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 370 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 $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,599
shares
|
$64,023
0.03% of portfolio
|
Q2 2023
Reduced 7.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,562
shares
|
$62,542
0.0% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
1,493
shares
|
$59,779
0.04% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,408
shares
|
$56,376
0.03% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,400
shares
|
$56,056
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,356
shares
|
$54,294
0.0% of portfolio
|
Q1 2025
Reduced 16.71%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
1,330
shares
|
$53,253
0.0% of portfolio
|
Q4 2024
Reduced 42.92%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
1,309
shares
|
$52,412
0.02% of portfolio
|
Q1 2025
Reduced 11.67%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,238
shares
|
$49,569
0.01% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,222
shares
|
$48,928
0.02% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,210
shares
|
$48,448
0.04% of portfolio
|
Q1 2023
Reduced 2.02%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,186
shares
|
$47,487
0.01% of portfolio
|
Q4 2024
Reduced 18.49%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,184
shares
|
$47,407
0.0% of portfolio
|
Q4 2024
Added 133.07%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,168
shares
|
$46,766
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,168
shares
|
$46,766
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
1,150
shares
|
$46,046
0.0% of portfolio
|
Q3 2024
Reduced 25.32%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,100
shares
|
$44,044
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,036
shares
|
$41,481
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$40,040
0.0% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
990
shares
|
$39,639
0.0% of portfolio
|
Q1 2025
Reduced 92.24%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
955
shares
|
$38,238
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
940
shares
|
$37,637
0.03% of portfolio
|
Q1 2025
Reduced 97.75%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
885
shares
|
$35,435
0.0% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
775
shares
|
$31,031
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
772
shares
|
$30,910
0.0% of portfolio
|
Q1 2025
Reduced 78.36%
|