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IXC · iShares Global Energy ETF ETF

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$58.41 -0.50 (-0.85%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $1,891,455
Total Shares: 38,499

Institutional Ownership Trend

22 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
85.0%
Sep 2022 → Jun 2026 · range 16.0% – 100.0%
−15.0 pts
Top 5
100.0%
Sep 2022 → Jun 2026 · range 39.5% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2022 → Jun 2026 · range 51.8% – 100.0%
0.0 pts
HHI
7,443
Sep 2022 → Jun 2026 · range 507 – 10,000
Highly concentrated−2,557

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +1
Institutional value: -20.3%
Shares held: -6.6%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 32,705 $1,606,796
CITADEL ADVISORS LLC 5,794 $284,659

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Dakota Wealth Management 41,212 $2,374,223
Filter: New 2 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC IXC $1,606,796 84.95% 32,705
CITADEL ADVISORS LLC IXC $284,659 15.05% 5,794