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 |
---|---|---|---|---|---|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
79,225
shares
|
$2.94 Million
0.12% of portfolio
|
Q4 2024
Added 21.72%
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
75,652
shares
|
$2.81 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
74,669
shares
|
$2.77 Million
0.0% of portfolio
|
Q4 2024
Reduced 85.33%
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
67,000
shares
|
$2.49 Million
0.01% of portfolio
|
Q4 2024
Added 6.86%
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
66,496
shares
|
$2.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
63,564
shares
|
$2.36 Million
0.49% of portfolio
|
Q4 2024
Added 4.21%
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
61,699
shares
|
$2.29 Million
0.17% of portfolio
|
Q3 2022
Added 0.8%
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
60,323
shares
|
$2.24 Million
0.06% of portfolio
|
Q1 2025
Added 7.31%
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
59,889
shares
|
$2.22 Million
0.27% of portfolio
|
Q4 2022
Added 21.23%
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
57,689
shares
|
$2.14 Million
0.88% of portfolio
|
Q4 2023
Reduced 0.93%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
55,779
shares
|
$2.07 Million
0.03% of portfolio
|
Q4 2024
Reduced 17.77%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
55,210
shares
|
$2.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.25%
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
52,300
shares
|
$1.94 Million
0.26% of portfolio
|
Q4 2024
Reduced 69.4%
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
52,285
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 30.78%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
47,600
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Added 203.18%
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
45,557
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Reduced 42.27%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
43,164
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Added 5.69%
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
42,946
shares
|
$1.59 Million
0.09% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
42,595
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Added 264.12%
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
42,497
shares
|
$1.58 Million
0.68% of portfolio
|
Q3 2023
Reduced 0.17%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
41,152
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
39,150
shares
|
$1.45 Million
0.51% of portfolio
|
Q1 2025
Added 10.58%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
39,088
shares
|
$1.45 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
38,440
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 95.99%
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
37,032
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Added 13.59%
|