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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
14,291
shares
|
$549,917
0.0% of portfolio
|
Q4 2024
Reduced 23.12%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
14,268
shares
|
$549,032
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
14,161
shares
|
$544,915
0.41% of portfolio
|
Q2 2023
Reduced 20.93%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
13,935
shares
|
$536,218
0.03% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
13,799
shares
|
$530,985
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
13,635
shares
|
$524,674
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
13,584
shares
|
$522,712
0.0% of portfolio
|
Q4 2024
Reduced 69.1%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
13,458
shares
|
$517,863
0.05% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,397
shares
|
$515,516
0.0% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
13,001
shares
|
$500,278
0.01% of portfolio
|
Q4 2024
Added 82.09%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,800
shares
|
$492,543
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
12,764
shares
|
$491,158
0.03% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,721
shares
|
$489,504
0.01% of portfolio
|
Q4 2024
Reduced 78.07%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
12,721
shares
|
$489,504
0.14% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
12,609
shares
|
$485,194
0.02% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
12,585
shares
|
$484,270
0.01% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
12,168
shares
|
$468,224
0.01% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
11,911
shares
|
$458,335
0.04% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,821
shares
|
$454,872
0.04% of portfolio
|
Q4 2023
Added 33.66%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
11,821
shares
|
$454,872
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
11,679
shares
|
$449,407
0.09% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,586
shares
|
$445,829
0.07% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
11,440
shares
|
$440,211
0.15% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
11,392
shares
|
$438,364
0.17% of portfolio
|
Q4 2024
Reduced 10.94%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
11,199
shares
|
$430,937
0.18% of portfolio
|
Q4 2024
Reduced 53.5%
|