FILL Institutional Ownership & Shareholders
ISHARES MSCI GLOBAL ENERGY P (FILL) is currently held by 91 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $231.86M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Treasurer Of The State Of North Carolina is currently the largest disclosed institutional shareholder of FILL tracked by InsiderSet, reporting ownership valued at approximately $104.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $94.45M, representing an estimated loss of -9.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed FILL value among the investors covered in this analysis. Major shareholders include Treasurer Of The State Of North Carolina, Parcion Private Wealth Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES MSCI GLOBAL ENERGY P (FILL).
This page ranks the largest institutional FILL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
91
Total Reported Value
$231.86M
Largest Holder
Treasurer Of The State Of North Carolina
Largest Position
$104.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
109
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Treasurer Of The State Of North Carolina | 0.27% | 3,725,393 | $104,162,000 | $94,453,987 | -$9,708,013 | -9.32% | |
| Parcion Private Wealth Llc | 1.96% | 1,495,082 | $36,151,080 | $37,906,459 | +$1,755,379 | +4.86% | |
| Lpl Financial Llc | 0.01% | 855,929 | $23,931,761 | $21,701,309 | -$2,230,452 | -9.32% | |
| Palladiem, Llc | 5.26% | 193,772 | $5,417,866 | $4,912,915 | -$504,951 | -9.32% | |
| Morgan Stanley | 0.00% | 181,007 | $5,060,982 | $4,589,270 | -$471,712 | -9.32% | |
| Focus Financial Network, Inc. | 0.10% | 142,097 | $3,435,905 | $3,602,742 | +$166,837 | +4.86% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 114,855 | $3,211,338 | $2,912,045 | -$299,293 | -9.32% | |
| Raymond James Financial Inc | 0.00% | 98,133 | $2,743,798 | $2,488,074 | -$255,724 | -9.32% | |
| Stonex Group Inc. | 0.10% | 92,360 | $2,582,386 | $2,341,705 | -$240,681 | -9.32% | |
| Jones Financial Companies Lllp | 0.00% | 86,330 | $2,379,257 | $2,188,819 | -$190,438 | -8.00% | |
| Meitav Investment House Ltd | 0.02% | 95,720 | $2,336,525 | $2,426,894 | +$90,369 | +3.87% | |
| Royal Bank Of Canada | 0.00% | 76,807 | $2,148,000 | $1,947,372 | -$200,628 | -9.34% | |
| Commonwealth Equity Services, Llc | 0.00% | 87,800 | $2,123,010 | $2,226,090 | +$103,080 | +4.86% | |
| Envestnet Asset Management Inc | 0.00% | 72,026 | $2,013,852 | $1,826,154 | -$187,698 | -9.32% | |
| Ars Investment Partners, Llc | 0.09% | 70,801 | $1,979,586 | $1,795,096 | -$184,490 | -9.32% | |
| Bank Of America Corp | 0.00% | 67,499 | $1,887,272 | $1,711,376 | -$175,896 | -9.32% | |
| Mml Investors Services, Llc | 0.00% | 66,806 | $1,867,886 | $1,693,806 | -$174,080 | -9.32% | |
| Cetera Investment Advisers | 0.00% | 63,621 | $1,778,853 | $1,613,053 | -$165,800 | -9.32% | |
| Wealthfront Advisers Llc | 0.00% | 59,637 | $1,667,451 | $1,512,042 | -$155,409 | -9.32% | |
| Advisory Services Network, Llc | 0.02% | 51,783 | $1,447,855 | $1,312,911 | -$134,944 | -9.32% | |
| Fisher Asset Management, Llc | 0.00% | 46,585 | $1,302,516 | $1,181,121 | -$121,395 | -9.32% | |
| Heritage Oak Wealth Advisors Llc | 0.39% | 51,930 | $1,255,667 | $1,316,638 | +$60,971 | +4.86% | |
| Perryman Financial Advisory Inc | 0.16% | 51,082 | $1,235,156 | $1,295,138 | +$59,982 | +4.86% | |
| Private Advisor Group, Llc | 0.01% | 42,730 | $1,194,732 | $1,083,381 | -$111,351 | -9.32% | |
| Kestra Advisory Services, Llc | 0.00% | 46,390 | $1,121,704 | $1,176,177 | +$54,473 | +4.86% | |
| Bright Futures Wealth Management, Llc. | 0.74% | 44,031 | $1,064,671 | $1,116,366 | +$51,695 | +4.86% | |
