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 |
---|---|---|---|---|---|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,100
shares
|
$45,573
0.02% of portfolio
|
Q2 2022
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
1,076
shares
|
$44,578
0.0% of portfolio
|
Q2 2024
Reduced 49.51%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
1,037
shares
|
$42,962
0.0% of portfolio
|
Q2 2024
Reduced 42.29%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
1,030
shares
|
$42,672
0.03% of portfolio
|
Q2 2024
Added 33.07%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
956
shares
|
$39,607
0.01% of portfolio
|
Q2 2024
Reduced 50.8%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
955
shares
|
$39,565
0.0% of portfolio
|
Q2 2022
New holding
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
919
shares
|
$38,074
0.0% of portfolio
|
Q2 2024
Added 93.47%
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2024 Q2 2024 |
899
shares
|
$37,245
0.0% of portfolio
|
Q2 2024
Reduced 10.1%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
890
shares
|
$36,872
0.01% of portfolio
|
Q2 2024
New holding
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
859
shares
|
$35,588
0.01% of portfolio
|
Q3 2024
Reduced 75.2%
|
|
Zions Bancorporation, N.A.
|
Aug 08, 2024 Q2 2024 |
798
shares
|
$33,061
0.0% of portfolio
|
Q2 2024
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
775
shares
|
$32,108
0.01% of portfolio
|
Q4 2022
New holding
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
750
shares
|
$31,072
0.0% of portfolio
|
Q2 2023
Reduced 3.85%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
729
shares
|
$30,202
0.0% of portfolio
|
Q2 2024
Added 885.14%
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
688
shares
|
$28,503
0.02% of portfolio
|
Q2 2024
Added 14.48%
|
|
Arlington Trust CO LLC
Birmingham, AL |
Aug 06, 2024 Q2 2024 |
661
shares
|
$27,385
0.01% of portfolio
|
Q2 2024
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
653
shares
|
$27,053
0.01% of portfolio
|
Q2 2024
Added 19.6%
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
638
shares
|
$26,432
0.0% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
627
shares
|
$25,976
0.0% of portfolio
|
Q3 2023
New holding
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
619
shares
|
$25,645
0.01% of portfolio
|
Q3 2023
New holding
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
617
shares
|
$25,562
0.0% of portfolio
|
Q1 2024
Reduced 47.22%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
613
shares
|
$25,396
0.0% of portfolio
|
Q2 2024
Reduced 99.27%
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
600
shares
|
$24,858
0.01% of portfolio
|
Q1 2022
New holding
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
598
shares
|
$24,775
0.05% of portfolio
|
Q2 2024
Reduced 70.37%
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
585
shares
|
$24,236
0.01% of portfolio
|
Q4 2023
New holding
|