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证券记录 · 已归档季度

IXC

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

57.06 -1.5% 市值 $2.94B 报价延迟(FMP) · 截至 Aug 25 22:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
65被追踪持有人
-3Δ持有人
12.34M持有股份
$607.35M报告持仓市值
+4新建仓位
−7清仓
Strongly Falling 确信度评分 23/100 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 -4.4% · 股份流向 -30.0% · 净新建仓位 -4.6%公式
广泛派发 — 持股数量下降且持有人减少

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2026

持股变化趋势
季度持有人Δ股份报告持仓市值新增清仓
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
持有人数量
持有人 · Q2 2026
#管理人股份Δ股份价值其权重持有
1 Fisher Asset Management 2.92M -17.2% $143.36M 0.0% ▼ Trim 9 SEC ↗
2 Morgan Stanley 2.45M +26.9% $120.42M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 2.45M +26.9% $120.42M 0.0% ▲ Add 4 SEC ↗
4 Morgan Stanley 2.45M +26.9% $120.42M 0.0% ▲ Add 4 SEC ↗
5 Morgan Stanley 2.45M +26.9% $120.42M 0.0% ▲ Add 4 SEC ↗
6 Morgan Stanley 2.45M +26.9% $120.42M 0.0% ▲ Add 4 SEC ↗
7 Bank Of America Corp /De/ 1.06M -8.6% $52.07M 0.0% ▼ Trim 3 SEC ↗
8 Bank Of America Corp /De/ 1.06M -8.6% $52.07M 0.0% ▼ Trim 3 SEC ↗
9 Bank Of America Corp /De/ 1.06M -8.6% $52.07M 0.0% ▼ Trim 3 SEC ↗
10 Bank Of America Corp /De/ 1.06M -8.6% $52.07M 0.0% ▼ Trim 3 SEC ↗
11 Focus Partners Wealth 781.35K -4.2% $38.39M 0.0% ▼ Trim 3 SEC ↗
12 Schroder Investment Management Group 763.84K -77.0% $37.73M 0.0% ▼ Trim 2 SEC ↗
13 Schroder Investment Management Group 763.84K -77.0% $37.73M 0.0% ▼ Trim 2 SEC ↗
14 Goldman Sachs Group 586.69K +251.2% $28.82M 0.0% ▲ Add 4 SEC ↗
15 Goldman Sachs Group 586.69K +251.2% $28.82M 0.0% ▲ Add 4 SEC ↗
16 UBS Group AG 403.81K +3.8% $19.84M 0.0% ▲ Add 3 SEC ↗
17 UBS Group AG 403.81K +3.8% $19.84M 0.0% ▲ Add 3 SEC ↗
18 UBS Group AG 403.81K +3.8% $19.84M 0.0% ▲ Add 3 SEC ↗
19 LPL Financial LLC 324.15K -22.1% $15.93M 0.0% ▼ Trim 3 SEC ↗
20 Royal Bank Of Canada 290.02K +61.1% $14.25M 0.0% ▲ Add 3 SEC ↗
21 Royal Bank Of Canada 290.02K +61.1% $14.25M 0.0% ▲ Add 3 SEC ↗
22 Royal Bank Of Canada 290.02K +61.1% $14.25M 0.0% ▲ Add 3 SEC ↗
23 Royal Bank Of Canada 290.02K +61.1% $14.25M 0.0% ▲ Add 3 SEC ↗
24 Royal Bank Of Canada 290.02K +61.1% $14.25M 0.0% ▲ Add 3 SEC ↗
25 Royal Bank Of Canada 290.02K +61.1% $14.25M 0.0% ▲ Add 3 SEC ↗
26 Royal Bank Of Canada 290.02K +61.1% $14.25M 0.0% ▲ Add 3 SEC ↗
27 Royal Bank Of Canada 290.02K +61.1% $14.25M 0.0% ▲ Add 3 SEC ↗
28 Cetera Investment Advisers 275.11K +0.8% $13.52M 0.0% ▲ Add 3 SEC ↗
29 Wells Fargo & Company/Mn 235.84K -15.6% $11.59M 0.0% ▼ Trim 3 SEC ↗
30 Wells Fargo & Company/Mn 235.84K -15.6% $11.59M 0.0% ▼ Trim 3 SEC ↗
31 Wells Fargo & Company/Mn 235.84K -15.6% $11.59M 0.0% ▼ Trim 3 SEC ↗
