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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 7.9M | $340M | 100% | Mar 2024 |
|
| Fisher Investments | 7.3M | $314M | 53% | Mar 2024 |
|
| Jpmorgan Chase & Co | 2.7M | $114M | 39% | Mar 2024 |
|
| Bank of America Corporation | 2.4M | $103M | 4% | Mar 2024 |
|
| Morgan Stanley | 2.4M | $101M | 100% | Mar 2024 |
|
| LPL Financial | 2.2M | $95M | 100% | Mar 2024 |
|
| Pictet Asset Management Holding SA | 1.9M | $81M | 100% | Mar 2024 |
|
| BlackRock | 1.9M | $80M | 100% | Mar 2024 |
|
| Ameriprise Financial | 685k | $29M | 100% | Mar 2024 |
|
| Colony | 659k | $28M | 100% | Mar 2024 |
|
| Wells Fargo & Company | 609k | $26M | 15% | Mar 2024 |
|
| UBS Group | 604k | $26M | -33% | Mar 2024 |
|
| Cetera Investment Advisers | 587k | $25M | 100% | Mar 2024 |
|
| Evergreen Capital Management | 581k | $25M | 0% | Mar 2024 |
|
| Mml Investors Services | 553k | $24M | 13% | Mar 2024 |
|
| Connectus Wealth | 543k | $23M | -10% | Mar 2024 |
|
| Verger Capital Management | 519k | $22M | 2% | Jun 2024 |
|
| Goldman Sachs Group | 440k | $19M | -16% | Mar 2024 |
|
| Resources Investment Advisors | 438k | $19M | 100% | Mar 2024 |
|
| Versant Capital Management | 360k | $15M | -2% | Jun 2024 |
|
| Commonwealth Equity Services | 350k | $15M | 18% | Mar 2024 |
|
| Jane Street | 343k | $15M | 257% | Mar 2024 |
|
| Stifel Financial | 342k | $15M | 12% | Mar 2024 |
|
| OVERSEA-CHINESE BANKING Corp | 317k | $14M | 1% | Mar 2024 |
|
| Money Design | 313k | $13M | -1% | Mar 2024 |
|
| Foundations Investment Advisors | 309k | $13M | 7% | Mar 2024 |
|
| Van Cleef Asset Management | 300k | $13M | -1% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 297k | $12M | -16% | Jun 2024 |
|
| Advisor Group Holdings | 268k | $12M | -68% | Mar 2024 |
|
| United Capital Financial Advisers | 262k | $11M | 5% | Mar 2024 |
|
| Royal Bank of Canada | 258k | $11M | 17% | Mar 2024 |
|
| Goss Wealth Management | 258k | $11M | 100% | Mar 2024 |
|
| McMahon Financial Advisors | 236k | $9.8M | 0% | Jun 2024 |
|
| Wellington Management Company | 231k | $9.9M | 3% | Mar 2024 |
|
| _Sentinel Trust Company, LBA______________ | 213k | $9.1M | 100% | Mar 2024 |
|
| Old Mission Capital | 202k | $8.7M | 100% | Mar 2024 |
|
| Change Path | 190k | $8.2M | 70% | Mar 2024 |
|
| AE Wealth Management | 180k | $7.7M | -36% | Mar 2024 |
|
| Integrated Wealth Concepts | 178k | $7.6M | 100% | Mar 2024 |
|
| Bank Of Montreal | 172k | $7.3M | -7% | Mar 2024 |
|
| Thrivent Financial for Lutherans | 168k | $7.2M | 100% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 165k | $7.1M | 13% | Mar 2024 |
|
| Equitable Holdings | 164k | $7.0M | 18% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 156k | $6.7M | 100% | Mar 2024 |
|
| Advisory Services Network | 153k | $6.6M | 14% | Mar 2024 |
|
| H D Vest Advisory Services | 148k | $6.3M | 5% | Mar 2024 |
|
