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 389 institutions that hold shares in the stock, with a total of 28.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
541
shares
|
$20,076
0.0% of portfolio
|
Q1 2025
Reduced 49.86%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
539
shares
|
$20,002
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
530
shares
|
$19,668
0.0% of portfolio
|
Q3 2021
Reduced 82.09%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
523
shares
|
$19,408
0.01% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
513
shares
|
$19,037
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
465
shares
|
$17,256
0.0% of portfolio
|
Q3 2020
Closed
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
463
shares
|
$17,181
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
437
shares
|
$16,217
0.0% of portfolio
|
Q4 2024
Reduced 62.16%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
429
shares
|
$15,920
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
424
shares
|
$15,734
0.04% of portfolio
|
Q4 2024
Reduced 27.4%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
404
shares
|
$14,992
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
404
shares
|
$14,992
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
389
shares
|
$14,435
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
373
shares
|
$13,842
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
371
shares
|
$13,767
0.0% of portfolio
|
Q1 2025
Reduced 21.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
345
shares
|
$12,802
0.0% of portfolio
|
Q4 2024
Added 119.75%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
332
shares
|
$12,320
0.0% of portfolio
|
Q4 2024
Reduced 43.82%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
324
shares
|
$12,023
0.0% of portfolio
|
Q1 2025
Reduced 97.95%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
304
shares
|
$11,281
0.0% of portfolio
|
Q4 2024
Reduced 61.9%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
300
shares
|
$11,133
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
286
shares
|
$10,613
0.0% of portfolio
|
Q4 2024
Reduced 82.48%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
282
shares
|
$10,465
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
279
shares
|
$10,353
0.0% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
250
shares
|
$9,277
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
248
shares
|
$9,203
0.0% of portfolio
|
Q1 2023
Added 2655.56%
|