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 401 institutions that hold shares in the stock, with a total of 30 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
150
shares
|
$5,647
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
144
shares
|
$5,421
0.0% of portfolio
|
Q3 2022
Reduced 41.22%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
141
shares
|
$5,308
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
132
shares
|
$4,969
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
132
shares
|
$4,969
0.0% of portfolio
|
Q1 2022
Added 21.1%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
117
shares
|
$4,405
0.0% of portfolio
|
Q3 2024
Added 178.57%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
107
shares
|
$4,028
0.0% of portfolio
|
Q1 2024
Reduced 13.71%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
93
shares
|
$3,501
0.0% of portfolio
|
Q3 2024
Reduced 81.73%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
88
shares
|
$3,313
0.0% of portfolio
|
Q2 2024
Reduced 98.9%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
83
shares
|
$3,124
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
82
shares
|
$3,087
0.0% of portfolio
|
Q3 2024
Added 203.7%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
82
shares
|
$3,087
0.0% of portfolio
|
Q3 2024
Reduced 91.08%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
74
shares
|
$2,786
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
70
shares
|
$2,635
0.0% of portfolio
|
Q3 2024
Reduced 62.37%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
55
shares
|
$2,070
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
53
shares
|
$1,995
0.0% of portfolio
|
Q1 2023
Added 1.92%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
53
shares
|
$1,995
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
50
shares
|
$1,882
0.0% of portfolio
|
Q3 2024
Reduced 51.92%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48
shares
|
$1,807
0.0% of portfolio
|
Q3 2024
Reduced 79.75%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
46
shares
|
$1,731
0.0% of portfolio
|
Q2 2024
Reduced 48.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
46
shares
|
$1,731
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
42
shares
|
$1,581
0.0% of portfolio
|
Q3 2024
Reduced 37.31%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
41
shares
|
$1,543
0.0% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
31
shares
|
$1,167
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
31
shares
|
$1,167
0.0% of portfolio
|
Q3 2024
New holding
|