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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
36,161
shares
|
$1.34 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
35,008
shares
|
$1.3 Million
0.47% of portfolio
|
Q1 2025
Reduced 21.04%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
34,958
shares
|
$1.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 70.24%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
34,876
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.12%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
32,330
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2024
Added 8.61%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
30,996
shares
|
$1.15 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
|
$1.13 Million
0.45% of portfolio
|
Q3 2024
Reduced 71.54%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
29,767
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2023
Reduced 64.33%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
28,936
shares
|
$1.07 Million
0.1% of portfolio
|
Q4 2024
Added 62.23%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
28,557
shares
|
$1.06 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
28,196
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
28,090
shares
|
$1.04 Million
0.29% of portfolio
|
Q1 2025
Reduced 10.24%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
27,463
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
27,415
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,846
shares
|
$996,255
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
26,705
shares
|
$991,022
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
26,044
shares
|
$966,492
0.05% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
26,018
shares
|
$965,527
0.0% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
25,970
shares
|
$963,746
0.01% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
24,755
shares
|
$918,658
0.39% of portfolio
|
Q1 2025
Reduced 54.82%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
24,720
shares
|
$917,359
0.24% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
23,099
shares
|
$857,203
0.0% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
22,560
shares
|
$837,201
0.41% of portfolio
|
Q1 2025
Reduced 57.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
22,551
shares
|
$836,867
0.01% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
21,270
shares
|
$789,329
0.45% of portfolio
|
Q1 2025
Reduced 2.77%
|