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 346 institutions that hold shares in the stock, with a total of 28.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
54,904
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
53,693
shares
|
$2.34 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
53,548
shares
|
$2.33 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
53,040
shares
|
$2.31 Million
0.55% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
52,300
shares
|
$2.28 Million
0.22% of portfolio
|
Q4 2024
Reduced 69.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
47,134
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 65.23%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
46,666
shares
|
$2.03 Million
0.04% of portfolio
|
Q3 2025
Reduced 64.99%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
45,974
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
44,718
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
44,395
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
43,811
shares
|
$1.91 Million
0.14% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
42,946
shares
|
$1.87 Million
0.09% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
42,497
shares
|
$1.85 Million
0.68% of portfolio
|
Q3 2023
Reduced 0.17%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
42,463
shares
|
$1.85 Million
0.07% of portfolio
|
Q3 2025
Added 12.25%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
39,861
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
38,000
shares
|
$1.66 Million
0.02% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
37,200
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
35,862
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
35,493
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
33,869
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
33,689
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
32,169
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
30,710
shares
|
$1.34 Million
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
30,000
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
29,767
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2023
Reduced 64.33%
|
|