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 $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
100,692
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
86,913
shares
|
$3.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.23%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
85,537
shares
|
$3.22 Million
1.57% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
79,590
shares
|
$3 Million
0.04% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
78,909
shares
|
$2.97 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
76,238
shares
|
$2.87 Million
0.02% of portfolio
|
Q3 2024
Reduced 52.65%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
75,533
shares
|
$2.84 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.97%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
74,090
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
68,084
shares
|
$2.56 Million
0.06% of portfolio
|
Q3 2024
Added 14.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
67,835
shares
|
$2.55 Million
0.05% of portfolio
|
Q3 2024
Reduced 32.27%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
65,086
shares
|
$2.45 Million
0.11% of portfolio
|
Q3 2024
Added 28.6%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
62,700
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
62,311
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
62,275
shares
|
$2.34 Million
0.07% of portfolio
|
Q3 2024
Reduced 31.23%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
62,262
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2024
Reduced 20.29%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
61,837
shares
|
$2.33 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
61,699
shares
|
$2.32 Million
0.17% of portfolio
|
Q3 2022
Added 0.8%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
60,998
shares
|
$2.3 Million
0.57% of portfolio
|
Q3 2024
Added 22.03%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
59,889
shares
|
$2.25 Million
0.27% of portfolio
|
Q4 2022
Added 21.23%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
58,003
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2024
Reduced 49.01%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
57,689
shares
|
$2.17 Million
0.88% of portfolio
|
Q4 2023
Reduced 0.93%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
57,676
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
53,867
shares
|
$2.03 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
51,197
shares
|
$1.93 Million
0.79% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
47,911
shares
|
$1.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.43%
|