IXC Institutional Ownership
iShares Global Energy ETF
1W: +0.8%
1M: -2.2%
3M: +17.7%
YTD: +35.1%
1Y: +41.2%
3Y: +52.1%
5Y: +167.0%
$57.89
+0.19 (+0.33%)
Weekly Expected Move ±2.7%
$55
$56
$58
$59
$61
Overview
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Holdings
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Institutional Ownership — IXC
379
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
987M
Total Invested
39
New Positions
97
Increased
148
Reduced
43
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (401 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 2,917,909 | $169M | -606,801 | -17.2% | 34Q | SEC ↗ |
| 2 | MORGAN STANLEY | 2,451,088 | $142M | +520,184 | +26.9% | 60Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 1,059,847 | $61M | -99,380 | -8.6% | 15Q | SEC ↗ |
| 4 | Focus Partners Wealth | 781,346 | $45M | -34,669 | -4.2% | 10Q | SEC ↗ |
| 5 | SCHRODER INVESTMENT MANAGEMENT GROUP | 763,840 | $44M | -2,556,729 | -77.0% | 2Q | SEC ↗ |
| 6 | EVERGREEN CAPITAL MANAGEMENT LLC | 639,408 | $37M | -10 | -0.0% | 35Q | SEC ↗ |
| 7 | GOLDMAN SACHS GROUP INC | 586,691 | $34M | +419,643 | +251.2% | 15Q | SEC ↗ |
| 8 | Verger Capital Management LLC | 570,320 | $33M | +5,410 | +1.0% | 28Q | SEC ↗ |
| 9 | Versant Capital Management, Inc | 497,916 | $29M | +11,463 | +2.4% | 26Q | SEC ↗ |
| 10 | Treasurer of the State of North Caroli NEW | 463,585 | $27M | — | +0.0% | 1Q | SEC ↗ |
| 11 | UBS Group AG | 403,811 | $23M | +14,862 | +3.8% | 47Q | SEC ↗ |
| 12 | LPL Financial LLC | 324,155 | $19M | -91,941 | -22.1% | 54Q | SEC ↗ |
| 13 | MFA WEALTH ADVISORS, LLC | 304,539 | $18M | -11,993 | -3.8% | 25Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 290,022 | $17M | +110,047 | +61.1% | 74Q | SEC ↗ |
| 15 | CI INVESTMENTS INC. NEW | 284,453 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 275,110 | $16M | +2,239 | +0.8% | 23Q | SEC ↗ |
| 17 | Van Cleef Asset Management,Inc | 269,735 | $16M | -12,970 | -4.6% | 25Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 235,836 | $14M | -43,735 | -15.6% | 90Q | SEC ↗ |
| 19 | Financial Advisory Corp | 226,108 | $13M | +3,654 | +1.6% | 7Q | SEC ↗ |
| 20 | MARSHALL WACE, LLP | 211,416 | $12M | +185,327 | +710.4% | 2Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 208,252 | $12M | -30,623 | -12.8% | 16Q | SEC ↗ |
| 22 | Federation des caisses Desjardins du Q | 181,700 | $11M | -10,639 | -5.5% | 37Q | SEC ↗ |
| 23 | RAYMOND JAMES FINANCIAL INC | 178,369 | $10M | -55,089 | -23.6% | 7Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 168,344 | $10M | -42,518 | -20.2% | 35Q | SEC ↗ |
| 25 | FLOW TRADERS U.S. LLC NEW | 158,120 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Strategic Wealth Investment Group, LLC | 157,645 | $9M | -21,916 | -12.2% | 9Q | SEC ↗ |
| 27 | Morningstar Investment Management LLC | 154,885 | $9M | — | +0.0% | 2Q | SEC ↗ |
| 28 | Sigma Planning Corp | 142,509 | $8M | +2,042 | +1.5% | 26Q | SEC ↗ |
| 29 | Proficio Capital Partners LLC | 136,125 | $8M | +47,240 | +53.1% | 3Q | SEC ↗ |
