Who owns iShares S&P Global Energy Sector?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
 View chart
Bank of America Corporation 2.3M $90M 42% Dec 2023
 View chart
Hsbc Holdings 2.0M $78M 100% Dec 2023
 View chart
Jpmorgan Chase & Co 1.9M $75M 4226% Dec 2023
 View chart
CWM 1.7M $75M 10% Mar 2024
 View chart
Envestnet Portfolio Solutions 1.1M $42M 100% Dec 2023
 View chart
UBS Group 901k $35M 50% Dec 2023
 View chart
Advisor Group Holdings 839k $33M 374% Dec 2023
 View chart
Park Avenue Securities 783k $34M 5% Mar 2024
 View chart
GW & Wade 655k $26M -2% Dec 2023
 View chart
Wells Fargo & Company 528k $21M 150% Dec 2023
 View chart
Goldman Sachs Group 525k $21M 22% Dec 2023
 View chart
Verger Capital Management 511k $20M 47% Dec 2023
 View chart
Janney Montgomery Scott 414k $16M 5878% Dec 2023
 View chart
Versant Capital Management 367k $16M -2% Mar 2024
 View chart
Raymond James Financial Services Advisors 360k $14M 21% Dec 2023
 View chart
Money Design 316k $12M 8% Dec 2023
 View chart
OVERSEA-CHINESE BANKING Corp 314k $12M -3% Dec 2023
 View chart
Stifel Financial 306k $12M 149% Dec 2023
 View chart
Van Cleef Asset Management 304k $12M -1% Dec 2023
 View chart
Commonwealth Equity Services 297k $12M 112% Dec 2023
 View chart
Advocacy Wealth Management Services 295k $13M 32% Mar 2024
 View chart
Foundations Investment Advisors 288k $11M 100% Dec 2023
 View chart
AE Wealth Management 281k $11M 3103% Dec 2023
 View chart
Bank of New York Mellon 272k $11M 100% Dec 2023
 View chart
United Capital Financial Advisers 249k $9.7M 100% Dec 2023
 View chart
McMahon Financial Advisors 237k $9.3M 0% Dec 2023
 View chart
Wellington Management Company 224k $8.8M 26% Dec 2023
 View chart
Wealthsource Partners 223k $8.7M 100% Dec 2023
 View chart
Royal Bank of Canada 220k $8.6M -11% Dec 2023
 View chart
JB Capital 204k $8.0M 100% Dec 2023
 View chart
Bank Of Montreal 185k $7.3M -7% Dec 2023
 View chart
Madison Asset Management 170k $6.6M -9% Dec 2023
 View chart
CoreCap Advisors 151k $5.9M 4% Dec 2023
 View chart
Cambridge Investment Research Advisors 145k $5.7M -18% Dec 2023
 View chart
H D Vest Advisory Services 141k $5.5M 51% Dec 2023
 View chart
Scotia Capital 140k $5.5M 5% Dec 2023
 View chart
Lincoln National 140k $5.5M 1% Dec 2023
 View chart
Advisory Services Network 135k $5.3M 24% Dec 2023
 View chart
Atria Wealth Solutions 133k $5.2M 100% Dec 2023
 View chart
Citadel Advisors 125k $4.9M 173% Dec 2023
 View chart
Fiduciary Planning 124k $4.8M 325% Dec 2023
 View chart
Cullen Frost Bankers 123k $4.8M 2% Dec 2023
 View chart
Scarborough Advisors 121k $4.7M 100% Dec 2023
 View chart
Family Firm 115k $4.5M 1% Dec 2023
 View chart
Stokes Family Office 113k $4.4M 100% Dec 2023
 View chart
Buttonwood Financial Group 113k $4.8M 46% Mar 2024
 View chart
Change Path 112k $4.4M 100% Dec 2023
 View chart
Ayalon Holdings 111k $4.8M 2% Mar 2024
 View chart
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110k $4.3M 100% Dec 2023
 View chart
Kestra Advisory Services 110k $4.3M 42% Dec 2023
 View chart
MA Private Wealth 110k $4.3M 100% Dec 2023
 View chart
