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 |
|---|---|---|---|---|---|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
11,227
shares
|
$416,633
0.54% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
11,151
shares
|
$413,813
0.29% of portfolio
|
Q4 2024
Reduced 27.3%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
10,868
shares
|
$403,311
0.15% of portfolio
|
Q1 2025
Reduced 41.0%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
10,827
shares
|
$401,789
0.02% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
10,726
shares
|
$398,041
0.18% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Strategic Wealth Investment Group, LLC
|
Apr 14, 2025 Q1 2025 |
10,619
shares
|
$394,071
0.81% of portfolio
|
Q1 2025
Reduced 94.43%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
10,342
shares
|
$383,791
0.27% of portfolio
|
Q4 2024
Added 21.17%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
10,305
shares
|
$382,418
0.07% of portfolio
|
Q4 2024
Reduced 37.57%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
10,139
shares
|
$376,258
0.0% of portfolio
|
Q1 2025
Reduced 97.62%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
10,000
shares
|
$371,100
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
9,981
shares
|
$370,394
0.05% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
9,977
shares
|
$370,246
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
9,905
shares
|
$367,574
0.15% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
9,716
shares
|
$360,560
0.05% of portfolio
|
Q4 2023
Reduced 53.14%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
9,603
shares
|
$356,367
0.16% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
9,412
shares
|
$349,279
0.21% of portfolio
|
Q1 2025
Reduced 34.03%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
9,354
shares
|
$347,126
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
9,269
shares
|
$343,972
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,239
shares
|
$342,859
0.0% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
8,988
shares
|
$333,544
0.0% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
8,921
shares
|
$331,058
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
8,909
shares
|
$330,612
0.09% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
8,838
shares
|
$327,978
0.27% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
8,659
shares
|
$321,335
0.07% of portfolio
|
Q4 2024
Reduced 41.83%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
8,601
shares
|
$319,183
0.08% of portfolio
|
Q1 2025
Reduced 1.38%
|