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 10M $387M 3% Dec 2024
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Bank of America Corporation 1.5M $58M -6% Dec 2024
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Morgan Stanley 971k $37M 100% Dec 2024
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Colony 887k $37M -2% Mar 2025
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Evergreen Capital Management 608k $26M 0% Mar 2025
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UBS Group 458k $19M -21% Mar 2025
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Jane Street 438k $18M 16% Mar 2025
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Verger Capital Management 380k $15M 5% Dec 2024
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Versant Capital Management 350k $15M 0% Mar 2025
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LPL Financial 329k $14M -57% Mar 2025
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Wells Fargo & Company 312k $13M -11% Mar 2025
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Royal Bank of Canada 293k $12M 16% Mar 2025
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Van Cleef Asset Management 291k $12M 0% Mar 2025
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Financial Advisory Corp 290k $12M 2% Mar 2025
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Goldman Sachs Group 283k $12M -34% Mar 2025
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McMahon Financial Advisors 281k $12M 6% Mar 2025
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Commonwealth Equity Services 264k $10M 2% Dec 2024
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Raymond James Financial 260k $11M 18% Mar 2025
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Money Design 258k $11M -6% Mar 2025
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Cetera Investment Advisers 243k $9.3M -1% Dec 2024
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Flow Traders US 186k $7.1M 100% Dec 2024
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GenTrust 161k $6.8M -2% Mar 2025
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Quadrature Capital 145k $5.5M 100% Dec 2024
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Mcmorgan & Co 142k $5.4M 5% Dec 2024
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Stifel Financial 140k $5.4M -18% Dec 2024
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Green Harvest Asset Management 139k $5.3M 105% Dec 2024
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Ameriprise Financial 137k $5.8M -19% Mar 2025
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MA Private Wealth 137k $5.7M -1% Mar 2025
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Jpmorgan Chase & Co 136k $5.7M -90% Mar 2025
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Mml Investors Services 128k $4.9M 9% Dec 2024
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Sigma Planning 125k $5.2M 1% Mar 2025
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Bank Of Montreal 124k $4.7M -21% Dec 2024
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Family Firm 117k $4.9M 0% Mar 2025
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Cullen Frost Bankers 117k $4.9M 0% Mar 2025
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H D Vest Advisory Services 115k $4.4M 5% Dec 2024
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Modern Wealth Management 113k $4.8M 1% Mar 2025
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Thrivent Financial for Lutherans 112k $4.7M -1% Mar 2025
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Branch Banking & Trust Company 109k $4.6M -4% Mar 2025
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Ayalon Holdings 108k $4.5M 0% Mar 2025
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Advisor Group Holdings 92k $3.8M -8% Mar 2025
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Gail Mannix 91k $3.8M 17% Mar 2025
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Nicholson Meyer Capital Management 90k $3.8M 100% Mar 2025
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Susquehanna International 90k $3.4M -82% Dec 2024
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Equitable Holdings 89k $3.4M -18% Dec 2024
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Goss Wealth Management 87k $3.3M 14% Dec 2024
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Kestra Advisory Services 76k $2.9M -13% Dec 2024
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Prudential 67k $2.6M 7% Dec 2024
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HighTower Advisors 67k $2.5M -10% Dec 2024
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Sierra Summit Advisors 63k $2.7M 0% Mar 2025
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Oakmont Partners 60k $2.5M 7% Mar 2025
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Citadel Advisors 57k $2.4M 19% Mar 2025
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CI Private Wealth 56k $2.4M 116% Mar 2025
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Warren Averett Asset Management 56k $2.1M -18% Dec 2024
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Cambridge Investment Research Advisors 55k $2.3M -29% Mar 2025
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_Sentinel Trust Company, LBA______________ 52k $2.2M 0% Mar 2025
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Integrated Wealth Concepts 52k $2.0M -31% Dec 2024
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Creative Planning 49k $2.1M 16% Mar 2025
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Client 1st Advisory Group 48k $2.0M 57% Mar 2025
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Jones Financial Companies, L.L 46k $1.9M 32% Mar 2025
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Renaissance Technologies 45k $1.9M -6% Mar 2025
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Wealth Enhancement Advisory Services 43k $1.8M 6% Mar 2025
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Edge Capital Group 43k $1.6M -10% Dec 2024
