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 424 institutions that hold shares in the stock, with a total of 33.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.39 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
High Falls Advisors, Inc
Rochester, NY |
Aug 15, 2024 Q2 2024 |
6,001
shares
|
$248,621
0.06% of portfolio
|
Q2 2024
Reduced 92.18%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
5,997
shares
|
$248,455
0.0% of portfolio
|
Q2 2024
Reduced 97.71%
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
5,947
shares
|
$246,384
0.01% of portfolio
|
Q1 2024
Added 12.61%
|
|
Hsbc Holdings PLC
London, X0 |
Aug 12, 2024 Q2 2024 |
5,900
shares
|
$244,437
0.0% of portfolio
|
Q1 2024
Reduced 99.7%
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
5,891
shares
|
$244,064
0.11% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
5,859
shares
|
$242,738
0.0% of portfolio
|
Q2 2024
Reduced 69.78%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
5,843
shares
|
$242,075
0.03% of portfolio
|
Q2 2024
Reduced 85.92%
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
5,807
shares
|
$240,584
0.01% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
Y Intercept (Hong Kong) LTD
|
Aug 14, 2024 Q2 2024 |
5,778
shares
|
$239,382
0.01% of portfolio
|
Q2 2024
Reduced 86.43%
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 30, 2024 Q2 2024 |
5,708
shares
|
$236,482
0.12% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
5,654
shares
|
$234,245
0.01% of portfolio
|
Q2 2024
Reduced 72.26%
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,654
shares
|
$234,245
0.01% of portfolio
|
Q3 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
5,604
shares
|
$232,173
0.0% of portfolio
|
Q2 2024
Reduced 94.15%
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 07, 2024 Q2 2024 |
5,600
shares
|
$232,008
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
5,575
shares
|
$230,972
0.03% of portfolio
|
Q2 2024
Reduced 87.54%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,509
shares
|
$228,237
0.0% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
5,495
shares
|
$227,657
0.01% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
5,399
shares
|
$223,680
0.03% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
5,295
shares
|
$219,371
0.01% of portfolio
|
Q2 2024
New holding
|
|
Simmons Bank
|
Jul 26, 2024 Q2 2024 |
5,138
shares
|
$212,867
0.02% of portfolio
|
Q2 2024
Reduced 10.13%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
5,100
shares
|
$211,293
0.01% of portfolio
|
Q4 2020
Reduced 49.5%
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,000
shares
|
$207,150
0.02% of portfolio
|
Q1 2023
New holding
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
5,000
shares
|
$207,150
0.13% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Townsend & Associates, Inc
|
Aug 02, 2024 Q2 2024 |
4,992
shares
|
$206,818
0.02% of portfolio
|
Q1 2024
New holding
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
4,937
shares
|
$204,539
0.02% of portfolio
|
Q2 2024
New holding
|