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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
47,600
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Added 203.18%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
45,557
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 42.27%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
44,339
shares
|
$1.71 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
42,946
shares
|
$1.65 Million
0.09% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
42,595
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Added 264.12%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
42,497
shares
|
$1.64 Million
0.68% of portfolio
|
Q3 2023
Reduced 0.17%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
41,785
shares
|
$1.61 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
41,152
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
39,111
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
39,088
shares
|
$1.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
39,008
shares
|
$1.5 Million
0.87% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
36,161
shares
|
$1.39 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
35,403
shares
|
$1.36 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
34,876
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.12%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2025 Q4 2024 |
34,785
shares
|
$1.34 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
33,134
shares
|
$1.27 Million
0.38% of portfolio
|
Q4 2024
Added 19.46%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
32,330
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2024
Added 8.61%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
31,295
shares
|
$1.2 Million
0.27% of portfolio
|
Q4 2024
Reduced 21.88%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
30,996
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
30,397
shares
|
$1.17 Million
0.45% of portfolio
|
Q3 2024
Reduced 71.54%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
29,767
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2023
Reduced 64.33%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
28,936
shares
|
$1.11 Million
0.1% of portfolio
|
Q4 2024
Added 62.23%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
28,666
shares
|
$1.1 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
28,245
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Added 34.59%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
28,196
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
New holding
|