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
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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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 7.9M | $340M | 13065% | Mar 2024 |
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| Fisher Investments | 7.3M | $314M | 53% | Mar 2024 |
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| Jpmorgan Chase & Co | 2.7M | $114M | 39% | Mar 2024 |
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| Bank of America Corporation | 2.4M | $103M | 4% | Mar 2024 |
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| Morgan Stanley | 2.4M | $101M | 57% | Mar 2024 |
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| LPL Financial | 2.2M | $95M | 863% | Mar 2024 |
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| Hsbc Holdings | 2.0M | $78M | 100% | Dec 2023 |
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| Pictet Asset Management Holding SA | 1.9M | $81M | 100% | Mar 2024 |
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| BlackRock | 1.9M | $80M | 100% | Mar 2024 |
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| CWM | 1.7M | $75M | 10% | Mar 2024 |
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| Envestnet Portfolio Solutions | 1.1M | $49M | 8% | Mar 2024 |
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| Park Avenue Securities | 783k | $34M | 5% | Mar 2024 |
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| Ameriprise Financial | 685k | $29M | 170% | Mar 2024 |
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| Colony | 659k | $28M | 100% | Mar 2024 |
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| GW & Wade | 655k | $26M | -2% | Dec 2023 |
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| Wells Fargo & Company | 609k | $26M | 15% | Mar 2024 |
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| UBS Group | 604k | $26M | -33% | Mar 2024 |
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| Verger Capital Management | 511k | $22M | 0% | Mar 2024 |
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| Janney Montgomery Scott | 446k | $19M | 8% | Mar 2024 |
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| Goldman Sachs Group | 440k | $19M | -16% | Mar 2024 |
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| Resources Investment Advisors | 438k | $19M | 100% | Mar 2024 |
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| Versant Capital Management | 367k | $16M | -2% | Mar 2024 |
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| Raymond James Financial Services Advisors | 352k | $15M | -2% | Mar 2024 |
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| Commonwealth Equity Services | 350k | $15M | 18% | Mar 2024 |
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| Jane Street | 343k | $15M | 257% | Mar 2024 |
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| Stifel Financial | 342k | $15M | 12% | Mar 2024 |
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| Bank of New York Mellon | 340k | $15M | 25% | Mar 2024 |
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| OVERSEA-CHINESE BANKING Corp | 317k | $14M | 1% | Mar 2024 |
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| Money Design | 313k | $13M | -1% | Mar 2024 |
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| Foundations Investment Advisors | 309k | $13M | 7% | Mar 2024 |
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| Van Cleef Asset Management | 300k | $13M | -1% | Mar 2024 |
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| Advocacy Wealth Management Services | 295k | $13M | 32% | Mar 2024 |
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| Advisor Group Holdings | 268k | $12M | -68% | Mar 2024 |
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| United Capital Financial Advisers | 262k | $11M | 5% | Mar 2024 |
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| Royal Bank of Canada | 258k | $11M | 17% | Mar 2024 |
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| Goss Wealth Management | 258k | $11M | 2106% | Mar 2024 |
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| JB Capital | 244k | $11M | 19% | Mar 2024 |
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| McMahon Financial Advisors | 236k | $10M | -1% | Mar 2024 |
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| Wellington Management Company | 224k | $8.8M | 26% | Dec 2023 |
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| Wealthsource Partners | 223k | $8.7M | 100% | Dec 2023 |
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| _Sentinel Trust Company, LBA______________ | 213k | $9.1M | 0% | Mar 2024 |
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| AE Wealth Management | 180k | $7.7M | -36% | Mar 2024 |
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| Integrated Wealth Concepts | 178k | $7.6M | 1921% | Mar 2024 |
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| Bank Of Montreal | 172k | $7.3M | -7% | Mar 2024 |
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| Thrivent Financial for Lutherans | 168k | $7.2M | 109% | Mar 2024 |
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| Cambridge Investment Research Advisors | 165k | $7.1M | 13% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 156k | $6.7M | 105% | Mar 2024 |
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| Advisory Services Network | 153k | $6.6M | 14% | Mar 2024 |
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| CoreCap Advisors | 151k | $5.9M | 4% | Dec 2023 |
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| H D Vest Advisory Services | 148k | $6.3M | 5% | Mar 2024 |
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| Lincoln National | 143k | $6.1M | 2% | Mar 2024 |
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| Scotia Capital | 140k | $5.5M | 5% | Dec 2023 |