| MA Private Wealth | 121k | $5.2M | 10% | Mar 2024 |
|
| Mcmorgan & Co | 120k | $5.2M | 100% | Mar 2024 |
|
| Cullen Frost Bankers | 117k | $5.0M | -5% | Mar 2024 |
|
| Kestra Advisory Services | 114k | $4.9M | 4% | Mar 2024 |
|
| Family Firm | 113k | $4.7M | 1% | Jun 2024 |
|
| Sigma Planning | 111k | $4.8M | 121% | Mar 2024 |
|
| Envestnet Portfolio Solutions | 111k | $4.6M | -90% | Jun 2024 |
|
| Atria Investments | 109k | $4.7M | 16% | Mar 2024 |
|
| Ayalon Holdings | 108k | $4.5M | -3% | Jun 2024 |
|
| Icon Wealth Advisors | 106k | $4.5M | 23% | Mar 2024 |
|
| Derbend Asset Management | 103k | $4.4M | 14% | Mar 2024 |
|
| Tennessee Valley Asset Management Partners | 100k | $4.2M | 18% | Jun 2024 |
|
| Baird Financial | 93k | $4.0M | 1% | Mar 2024 |
|
| Detalus Advisors | 90k | $3.9M | 39% | Mar 2024 |
|
| Schroder Investment Management Group | 90k | $3.9M | 100% | Mar 2024 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 90k | $3.8M | -19% | Mar 2024 |
|
| West Wealth Group | 88k | $3.8M | 97% | Mar 2024 |
|
| Strategic Blueprint | 87k | $3.7M | 47% | Mar 2024 |
|
| Scissortail Wealth Management | 84k | $3.6M | 100% | Mar 2024 |
|
| Us Bancorp | 84k | $3.6M | 5% | Mar 2024 |
|
| HighTower Advisors | 84k | $3.6M | 35% | Mar 2024 |
|
| Fiduciary Planning | 83k | $3.5M | -33% | Mar 2024 |
|
| Gries Financial | 81k | $3.5M | 100% | Mar 2024 |
|
| Madison Asset Management | 79k | $3.4M | -53% | Mar 2024 |
|
| Merit Financial Group | 78k | $3.4M | 59% | Mar 2024 |
|
| Park Avenue Securities | 78k | $3.2M | -90% | Jun 2024 |
|
| High Falls Advisors | 77k | $3.3M | 17% | Mar 2024 |
|
| Mariner Wealth Advisors | 72k | $3.1M | 161% | Mar 2024 |
|
| Green Harvest Asset Management | 70k | $3.0M | 100% | Mar 2024 |
|
| D. E. Shaw & Co | 69k | $3.0M | 100% | Mar 2024 |
|
| Adapt Wealth Advisors | 69k | $2.9M | 100% | Mar 2024 |
|
| Aptus Capital Advisors | 68k | $2.9M | 100% | Mar 2024 |
|
| Branch Banking & Trust Company | 67k | $2.9M | 5% | Mar 2024 |
|
| Invst | 67k | $2.9M | 5% | Mar 2024 |
|
| Kingsview Wealth Management | 67k | $2.9M | 100% | Mar 2024 |
|
| Gail Mannix | 66k | $2.8M | 6% | Mar 2024 |
|
| Prudential Financial | 66k | $2.8M | 5% | Mar 2024 |
|
| Oakmont Partners | 66k | $2.7M | 2% | Jun 2024 |
|
| Summit X | 65k | $2.8M | 23% | Mar 2024 |
|
| CWM | 64k | $2.7M | -96% | Jun 2024 |
|
| One Wealth Advisors | 63k | $2.7M | 100% | Mar 2024 |
|
| Stone House Investment Management | 61k | $2.6M | 71% | Mar 2024 |
|
| Altfest L J & Co | 60k | $2.6M | 2% | Mar 2024 |
|
| Susquehanna International | 59k | $2.5M | 100% | Mar 2024 |
|
| Ronald Blue Trust | 58k | $2.5M | 0% | Jun 2024 |
|
| Watershed Private Wealth | 58k | $2.5M | 100% | Mar 2024 |
|
| Perigon Wealth Management | 56k | $2.4M | 25% | Mar 2024 |
|
| Prudential | 56k | $2.4M | 100% | Mar 2024 |
|
| Orion Portfolio Solutions | 54k | $2.3M | 18% | Mar 2024 |
|
| M^T Bank Corporation | 54k | $2.3M | 0% | Mar 2024 |
