Asset Management | 170k | $6.6M | -9% | Dec 2023 |
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Cambridge Investment Research Advisors | 165k | $7.1M | 13% | Mar 2024 |
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CoreCap Advisors | 151k | $5.9M | 4% | Dec 2023 |
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H D Vest Advisory Services | 141k | $5.5M | 51% | Dec 2023 |
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Scotia Capital | 140k | $5.5M | 5% | Dec 2023 |
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Lincoln National | 140k | $5.5M | 1% | Dec 2023 |
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Advisory Services Network | 135k | $5.3M | 24% | Dec 2023 |
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Atria Wealth Solutions | 133k | $5.2M | 100% | Dec 2023 |
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Citadel Advisors | 125k | $4.9M | 173% | Dec 2023 |
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Fiduciary Planning | 124k | $4.8M | 325% | Dec 2023 |
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Cullen Frost Bankers | 123k | $4.8M | 2% | Dec 2023 |
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Scarborough Advisors | 121k | $4.7M | 100% | Dec 2023 |
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Family Firm | 115k | $4.5M | 1% | Dec 2023 |
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Stokes Family Office | 113k | $4.4M | 100% | Dec 2023 |
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Buttonwood Financial Group | 113k | $4.8M | 46% | Mar 2024 |
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Change Path | 112k | $4.4M | 100% | Dec 2023 |
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Ayalon Holdings | 111k | $4.8M | 2% | Mar 2024 |
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Pettinga Financial Advisors | 110k | $4.7M | 10% | Mar 2024 |
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 110k | $4.3M | 100% | Dec 2023 |
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Kestra Advisory Services | 110k | $4.3M | 42% | Dec 2023 |
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MA Private Wealth | 110k | $4.3M | 100% | Dec 2023 |
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Horst & Graben Wealth Management | 108k | $4.6M | 10% | Mar 2024 |
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Austin Private Wealth | 104k | $4.6M | 27% | Mar 2024 |
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Jane Street | 96k | $3.8M | 11% | Dec 2023 |
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Atria Investments | 93k | $3.7M | 100% | Dec 2023 |
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Baird Financial | 93k | $3.6M | 28% | Dec 2023 |
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Derbend Asset Management | 91k | $3.6M | 66% | Dec 2023 |
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Detalus Advisors | 90k | $3.9M | 39% | Mar 2024 |
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Strategic Blueprint | 87k | $3.7M | 47% | Mar 2024 |
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Icon Wealth Advisors | 86k | $3.4M | 100% | Dec 2023 |
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Tennessee Valley Asset Management Partners | 85k | $3.6M | 14% | Mar 2024 |
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Us Bancorp | 80k | $3.1M | 31096% | Dec 2023 |
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Greenwood Capital Associates | 77k | $3.0M | -2% | Dec 2023 |
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ONE Advisory Partners | 76k | $3.3M | 14% | Mar 2024 |
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Sharkey, Howes & Javer | 69k | $3.0M | 20% | Mar 2024 |
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Cardinal Strategic Wealth Guidance | 67k | $2.6M | 100% | Dec 2023 |
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KM Capital Management | 66k | $2.6M | 100% | Dec 2023 |
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High Falls Advisors | 66k | $2.6M | 100% | Dec 2023 |
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Branch Banking & Trust Company | 64k | $2.5M | 39% | Dec 2023 |
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Invst | 64k | $2.5M | 100% | Dec 2023 |
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One Wealth Advisors | 63k | $2.7M | 100% | Mar 2024 |
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HighTower Advisors | 62k | $2.4M | 37% | Dec 2023 |
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Gail Mannix | 62k | $2.4M | 0% | Dec 2023 |
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AdvisorNet Financial | 61k | $2.6M | 332% | Mar 2024 |
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Altfest L J & Co | 60k | $2.6M | 2% | Mar 2024 |
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Ledge Wealth Management | 58k | $2.3M | -1% | Dec 2023 |
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Black Swift Group | 55k | $2.2M | 100% | Dec 2023 |
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Steel Peak Wealth Management | 55k | $2.4M | 20% | Mar 2024 |
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M^T Bank Corporation | 54k | $2.1M | 100% | Dec 2023 |
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Cypress Wealth Services | 54k | $2.3M | 44% | Mar 2024 |
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Summit X | 53k | $2.1M | 100% | Dec 2023 |
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Northwest Capital Management | 52k | $2.2M | 4355% | Mar 2024 |
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Sigma Planning | 50k | $2.0M | -50% | Dec 2023 |
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Merit Financial Group | 49k | $1.9M | 100% | Dec 2023 |
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TD Waterhouse Canada | 48k | $1.9M | 32% | Dec 2023 |
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RFG Advisory | 47k | $2.0M | 49% | Mar 2024 |
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Orion Portfolio Solutions | 46k | $1.8M | 100% | Dec 2023 |
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UMA Financial Services | 45k | $1.9M | 20% | Mar 2024 |
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Perigon Wealth Management | 45k | $1.8M | 505% | Dec 2023 |
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West Wealth Group | 45k | $1.7M | 100% | Dec 2023 |
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Liberty Wealth Management | 44k | $1.7M | 100% | Dec 2023 |
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Sierra Summit Advisors | 44k | $1.7M | 100% | Dec 2023 |
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Spectrum Wealth Counsel | 44k | $1.7M | 100% | Dec 2023 |