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Pinnacle Wealth Management Advisory 40k $1.7M 38% Mar 2025
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Clune & Associates 39k $1.6M 11% Mar 2025
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Gladstone Institutional Advisory 39k $1.5M -6% Dec 2024
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TD Waterhouse Canada 39k $1.6M -6% Mar 2025
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Envestnet Asset Management 38k $1.6M -96% Mar 2025
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Wealthfront Advisers 37k $1.6M -57% Mar 2025
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SCS Capital Management 36k $1.5M 100% Mar 2025
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Cardinal Strategic Wealth Guidance 35k $1.5M -21% Mar 2025
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Park Avenue Securities 35k $1.5M -70% Mar 2025
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Pathstone Holdings 32k $1.4M 0% Mar 2025
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James Investment Research 29k $1.2M 0% Mar 2025
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Madison Investment Advisors 28k $1.1M 100% Dec 2024
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Black Swift Group 28k $1.2M -10% Mar 2025
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Banco Santander 28k $1.0M 100% Dec 2024
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U.S. Capital Wealth Advisors 27k $1.2M -3% Mar 2025
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Aptus Capital Advisors 27k $1.1M -13% Mar 2025
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Compagnie Lombard, Odier SCA 26k $1.1M 0% Mar 2025
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Financial Life Advisors 25k $1.0M -55% Mar 2025
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Affiance Financial 25k $1.0M -2% Mar 2025
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Federation des caisses Desjardins du Quebec 25k $1.0M 7% Mar 2025
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Wellington Management Company 24k $1.0M 100% Mar 2025
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AE Wealth Management 23k $869k 4% Dec 2024
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Fiduciary Planning 23k $949k -57% Mar 2025
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Rsm Us Wealth Management 23k $949k -7% Mar 2025
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Ssa Swiss Advisors 22k $907k 100% Mar 2025
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Vantage Point Financial 21k $895k -3% Mar 2025
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CWM 21k $888k -14% Mar 2025
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MAI Wealth Advisors 21k $866k -1% Mar 2025
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Sanctuary Advisors 20k $812k -65% Dec 2024
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HPM Partners 20k $850k 1% Mar 2025
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Vontobel Holding 20k $841k 33% Mar 2025
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Abbot Financial Management 20k $827k -2% Mar 2025
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Climber Capital SA 20k $626k 100% Mar 2025
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Chesley, Taft & Associates 19k $805k -22% Mar 2025
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 19k $804k 7% Mar 2025
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Western Wealth Management 19k $793k -1% Mar 2025
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Two Sigma Securities 19k $715k 65% Dec 2024
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Baker Ellis Asset Management 18k $771k -10% Mar 2025
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Strategic Blueprint 18k $735k -24% Mar 2025
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Northwestern Mutual Wealth Management Company 17k $651k -84% Dec 2024
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OVERSEA-CHINESE BANKING Corp 17k $708k -86% Mar 2025
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Manufacturers Life Insurance Company 17k $695k 100% Mar 2025
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Kestra Private Wealth Services 16k $684k -1% Mar 2025
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Guardian Wealth Advisors, Llc / Nc 16k $677k -3% Mar 2025
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ICICI Prudential Asset Management 16k $662k 0% Mar 2025
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Delta Financial Group 15k $636k 12% Mar 2025
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Mercer Global Advisors 15k $634k 0% Mar 2025
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Rathbones Brothers 15k $633k 3% Mar 2025
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Ameraudi Asset Management 15k $629k -5% Mar 2025
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Citigroup 15k $623k -16% Mar 2025
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Wealth Management Associates 15k $608k 4% Mar 2025
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Scotia Capital 15k $608k 0% Mar 2025
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Atlantic Private Wealth 14k $596k 0% Mar 2025
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Proequities 14k $564M 5% Dec 2024
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BCO Wealth Management 14k $581k 100% Mar 2025
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Union Bancaire Privee, UBP SA 14k $554k 100% Mar 2025
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Kovack Advisors 14k $514k 0% Dec 2024
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Y-Intercept 13k $565k 100% Mar 2025
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Cresset Asset Management 13k $512k 5% Dec 2024
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Farther Finance Advisors 13k $564k -34% Mar 2025