Austin Private Wealth 104k $4.6M 27% Mar 2024
 View chart
Pettinga Financial Advisors 100k $3.9M 100% Dec 2023
 View chart
Horst & Graben Wealth Management 98k $3.8M 100% Dec 2023
 View chart
Jane Street 96k $3.8M 11% Dec 2023
 View chart
Sterling Manor Financial 95k $3.7M -1% Dec 2023
 View chart
Atria Investments 93k $3.7M 100% Dec 2023
 View chart
Baird Financial 93k $3.6M 28% Dec 2023
 View chart
Derbend Asset Management 91k $3.6M 66% Dec 2023
 View chart
Icon Wealth Advisors 86k $3.4M 100% Dec 2023
 View chart
Us Bancorp 80k $3.1M 31096% Dec 2023
 View chart
Greenwood Capital Associates 77k $3.0M -2% Dec 2023
 View chart
ONE Advisory Partners 76k $3.3M 14% Mar 2024
 View chart
Tennessee Valley Asset Management Partners 74k $2.9M 100% Dec 2023
 View chart
Cardinal Strategic Wealth Guidance 67k $2.6M 100% Dec 2023
 View chart
KM Capital Management 66k $2.6M 100% Dec 2023
 View chart
High Falls Advisors 66k $2.6M 100% Dec 2023
 View chart
Detalus Advisors 64k $2.5M 100% Dec 2023
 View chart
Branch Banking & Trust Company 64k $2.5M 39% Dec 2023
 View chart
Invst 64k $2.5M 100% Dec 2023
 View chart
One Wealth Advisors 63k $2.7M 100% Mar 2024
 View chart
HighTower Advisors 62k $2.4M 37% Dec 2023
 View chart
Gail Mannix 62k $2.4M 0% Dec 2023
 View chart
AdvisorNet Financial 61k $2.6M 332% Mar 2024
 View chart
Altfest L J & Co 59k $2.3M 38% Dec 2023
 View chart
Strategic Blueprint 59k $2.3M 100% Dec 2023
 View chart
Sharkey, Howes & Javer 58k $2.3M 100% Dec 2023
 View chart
Ledge Wealth Management 58k $2.3M -1% Dec 2023
 View chart
Black Swift Group 55k $2.2M 100% Dec 2023
 View chart
M^T Bank Corporation 54k $2.1M 100% Dec 2023
 View chart
Cypress Wealth Services 54k $2.3M 44% Mar 2024
 View chart
Summit X 53k $2.1M 100% Dec 2023
 View chart
Northwest Capital Management 52k $2.2M 4355% Mar 2024
 View chart
Sigma Planning 50k $2.0M -50% Dec 2023
 View chart
Merit Financial Group 49k $1.9M 100% Dec 2023
 View chart
TD Waterhouse Canada 48k $1.9M 32% Dec 2023
 View chart
RFG Advisory 47k $2.0M 49% Mar 2024
 View chart
Orion Portfolio Solutions 46k $1.8M 100% Dec 2023
 View chart
Steel Peak Wealth Management 46k $1.8M 100% Dec 2023
 View chart
Perigon Wealth Management 45k $1.8M 505% Dec 2023
 View chart
West Wealth Group 45k $1.7M 100% Dec 2023
 View chart
Liberty Wealth Management 44k $1.7M 100% Dec 2023
 View chart
Sierra Summit Advisors 44k $1.7M 100% Dec 2023
 View chart
Spectrum Wealth Counsel 44k $1.7M 100% Dec 2023
 View chart
Credit Suisse 43k $1.7M 31% Dec 2023
 View chart
Baker Ellis Asset Management 42k $1.7M -3% Dec 2023
 View chart
GenTrust 42k $1.6M 10% Dec 2023
 View chart
Proequities 42k $1.6B 310% Dec 2023
 View chart
Private Advisor 42k $1.6M 140% Dec 2023
 View chart
Keystone Financial Services 40k $1.6M 100% Dec 2023
 View chart
Bush Investment Group 39k $1.5M 100% Dec 2023
 View chart
National Asset Management 38k $1.5M 636% Dec 2023
 View chart
UMA Financial Services 37k $1.4M 100% Dec 2023
 View chart
TSA Wealth Managment 37k $1.4M 100% Dec 2023
 View chart
GSA Capital Partners 37k $1.4M 537% Dec 2023
 View chart
Stonebrook Private 36k $1.4M 100% Dec 2023