32 Marshall Wace 211.42K +710.4% $10.39M 0.0% ▲ Add 2 SEC ↗
33 Marshall Wace 211.42K +710.4% $10.39M 0.0% ▲ Add 2 SEC ↗
34 Ameriprise Financial Inc 208.25K -12.8% $10.23M 0.0% ▼ Trim 3 SEC ↗
35 Ameriprise Financial Inc 208.25K -12.8% $10.23M 0.0% ▼ Trim 3 SEC ↗
36 Ameriprise Financial Inc 208.25K -12.8% $10.23M 0.0% ▼ Trim 3 SEC ↗
37 Raymond James Financial Inc 178.37K -23.6% $8.76M 0.0% ▼ Trim 3 SEC ↗
38 Raymond James Financial Inc 178.37K -23.6% $8.76M 0.0% ▼ Trim 3 SEC ↗
39 Commonwealth Equity Services, Llc 168.34K -20.2% $8.27M 0.0% ▼ Trim 3 SEC ↗
40 Alliancebernstein L.P. 116.36K -49.6% $6.70M 0.0% ▼ Trim 2 SEC ↗
41 Susquehanna International Group, Llp 129.34K +260.6% $6.35M 0.0% ▲ Add 3 SEC ↗
42 Osaic Holdings, Inc. 121.07K -13.4% $5.95M 0.0% ▼ Trim 3 SEC ↗
43 Osaic Holdings, Inc. 121.07K -13.4% $5.95M 0.0% ▼ Trim 3 SEC ↗
44 Osaic Holdings, Inc. 121.07K -13.4% $5.95M 0.0% ▼ Trim 3 SEC ↗
45 Osaic Holdings, Inc. 121.07K -13.4% $5.95M 0.0% ▼ Trim 3 SEC ↗
46 Envestnet Asset Management Inc 96.87K +122.5% $4.76M 0.0% ▲ Add 3 SEC ↗
47 Stifel Financial Corp 96.62K -4.5% $4.75M 0.0% ▼ Trim 3 SEC ↗
48 Stifel Financial Corp 96.62K -4.5% $4.75M 0.0% ▼ Trim 3 SEC ↗
49 Jones Financial Companies Lllp 91.50K +12.1% $4.53M 0.0% ▲ Add 3 SEC ↗
50 Jones Financial Companies Lllp 91.50K +12.1% $4.53M 0.0% ▲ Add 3 SEC ↗
51 Bank Of Montreal /Can/ 85.90K -4.1% $4.22M 0.0% ▼ Trim 3 SEC ↗
52 Bank Of Montreal /Can/ 85.90K -4.1% $4.22M 0.0% ▼ Trim 3 SEC ↗
53 Bank Of Montreal /Can/ 85.90K -4.1% $4.22M 0.0% ▼ Trim 3 SEC ↗
54 Bank Of Montreal /Can/ 85.90K -4.1% $4.22M 0.0% ▼ Trim 3 SEC ↗
55 HighTower Advisors, LLC 84.80K -21.4% $4.17M 0.0% ▼ Trim 3 SEC ↗
56 JPMorgan Chase 61.38K +23.5% $3.03M 0.0% ▲ Add 4 SEC ↗
57 JPMorgan Chase 61.38K +23.5% $3.03M 0.0% ▲ Add 4 SEC ↗
58 JPMorgan Chase 61.38K +23.5% $3.03M 0.0% ▲ Add 4 SEC ↗
59 JPMorgan Chase 61.38K +23.5% $3.03M 0.0% ▲ Add 4 SEC ↗
60 JPMorgan Chase 61.38K +23.5% $3.03M 0.0% ▲ Add 4 SEC ↗
61 Wealthfront Advisers LLC 61.11K -10.0% $3.00M 0.0% ▼ Trim 3 SEC ↗
62 Truist Financial Corp 58.46K +594.7% $2.87M 0.0% ▲ Add 3 SEC ↗
63 TD Waterhouse Canada Inc. 34.90K -10.1% $1.70M 0.0% ▼ Trim 3 SEC ↗
64 Corient Private Wealth LP 34.36K -46.3% $1.69M 0.0% ▼ Trim 3 SEC ↗
65 Point72 Asset Management 33.59K 新增 $1.65M 0.0% New 1 SEC ↗
66 Mml Investors Services, Llc 31.51K +27.9% $1.55M 0.0% ▲ Add 3 SEC ↗
67 Squarepoint Ops LLC 31.36K 新增 $1.54M 0.0% New 1 SEC ↗
68 Wellington Management 29.52K +673.1% $1.45M 0.0% ▲ Add 6 SEC ↗
69 Creative Planning 27.10K -18.0% $1.33M 0.0% ▼ Trim 3 SEC ↗
70 Wealth Enhancement Advisory… 23.79K -25.6% $1.21M 0.0% ▼ Trim 3 SEC ↗
71 Mackenzie Financial Corp 23.52K +209.1% $1.16M 0.0% ▲ Add 3 SEC ↗
