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iShares S&P Global Energy Sector shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in iShares S&P Global Energy Sector

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All positions including iShares S&P Global Energy Sector held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Energy Sector by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 5.8k 41.75
2025-06-30 $248k 6.3k 39.29

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Microsoft Corporation (MSFT)
Powell Industries (POWL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Thermo Fisher Scientific (TMO)
Lam Research Corp Com New (LRCX)
Meta Platforms Cl A (META)
Advanced Micro Devices (AMD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Keysight Technologies (KEYS)

View all positions for Kovitz Investment Group Partners

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Colony
Morgan Stanley
Evergreen Capital Management
Verger Capital Management
UBS Group
Commonwealth Equity Services
Cetera Investment Advisers
Versant Capital Management
Money Design
Financial Advisory Corp
McMahon Financial Advisors
Van Cleef Asset Management
Wells Fargo & Company
LPL Financial

View all funds holding iShares S&P Global Energy Sector