 View chart
ShoreHaven Wealth Partners 36k $1.4M 100% Dec 2023
 View chart
Raymond James & Associates 36k $1.4M 24% Dec 2023
 View chart
Stone House Investment Management 36k $1.4M 100% Dec 2023
 View chart
Wealth Enhancement Advisory Services 35k $1.5M -8% Mar 2024
 View chart
Financial Life Advisors 35k $1.4M 100% Dec 2023
 View chart
James Investment Research 34k $1.3M -8% Dec 2023
 View chart
Legacy Financial Group 34k $1.4M 100% Mar 2024
 View chart
Brookstone Capital Management 34k $1.4M 100% Mar 2024
 View chart
Pathstone Holdings 32k $1.3M 100% Dec 2023
 View chart
IPG Investment Advisors 32k $1.3M 0% Dec 2023
 View chart
Wealthfront Advisers 32k $1.2M -6% Dec 2023
 View chart
Citigroup 32k $1.2M 140% Dec 2023
 View chart
BCJ Capital Management 32k $1.2M 100% Dec 2023
 View chart
TNF 30k $1.2M 100% Dec 2023
 View chart
Rsm Us Wealth Management 30k $1.2M 100% Dec 2023
 View chart
Apeiron RIA 29k $1.2M 38% Mar 2024
 View chart
Security Financial Services 29k $1.2M -71% Mar 2024
 View chart
Steward Partners Investment Advisory 28k $1.1M 100% Dec 2023
 View chart
Mariner Wealth Advisors 28k $1.1M 44% Dec 2023
 View chart
Gladstone Institutional Advisory 27k $1.0M 55% Dec 2023
 View chart
Baystate Wealth Management 27k $1.0M 100% Dec 2023
 View chart
Wealth Alliance 27k $1.0M 100% Dec 2023
 View chart
Affiance Financial 27k $1.1M 0% Mar 2024
 View chart
Beacon Financial 26k $1.0M 100% Dec 2023
 View chart
Mirae Asset Global Investments 26k $1.0M 0% Dec 2023
 View chart
PAX Financial Group 26k $1.0M 100% Dec 2023
 View chart
Farther Finance Advisors 25k $992k 100% Dec 2023
 View chart
Ehrlich Financial Group 25k $1.1M 100% Mar 2024
 View chart
U.S. Capital Wealth Advisors 25k $971k 24% Dec 2023
 View chart
Mutual Advisors 24k $947k 21% Dec 2023
 View chart
Chesley, Taft & Associates 24k $1.0M 35% Mar 2024
 View chart
CI Private Wealth 24k $921k 1% Dec 2023
 View chart
Cobblestone Asset Management 23k $915k 100% Dec 2023
 View chart
Rockefeller Capital Management 23k $914k 100% Dec 2023
 View chart
Squarepoint Ops 23k $911k 100% Dec 2023
 View chart
Captrust Financial Advisors 22k $850k -18% Dec 2023
 View chart
Spire Wealth Management 22k $813k 2318% Dec 2023
 View chart
Day & Ennis 22k $844k 100% Dec 2023
 View chart
Emerald Investment Partners 21k $836k 100% Dec 2023
 View chart
Keebeck Wealth Management 21k $834k 100% Dec 2023
 View chart
Western Wealth Management 21k $828k 8% Dec 2023
 View chart
MAI Wealth Advisors 20k $769k -2% Dec 2023
 View chart
HPM Partners 20k $765k -43% Dec 2023
 View chart
SWMG 19k $743k 100% Dec 2023
 View chart
New York State Common Retirement Fund 19k $729k 0% Dec 2023
 View chart
Snowden Capital Advisors 19k $724k 100% Dec 2023
 View chart
Vontobel Holding 18k $685k -8% Dec 2023
 View chart
Northern Oak Capital Management 9.7k $380k -53% Dec 2023
 View chart
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4.3k $168k -99% Dec 2023
 View chart

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
One + One Wealth Management Dec 2023 103k $4.0M
Alliancebernstein Sep 2023 43k $1.8M
EWG Elevate Dec 2023 19k $740k