72 Captrust Financial Advisors 23.22K +2.8% $1.14M 0.0% ▲ Add 3 SEC ↗
73 Qube Research & Technologies Ltd 18.99K +1354.0% $932,930 0.0% ▲ Add 3 SEC ↗
74 Citigroup Inc 16.60K +54.6% $815,480 0.0% ▲ Add 3 SEC ↗
75 Gotham Asset Management 16.45K 0.0% $807,992 0.0% Held 6 SEC ↗
76 Tudor Investment Corp Et Al 13.20K +134.1% $648,663 0.0% ▲ Add 2 SEC ↗
77 Quantinno Capital Management LP 12.37K +15.9% $607,885 0.0% ▲ Add 3 SEC ↗
78 Fidelity (FMR) 12.05K +26.8% $592,133 0.0% ▲ Add 5 SEC ↗
79 Cerity Partners LLC 11.08K -1.9% $544,145 0.0% ▼ Trim 3 SEC ↗
80 Cerity Partners LLC 11.08K -1.9% $544,145 0.0% ▼ Trim 3 SEC ↗
81 Rockefeller Capital Management L.P. 10.99K +27.1% $539,792 0.0% ▲ Add 3 SEC ↗
82 Mercer Global Advisors Inc /Adv 10.60K -2.5% $520,619 0.0% ▼ Trim 3 SEC ↗
83 Northwestern Mutual Wealth… 8.88K -7.2% $436,539 0.0% ▼ Trim 3 SEC ↗
84 Hrt Financial Lp 7.45K -26.9% $365,000 0.0% ▼ Trim 2 SEC ↗
85 Jane Street Group, Llc 6.50K -97.4% $319,345 0.0% ▼ Trim 3 SEC ↗
86 Baird Financial Group, Inc. 6.22K +9.9% $305,589 0.0% ▲ Add 3 SEC ↗
87 Baird Financial Group, Inc. 6.22K +9.9% $305,589 0.0% ▲ Add 3 SEC ↗
88 Citadel Advisors 5.79K -97.5% $284,659 0.0% ▼ Trim 9 SEC ↗
89 Daiwa Securities Group Inc. 5.60K 0.0% $275,128 0.0% Held 3 SEC ↗
90 Mariner, LLC 4.81K -9.9% $236,433 0.0% ▼ Trim 2 SEC ↗
91 Fifth Third Bancorp 4.70K +6.7% $230,940 0.0% ▲ Add 3 SEC ↗
92 Blair William & Co/Il 4.33K 0.0% $212,603 0.0% Held 3 SEC ↗
93 Us Bancorp \De\ 4.22K -0.2% $207,575 0.0% ▼ Trim 3 SEC ↗
94 Us Bancorp \De\ 4.22K -0.2% $207,575 0.0% ▼ Trim 3 SEC ↗
95 Bank Julius Baer & Co. Ltd, Zurich 1.00K 0.0% $49,130 0.0% Held 3 SEC ↗
96 Assetmark, Inc 484 +399.0% $23,779 0.0% ▲ Add 3 SEC ↗
97 UBS AM, a distinct business unit of… 325 0.0% $15,967 0.0% Held 2 SEC ↗
98 Pnc Financial Services Group, Inc. 303 -56.5% $14,887 0.0% ▼ Trim 3 SEC ↗
99 Pnc Financial Services Group, Inc. 303 -56.5% $14,887 0.0% ▼ Trim 3 SEC ↗
100 Pnc Financial Services Group, Inc. 303 -56.5% $14,887 0.0% ▼ Trim 3 SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。

新增买入方

Point72 Asset Management $1.65M 0.0%
Squarepoint Ops LLC $1.54M 0.0%

已清仓

Hsbc Holdings Plc $269.92M 曾为 0.2%
FIL Ltd $108.73M 曾为 0.1%
DZ BANK AG Deutsche Zentral… $13.59M 曾为 0.0%
Renaissance Technologies $1.16M 曾为 0.0%
Manufacturers Life Insurance… $679,510 曾为 0.0%
Mirae Asset Global… $172,830 曾为 0.0%
Group One Trading Llc $17,283 曾为 0.0%

全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 341 持有人, 28.76M 股份, $1.63B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。

常见共同持仓

该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。

数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。 报告期: Q2 2026 · 方法论 · 通过API获取此数据