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 374 institutions that hold shares in the stock, with a total of 25.9 Million shares, which have been reported (via 13F filing form) to have a value of $992 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
141,452
shares
|
$5.41 Million
0.14% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
137,081
shares
|
$5.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
136,594
shares
|
$5.22 Million
1.09% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
135,540
shares
|
$5.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 90.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
124,554
shares
|
$4.76 Million
0.17% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
116,951
shares
|
$4.47 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
116,704
shares
|
$4.46 Million
0.07% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
113,252
shares
|
$4.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
113,046
shares
|
$4.32 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
112,009
shares
|
$4.28 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
111,599
shares
|
$4.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
109,226
shares
|
$4.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Ayalon Insurance Comp Ltd.
|
Apr 21, 2025 Q1 2025 |
107,474
shares
|
$4.11 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
106,353
shares
|
$4.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
103,329
shares
|
$3.95 Million
2.22% of portfolio
|
Q1 2024
Added 13.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
103,053
shares
|
$3.94 Million
0.04% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
94,179
shares
|
$3.6 Million
0.0% of portfolio
|
Q1 2025
Added 26.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
91,497
shares
|
$3.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.35%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
91,191
shares
|
$3.49 Million
0.06% of portfolio
|
Q1 2025
Added 16.7%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Apr 25, 2025 Q1 2025 |
90,204
shares
|
$3.45 Million
3.49% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
63,272
shares
|
$2.42 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
62,600
shares
|
$2.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
61,699
shares
|
$2.36 Million
0.17% of portfolio
|
Q3 2022
Added 0.8%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
60,323
shares
|
$2.31 Million
0.06% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
59,889
shares
|
$2.29 Million
0.27% of portfolio
|
Q4 2022
Added 21.23%
|