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| Stokes Family Office | 131k | $5.6M | 16% | Mar 2024 |
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| MA Private Wealth | 121k | $5.2M | 10% | Mar 2024 |
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| Mcmorgan & Co | 120k | $5.2M | 100% | Mar 2024 |
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| Cullen Frost Bankers | 117k | $5.0M | -5% | Mar 2024 |
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| Buttonwood Financial Group | 113k | $4.8M | 46% | Mar 2024 |
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| Change Path | 112k | $4.4M | 100% | Dec 2023 |
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| Ayalon Holdings | 111k | $4.8M | 2% | Mar 2024 |
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| Family Firm | 111k | $4.8M | -3% | Mar 2024 |
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| Sigma Planning | 111k | $4.8M | 121% | Mar 2024 |
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| Pettinga Financial Advisors | 110k | $4.7M | 10% | Mar 2024 |
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| Kestra Advisory Services | 110k | $4.3M | 42% | Dec 2023 |
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| Horst & Graben Wealth Management | 108k | $4.6M | 10% | Mar 2024 |
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| Icon Wealth Advisors | 106k | $4.5M | 23% | Mar 2024 |
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| Austin Private Wealth | 104k | $4.6M | 27% | Mar 2024 |
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| Derbend Asset Management | 103k | $4.4M | 14% | Mar 2024 |
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| Atria Wealth Solutions | 96k | $4.1M | -28% | Mar 2024 |
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| Atria Investments | 93k | $3.7M | 100% | Dec 2023 |
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| Baird Financial | 93k | $3.6M | 28% | Dec 2023 |
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| Detalus Advisors | 90k | $3.9M | 39% | Mar 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 90k | $3.8M | -19% | Mar 2024 |
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| West Wealth Group | 88k | $3.8M | 97% | Mar 2024 |
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| Strategic Blueprint | 87k | $3.7M | 47% | Mar 2024 |
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| Tennessee Valley Asset Management Partners | 85k | $3.6M | 14% | Mar 2024 |
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| Scissortail Wealth Management | 84k | $3.6M | 100% | Mar 2024 |
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| Us Bancorp | 84k | $3.6M | 5% | Mar 2024 |
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| HighTower Advisors | 84k | $3.6M | 35% | Mar 2024 |
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| Fiduciary Planning | 83k | $3.5M | -33% | Mar 2024 |
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| Gries Financial | 81k | $3.5M | 100% | Mar 2024 |
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| Madison Asset Management | 79k | $3.4M | -53% | Mar 2024 |
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| Merit Financial Group | 78k | $3.4M | 59% | Mar 2024 |
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| High Falls Advisors | 77k | $3.3M | 17% | Mar 2024 |
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| ONE Advisory Partners | 76k | $3.3M | 14% | Mar 2024 |
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| Cardinal Strategic Wealth Guidance | 74k | $3.2M | 10% | Mar 2024 |
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| Mariner Wealth Advisors | 72k | $3.1M | 161% | Mar 2024 |
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| Green Harvest Asset Management | 70k | $3.0M | -12% | Mar 2024 |
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| D. E. Shaw & Co | 69k | $3.0M | 100% | Mar 2024 |
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| Sharkey, Howes & Javer | 69k | $3.0M | 20% | Mar 2024 |
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| Adapt Wealth Advisors | 69k | $2.9M | 100% | Mar 2024 |
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| Aptus Capital Advisors | 68k | $2.9M | -30% | Mar 2024 |
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| Branch Banking & Trust Company | 67k | $2.9M | 5% | Mar 2024 |
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| Kingsview Wealth Management | 67k | $2.9M | 100% | Mar 2024 |
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| Gail Mannix | 66k | $2.8M | 6% | Mar 2024 |
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| Summit X | 65k | $2.8M | 23% | Mar 2024 |
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| Oakmont Partners | 64k | $2.8M | 100% | Mar 2024 |
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| Invst | 64k | $2.5M | 100% | Dec 2023 |
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| One Wealth Advisors | 63k | $2.7M | 100% | Mar 2024 |
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| Stone House Investment Management | 61k | $2.6M | 71% | Mar 2024 |
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| AdvisorNet Financial | 61k | $2.6M | 332% | Mar 2024 |
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| Altfest L J & Co | 60k | $2.6M | 2% | Mar 2024 |
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| Susquehanna International | 59k | $2.5M | 19% | Mar 2024 |
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| Ronald Blue Trust | 58k | $2.5M | 11128% | Mar 2024 |
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| Watershed Private Wealth | 58k | $2.5M | 100% | Mar 2024 |
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| Ledge Wealth Management | 58k | $2.3M | -1% | Dec 2023 |
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| Perigon Wealth Management | 56k | $2.4M | 25% | Mar 2024 |
