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 |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
429
shares
|
$17,177
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
404
shares
|
$16,176
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
404
shares
|
$16,176
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
389
shares
|
$15,575
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
371
shares
|
$14,854
0.0% of portfolio
|
Q1 2025
Reduced 21.56%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
332
shares
|
$13,293
0.0% of portfolio
|
Q4 2024
Reduced 43.82%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
324
shares
|
$12,972
0.0% of portfolio
|
Q1 2025
Reduced 97.95%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
304
shares
|
$12,172
0.0% of portfolio
|
Q4 2024
Reduced 61.9%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
300
shares
|
$12,012
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
286
shares
|
$11,451
0.0% of portfolio
|
Q4 2024
Reduced 82.48%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
285
shares
|
$11,411
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
279
shares
|
$11,171
0.0% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
274
shares
|
$10,970
0.0% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
250
shares
|
$10,010
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
248
shares
|
$9,929
0.0% of portfolio
|
Q1 2023
Added 2655.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
241
shares
|
$9,649
0.0% of portfolio
|
Q1 2025
Reduced 30.14%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
238
shares
|
$9,529
0.0% of portfolio
|
Q1 2025
Reduced 80.99%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
193
shares
|
$7,727
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
192
shares
|
$7,687
0.0% of portfolio
|
Q1 2025
Reduced 97.28%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
178
shares
|
$7,127
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
178
shares
|
$7,127
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
168
shares
|
$6,726
0.0% of portfolio
|
Q3 2024
Reduced 50.44%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
162
shares
|
$6,486
0.0% of portfolio
|
Q4 2024
Reduced 52.91%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
152
shares
|
$6,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
146
shares
|
$5,845
0.0% of portfolio
|
Q1 2025
Reduced 29.13%
|