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Effectdossier · gearchiveerd kwartaal

IXC

iShares Global Energy ETF · Financial Services · Asset Management - Global

57.06 -1.5% marktkapitalisatie $2.94B koers vertraagd (FMP) · per Aug 25 22:08 UTC — los van onderstaande aangiftegegevens

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
69Gevolgde houders
+10Δ houders
21.79MGehouden aandelen
$1.25BGerapporteerde waarde
+11Nieuwe posities
−1Uitstappen
Rising Overtuigingsscore 61/100 7 kwartalen van stijgende gevolgde aandelen ●●●●●● Hoe deze worden berekend → Dit toelichten aan de Research Desk →

Momentum-inputs (vergelijkbare managers): breedte van houders +16.9% · aandelenstroom -12.4% · netto nieuwe posities +14.5%formule
Versnippering van eigendom — meer houders, kleinere totale positie

Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026

Eigendom in de tijd
KwartaalHoudersΔAandelenGerapporteerde waardeNieuwUitstappen
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
Aantal houders
Wie het bezit · Q1 2026
#ManagerAandelenΔ aandelenWaardeHun gewichtGehouden
1 Hsbc Holdings Plc 4.69M Nieuw $269.92M 0.2% New 1 SEC ↗
2 Hsbc Holdings Plc 4.69M Nieuw $269.92M 0.2% New 1 SEC ↗
3 Fisher Asset Management 3.52M -76.1% $203.06M 0.1% ▼ Trim 8 SEC ↗
4 Schroder Investment Management Group 3.32M $192.79M 0.2% n/c 1 SEC ↗
5 Schroder Investment Management Group 3.32M $192.79M 0.2% n/c 1 SEC ↗
6 Schroder Investment Management Group 3.32M $192.79M 0.2% n/c 1 SEC ↗
7 Morgan Stanley 1.93M +137.2% $111.24M 0.0% ▲ Add 3 SEC ↗
8 Morgan Stanley 1.93M +137.2% $111.24M 0.0% ▲ Add 3 SEC ↗
9 Morgan Stanley 1.93M +137.2% $111.24M 0.0% ▲ Add 3 SEC ↗
10 Morgan Stanley 1.93M +137.2% $111.24M 0.0% ▲ Add 3 SEC ↗
11 FIL Ltd 1.85M Nieuw $108.73M 0.1% New 1 SEC ↗
12 Bank Of America Corp /De/ 1.16M -3.0% $66.78M 0.0% ▼ Trim 2 SEC ↗
13 Bank Of America Corp /De/ 1.16M -3.0% $66.78M 0.0% ▼ Trim 2 SEC ↗
14 Bank Of America Corp /De/ 1.16M -3.0% $66.78M 0.0% ▼ Trim 2 SEC ↗
15 Bank Of America Corp /De/ 1.16M -3.0% $66.78M 0.0% ▼ Trim 2 SEC ↗
16 Focus Partners Wealth 816.01K +2.3% $47.08M 0.1% ▲ Add 2 SEC ↗
17 LPL Financial LLC 416.10K +50.2% $23.97M 0.0% ▲ Add 2 SEC ↗
18 UBS Group AG 388.95K -22.2% $22.41M 0.0% ▼ Trim 2 SEC ↗
19 UBS Group AG 388.95K -22.2% $22.41M 0.0% ▼ Trim 2 SEC ↗
20 UBS Group AG 388.95K -22.2% $22.41M 0.0% ▼ Trim 2 SEC ↗
21 Wells Fargo & Company/Mn 279.57K +10.8% $16.11M 0.0% ▲ Add 2 SEC ↗
22 Wells Fargo & Company/Mn 279.57K +10.8% $16.11M 0.0% ▲ Add 2 SEC ↗
23 Wells Fargo & Company/Mn 279.57K +10.8% $16.11M 0.0% ▲ Add 2 SEC ↗
24 Cetera Investment Advisers 272.87K -38.5% $15.72M 0.0% ▼ Trim 2 SEC ↗
25 Jane Street Group, Llc 252.95K +885.3% $14.57M 0.0% ▲ Add 2 SEC ↗
26 Ameriprise Financial Inc 238.88K +22.9% $13.76M 0.0% ▲ Add 2 SEC ↗
27 Ameriprise Financial Inc 238.88K +22.9% $13.76M 0.0% ▲ Add 2 SEC ↗
