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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
238
shares
|
$8,832
0.0% of portfolio
|
Q1 2025
Reduced 80.99%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
233
shares
|
$8,646
0.0% of portfolio
|
Q4 2024
Reduced 19.1%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
192
shares
|
$7,125
0.0% of portfolio
|
Q1 2025
Reduced 97.28%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
189
shares
|
$7,013
0.01% of portfolio
|
Q2 2024
Added 3.85%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
178
shares
|
$6,605
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
178
shares
|
$6,605
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
173
shares
|
$6,420
0.0% of portfolio
|
Q3 2024
Reduced 20.64%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
168
shares
|
$6,234
0.0% of portfolio
|
Q3 2024
Reduced 50.44%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
162
shares
|
$6,011
0.0% of portfolio
|
Q4 2024
Reduced 52.91%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
152
shares
|
$5,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
150
shares
|
$5,566
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
146
shares
|
$5,418
0.0% of portfolio
|
Q1 2025
Reduced 29.13%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
144
shares
|
$5,343
0.0% of portfolio
|
Q3 2022
Reduced 41.22%
|
|
|
Country Trust Bank
|
Apr 22, 2025 Q1 2025 |
141
shares
|
$5,232
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
138
shares
|
$5,121
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
132
shares
|
$4,898
0.0% of portfolio
|
Q1 2022
Added 21.1%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
132
shares
|
$4,898
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
100
shares
|
$3,711
0.0% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
82
shares
|
$3,043
0.0% of portfolio
|
Q3 2024
Reduced 91.08%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
78
shares
|
$2,894
0.0% of portfolio
|
Q1 2025
Reduced 70.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
75
shares
|
$2,783
0.0% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
73
shares
|
$2,709
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
70
shares
|
$2,597
0.0% of portfolio
|
Q3 2024
Reduced 62.37%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
58
shares
|
$2,152
0.0% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
58
shares
|
$2,152
0.0% of portfolio
|
Q4 2024
New holding
|