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 350 institutions that hold shares in the stock, with a total of 27.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
18,418
shares
|
$750,901
0.3% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
17,929
shares
|
$730,965
0.0% of portfolio
|
Q2 2025
Added 19.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
16,552
shares
|
$674,825
0.0% of portfolio
|
Q2 2025
Added 52.2%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
16,102
shares
|
$656,478
0.05% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Icici Prudential Asset Management CO LTD
|
Aug 11, 2025 Q2 2025 |
15,750
shares
|
$642,127
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,710
shares
|
$640,496
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
15,285
shares
|
$623,169
0.15% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
15,241
shares
|
$621,375
0.01% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
15,100
shares
|
$615,627
0.23% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
14,560
shares
|
$593,611
0.22% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
14,459
shares
|
$589,493
0.0% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
14,337
shares
|
$584,519
0.0% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
14,161
shares
|
$577,343
0.4% of portfolio
|
Q2 2023
Reduced 20.93%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Oct 14, 2025 Q3 2025 |
13,799
shares
|
$562,585
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
13,534
shares
|
$551,781
0.05% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
13,501
shares
|
$550,435
0.01% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
13,497
shares
|
$550,272
0.01% of portfolio
|
Q1 2025
Reduced 23.59%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
13,369
shares
|
$545,054
0.15% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
13,328
shares
|
$543,382
0.1% of portfolio
|
Q2 2025
Reduced 90.24%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
12,995
shares
|
$529,806
0.27% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,800
shares
|
$521,856
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
12,719
shares
|
$518,553
0.0% of portfolio
|
Q2 2025
Reduced 27.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
12,654
shares
|
$515,903
0.01% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
12,523
shares
|
$510,562
0.0% of portfolio
|
Q3 2025
Reduced 27.61%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
12,445
shares
|
$507,382
0.0% of portfolio
|
Q2 2025
Reduced 15.92%
|