| 30 | Cambria Investment Management, L.P. | 131,464 | $8M | -71,051 | -35.1% | 2Q | SEC ↗ |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 129,339 | $7M | +93,471 | +260.6% | 3Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 121,071 | $7M | -18,807 | -13.4% | 26Q | SEC ↗ |
| 33 | ALLIANCEBERNSTEIN L.P. | 116,360 | $7M | -114,500 | -49.6% | 2Q | SEC ↗ |
| 34 | CLIENT 1ST ADVISORY GROUP, LLC | 114,299 | $7M | +7,472 | +7.0% | 9Q | SEC ↗ |
| 35 | Cullen/Frost Bankers, Inc. | 112,456 | $7M | — | +0.0% | 51Q | SEC ↗ |
| 36 | Ayalon Insurance Comp Ltd. | 107,474 | $6M | — | +0.0% | 23Q | SEC ↗ |
| 37 | GenTrust, LLC | 105,149 | $6M | -936 | -0.9% | 16Q | SEC ↗ |
| 38 | Banco Santander, S.A. | 97,784 | $6M | +20,549 | +26.6% | 7Q | SEC ↗ |
| 39 | ENVESTNET ASSET MANAGEMENT INC | 96,873 | $6M | +53,340 | +122.5% | 66Q | SEC ↗ |
| 40 | STIFEL FINANCIAL CORP | 96,620 | $6M | -4,518 | -4.5% | 27Q | SEC ↗ |
| 41 | PINNACLE ASSOCIATES LTD | 94,593 | $5M | -1,518 | -1.6% | 15Q | SEC ↗ |
| 42 | Factor Wealth Management LTD | 94,559 | $5M | +20,272 | +27.3% | 7Q | SEC ↗ |
| 43 | JONES FINANCIAL COMPANIES LLLP | 91,498 | $5M | +9,890 | +12.1% | 11Q | SEC ↗ |
| 44 | PGIM Custom Harvest LLC | 90,043 | $5M | +6,916 | +8.3% | 15Q | SEC ↗ |
| 45 | BANK OF MONTREAL /CAN | 85,901 | $5M | -3,632 | -4.1% | 53Q | SEC ↗ |
| 46 | HighTower Advisors, LLC | 84,800 | $5M | -23,073 | -21.4% | 21Q | SEC ↗ |
| 47 | Envestnet Portfolio Solutions, Inc. | 83,169 | $5M | +14,644 | +21.4% | 3Q | SEC ↗ |
| 48 | NORTHLAND SECURITIES, INC. | 78,141 | $5M | +6,012 | +8.3% | 3Q | SEC ↗ |
| 49 | SIERRA SUMMIT ADVISORS LLC | 71,228 | $4M | +868 | +1.2% | 11Q | SEC ↗ |
| 50 | PRUDENTIAL PLC | 69,575 | $4M | -26,650 | -27.7% | 18Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Treasurer of the State of North Car | 463,585 | $27M |
| CI INVESTMENTS INC. | 284,453 | $16M |
| FLOW TRADERS U.S. LLC | 158,120 | $9M |
| Snider Financial Group | 52,427 | $3M |
| GTS SECURITIES LLC | 51,880 | $3M |
| Point72 Asset Management, L.P. | 33,590 | $2M |
| Squarepoint Ops LLC | 31,357 | $2M |
| Dynasty Wealth Management, LLC | 31,352 | $2M |
| PARK AVENUE SECURITIES LLC | 23,532 | $1M |
| Brookwood Investment Group LLC | 20,870 | $1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 17,086 | $989K |
| Ewing Morris & Co. Investment Partn | 15,225 | $881K |
| Plancorp, LLC | 10,283 | $595K |
| Legacy Wealth Managment, LLC/ID | 8,647 | $501K |
| IFG Advisory, LLC | 7,750 | $449K |
| Global Retirement Partners, LLC | 7,286 | $422K |
| Solstein Capital, LLC | 7,283 | $422K |
| Y-Intercept (Hong Kong) Ltd | 6,684 | $387K |
| J.W. COLE ADVISORS, INC. | 6,663 | $386K |
| SAGESPRING WEALTH PARTNERS, LLC | 6,536 | $378K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HSBC HOLDINGS PLC | 4,685,253 | $271M |
| FIL Ltd | 1,853,632 | $107M |
| DZ BANK AG Deutsche Zentral Genosse | 235,824 | $14M |
| OLD MISSION CAPITAL LLC | 136,205 | $8M |
| NKCFO LLC | 115,125 | $7M |
| Nicholson Meyer Capital Management, | 88,813 | $5M |
| Gladstone Institutional Advisory LL | 48,538 | $3M |