|
| TSA Wealth Managment | 54k | $2.3M | 47% | Mar 2024 |
|
| KM Capital Management | 54k | $2.3M | -19% | Mar 2024 |
|
| Citadel Advisors | 53k | $2.3M | -57% | Mar 2024 |
|
| Liberty Wealth Management | 53k | $2.3M | 21% | Mar 2024 |
|
| Ascent Group | 52k | $2.3M | 100% | Mar 2024 |
|
| Keebeck Wealth Management | 50k | $2.1M | 135% | Mar 2024 |
|
| Edge Capital Group | 50k | $2.1M | 100% | Mar 2024 |
|
| Black Swift Group | 45k | $1.9M | -18% | Mar 2024 |
|
| Clal Insurance Enterprises Holdings | 45k | $1.9M | 100% | Mar 2024 |
|
| Wealth Alliance | 45k | $1.9M | 68% | Mar 2024 |
|
| Private Advisor | 45k | $1.9M | 7% | Mar 2024 |
|
| Sierra Summit Advisors | 44k | $1.9M | 1% | Mar 2024 |
|
| Spectrum Wealth Counsel | 44k | $1.9M | 1% | Mar 2024 |
|
| Cardinal Strategic Wealth Guidance | 43k | $1.8M | -41% | Jun 2024 |
|
| Y-Intercept | 43k | $1.8M | 100% | Mar 2024 |
|
| Financial Life Advisors | 42k | $1.8M | 21% | Mar 2024 |
|
| Mercer Global Advisors | 42k | $1.8M | 348% | Mar 2024 |
|
| BCGM Wealth Management | 42k | $1.8M | 100% | Mar 2024 |
|
| TD Waterhouse Canada | 42k | $1.8M | -13% | Mar 2024 |
|
| Beacon Financial | 42k | $1.8M | 58% | Mar 2024 |
|
| GenTrust | 41k | $1.8M | -1% | Mar 2024 |
|
| Baker Ellis Asset Management | 40k | $1.7M | -5% | Jun 2024 |
|
| Farther Finance Advisors | 40k | $1.7M | 57% | Mar 2024 |
|
| Stonebrook Private | 40k | $1.7M | 10% | Mar 2024 |
|
| Bush Investment Group | 40k | $1.7M | 2% | Mar 2024 |
|
| Gladstone Institutional Advisory | 39k | $1.7M | 44% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 38k | $1.6M | 9% | Jun 2024 |
|
| Buttonwood Financial Group | 37k | $1.5M | -67% | Jun 2024 |
|
| PAX Financial Group | 36k | $1.5M | 39% | Mar 2024 |
|
| BCJ Capital Management | 36k | $1.5M | 13% | Mar 2024 |
|
| Kestra Private Wealth Services | 35k | $1.5M | 131% | Mar 2024 |
|
| Snowden Capital Advisors | 35k | $1.5M | 87% | Mar 2024 |
|
| Citigroup | 34k | $1.5M | 8% | Mar 2024 |
|
| KWB Wealth | 33k | $1.4M | -2% | Jun 2024 |
|
| Steward Partners Investment Advisory | 33k | $1.4M | 17% | Mar 2024 |
|
| Wealthfront Advisers | 32k | $1.4M | 1% | Mar 2024 |
|
| Eq | 32k | $1.3M | -1% | Jun 2024 |
|
| Kelly Financial Services | 30k | $1.3M | 24% | Mar 2024 |
|
| Pathstone Holdings | 30k | $1.3M | -8% | Mar 2024 |
|
| Beacon Bridge Wealth Partners | 29k | $1.3M | 467% | Mar 2024 |
|
| Rsm Us Wealth Management | 29k | $1.2M | -3% | Mar 2024 |
|
| James Investment Research | 29k | $1.2M | -16% | Mar 2024 |
|
| Chesley, Taft & Associates | 28k | $1.2M | 16% | Jun 2024 |
|
| Compagnie Lombard, Odier SCA | 28k | $1.2M | 0% | Jun 2024 |
|
| Rathbones Brothers | 28k | $1.2M | 100% | Mar 2024 |
|
| Kepos Capital | 27k | $1.2M | 151% | Mar 2024 |
|
| Parcion Private Wealth | 27k | $1.2M | 100% | Mar 2024 |
|
| Raymond James & Associates | 27k | $1.1M | -29% | Jun 2024 |
|
| Affiance Financial | 27k | $1.1M | 0% | Mar 2024 |
