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 401 institutions that hold shares in the stock, with a total of 30 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
6,151
shares
|
$231,585
0.12% of portfolio
|
Q1 2024
Reduced 10.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
6,116
shares
|
$230,267
0.0% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
6,084
shares
|
$229,062
0.01% of portfolio
|
Q3 2024
Reduced 23.0%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
5,947
shares
|
$223,904
0.01% of portfolio
|
Q1 2024
Added 12.61%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
5,921
shares
|
$222,925
0.0% of portfolio
|
Q3 2024
Added 20.1%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
5,900
shares
|
$222,135
0.0% of portfolio
|
Q1 2024
Reduced 99.7%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
5,891
shares
|
$221,796
0.11% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
5,807
shares
|
$218,633
0.01% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,764
shares
|
$217,014
0.03% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
5,732
shares
|
$215,809
0.11% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,654
shares
|
$212,873
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
5,600
shares
|
$210,840
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
5,521
shares
|
$207,865
0.01% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,509
shares
|
$207,413
0.0% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,358
shares
|
$201,728
0.0% of portfolio
|
Q3 2024
Reduced 78.94%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
5,354
shares
|
$201,578
0.06% of portfolio
|
Q3 2024
Reduced 83.2%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
5,338
shares
|
$200,975
0.05% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
5,295
shares
|
$199,356
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
5,196
shares
|
$195,629
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
5,138
shares
|
$193,445
0.02% of portfolio
|
Q2 2024
Reduced 10.13%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
5,100
shares
|
$192,015
0.01% of portfolio
|
Q4 2020
Reduced 49.5%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
5,075
shares
|
$191,073
0.02% of portfolio
|
Q3 2024
Reduced 19.76%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,014
shares
|
$188,777
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
5,000
shares
|
$188,250
0.13% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,000
shares
|
$188,250
0.02% of portfolio
|
Q1 2023
New holding
|