| James J. Burns & Company, Llc | 0.11% | 42,828 | $1,035,565 | $1,085,865 | +$50,300 | +4.86% | |
| Arrowroot Family Office, Llc | 0.28% | 34,431 | $962,691 | $872,967 | -$89,724 | -9.32% | |
| Mgo One Seven Llc | 0.02% | 38,044 | $919,904 | $964,571 | +$44,667 | +4.86% | |
| Pathstone Holdings, Llc | 0.00% | 32,950 | $864,279 | $835,418 | -$28,861 | -3.34% | |
| Osaic Holdings, Inc. | 0.00% | 28,172 | $787,692 | $714,276 | -$73,416 | -9.32% | |
| Arax Advisory Partners | 0.01% | 26,988 | $754,585 | $684,256 | -$70,329 | -9.32% | |
| Susquehanna International Group, Llp | 0.00% | 26,649 | $745,106 | $675,661 | -$69,445 | -9.32% | |
| Flow Traders U.S. Llc | 0.03% | 26,484 | $740,000 | $671,478 | -$68,522 | -9.26% | |
| Creekside Partners | 0.25% | 25,000 | $699,000 | $633,853 | -$65,148 | -9.32% | |
| Teamwork Financial Advisors, Llc | 0.08% | 28,443 | $687,752 | $721,147 | +$33,395 | +4.86% | |
| Jane Street Group, Llc | 0.00% | 24,461 | $683,930 | $620,187 | -$63,743 | -9.32% | |
| Geneos Wealth Management Inc. | 0.01% | 22,825 | $638,187 | $578,707 | -$59,480 | -9.32% | |
| Planned Solutions, Inc. | 0.13% | 20,172 | $487,757 | $511,443 | +$23,686 | +4.86% | |
| M Wealth Management, Llc | 0.36% | 19,309 | $466,892 | $489,562 | +$22,670 | +4.86% | |
| Openarc Corporate Advisory, Llc | 0.01% | 18,774 | $453,955 | $475,998 | +$22,043 | +4.86% | |
| Summit Wealth Partners, Llc | 0.06% | 15,351 | $429,214 | $389,211 | -$40,003 | -9.32% | |
| Strategic Blueprint, Llc | 0.02% | 17,462 | $422,223 | $442,733 | +$20,510 | +4.86% | |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | 15,000 | $419,000 | $380,312 | -$38,689 | -9.23% | |
| Principal Securities, Inc. | 0.00% | 14,362 | $401,562 | $364,136 | -$37,426 | -9.32% | |
| Concurrent Investment Advisors, Llc | 0.00% | 16,134 | $390,108 | $409,063 | +$18,955 | +4.86% | |
| U.S. Capital Wealth Advisors, Llc | 0.01% | 14,736 | $386,525 | $373,618 | -$12,907 | -3.34% | |
| Silverlake Wealth Management Llc | 0.07% | 14,293 | $345,616 | $362,386 | +$16,770 | +4.85% | |
| Equitable Holdings, Inc. | 0.00% | 10,826 | $302,683 | $274,483 | -$28,200 | -9.32% | |
| Keeler Thomas Management Llc | 0.12% | 12,381 | $299,372 | $313,909 | +$14,537 | +4.86% |
Frequently asked questions about FILL
Who are the largest institutional holders of FILL?
The largest institutional holders of FILL reported in the latest SEC Form 13F filings include Treasurer Of The State Of North Carolina, Parcion Private Wealth Llc, Lpl Financial Llc, Palladiem, Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported FILL position.
What is FILL institutional ownership?
This page tracks FILL positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI GLOBAL ENERGY P (FILL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FILL?
InsiderSet currently tracks 91 institutional managers reporting FILL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FILL shareholders.
How much FILL stock do institutions own?
Institutional investment managers disclosed approximately $231.86M in FILL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FILL institutional ownership last updated?
The latest FILL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FILL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FILL position after the reporting date.
Are institutions buying or selling FILL?
Institutional buying and selling can be analyzed by comparing FILL positions across consecutive 13F reporting periods. InsiderSet's FILL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FILL ownership changes.
How has FILL institutional ownership changed over time?
InsiderSet tracks FILL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.