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 348 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 $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
1,150
shares
|
$47,437
0.0% of portfolio
|
Q3 2024
Reduced 25.32%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,100
shares
|
$45,375
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,036
shares
|
$42,735
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,034
shares
|
$42,652
0.0% of portfolio
|
Q2 2025
Added 74.07%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$41,250
0.0% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,000
shares
|
$41,250
0.0% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
990
shares
|
$40,837
0.0% of portfolio
|
Q1 2025
Reduced 92.24%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
955
shares
|
$39,393
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
940
shares
|
$38,775
0.03% of portfolio
|
Q1 2025
Reduced 97.75%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
896
shares
|
$36,960
0.0% of portfolio
|
Q2 2025
Reduced 42.64%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
775
shares
|
$31,968
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
750
shares
|
$30,937
0.0% of portfolio
|
Q2 2023
Reduced 3.85%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
744
shares
|
$30,690
0.01% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
688
shares
|
$28,380
0.02% of portfolio
|
Q2 2024
Added 14.48%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
661
shares
|
$27,266
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
638
shares
|
$26,317
0.0% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
636
shares
|
$26,235
0.0% of portfolio
|
Q2 2025
Reduced 17.62%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
627
shares
|
$25,863
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
617
shares
|
$25,451
0.0% of portfolio
|
Q1 2024
Reduced 47.22%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
609
shares
|
$25,121
0.01% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
607
shares
|
$25,038
0.0% of portfolio
|
Q2 2025
Reduced 16.62%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
600
shares
|
$24,750
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
565
shares
|
$23,306
0.01% of portfolio
|
Q2 2024
Reduced 98.92%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
532
shares
|
$21,945
0.01% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
513
shares
|
$21,161
0.01% of portfolio
|
Q1 2024
New holding
|