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 373 institutions that hold shares in the stock, with a total of 25.9 Million shares, which have been reported (via 13F filing form) to have a value of $962 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
10,909,356
shares
|
$405 Million
0.2% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,282,029
shares
|
$47.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
751,537
shares
|
$27.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.62%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
655,167
shares
|
$24.3 Million
0.83% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
608,099
shares
|
$22.6 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
543,028
shares
|
$20.2 Million
0.53% of portfolio
|
Q1 2024
Reduced 10.23%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
457,973
shares
|
$17 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.46%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
437,908
shares
|
$16.3 Million
0.0% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Verger Capital Management LLC
|
May 14, 2025 Q1 2025 |
423,572
shares
|
$15.7 Million
7.84% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
350,164
shares
|
$13 Million
2.53% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
329,071
shares
|
$12.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 57.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
312,078
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
306,202
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
292,673
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
290,807
shares
|
$10.8 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
289,667
shares
|
$10.7 Million
2.02% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
282,510
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.64%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Apr 21, 2025 Q1 2025 |
280,552
shares
|
$10.4 Million
2.94% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
259,494
shares
|
$9.63 Million
0.0% of portfolio
|
Q1 2025
Added 17.67%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
257,999
shares
|
$9.57 Million
0.54% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
223,294
shares
|
$8.29 Million
0.57% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
210,516
shares
|
$7.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
172,724
shares
|
$6.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 34.54%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
161,047
shares
|
$5.98 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
160,357
shares
|
$5.95 Million
0.0% of portfolio
|
Q2 2024
Reduced 91.41%
|