13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
IXC

ISHARES GLOBAL ENERGY ETF

366 institutions still hold ISHARES GLOBAL ENERGY ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287341·Exchange Traded Fund·366 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.5%
vs prior quarter
13F value held
$1.3B
58.0% inst. owned
of float
Holders
366
-86 QoQ
filers reporting
Activity
+10 / −11
+881 added · −744 reduced
this quarter
Concentration
21.56%
HSBC HOLDINGS PLC #1
top holder share
AI Holders Summary · Q1 2026

366 institutions reported IXC in Q1 2026. HSBC HOLDINGS PLC leads at 21.6% of the visible book. -86 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
HSBC HOLDINGS PLC
CIK 0000873630
$270M4.7M0.14%Q1 202602
Fisher Asset Management, LLC
CIK 0000850529
$203M3.5M0.07%Q1 202603
SCHRODER INVESTMENT MANAGEMENT GROUP
CIK 0001086619
$193M3.3M0.16%Q1 202604
MORGAN STANLEY
CIK 0000895421
$111M1.9M0.01%Q1 202605
FIL Ltd
CIK 0000318989
$109M1.9M0.08%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$67M1.2M0.00%Q1 202607
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$37M639K0.80%Q1 202608
Focus Partners Wealth
CIK 0001542153
$33M797K0.04%Q4 202509
Verger Capital Management LLC
CIK 0001627417
$33M565K9.59%Q1 202610
Versant Capital Management, Inc
CIK 0001735057
$28M486K2.76%Q1 202611
LPL Financial LLC
CIK 0001403438
$24M416K0.01%Q1 202612
UBS Group AG
CIK 0001610520
$22M389K0.00%Q1 202613
MFA WEALTH ADVISORS, LLC
CIK 0001688184
$18M317K3.59%Q1 202614
Van Cleef Asset Management,Inc
CIK 0001482935
$16M283K1.75%Q1 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$16M280K0.00%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$16M273K0.02%Q1 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$15M261K0.00%Q1 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$14M239K0.00%Q1 202619
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
CIK 0001694217
$14M236K0.01%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M233K0.00%Q1 2026
Page 1 of 19
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