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Axxcess Wealth Management 13k $547k 0% Mar 2025
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Geneos Wealth Management 13k $531k 0% Mar 2025
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Private Advisor 13k $526k -13% Mar 2025
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CoreCap Advisors 12k $515k -89% Mar 2025
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Fort Sheridan Advisors 12k $514k -18% Mar 2025
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Citizens Financial Group 12k $512k 0% Mar 2025
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Walkner Condon Financial Advisors 12k $496k 1% Mar 2025
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Keebeck Wealth Management 12k $442k -3% Dec 2024
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Centerpoint Advisors 11k $437k 0% Dec 2024
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Partners Wealth Management 11k $472k 100% Mar 2025
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Captrust Financial Advisors 11k $458k -48% Mar 2025
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Detalus Advisors 11k $457k -41% Mar 2025
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Watershed Private Wealth 11k $451k -6% Mar 2025
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Strategic Wealth Designers 11k $447k -94% Mar 2025
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Quadrant Private Wealth Management 11k $403k 30% Dec 2024
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Founders Financial Securities 11k $399k -12% Mar 2025
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Certus Wealth Management 10k $390k -2% Mar 2025
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Everett Harris & Co 10k $421k 0% Mar 2025
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Insight Wealth Partners 10k $381k -20% Dec 2024
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Triumph Capital Management 9.9k $417k -1% Mar 2025
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One Wealth Advisors 9.4k $361k -39% Dec 2024
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5T Wealth 9.4k $396k -34% Mar 2025
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Brighton Jones 9.4k $394k 0% Mar 2025
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Janney Montgomery Scott 9.2k $389k -1% Mar 2025
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Orion Portfolio Solutions 9.0k $343k 7% Dec 2024
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Balance Wealth 8.9k $375k 100% Mar 2025
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IFG Advisory 8.8k $372k 3% Mar 2025
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Moors & Cabot 8.4k $353k -23% Mar 2025
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Leucadia National Corporation 8.4k $352k -60% Mar 2025
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Change Path 8.3k $319k -11% Dec 2024
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Sovran Advisors 8.3k $310k -30% Mar 2025
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Dynasty Wealth Management 8.1k $340k -99% Mar 2025
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IHT Wealth Management 8.1k $308k -50% Dec 2024
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Northern Oak Capital Management 7.9k $333k -19% Mar 2025
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Capasso Planning Partners 7.7k $325k -31% Mar 2025
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Lynx Investment Advisory 7.4k $312k -34% Mar 2025
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Old Mission Capital 7.3k $279k -81% Dec 2024
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Mount Yale Investment Advisors 7.2k $304k -27% Mar 2025
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Ifrah Financial Services 7.0k $294k -45% Mar 2025
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Beacon Bridge Wealth Partners 6.3k $264k -35% Mar 2025
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Perigon Wealth Management 6.2k $261k -51% Mar 2025
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Ashton Thomas Private Wealth 5.9k $250k -70% Mar 2025
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Icon Wealth Advisors 5.4k $229k -85% Mar 2025
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BlackRock 3.0k $128k -98% Mar 2025
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JFS Wealth Advisors 990.00 $42k -92% Mar 2025
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Collier Financial 940.00 $40k -98% Mar 2025
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Sofi Wealth 324.00 $14k -98% Mar 2025
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Who sold out of iShares S&P Global Energy Sector?

Fund or Company Name Date Sold Shares Held Valued At
Sagespring Wealth Partners Dec 2024 878k $34M
Advisory Services Network Sep 2024 122k $5.1M
Envestnet Portfolio Solutions Dec 2024 118k $4.5M
Tennessee Valley Asset Management Partners Dec 2024 103k $3.9M
Kestra Investment Management Dec 2024 79k $3.0M
DRW Holdings Sep 2024 62k $2.5M
M^T Bank Corporation Dec 2024 54k $2.1M
Schroder Investment Management Group Dec 2024 46k $1.7M
Buttonwood Financial Group Dec 2024 39k $1.6M
Wall Street Financial Group Dec 2024 35k $1.3M
West Wealth Group Dec 2024 33k $1.3M
Madison Asset Management Dec 2024 28k $1.1M
Unique Wealth Dec 2024 27k $1.0M
Gts Securities Dec 2024 26k $994k
Clal Insurance Enterprises Holdings Sep 2024 25k $1.0M
Oppenheimer & Co Dec 2024 23k $876k
KM Capital Management Dec 2024 23k $866k
Gries Financial Dec 2024 21k $791k
Cyndeo Wealth Partners Dec 2024 19k $716k
Quotient Wealth Partners Dec 2024 16k $606k
Resources Investment Advisors Dec 2024 13k $486k
Prudential Financial Sep 2024 12k $500k
Liberty Wealth Management Dec 2024 10k $393k
Horst & Graben Wealth Management Dec 2024 9.6k $367k
ShoreHaven Wealth Partners Dec 2024 9.3k $354k
Sunpointe Dec 2024 9.3k $354k
Bank of New York Mellon Dec 2024 9.0k $345k
Kickstand Ventures Dec 2024 8.9k $340k