Who owns iShares S&P Global Energy Sector?

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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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Top investors of iShares S&P Global Energy Sector stock

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
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 1.6M $62M 120585% Dec 2023
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Morgan Stanley 1.5M $62M 1% Sep 2023
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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 748k $29M 100% Dec 2023
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GW & Wade 655k $26M -2% Dec 2023
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Connectus Wealth 606k $25M -11% Sep 2023
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Evergreen Capital Management 600k $25M 10% Sep 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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Schroder Investment Management Group 377k $16M 100% Sep 2023
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Versant Capital Management 376k $15M 0% Dec 2023
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Raymond James Financial Services Advisors 360k $14M 21% Dec 2023
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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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Cambria Investment Management 290k $12M 100% Sep 2023
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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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Ameriprise Financial 253k $10M 3% Sep 2023
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United Capital Financial Advisers 249k $9.7M 100% Dec 2023
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McMahon Financial Advisors 237k $9.3M 0% Dec 2023
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LPL Financial 229k $9.4M 2% Sep 2023
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Wellington Management Company 224k $8.8M 26% Dec 2023
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Advocacy Wealth Management Services 223k $8.7M 100% 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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_Sentinel Trust Company, LBA______________ 213k $8.8M -6% Sep 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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CoreCap Advisors 151k $5.9M 4% Dec 2023
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Cambridge Investment Research Advisors 145k $5.7M -18% Dec 2023
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Banco Bilbao Vizcaya Argentaria 143k $5.8M -53% Sep 2023
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Financial Network Investment Corporation 142k $5.8M 997% Sep 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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Change Path 112k $4.4M 100% Dec 2023
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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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Ayalon Holdings 109k $4.3M 0% Dec 2023
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One + One Wealth Management 103k $4.0M -5% Dec 2023
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Security Financial Services 101k $3.9M 100% Dec 2023
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Pettinga Financial Advisors 100k $3.9M 100% Dec 2023
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Horst & Graben Wealth Management 98k $3.8M 100% Dec 2023
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Aptus Capital Advisors 97k $4.0M 65% Sep 2023
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Jane Street 96k $3.8M 11% Dec 2023
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Sterling Manor Financial 95k $3.7M -1% 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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Edge Capital Group 90k $3.7M -6% Sep 2023
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Equitable Holdings 89k $3.7M 39% Sep 2023
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Icon Wealth Advisors 86k $3.4M 100% Dec 2023
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Austin Private Wealth 82k $3.2M 100% Dec 2023
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Thrivent Financial for Lutherans 80k $3.3M 8% Sep 2023
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Us Bancorp 80k $3.1M 31096% Dec 2023
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Green Harvest Asset Management 80k $3.3M -4% Sep 2023
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Buttonwood Financial Group 77k $3.0M -12% Dec 2023
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Greenwood Capital Associates 77k $3.0M -2% Dec 2023
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Northwestern Mutual Wealth Management Company 76k $3.1M -10% Sep 2023
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Tennessee Valley Asset Management Partners 74k $2.9M 100% Dec 2023
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ONE Advisory Partners 67k $2.6M 100% Dec 2023
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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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Detalus Advisors 64k $2.5M 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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HighTower Advisors 62k $2.4M 37% Dec 2023
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Gail Mannix 62k $2.4M 0% Dec 2023
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Envestnet Asset Management 60k $2.5M -14% Sep 2023
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Altfest L J & Co 59k $2.3M 38% Dec 2023
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Strategic Blueprint 59k $2.3M 100% Dec 2023
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Sharkey, Howes & Javer 58k $2.3M 100% Dec 2023
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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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M^T Bank Corporation 54k $2.1M 100% Dec 2023
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Summit X 53k $2.1M 100% Dec 2023
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Merriman Wealth Management 52k $2.1M 100% Sep 2023
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Sigma Planning 50k $2.0M -50% Dec 2023
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Susquehanna International 50k $2.0M -86% Sep 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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Orion Portfolio Solutions 46k $1.8M 100% Dec 2023
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Steel Peak Wealth Management 46k $1.8M 100% Dec 2023
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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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Innovis Asset Management 43k $1.8M 0% Sep 2023
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Baker Ellis Asset Management 42k $1.7M -3% Dec 2023
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GenTrust 42k $1.6M 10% Dec 2023
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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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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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Prudential 38k $1.6M 210% Sep 2023
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Wealth Enhancement Advisory Services 38k $1.5M 5% Dec 2023
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National Asset Management 38k $1.5M 636% Dec 2023
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Cypress Wealth Services 37k $1.5M 100% Dec 2023
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UMA Financial Services 37k $1.4M 100% Dec 2023
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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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Oppenheimer & Co 36k $1.5M 56% Sep 2023
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ShoreHaven Wealth Partners 36k $1.4M 100% Dec 2023
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Raymond James & Associates 36k $1.4M 24% Dec 2023
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Stone House Investment Management 36k $1.4M 100% Dec 2023
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Ascent Group 35k $1.3M 100% Sep 2023
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James Investment Research 34k $1.3M -8% Dec 2023
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Pathstone Holdings 32k $1.3M 100% Dec 2023
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IPG Investment Advisors 32k $1.3M 0% Dec 2023
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Wealthfront Advisers 32k $1.2M -6% 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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RFG Advisory 31k $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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Pathstone Family Office 30k $1.2M 180% Sep 2023
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Rathbones Brothers 29k $1.2M 16% Sep 2023
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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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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 $1.0M -9% 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
Parcion Private Wealth Sep 2023 405k $17M
Babson Capital Management Sep 2023 190k $7.8M
Alliancebernstein Sep 2023 43k $1.8M