| SSA SWISS ADVISORS AG | 21,165 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 20,200 | $1M |
| Virtu Financial LLC | 15,569 | $901K |
| Cresset Asset Management, LLC | 13,778 | $798K |
| Forthright Family Wealth Advisory L | 12,262 | $710K |
| MANUFACTURERS LIFE INSURANCE COMPAN | 11,795 | $683K |
| Savvy Advisors, Inc. | 11,078 | $641K |
| GSA CAPITAL PARTNERS LLP | 9,593 | $555K |
| ASHTON THOMAS SECURITIES, LLC | 9,182 | $532K |
| MGO Private Wealth, LLC | 8,838 | $512K |
| Arcus Capital Partners, LLC | 8,792 | $509K |
| Leo Wealth, LLC | 7,848 | $454K |
| Integrated Advisors Network LLC | 7,302 | $423K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +520,184 | +26.9% | 2,451,088 |
| GOLDMAN SACHS GROUP INC | +419,643 | +251.2% | 586,691 |
| MARSHALL WACE, LLP | +185,327 | +710.4% | 211,416 |
| ROYAL BANK OF CANADA | +110,047 | +61.1% | 290,022 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +93,471 | +260.6% | 129,339 |
| ENVESTNET ASSET MANAGEMENT INC | +53,340 | +122.5% | 96,873 |
| TRUIST FINANCIAL CORP | +50,042 | +594.7% | 58,457 |
| Proficio Capital Partners LLC | +47,240 | +53.1% | 136,125 |
| WELLINGTON MANAGEMENT GROUP LLP | +25,705 | +673.1% | 29,524 |
| Arax Advisory Partners | +22,254 | +1111.6% | 24,256 |
| Banco Santander, S.A. | +20,549 | +26.6% | 97,784 |
| Factor Wealth Management LTD | +20,272 | +27.3% | 94,559 |
| Qube Research & Technologies Ltd | +17,683 | +1354.0% | 18,989 |
| SENTINEL TRUST CO LBA | +16,000 | +30.6% | 68,300 |
| MACKENZIE FINANCIAL CORP | +15,909 | +209.1% | 23,516 |
| UBS Group AG | +14,862 | +3.8% | 403,811 |
| Envestnet Portfolio Solutions, Inc. | +14,644 | +21.4% | 83,169 |
| ELEVATION POINT WEALTH PARTNERS, LL | +13,806 | +30.7% | 58,777 |
| Vestmark Advisory Solutions, Inc. | +12,188 | +30.7% | 51,950 |
| JPMORGAN CHASE & CO | +11,674 | +23.5% | 61,378 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROU | -2,556,729 | -77.0% | 763,840 |
| Fisher Asset Management, LLC | -606,801 | -17.2% | 2,917,909 |
| JANE STREET GROUP, LLC | -246,447 | -97.4% | 6,500 |
| CITADEL ADVISORS LLC | -223,712 | -97.5% | 5,794 |
| ALLIANCEBERNSTEIN L.P. | -114,500 | -49.6% | 116,360 |
| BANK OF AMERICA CORP /DE | -99,380 | -8.6% | 1,059,847 |
| LPL Financial LLC | -91,941 | -22.1% | 324,155 |
| Cambria Investment Management, L.P. | -71,051 | -35.1% | 131,464 |
| RAYMOND JAMES FINANCIAL INC | -55,089 | -23.6% | 178,369 |
| WELLS FARGO & COMPANY/MN | -43,735 | -15.6% | 235,836 |
| COMMONWEALTH EQUITY SERVICES, LLC | -42,518 | -20.2% | 168,344 |
| SBI Securities Co., Ltd. | -37,327 | -88.3% | 4,925 |
| Focus Partners Wealth | -34,669 | -4.2% | 781,346 |
| Corient Private Wealth LP | -31,296 | -48.9% | 32,705 |
| AMERIPRISE FINANCIAL INC | -30,623 | -12.8% | 208,252 |
| Steward Partners Investment Advisor | -30,156 | -75.4% | 9,833 |
| PRUDENTIAL PLC | -26,650 | -27.7% | 69,575 |
| HighTower Advisors, LLC | -23,073 | -21.4% | 84,800 |
| Strategic Wealth Investment Group, | -21,916 | -12.2% | 157,645 |
| OSAIC HOLDINGS, INC. | -18,807 | -13.4% | 121,071 |