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 424 institutions that hold shares in the stock, with a total of 33.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.39 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 26, 2024 Q2 2024 |
9,716
shares
|
$402,533
0.05% of portfolio
|
Q4 2023
Reduced 53.14%
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Aug 02, 2024 Q2 2024 |
9,657
shares
|
$400,089
0.28% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
9,531
shares
|
$394,869
0.01% of portfolio
|
Q2 2024
Added 5.54%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
9,478
shares
|
$392,673
0.03% of portfolio
|
Q2 2024
Reduced 39.35%
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
9,462
shares
|
$392,010
0.1% of portfolio
|
Q3 2024
Reduced 48.94%
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
9,402
shares
|
$389,524
0.11% of portfolio
|
Q3 2024
Added 1.1%
|
|
Gsa Capital Partners LLP
London, X0 |
Aug 15, 2024 Q2 2024 |
9,399
shares
|
$389,400
0.03% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
Brighton Jones LLC
|
Aug 12, 2024 Q2 2024 |
9,369
shares
|
$388,157
0.01% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
9,269
shares
|
$384,014
0.31% of portfolio
|
Q4 2023
New holding
|
|
Mount Yale Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
9,016
shares
|
$373,532
0.03% of portfolio
|
Q2 2024
Reduced 55.96%
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 13, 2024 Q2 2024 |
8,751
shares
|
$362,553
0.33% of portfolio
|
Q2 2024
Added 0.41%
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
8,743
shares
|
$362,222
0.27% of portfolio
|
Q2 2024
New holding
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
8,591
shares
|
$355,925
0.06% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
8,372
shares
|
$346,851
0.0% of portfolio
|
Q1 2021
New holding
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,372
shares
|
$346,851
0.0% of portfolio
|
Q4 2022
New holding
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
8,257
shares
|
$342,087
0.0% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
8,075
shares
|
$334,547
0.0% of portfolio
|
Q2 2024
Reduced 64.34%
|
|
Arcus Capital Partners, LLC
|
Jul 24, 2024 Q2 2024 |
8,021
shares
|
$332,310
0.13% of portfolio
|
Q2 2024
Added 2.26%
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
7,988
shares
|
$330,942
0.12% of portfolio
|
Q3 2024
Added 0.94%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
7,901
shares
|
$327,338
0.01% of portfolio
|
Q2 2024
Added 54.44%
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Aug 02, 2024 Q2 2024 |
7,777
shares
|
$322,201
0.25% of portfolio
|
Q2 2024
Reduced 57.78%
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
7,727
shares
|
$320,129
0.22% of portfolio
|
Q3 2024
Added 4.94%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
7,586
shares
|
$314,287
0.0% of portfolio
|
Q2 2024
Reduced 86.0%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
7,566
shares
|
$313,459
0.02% of portfolio
|
Q2 2024
Reduced 47.41%
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
7,525
shares
|
$311,760
0.11% of portfolio
|
Q2 2024
Added 9.93%
|