Institutional Ownership Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC). We have compiled data on the 354 institutions that hold shares in the stock, with a total of 25.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
10,909,356
shares
|
$434 Million
0.2% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,282,029
shares
|
$51 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
751,537
shares
|
$29.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.62%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
655,167
shares
|
$26 Million
0.83% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
608,099
shares
|
$24.2 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
543,028
shares
|
$21.6 Million
0.53% of portfolio
|
Q1 2024
Reduced 10.23%
|
|
|
Verger Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
458,429
shares
|
$18.2 Million
7.09% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
457,973
shares
|
$18.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.46%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
437,908
shares
|
$17.4 Million
0.0% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
397,461
shares
|
$15.8 Million
0.02% of portfolio
|
Q2 2025
Added 130.11%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
356,343
shares
|
$14.2 Million
2.2% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
329,071
shares
|
$13.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 57.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
312,078
shares
|
$12.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
306,833
shares
|
$12.2 Million
0.56% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
306,202
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
294,640
shares
|
$11.7 Million
1.78% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
292,673
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
288,461
shares
|
$11.5 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
282,510
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.64%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
281,064
shares
|
$11.2 Million
2.66% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
259,494
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2025
Added 17.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
253,826
shares
|
$10.1 Million
0.02% of portfolio
|
Q2 2025
Added 20.57%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
223,294
shares
|
$8.88 Million
0.57% of portfolio
|
Q4 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
160,357
shares
|
$6.37 Million
0.0% of portfolio
|
Q2 2024
Reduced 91.41%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
141,452
shares
|
$5.62 Million
0.14% of portfolio
|
Q1 2025
Added 1.57%
|