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
Hsbc Holdings 4.7M $270M 100% Mar 2026
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Fisher Investments 3.5M $203M -76% Mar 2026
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Morgan Stanley 1.9M $111M 137% Mar 2026
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Bank of America Corporation 1.2M $67M 100% Mar 2026
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Colony 797k $33M -4% Dec 2025
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Evergreen Capital Management 625k $26M 1% Dec 2025
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Verger Capital Management 565k $33M -2% Mar 2026
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Versant Capital Management 487k $28M 6% Mar 2026
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LPL Financial 416k $24M 50% Mar 2026
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UBS Group 389k $22M -22% Mar 2026
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McMahon Financial Advisors 317k $18M 4% Mar 2026
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Van Cleef Asset Management 283k $16M 0% Mar 2026
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Wells Fargo & Company 280k $16M 11% Mar 2026
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Cetera Investment Advisers 273k $16M -39% Mar 2026
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Jane Street 261k $15M 917% Mar 2026
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Ameriprise Financial 239k $14M 23% Mar 2026
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 236k $14M 100% Mar 2026
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Alliancebernstein 231k $9.7M 100% Mar 2026
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Citadel Advisors 230k $13M -12% Mar 2026
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Financial Advisory Corp 223k $13M -23% Mar 2026
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Commonwealth Equity Services 211k $12M -53% Mar 2026
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Federation des caisses Desjardins du Quebec 192k $11M 5% Mar 2026
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Raymond James Financial 191k $8.0M -7% Dec 2025
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Royal Bank of Canada 180k $10M 19% Mar 2026
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Strategic Wealth Designers 180k $10M -2% Mar 2026
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Goldman Sachs Group 167k $9.6M -19% Mar 2026
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Susquehanna International 144k $6.0M 733% Dec 2025
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Sigma Planning 141k $8.1M -5% Mar 2026
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Advisor Group Holdings 116k $4.9M -1% Dec 2025
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Nkcfo 115k $6.6M 100% Mar 2026
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Cullen Frost Bankers 113k $6.5M 0% Mar 2026
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HighTower Advisors 108k $6.2M 205% Mar 2026
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Ayalon Holdings 108k $6.2M 0% Mar 2026
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Client 1st Advisory Group 107k $6.2M 21% Mar 2026
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GenTrust 106k $6.1M -2% Mar 2026
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Stifel Financial 101k $5.8M 0% Mar 2026
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Beacon Pointe Advisors 97k $4.1M 100% Dec 2025
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Prudential 96k $5.5M 62% Mar 2026
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Gail Mannix 96k $5.5M 1% Mar 2026
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Bank Of Montreal 90k $5.2M 100% Mar 2026
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Proficio Capital Partners 89k $5.1M 272% Mar 2026
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Green Harvest Asset Management 83k $4.8M 0% Mar 2026
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Banco Santander 77k $4.4M 102% Mar 2026
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Clune & Associates 74k $4.3M 19% Mar 2026
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Northland Securities 72k $4.2M -3% Mar 2026
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Sierra Summit Advisors 70k $4.1M 5% Mar 2026
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Envestnet Portfolio Solutions 69k $3.9M 18% Mar 2026
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Wealthfront Advisers 68k $3.9M 48% Mar 2026
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CI Private Wealth 64k $2.8M 43% Mar 2026
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Advocate Investing Services 63k $3.6M 100% Mar 2026
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Cambridge Investment Research Advisors 61k $3.5M -11% Mar 2026
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Jones Financial Companies, L.L 58k $2.4M 6% Dec 2025
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ABLE Financial Group 57k $3.3M 779% Mar 2026
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Thrivent Financial for Lutherans 52k $3.0M -9% Mar 2026
