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 349 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
12,533,974
shares
|
$498 Million
0.2% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,253,231
shares
|
$49.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
825,170
shares
|
$32.8 Million
0.0% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
655,167
shares
|
$26 Million
0.83% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
596,807
shares
|
$23.7 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
543,028
shares
|
$21.6 Million
0.53% of portfolio
|
Q1 2024
Reduced 10.23%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
521,687
shares
|
$20.7 Million
0.0% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
Verger Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
458,429
shares
|
$18.2 Million
7.09% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
400,230
shares
|
$15.9 Million
0.01% of portfolio
|
Q2 2025
Added 21.62%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
397,461
shares
|
$15.8 Million
0.02% of portfolio
|
Q2 2025
Added 130.11%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
356,343
shares
|
$14.2 Million
2.2% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
306,833
shares
|
$12.2 Million
0.56% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
306,202
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
298,170
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
294,640
shares
|
$11.7 Million
1.78% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
288,461
shares
|
$11.5 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
281,064
shares
|
$11.2 Million
2.66% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
276,501
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
253,826
shares
|
$10.1 Million
0.02% of portfolio
|
Q2 2025
Added 20.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
251,930
shares
|
$10 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
223,294
shares
|
$8.88 Million
0.57% of portfolio
|
Q4 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
160,357
shares
|
$6.37 Million
0.0% of portfolio
|
Q2 2024
Reduced 91.41%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
158,813
shares
|
$6.31 Million
0.03% of portfolio
|
Q2 2025
Added 544.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
155,993
shares
|
$6.2 Million
0.0% of portfolio
|
Q2 2025
Added 65.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
152,700
shares
|
$6.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.83%
|