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| Prudential | 56k | $2.4M | 45% | Mar 2024 |
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| Steel Peak Wealth Management | 55k | $2.4M | 20% | Mar 2024 |
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| Orion Portfolio Solutions | 54k | $2.3M | 18% | Mar 2024 |
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| M^T Bank Corporation | 54k | $2.3M | 0% | Mar 2024 |
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| TSA Wealth Managment | 54k | $2.3M | 47% | Mar 2024 |
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| KM Capital Management | 54k | $2.3M | -19% | Mar 2024 |
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| Cypress Wealth Services | 54k | $2.3M | 44% | Mar 2024 |
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| Citadel Advisors | 53k | $2.3M | -57% | Mar 2024 |
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| Liberty Wealth Management | 53k | $2.3M | 21% | Mar 2024 |
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| Ascent Group | 52k | $2.3M | 51% | Mar 2024 |
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| Northwest Capital Management | 52k | $2.2M | 4355% | Mar 2024 |
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| Avid Wealth Partners | 50k | $2.1M | 100% | Mar 2024 |
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| Edge Capital Group | 50k | $2.1M | -45% | Mar 2024 |
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| RFG Advisory | 47k | $2.0M | 49% | Mar 2024 |
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| Black Swift Group | 45k | $1.9M | -18% | Mar 2024 |
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| Clal Insurance Enterprises Holdings | 45k | $1.9M | 100% | Mar 2024 |
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| UMA Financial Services | 45k | $1.9M | 20% | Mar 2024 |
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| Wealth Alliance | 45k | $1.9M | 68% | Mar 2024 |
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| Private Advisor | 45k | $1.9M | 7% | Mar 2024 |
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| Sierra Summit Advisors | 44k | $1.9M | 1% | Mar 2024 |
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| Spectrum Wealth Counsel | 44k | $1.9M | 1% | Mar 2024 |
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| Proequities | 44k | $1.9B | 5% | Mar 2024 |
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| Y-Intercept | 43k | $1.8M | 748% | Mar 2024 |
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| Financial Life Advisors | 42k | $1.8M | 21% | Mar 2024 |
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| Baker Ellis Asset Management | 42k | $1.8M | 0% | Mar 2024 |
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| Mercer Global Advisors | 42k | $1.8M | 348% | Mar 2024 |
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| BCGM Wealth Management | 42k | $1.8M | 100% | Mar 2024 |
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| TD Waterhouse Canada | 42k | $1.8M | -13% | Mar 2024 |
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| Beacon Financial | 42k | $1.8M | 58% | Mar 2024 |
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| GenTrust | 41k | $1.8M | -1% | Mar 2024 |
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| Keystone Financial Services | 40k | $1.6M | 100% | Dec 2023 |
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| ShoreHaven Wealth Partners | 40k | $1.7M | 11% | Mar 2024 |
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| Farther Finance Advisors | 40k | $1.7M | 57% | Mar 2024 |
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| Stonebrook Private | 40k | $1.7M | 10% | Mar 2024 |
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| Bush Investment Group | 39k | $1.5M | 100% | Dec 2023 |
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| TNF | 38k | $1.7M | 27% | Mar 2024 |
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| National Asset Management | 38k | $1.5M | 636% | Dec 2023 |
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| Raymond James & Associates | 38k | $1.6M | 4% | Mar 2024 |
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| PAX Financial Group | 36k | $1.5M | 39% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 35k | $1.5M | -8% | Mar 2024 |
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| Kestra Private Wealth Services | 35k | $1.5M | 131% | Mar 2024 |
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| Snowden Capital Advisors | 35k | $1.5M | 87% | Mar 2024 |
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| Citigroup | 34k | $1.5M | 8% | Mar 2024 |
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| KWB Wealth | 34k | $1.4M | 100% | Mar 2024 |
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| James Investment Research | 29k | $1.2M | -16% | Mar 2024 |
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| Security Financial Services | 29k | $1.2M | -71% | Mar 2024 |
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| Oppenheimer & Co | 23k | $989k | -36% | Mar 2024 |
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| Credit Suisse | 19k | $832k | -55% | Mar 2024 |
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| Banco Bilbao Vizcaya Argentaria | 12k | $516k | -91% | Mar 2024 |
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| GSA Capital Partners | 9.5k | $407k | -74% | Mar 2024 |
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Who sold out of iShares S&P Global Energy Sector?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cambria Investment Management | Sep 2023 | 290k | $12M |
| Scarborough Advisors | Dec 2023 | 121k | $4.7M |
| One + One Wealth Management | Dec 2023 | 103k | $4.0M |
| Sterling Manor Financial | Dec 2023 | 95k | $3.7M |
| Greenwood Capital Associates | Dec 2023 | 77k | $3.0M |
| Merriman Wealth Management | Sep 2023 | 52k | $2.1M |
| Alliancebernstein | Sep 2023 | 43k | $1.8M |