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 |
---|---|---|---|---|---|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
169
shares
|
$7,001
0.0% of portfolio
|
Q2 2024
Added 2.42%
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
168
shares
|
$6,960
0.0% of portfolio
|
Q3 2024
Reduced 50.44%
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
168
shares
|
$6,960
0.0% of portfolio
|
Q3 2024
Reduced 47.83%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
157
shares
|
$6,504
0.0% of portfolio
|
Q2 2024
Added 57.0%
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
152
shares
|
$6,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
144
shares
|
$5,965
0.0% of portfolio
|
Q3 2022
Reduced 41.22%
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
141
shares
|
$5,841
0.0% of portfolio
|
Q2 2024
New holding
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
132
shares
|
$5,468
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
132
shares
|
$5,468
0.0% of portfolio
|
Q1 2022
Added 21.1%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
122
shares
|
$5,054
0.0% of portfolio
|
Q2 2024
Reduced 71.43%
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
117
shares
|
$4,847
0.0% of portfolio
|
Q3 2024
Added 178.57%
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
107
shares
|
$4,433
0.0% of portfolio
|
Q1 2024
Reduced 13.71%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
88
shares
|
$3,645
0.0% of portfolio
|
Q2 2024
Reduced 98.9%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
83
shares
|
$3,438
0.0% of portfolio
|
Q2 2024
New holding
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
82
shares
|
$3,397
0.0% of portfolio
|
Q3 2024
Added 203.7%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
74
shares
|
$3,065
0.0% of portfolio
|
Q2 2024
New holding
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
71
shares
|
$2,941
0.0% of portfolio
|
Q2 2024
Reduced 96.92%
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
67
shares
|
$2,775
0.0% of portfolio
|
Q2 2024
Reduced 95.0%
|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
55
shares
|
$2,278
0.0% of portfolio
|
Q4 2023
New holding
|
|
Global Trust Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
53
shares
|
$2,195
0.0% of portfolio
|
Q1 2023
Added 1.92%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
53
shares
|
$2,195
0.0% of portfolio
|
Q1 2022
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
50
shares
|
$2,071
0.0% of portfolio
|
Q3 2024
Reduced 51.92%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
46
shares
|
$1,905
0.0% of portfolio
|
Q2 2024
Reduced 97.77%
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
46
shares
|
$1,905
0.0% of portfolio
|
Q2 2024
Reduced 48.89%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
46
shares
|
$1,905
0.0% of portfolio
|
Q4 2023
New holding
|