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_Sentinel Trust Company, LBA______________ 52k $3.0M 0% Mar 2026
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Equitable Holdings 46k $2.0M -31% Mar 2026
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Mount Yale Investment Advisors 45k $2.6M 16% Mar 2026
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Pinnacle Wealth Management Advisory 44k $2.5M 1% Mar 2026
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Envestnet Asset Management 44k $2.5M 67% Mar 2026
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Warren Averett Asset Management 43k $1.8M -4% Dec 2025
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SBI Securities 42k $2.4M 871% Mar 2026
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Oakmont Partners 41k $2.4M -23% Mar 2026
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Steward Partners Investment Advisory 40k $2.3M 425% Mar 2026
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Vestmark Advisory Solutions 40k $2.3M 3% Mar 2026
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TD Waterhouse Canada 39k $2.2M -3% Mar 2026
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Kestra Advisory Services 39k $2.2M 8% Mar 2026
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Alpha Financial Partners 37k $2.2M 100% Mar 2026
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Creative Planning 33k $1.9M -14% Mar 2026
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Pathstone Holdings 32k $1.9M 0% Mar 2026
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Rainier Family Wealth 32k $1.8M 100% Mar 2026
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J. Safra Sarasin Holding 30k $1.7M 30% Mar 2026
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Modern Wealth Management 29k $1.2M -39% Dec 2025
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ICON Advisers 28k $1.6M 0% Mar 2026
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Chesley, Taft & Associates 28k $1.6M 8% Mar 2026
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James Investment Research 27k $1.6M -2% Mar 2026
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Vontobel Holding 26k $1.5M -13% Mar 2026
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Renaissance Technologies 26k $1.1M -30% Dec 2025
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Affiance Financial 25k $1.4M 0% Mar 2026
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Mml Investors Services 25k $1.4M 74% Mar 2026
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Aptus Capital Advisors 24k $1.4M -10% Mar 2026
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Climber Capital SA 24k $1.4M 13% Mar 2026
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Rathbones Brothers 24k $1.4M 1% Mar 2026
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Integrated Wealth Concepts 23k $1.3M -11% Mar 2026
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SCS Capital Management 23k $1.3M 6% Mar 2026
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Dara Capital Us 22k $1.3M 0% Mar 2026
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MAI Wealth Advisors 22k $1.2M 1% Mar 2026
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 21k $1.2M -9% Mar 2026
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Change Path 21k $1.2M -24% Mar 2026
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Ssa Swiss Advisors 21k $888k 0% Dec 2025
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Captrust Financial Advisors 21k $864k 29% Dec 2025
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J.Safra Asset Management 20k $1.2M 0% Mar 2026
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Vantage Point Financial 19k $1.1M -10% Mar 2026
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U.S. Capital Wealth Advisors 19k $1.1M -14% Mar 2026
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Watershed Private Wealth 17k $976k -24% Mar 2026
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CLS Investments 17k $955k -11% Mar 2026
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Abbot Financial Management 17k $952k 0% Mar 2026
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Gotham Asset Management 16k $948k 207% Mar 2026
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Guardian Wealth Advisors, Llc / Nc 16k $675k 0% Dec 2025
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Kestra Private Wealth Services 16k $910k 4% Mar 2026
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ICICI Prudential Asset Management 16k $908k 0% Mar 2026
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Wealth Management Associates 16k $904k 8% Mar 2026
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Farther Finance Advisors 15k $856k 0% Mar 2026
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Private Advisor 15k $879k -4% Mar 2026
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Goss Wealth Management 14k $803k 32% Mar 2026
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BCO Wealth Management 14k $795k 0% Mar 2026
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Kovack Advisors 14k $762k 0% Mar 2026
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Union Bancaire Privee, UBP SA 14k $761k 0% Mar 2026
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Advisory Alpha 13k $767k 100% Mar 2026
