Public ownership evidence

iShares Global Energy ETF (IXC) Ownership Disclosures

Read IXC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Global Energy ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
5,586
Value (USD)
$235,017
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IXC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IXC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-295,586$235,017None
Corient Private Wealth LP2026-06-302026-08-2832,705$1,606,794None
Dakota Wealth Management2025-09-302026-08-2753,693$2,241,672None
Dakota Wealth Management2025-12-312026-08-2753,325$2,235,902None
Dakota Wealth Management2026-03-312026-08-2741,212$2,374,221None
Advus Financial Partners, LLC2024-09-302026-08-266,158$249,276None
Advus Financial Partners, LLC2024-06-302026-08-269,417$390,900None
Advus Financial Partners, LLC2024-03-312026-08-269,053$388,826None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-214,500$221,085None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2010,597$520,619None
Beacon Pointe Advisors, LLC2026-06-302026-08-1968,647$3,372,625None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19730$36,000None
Corient Private Wealth LP2026-06-302026-08-1834,361$1,688,152None
Nalls Sherbakoff Group, LLC2026-06-302026-08-181,210$59,447None
Nalls Sherbakoff Group, LLC2026-03-312026-08-181,210$69,708None
Equitable Holdings, Inc.2026-06-302026-08-1841,956$2,061,274None
Stonehage Fleming Financial Services Holdings Ltd2026-06-302026-08-18437$21,469None
Proficio Capital Partners LLC2026-06-302026-08-18136,125$6,687,821None
Jefferies Financial Group Inc.2026-06-302026-08-188,372$411,316None
EFG International AG2026-06-302026-08-15550$27,022None
Synergy Investment Management, LLC2026-06-302026-08-151,083$53,185None
Seneschal Advisors, LLC2026-06-302026-08-15200$9,826None
Glen Eagle Advisors, LLC2026-06-302026-08-15359$17,638None
Glen Eagle Advisors, LLC2026-06-302026-08-15255$12,528None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15181,700$8,926,921None
Modern Wealth Management, LLC2026-06-302026-08-1523,539$1,156,449None
Vantage Point Financial LLC2026-06-302026-08-1517,212$845,639None
Mutual Advisors, LLC2026-06-302026-08-156,008$295,173None
Ameritas Advisory Services, LLC2026-06-302026-08-154,774$234,547None
NFSG Corp2026-06-302026-08-15771$37,871None
Treasurer of the State of North Carolina2026-06-302026-08-15463,585$22,776,000None
Qube Research & Technologies Ltd2026-06-302026-08-1518,989$932,930None
IFG Advisory, LLC2026-06-302026-08-157,750$380,736None
OSAIC HOLDINGS, INC.2026-06-302026-08-1520,889$1,026,300None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,234$109,756None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,197$402,734None
OSAIC HOLDINGS, INC.2026-06-302026-08-1589,751$4,411,126None
Squarepoint Ops LLC2026-06-302026-08-1531,357$1,540,569None
JANE STREET GROUP, LLC2026-06-302026-08-156,500$319,345None
JANE STREET GROUP, LLC2026-06-302026-08-154,700$230,911Call
Fort Point Capital Partners LLC2026-06-302026-08-154,358$214,120None
Orion Porfolio Solutions, LLC2026-06-302026-08-1514,553$714,988None
HRT FINANCIAL LP2026-06-302026-08-157,445$365,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-15158,120$7,768,000None
GTS SECURITIES LLC2026-06-302026-08-1551,880$2,548,864None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1541,800$2,053,634Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15129,339$6,354,425None
Ancora Advisors LLC2026-06-302026-08-15440$21,613None
Ewing Morris & Co. Investment Partners Ltd.2026-06-302026-08-1515,225$748,004None
Gotham Asset Management, LLC2026-06-302026-08-1516,446$807,992None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗CLIFFORD SWAN INVESTMENT COUNSEL LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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