28 Ameriprise Financial Inc 238.88K +22.9% $13.76M 0.0% ▲ Add 2 SEC ↗
29 DZ BANK AG Deutsche Zentral… 235.82K Nieuw $13.59M 0.0% New 1 SEC ↗
30 Raymond James Financial Inc 233.46K +22.4% $13.45M 0.0% ▲ Add 2 SEC ↗
31 Raymond James Financial Inc 233.46K +22.4% $13.45M 0.0% ▲ Add 2 SEC ↗
32 Citadel Advisors 229.51K -12.0% $13.22M 0.0% ▼ Trim 8 SEC ↗
33 Commonwealth Equity Services, Llc 210.86K -53.0% $12.15M 0.0% ▼ Trim 2 SEC ↗
34 Royal Bank Of Canada 179.97K +28.9% $10.37M 0.0% ▲ Add 2 SEC ↗
35 Royal Bank Of Canada 179.97K +28.9% $10.37M 0.0% ▲ Add 2 SEC ↗
36 Royal Bank Of Canada 179.97K +28.9% $10.37M 0.0% ▲ Add 2 SEC ↗
37 Royal Bank Of Canada 179.97K +28.9% $10.37M 0.0% ▲ Add 2 SEC ↗
38 Royal Bank Of Canada 179.97K +28.9% $10.37M 0.0% ▲ Add 2 SEC ↗
39 Royal Bank Of Canada 179.97K +28.9% $10.37M 0.0% ▲ Add 2 SEC ↗
40 Royal Bank Of Canada 179.97K +28.9% $10.37M 0.0% ▲ Add 2 SEC ↗
41 Royal Bank Of Canada 179.97K +28.9% $10.37M 0.0% ▲ Add 2 SEC ↗
42 Alliancebernstein L.P. 230.86K Nieuw $9.68M 0.0% New 1 SEC ↗
43 Goldman Sachs Group 167.05K -18.5% $9.62M 0.0% ▼ Trim 3 SEC ↗
44 Goldman Sachs Group 167.05K -18.5% $9.62M 0.0% ▼ Trim 3 SEC ↗
45 Osaic Holdings, Inc. 139.88K +20.3% $8.06M 0.0% ▲ Add 2 SEC ↗
46 Osaic Holdings, Inc. 139.88K +20.3% $8.06M 0.0% ▲ Add 2 SEC ↗
47 Osaic Holdings, Inc. 139.88K +20.3% $8.06M 0.0% ▲ Add 2 SEC ↗
48 HighTower Advisors, LLC 107.87K +205.5% $6.21M 0.0% ▲ Add 2 SEC ↗
49 Stifel Financial Corp 101.14K +0.1% $5.83M 0.0% ▲ Add 2 SEC ↗
50 Stifel Financial Corp 101.14K +0.1% $5.83M 0.0% ▲ Add 2 SEC ↗
51 Stifel Financial Corp 101.14K +0.1% $5.83M 0.0% ▲ Add 2 SEC ↗
52 Bank Of Montreal /Can/ 89.53K +0.5% $5.16M 0.0% ▲ Add 2 SEC ↗
53 Bank Of Montreal /Can/ 89.53K +0.5% $5.16M 0.0% ▲ Add 2 SEC ↗
54 Bank Of Montreal /Can/ 89.53K +0.5% $5.16M 0.0% ▲ Add 2 SEC ↗
55 Bank Of Montreal /Can/ 89.53K +0.5% $5.16M 0.0% ▲ Add 2 SEC ↗
56 Jones Financial Companies Lllp 81.61K +39.9% $4.75M 0.0% ▲ Add 2 SEC ↗
57 Wealthfront Advisers LLC 67.90K +47.7% $3.91M 0.0% ▲ Add 2 SEC ↗
58 JPMorgan Chase 49.70K -9.2% $2.89M 0.0% ▼ Trim 3 SEC ↗
59 JPMorgan Chase 49.70K -9.2% $2.89M 0.0% ▼ Trim 3 SEC ↗
60 JPMorgan Chase 49.70K -9.2% $2.89M 0.0% ▼ Trim 3 SEC ↗
61 JPMorgan Chase 49.70K -9.2% $2.89M 0.0% ▼ Trim 3 SEC ↗
62 JPMorgan Chase 49.70K -9.2% $2.89M 0.0% ▼ Trim 3 SEC ↗
63 Corient Private Wealth LP 64.00K -28.7% $2.79M 0.0% ▼ Trim 2 SEC ↗
64 Envestnet Asset Management Inc 43.53K +67.1% $2.51M 0.0% ▲ Add 2 SEC ↗
65 TD Waterhouse Canada Inc. 38.83K -2.8% $2.17M 0.0% ▼ Trim 2 SEC ↗
66 Susquehanna International Group, Llp 35.87K -71.7% $2.07M 0.0% ▼ Trim 2 SEC ↗
67 Susquehanna International Group, Llp 35.87K -71.7% $2.07M 0.0% ▼ Trim 2 SEC ↗
68 Creative Planning 33.07K -14.3% $1.91M 0.0% ▼ Trim 2 SEC ↗
69 Wealth Enhancement Advisory… 31.99K -33.1% $1.81M 0.0% ▼ Trim 2 SEC ↗
70 Marshall Wace 26.09K Nieuw $1.50M 0.0% New 1 SEC ↗
