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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
178
shares
|
$7,342
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
168
shares
|
$6,930
0.0% of portfolio
|
Q3 2024
Reduced 50.44%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
163
shares
|
$6,723
0.0% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
162
shares
|
$6,682
0.0% of portfolio
|
Q4 2024
Reduced 52.91%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
152
shares
|
$6,270
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
144
shares
|
$5,940
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
132
shares
|
$5,445
0.0% of portfolio
|
Q1 2022
Added 21.1%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
132
shares
|
$5,445
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
115
shares
|
$4,743
0.0% of portfolio
|
Q1 2025
Reduced 50.64%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
106
shares
|
$4,372
0.0% of portfolio
|
Q2 2025
Added 5200.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
100
shares
|
$4,125
0.0% of portfolio
|
Q2 2025
Reduced 58.51%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
77
shares
|
$3,176
0.0% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
73
shares
|
$3,011
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
58
shares
|
$2,392
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
53
shares
|
$2,186
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
53
shares
|
$2,186
0.0% of portfolio
|
Q1 2023
Added 1.92%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
49
shares
|
$2,021
0.0% of portfolio
|
Q2 2025
Reduced 51.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48
shares
|
$1,980
0.0% of portfolio
|
Q3 2024
Reduced 79.75%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
46
shares
|
$1,897
0.0% of portfolio
|
Q2 2024
Reduced 48.89%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
31
shares
|
$1,278
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
31
shares
|
$1,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
29
shares
|
$1,196
0.0% of portfolio
|
Q2 2025
Reduced 79.86%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
23
shares
|
$948
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
21
shares
|
$866
0.0% of portfolio
|
Q3 2024
Reduced 82.79%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
17
shares
|
$701
0.0% of portfolio
|
Q2 2025
New holding
|