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 |
|---|---|---|---|---|---|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
57,689
shares
|
$2.31 Million
0.88% of portfolio
|
Q4 2023
Reduced 0.93%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
56,254
shares
|
$2.25 Million
0.0% of portfolio
|
Q1 2025
Added 116.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
55,210
shares
|
$2.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.25%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
52,718
shares
|
$2.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
52,300
shares
|
$2.09 Million
0.26% of portfolio
|
Q4 2024
Reduced 69.4%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
49,384
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Added 15.94%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
47,712
shares
|
$1.91 Million
0.79% of portfolio
|
Q1 2025
Added 56.96%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
46,403
shares
|
$1.86 Million
0.01% of portfolio
|
Q1 2025
Reduced 38.66%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
45,960
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.16%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
44,800
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
44,268
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
42,946
shares
|
$1.72 Million
0.09% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
42,639
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.88%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
42,497
shares
|
$1.7 Million
0.68% of portfolio
|
Q3 2023
Reduced 0.17%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
40,036
shares
|
$1.6 Million
0.16% of portfolio
|
Q1 2025
Added 38.36%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
39,150
shares
|
$1.57 Million
0.51% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
38,852
shares
|
$1.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
38,440
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 95.99%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
37,829
shares
|
$1.51 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
37,581
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
37,032
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
35,695
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 72.12%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
35,559
shares
|
$1.42 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
35,008
shares
|
$1.4 Million
0.47% of portfolio
|
Q1 2025
Reduced 21.04%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
34,958
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 70.24%
|