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 414 institutions that hold shares in the stock, with a total of 32.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
10,131,253
shares
|
$412 Million
0.16% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,508,917
shares
|
$61.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,425,674
shares
|
$57.9 Million
0.0% of portfolio
|
Q4 2024
Added 44.34%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
971,237
shares
|
$39.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.61%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
958,038
shares
|
$38.9 Million
0.01% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
942,100
shares
|
$38.3 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
878,310
shares
|
$35.7 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
770,803
shares
|
$31.3 Million
0.01% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
655,167
shares
|
$26.6 Million
0.83% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
611,124
shares
|
$24.8 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
583,072
shares
|
$23.7 Million
0.0% of portfolio
|
Q4 2024
Added 20.57%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
543,028
shares
|
$22.1 Million
0.53% of portfolio
|
Q1 2024
Reduced 10.23%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
425,714
shares
|
$17.3 Million
0.0% of portfolio
|
Q4 2024
Added 58.82%
|
|
|
Verger Capital Management LLC
|
Feb 03, 2025 Q4 2024 |
379,735
shares
|
$15.4 Million
7.22% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
376,614
shares
|
$15.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
349,417
shares
|
$14.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.01%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
349,414
shares
|
$14.2 Million
2.94% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
306,202
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
292,257
shares
|
$11.9 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
275,503
shares
|
$11.2 Million
0.53% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
264,551
shares
|
$10.7 Million
2.59% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
263,848
shares
|
$10.7 Million
0.01% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
253,367
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Added 24.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
243,423
shares
|
$9.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
223,294
shares
|
$9.07 Million
0.57% of portfolio
|
Q4 2023
New holding
|