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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
12,117
shares
|
$494,010
0.0% of portfolio
|
Q3 2025
Reduced 27.97%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
12,066
shares
|
$491,930
0.73% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
11,979
shares
|
$488,383
0.0% of portfolio
|
Q2 2025
Reduced 50.17%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,821
shares
|
$481,942
0.04% of portfolio
|
Q4 2023
Added 33.66%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
11,775
shares
|
$480,066
0.09% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
11,656
shares
|
$475,215
0.0% of portfolio
|
Q2 2025
Reduced 60.63%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
11,439
shares
|
$466,368
0.07% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
11,227
shares
|
$457,724
0.54% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
10,635
shares
|
$433,588
0.0% of portfolio
|
Q2 2025
Added 22.1%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
10,419
shares
|
$424,782
0.14% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
10,126
shares
|
$412,837
0.02% of portfolio
|
Q3 2025
Reduced 14.35%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
10,072
shares
|
$410,635
0.03% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
10,006
shares
|
$407,944
0.01% of portfolio
|
Q2 2025
Reduced 55.63%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
10,000
shares
|
$407,700
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
9,865
shares
|
$402,196
0.12% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
9,655
shares
|
$393,634
0.01% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,407
shares
|
$383,523
0.05% of portfolio
|
Q2 2025
Added 37.31%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
9,239
shares
|
$376,674
0.01% of portfolio
|
Q3 2025
Reduced 24.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
9,064
shares
|
$369,539
0.01% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
8,838
shares
|
$360,325
0.23% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
8,575
shares
|
$349,602
0.05% of portfolio
|
Q3 2025
Reduced 23.95%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,500
shares
|
$346,545
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
8,446
shares
|
$344,343
0.0% of portfolio
|
Q2 2025
Reduced 32.44%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
8,381
shares
|
$341,693
0.02% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
8,372
shares
|
$341,326
0.0% of portfolio
|
Q1 2021
New holding
|