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 |
---|---|---|---|---|---|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
4,930
shares
|
$204,249
0.0% of portfolio
|
Q2 2024
Reduced 59.14%
|
|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
4,915
shares
|
$203,628
0.02% of portfolio
|
Q2 2024
Added 2.4%
|
|
Austin Private Wealth, LLC
|
Jul 16, 2024 Q2 2024 |
4,860
shares
|
$201,349
0.02% of portfolio
|
Q2 2024
Reduced 95.34%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
4,783
shares
|
$198,159
0.01% of portfolio
|
Q2 2024
Added 73.8%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,710
shares
|
$195,135
0.01% of portfolio
|
Q3 2024
Added 5.68%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
4,598
shares
|
$190,495
0.02% of portfolio
|
Q2 2024
Added 2.7%
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
4,570
shares
|
$189,335
0.01% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
4,391
shares
|
$181,919
0.0% of portfolio
|
Q2 2024
Reduced 86.62%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
4,345
shares
|
$180,013
0.0% of portfolio
|
Q2 2024
Added 0.42%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
4,259
shares
|
$176,450
0.01% of portfolio
|
Q2 2024
Reduced 62.61%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
4,224
shares
|
$175,000
0.0% of portfolio
|
Q2 2024
Reduced 11.72%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
4,191
shares
|
$173,633
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
4,062
shares
|
$168,288
0.03% of portfolio
|
Q2 2024
Reduced 82.59%
|
|
Family Asset Management, LLC
Charleston, SC |
Aug 01, 2024 Q2 2024 |
3,990
shares
|
$165,305
0.11% of portfolio
|
Q2 2024
Added 518.6%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
3,766
shares
|
$156,025
0.0% of portfolio
|
Q2 2024
Reduced 11.12%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,705
shares
|
$153,498
0.01% of portfolio
|
Q2 2023
Added 0.03%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
3,655
shares
|
$151,426
0.07% of portfolio
|
Q2 2024
Reduced 74.43%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
3,416
shares
|
$141,524
0.0% of portfolio
|
Q2 2024
Reduced 85.01%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
3,389
shares
|
$140,406
0.01% of portfolio
|
Q2 2024
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
3,381
shares
|
$140,074
0.01% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
3,351
shares
|
$138,831
0.0% of portfolio
|
Q2 2024
Reduced 59.08%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
3,232
shares
|
$133,901
0.03% of portfolio
|
Q2 2024
Reduced 5.16%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
3,228
shares
|
$133,736
0.0% of portfolio
|
Q1 2024
Reduced 32.07%
|
|
Rosenberg Matthew Hamilton
|
Jul 26, 2024 Q2 2024 |
2,974
shares
|
$123,212
0.04% of portfolio
|
Q2 2024
Added 19.63%
|
|
Blue Chip Partners, Inc.
|
Jul 29, 2024 Q2 2024 |
2,534
shares
|
$104,983
0.01% of portfolio
|
Q2 2024
Added 1.16%
|