71 Marshall Wace 26.09K Nieuw $1.50M 0.0% New 1 SEC ↗
72 Mml Investors Services, Llc 24.63K +73.7% $1.42M 0.0% ▲ Add 2 SEC ↗
73 Captrust Financial Advisors 22.59K +9.6% $1.30M 0.0% ▲ Add 2 SEC ↗
74 Renaissance Technologies 20.20K -22.0% $1.16M 0.0% ▼ Trim 3 SEC ↗
75 Gotham Asset Management 16.45K +207.3% $947,454 0.0% ▲ Add 5 SEC ↗
76 Manufacturers Life Insurance… 11.79K Nieuw $679,510 0.0% New 1 SEC ↗
77 Cerity Partners LLC 11.29K -11.2% $650,578 0.0% ▼ Trim 2 SEC ↗
78 Cerity Partners LLC 11.29K -11.2% $650,578 0.0% ▼ Trim 2 SEC ↗
79 Mercer Global Advisors Inc /Adv 10.87K -40.9% $626,435 0.0% ▼ Trim 2 SEC ↗
80 Cwm, Llc 10.78K -7.1% $621,006 0.0% ▼ Trim 2 SEC ↗
81 Citigroup Inc 10.74K +0.5% $618,582 0.0% ▲ Add 2 SEC ↗
82 Quantinno Capital Management LP 10.67K +8.7% $614,872 0.0% ▲ Add 2 SEC ↗
83 Hrt Financial Lp 10.18K Nieuw $586,000 0.0% New 1 SEC ↗
84 Fidelity (FMR) 9.51K +34.6% $557,701 0.0% ▲ Add 4 SEC ↗
85 Northwestern Mutual Wealth… 9.57K +3.6% $551,554 0.0% ▲ Add 2 SEC ↗
86 Rockefeller Capital Management L.P. 8.64K +32.6% $497,941 0.0% ▲ Add 2 SEC ↗
87 Truist Financial Corp 8.41K +4.6% $484,775 0.0% ▲ Add 2 SEC ↗
88 Mackenzie Financial Corp 7.61K +26.9% $438,239 0.0% ▲ Add 2 SEC ↗
89 Baird Financial Group, Inc. 5.66K 0.0% $325,957 0.0% Held 2 SEC ↗
90 Tudor Investment Corp Et Al 5.64K Nieuw $324,863 0.0% New 1 SEC ↗
91 Daiwa Securities Group Inc. 5.60K 0.0% $322,616 0.0% Held 2 SEC ↗
92 Mariner, LLC 5.34K Nieuw $307,602 0.0% New 1 SEC ↗
93 Fifth Third Bancorp 4.41K +135.7% $253,955 0.0% ▲ Add 2 SEC ↗
94 Blair William & Co/Il 4.33K 0.0% $249,300 0.0% Held 2 SEC ↗
95 Us Bancorp \De\ 4.23K 0.0% $243,863 0.0% Held 2 SEC ↗
96 Us Bancorp \De\ 4.23K 0.0% $243,863 0.0% Held 2 SEC ↗
97 Wellington Management 3.82K -64.9% $220,013 0.0% ▼ Trim 5 SEC ↗
98 Mirae Asset Global Investments Co.… 3.00K Nieuw $172,830 0.0% New 1 SEC ↗
99 Qube Research & Technologies Ltd 1.31K +6430.0% $75,239 0.0% ▲ Add 2 SEC ↗
100 Bank Julius Baer & Co. Ltd, Zurich 1.00K 0.0% $57,609 0.0% Held 2 SEC ↗

"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.

Nieuwe kopers

Hsbc Holdings Plc $269.92M 0.2%
Hsbc Holdings Plc $269.92M 0.2%
FIL Ltd $108.73M 0.1%
DZ BANK AG Deutsche Zentral… $13.59M 0.0%
Alliancebernstein L.P. $9.68M 0.0%
Marshall Wace $1.50M 0.0%
Marshall Wace $1.50M 0.0%
Manufacturers Life Insurance… $679,510 0.0%
Hrt Financial Lp $586,000 0.0%
Tudor Investment Corp Et Al $324,863 0.0%
Mariner, LLC $307,602 0.0%
Mirae Asset Global… $172,830 0.0%

Verlaten

Point72 Asset Management $585,972 was 0.0%

Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 341 houders, 28.76M aandelen, $1.63B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.

Vaak gezamenlijk in bezit

Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.

Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR. Rapportageperiode: Q1 2026 · Methodologie · Verkrijg dit via de API