IXC
iShares Global Energy ETF · Financial Services · Asset Management - Global
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +8.7% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 65 | -3 | 12.34M | $607.35M | +4 | −7 |
| Q1 2026 | 69 | +10 | 21.79M | $1.25B | +11 | −1 |
| Q4 2025 | 58 | 0 | 21.56M | $903.98M | +1 | −1 |
| Q3 2025 | 11 | +3 | 14.99M | $625.87M | +3 | — |
| Q2 2025 | 5 | -1 | 12.60M | $495.24M | — | −1 |
| Q1 2025 | 5 | +2 | 11.01M | $463.02M | +2 | — |
| Q4 2024 | 3 | -1 | 10.19M | $389.15M | — | −1 |
| Q3 2024 | 4 | -1 | 9.90M | $400.90M | +1 | −2 |
| Q2 2024 | 5 | — | 8.70M | $361.19M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 13.60M | +8.5% | $567.90M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 831.61K | — | $34.72M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 831.61K | — | $34.72M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 831.61K | — | $34.72M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 831.61K | — | $34.72M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 831.61K | — | $34.72M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 264.13K | — | $11.03M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 264.13K | — | $11.03M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 127.26K | +163.4% | $5.31M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 94.27K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 94.27K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 94.27K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 94.27K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 94.27K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 94.27K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 94.27K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 94.27K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 94.27K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 94.27K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 37.20K | New | $1.55M | 0.0% | New | 1 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 16.77K | New | $700,106 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 6.35K | +23.9% | $264,940 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wellington Management ✦ | 5.46K | -54.5% | $227,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 5.35K | 0.0% | $223,404 | 0.0% | Held | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 248 | New | $10,354 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $1.55M | 0.0% |
| D. E. Shaw & Co. | $700,106 | 0.0% |
| BlackRock | $10,354 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 341 holders, 28.76M shares, $1.63B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.