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 |
---|---|---|---|---|---|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
11,172
shares
|
$429,898
0.49% of portfolio
|
Q4 2024
New holding
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
11,151
shares
|
$429,090
0.29% of portfolio
|
Q4 2024
Reduced 27.3%
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
10,827
shares
|
$416,622
0.02% of portfolio
|
Q4 2024
Added 5.84%
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
10,556
shares
|
$406,194
0.1% of portfolio
|
Q4 2024
Added 29.6%
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
10,342
shares
|
$397,960
0.27% of portfolio
|
Q4 2024
Added 21.17%
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
10,305
shares
|
$396,536
0.07% of portfolio
|
Q4 2024
Reduced 37.57%
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
10,000
shares
|
$384,799
0.0% of portfolio
|
Q4 2020
New holding
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
9,981
shares
|
$384,068
0.05% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
9,977
shares
|
$383,914
0.14% of portfolio
|
Q4 2024
Added 5.23%
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
9,977
shares
|
$383,914
0.14% of portfolio
|
Q4 2024
New holding
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,928
shares
|
$382,029
0.03% of portfolio
|
Q4 2024
Added 0.78%
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
9,716
shares
|
$373,871
0.05% of portfolio
|
Q4 2023
Reduced 53.14%
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
9,619
shares
|
$370,139
0.07% of portfolio
|
Q4 2024
Reduced 15.96%
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
9,603
shares
|
$369,523
0.16% of portfolio
|
Q4 2024
Added 4.63%
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
9,444
shares
|
$363,405
0.05% of portfolio
|
Q4 2024
Reduced 39.03%
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
9,348
shares
|
$359,711
0.0% of portfolio
|
Q4 2024
Added 31.14%
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
9,336
shares
|
$359,249
0.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
9,283
shares
|
$357,209
0.17% of portfolio
|
Q4 2024
Reduced 19.48%
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
9,269
shares
|
$356,671
0.18% of portfolio
|
Q4 2023
New holding
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
8,988
shares
|
$345,858
0.0% of portfolio
|
Q4 2024
Added 6.92%
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
8,909
shares
|
$342,818
0.09% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Feb 10, 2025 Q4 2024 |
8,838
shares
|
$340,086
0.24% of portfolio
|
Q4 2024
Added 37.54%
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
8,721
shares
|
$335,584
0.05% of portfolio
|
Q4 2024
Added 1.51%
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
8,659
shares
|
$333,198
0.07% of portfolio
|
Q4 2024
Reduced 41.83%
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
8,593
shares
|
$330,658
0.02% of portfolio
|
Q4 2024
New holding
|