|
| Rockefeller Capital Management | 25k | $1.1M | 7% | Mar 2024 |
|
| WCG Wealth Advisors | 25k | $1.1M | 100% | Mar 2024 |
|
| Spire Wealth Management | 25k | $1.1M | 13% | Mar 2024 |
|
| Sentinus | 24k | $1.0M | 100% | Mar 2024 |
|
| Two Sigma Securities | 24k | $1.0M | 100% | Mar 2024 |
|
| Security Financial Services | 23k | $952k | -20% | Jun 2024 |
|
| U.S. Capital Wealth Advisors | 22k | $929k | -16% | Jun 2024 |
|
| Credit Suisse | 19k | $832k | -55% | Mar 2024 |
|
| Horst & Graben Wealth Management | 18k | $737k | -84% | Jun 2024 |
|
| Scotia Capital | 16k | $685k | -89% | Mar 2024 |
|
| Proequities | 14k | $567M | -69% | Jun 2024 |
|
| Mutual Advisors | 13k | $546k | -47% | Mar 2024 |
|
| Cypress Wealth Services | 12k | $502k | -78% | Jun 2024 |
|
| ShoreHaven Wealth Partners | 12k | $493k | -70% | Jun 2024 |
|
| RFG Advisory | 11k | $458k | -76% | Jun 2024 |
|
| Apeiron RIA | 9.8k | $408k | -66% | Jun 2024 |
|
| GSA Capital Partners | 9.5k | $407k | -74% | Mar 2024 |
|
| Ehrlich Financial Group | 7.4k | $306k | -71% | Jun 2024 |
|
| Bank of New York Mellon | 7.1k | $296k | -98% | Jun 2024 |
|
| ONE Advisory Partners | 7.0k | $290k | -91% | Jun 2024 |
|
| TNF | 6.5k | $269k | -83% | Jun 2024 |
|
| Hsbc Holdings | 5.9k | $253k | -100% | Mar 2024 |
|
| Atria Wealth Solutions | 5.6k | $233k | -94% | Jun 2024 |
|
| Manufacturers Life Insurance Company | 5.4k | $233k | -100% | Mar 2024 |
|
| National Asset Management | 5.1k | $211k | -86% | Mar 2024 |
|
| Austin Private Wealth | 4.9k | $202k | -95% | Jun 2024 |
|
| Northwest Capital Management | 565.00 | $24k | -99% | Jun 2024 |
|
| AdvisorNet Financial | 398.00 | $17k | -99% | Jun 2024 |
|
| TSFG | 322.00 | $13k | -99% | Jun 2024 |
|
Who sold out of iShares S&P Global Energy Sector?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Janney Montgomery Scott | Mar 2024 | 446k | $19M |
| Advocacy Wealth Management Services | Mar 2024 | 295k | $13M |
| JB Capital | Mar 2024 | 244k | $11M |
| Lincoln National | Mar 2024 | 143k | $6.1M |
| Stokes Family Office | Mar 2024 | 131k | $5.6M |
| Scarborough Advisors | Dec 2023 | 121k | $4.7M |
| Pettinga Financial Advisors | Mar 2024 | 110k | $4.7M |
| Sterling Manor Financial | Dec 2023 | 95k | $3.7M |
| Greenwood Capital Associates | Dec 2023 | 77k | $3.0M |
| Sharkey, Howes & Javer | Mar 2024 | 69k | $3.0M |
| Steel Peak Wealth Management | Mar 2024 | 55k | $2.4M |
| Avid Wealth Partners | Mar 2024 | 50k | $2.1M |
| Keystone Financial Services | Mar 2024 | 46k | $2.0M |
| UMA Financial Services | Mar 2024 | 45k | $1.9M |
| Legacy Financial Group | Mar 2024 | 34k | $1.4M |
| Brookstone Capital Management | Mar 2024 | 34k | $1.4M |
| IPG Investment Advisors | Dec 2023 | 32k | $1.3M |
| Cobblestone Asset Management | Mar 2024 | 29k | $1.2M |
| Mirae Asset Global Investments | Dec 2023 | 26k | $1.0M |
| Bay Harbor Wealth Management | Mar 2024 | 24k | $1.0M |