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 415 institutions that hold shares in the stock, with a total of 32.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
208
shares
|
$8,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
206
shares
|
$7,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
195
shares
|
$7,503
0.0% of portfolio
|
Q3 2024
Reduced 95.76%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
189
shares
|
$7,272
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
189
shares
|
$7,272
0.01% of portfolio
|
Q2 2024
Added 3.85%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
178
shares
|
$6,849
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
178
shares
|
$6,849
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
173
shares
|
$6,657
0.0% of portfolio
|
Q3 2024
Reduced 20.64%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
169
shares
|
$6,503
0.0% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
168
shares
|
$6,464
0.0% of portfolio
|
Q3 2024
Reduced 50.44%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
162
shares
|
$6,233
0.0% of portfolio
|
Q4 2024
Reduced 52.91%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
152
shares
|
$5,848
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
150
shares
|
$5,771
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
144
shares
|
$5,541
0.0% of portfolio
|
Q3 2022
Reduced 41.22%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
141
shares
|
$5,425
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
138
shares
|
$5,310
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
132
shares
|
$5,079
0.0% of portfolio
|
Q1 2022
Added 21.1%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
132
shares
|
$5,079
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
117
shares
|
$4,502
0.0% of portfolio
|
Q3 2024
Added 178.57%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
100
shares
|
$3,847
0.0% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
84
shares
|
$3,232
0.0% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
82
shares
|
$3,155
0.0% of portfolio
|
Q3 2024
Reduced 91.08%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
81
shares
|
$3,116
0.0% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
75
shares
|
$2,885
0.0% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
70
shares
|
$2,693
0.0% of portfolio
|
Q3 2024
Reduced 62.37%
|