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Credit Suisse | 43k | $1.7M | 31% | Dec 2023 |
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Financial Life Advisors | 42k | $1.8M | 21% | Mar 2024 |
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Baker Ellis Asset Management | 42k | $1.8M | 0% | Mar 2024 |
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Proequities | 42k | $1.6B | 310% | Dec 2023 |
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Private Advisor | 42k | $1.6M | 140% | Dec 2023 |
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GenTrust | 41k | $1.8M | -1% | Mar 2024 |
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Keystone Financial Services | 40k | $1.6M | 100% | Dec 2023 |
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Bush Investment Group | 39k | $1.5M | 100% | Dec 2023 |
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National Asset Management | 38k | $1.5M | 636% | Dec 2023 |
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Raymond James & Associates | 38k | $1.6M | 4% | Mar 2024 |
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TSA Wealth Managment | 37k | $1.4M | 100% | Dec 2023 |
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GSA Capital Partners | 37k | $1.4M | 537% | Dec 2023 |
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Stonebrook Private | 36k | $1.4M | 100% | Dec 2023 |
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ShoreHaven Wealth Partners | 36k | $1.4M | 100% | Dec 2023 |
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Stone House Investment Management | 36k | $1.4M | 100% | Dec 2023 |
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Wealth Enhancement Advisory Services | 35k | $1.5M | -8% | Mar 2024 |
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James Investment Research | 34k | $1.3M | -8% | Dec 2023 |
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KWB Wealth | 34k | $1.4M | 100% | Mar 2024 |
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Legacy Financial Group | 34k | $1.4M | 100% | Mar 2024 |
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Brookstone Capital Management | 34k | $1.4M | 100% | Mar 2024 |
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Pathstone Holdings | 32k | $1.3M | 100% | Dec 2023 |
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Wealthfront Advisers | 32k | $1.4M | 1% | Mar 2024 |
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IPG Investment Advisors | 32k | $1.3M | 0% | Dec 2023 |
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Citigroup | 32k | $1.2M | 140% | Dec 2023 |
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BCJ Capital Management | 32k | $1.2M | 100% | Dec 2023 |
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TNF | 30k | $1.2M | 100% | Dec 2023 |
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Rsm Us Wealth Management | 30k | $1.2M | 100% | Dec 2023 |
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Apeiron RIA | 29k | $1.2M | 38% | Mar 2024 |
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Security Financial Services | 29k | $1.2M | -71% | Mar 2024 |
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Cobblestone Asset Management | 29k | $1.2M | 22% | Mar 2024 |
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Steward Partners Investment Advisory | 28k | $1.1M | 100% | Dec 2023 |
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Mariner Wealth Advisors | 28k | $1.1M | 44% | Dec 2023 |
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Parcion Private Wealth | 27k | $1.2M | 100% | Mar 2024 |
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Gladstone Institutional Advisory | 27k | $1.0M | 55% | Dec 2023 |
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Baystate Wealth Management | 27k | $1.0M | 100% | Dec 2023 |
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Wealth Alliance | 27k | $1.0M | 100% | Dec 2023 |
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Affiance Financial | 27k | $1.1M | 0% | Mar 2024 |
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Beacon Financial | 26k | $1.0M | 100% | Dec 2023 |
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Mirae Asset Global Investments | 26k | $1.0M | 0% | Dec 2023 |
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PAX Financial Group | 26k | $1.0M | 100% | Dec 2023 |
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Farther Finance Advisors | 25k | $992k | 100% | Dec 2023 |
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Ehrlich Financial Group | 25k | $1.1M | 100% | Mar 2024 |
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U.S. Capital Wealth Advisors | 25k | $971k | 24% | Dec 2023 |
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TSFG | 25k | $1.1M | 726% | Mar 2024 |
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Spire Wealth Management | 25k | $1.1M | 13% | Mar 2024 |
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Mutual Advisors | 24k | $947k | 21% | Dec 2023 |
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Bay Harbor Wealth Management | 24k | $1.0M | 51% | Mar 2024 |
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Chesley, Taft & Associates | 24k | $1.0M | 35% | Mar 2024 |
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CI Private Wealth | 24k | $921k | 1% | Dec 2023 |
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Rockefeller Capital Management | 23k | $914k | 100% | Dec 2023 |
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Squarepoint Ops | 23k | $911k | 100% | Dec 2023 |
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Captrust Financial Advisors | 22k | $850k | -18% | Dec 2023 |
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Day & Ennis | 22k | $844k | 100% | Dec 2023 |
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Emerald Investment Partners | 21k | $836k | 100% | Dec 2023 |
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Keebeck Wealth Management | 21k | $834k | 100% | Dec 2023 |
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Western Wealth Management | 21k | $828k | 8% | Dec 2023 |
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HPM Partners | 20k | $765k | -43% | Dec 2023 |
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4.3k | $168k | -99% | Dec 2023 |
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Who sold out of iShares S&P Global Energy Sector?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Babson Capital Management | Sep 2023 | 190k | $7.8M |
One + One Wealth Management | Dec 2023 | 103k | $4.0M |
Sterling Manor Financial | Dec 2023 | 95k | $3.7M |
Alliancebernstein | Sep 2023 | 43k | $1.8M |