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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
144
shares
|
$5,765
0.02% of portfolio
|
Q1 2025
Reduced 66.04%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
144
shares
|
$5,765
0.0% of portfolio
|
Q3 2022
Reduced 41.22%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
138
shares
|
$5,525
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
132
shares
|
$5,285
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
132
shares
|
$5,285
0.0% of portfolio
|
Q1 2022
Added 21.1%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
132
shares
|
$5,285
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
115
shares
|
$4,604
0.0% of portfolio
|
Q1 2025
Reduced 50.64%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
100
shares
|
$4,004
0.0% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
93
shares
|
$3,723
0.0% of portfolio
|
Q1 2025
Reduced 98.06%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
78
shares
|
$3,123
0.0% of portfolio
|
Q1 2025
Reduced 70.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
75
shares
|
$3,003
0.0% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
73
shares
|
$2,922
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
70
shares
|
$2,802
0.0% of portfolio
|
Q3 2024
Reduced 62.37%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
58
shares
|
$2,322
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
53
shares
|
$2,122
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
53
shares
|
$2,122
0.0% of portfolio
|
Q1 2023
Added 1.92%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48
shares
|
$1,921
0.0% of portfolio
|
Q3 2024
Reduced 79.75%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
46
shares
|
$1,841
0.0% of portfolio
|
Q2 2024
Reduced 48.89%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
31
shares
|
$1,241
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
31
shares
|
$1,241
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
23
shares
|
$920
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
21
shares
|
$840
0.0% of portfolio
|
Q3 2024
Reduced 82.79%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
19
shares
|
$760
0.0% of portfolio
|
Q1 2025
Reduced 90.26%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
16
shares
|
$640
0.0% of portfolio
|
Q1 2025
Reduced 99.63%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
13
shares
|
$520
0.0% of portfolio
|
Q1 2024
New holding
|