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Mather Group 13k $756k 100% Mar 2026
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Ameraudi Asset Management 13k $749k 0% Mar 2026
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Scotia Capital 13k $747k 0% Mar 2026
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Wealth Management Partners 13k $738k 108% Mar 2026
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Ifrah Financial Services 13k $731k -2% Mar 2026
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Sowell Financial Services 13k $729k -4% Mar 2026
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Fiduciary Planning 13k $721k -30% Mar 2026
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Geneos Wealth Management 13k $718k -8% Mar 2026
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Forthright Family Wealth Advisory 12k $527k 100% Mar 2026
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Lynx Investment Advisory 12k $706k 0% Mar 2026
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Walkner Condon Financial Advisors 12k $696k 0% Mar 2026
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Manufacturers Life Insurance Company 12k $680k 100% Mar 2026
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CWM 12k $486k -4% Dec 2025
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Verity Asset Management 11k $656k -32% Mar 2026
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HPM Partners 11k $651k -11% Mar 2026
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Fort Sheridan Advisors 11k $647k -1% Mar 2026
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Partners Wealth Management 11k $647k 0% Mar 2026
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Savvy Advisors 11k $638k 100% Mar 2026
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Wellington Management Company 11k $457k 100% Dec 2025
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Mercer Global Advisors 11k $626k -41% Mar 2026
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Centerpoint Advisors 11k $620k 3% Mar 2026
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Citigroup 11k $619k 100% Mar 2026
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Quantinno Capital Management 11k $615k 9% Mar 2026
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TPG Advisors 11k $610k 33% Mar 2026
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LOM Asset Management 10k $601k 629% Mar 2026
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Hrt Financial 10k $586k 100% Mar 2026
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Everett Harris & Co 10k $576k 0% Mar 2026
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AE Wealth Management 10k $574k 345% Mar 2026
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Founders Financial Securities 9.9k $544k 0% Mar 2026
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Northwestern Mutual Wealth Management Company 9.6k $552k 4% Mar 2026
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Concurrent Investment Advisors 9.5k $547k 100% Mar 2026
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Detalus Advisors 9.3k $534k 0% Mar 2026
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Ashton Thomas Securities 9.2k $529k 100% Mar 2026
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Arcus Capital Partners 8.8k $507k 0% Mar 2026
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Rockefeller Capital Management 8.6k $498k 33% Mar 2026
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Branch Banking & Trust Company 8.4k $485k 5% Mar 2026
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Leucadia National Corporation 8.4k $482k 0% Mar 2026
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Hyposwiss Advisors SA 8.1k $466k 100% Mar 2026
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Baker Ellis Asset Management 8.1k $465k 0% Mar 2026
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First Heartland Consultants 8.0k $461k 0% Mar 2026
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Mackenzie Financial 7.6k $438k 27% Mar 2026
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Ausdal Financial Partners 7.4k $425k -4% Mar 2026
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Western Wealth Management 6.9k $398k -53% Mar 2026
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Stephens 6.8k $392k -15% Mar 2026
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CoreCap Advisors 6.7k $387k -14% Mar 2026
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Bessemer 5.8k $314k -47% Mar 2026
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Who sold out of iShares S&P Global Energy Sector?

Fund or Company Name Date Sold Shares Held Valued At
Nicholson Meyer Capital Management Dec 2025 89k $3.7M
Gts Securities Sep 2025 54k $2.2M
Gladstone Institutional Advisory Dec 2025 49k $2.0M
Wealth Enhancement Advisory Services Dec 2025 48k $2.0M
Jpmorgan Chase & Co Sep 2025 47k $2.0M
Park Avenue Securities Dec 2025 25k $1.0M
Axxcess Wealth Management Dec 2025 17k $716k
Point72 Asset Management Dec 2025 14k $586k
Cresset Asset Management Dec 2025 14k $578k
GSA Capital Partners Dec 2025 9.6k $402k
MGO Private Wealth Dec 2025 8.8k $371k
IFG Advisory Dec 2025 8.2k $344k
Leo Wealth Dec 2025 7.8k $329k
J.w. Cole Advisors Dec 2025 7.8k $327k