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 348 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
30,069
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
30,000
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
29,767
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2023
Reduced 64.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
28,549
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.25%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
28,488
shares
|
$1.18 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
28,196
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
27,844
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,846
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
26,705
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
26,576
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
25,833
shares
|
$1.07 Million
0.37% of portfolio
|
Q2 2025
Added 140.84%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
24,736
shares
|
$1.02 Million
0.2% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
23,024
shares
|
$949,740
0.03% of portfolio
|
Q2 2025
Reduced 16.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
22,091
shares
|
$911,253
0.03% of portfolio
|
Q2 2025
Added 25.64%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
21,498
shares
|
$886,792
0.54% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
21,284
shares
|
$877,965
0.37% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
21,220
shares
|
$875,325
0.41% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
20,579
shares
|
$848,883
0.01% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
20,420
shares
|
$842,325
0.04% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,318
shares
|
$838,117
0.01% of portfolio
|
Q4 2024
Reduced 64.77%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
19,727
shares
|
$813,738
0.36% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
19,454
shares
|
$802,477
0.05% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
19,372
shares
|
$799,095
0.0% of portfolio
|
Q1 2024
Reduced 54.57%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
18,500
shares
|
$763,125
0.01% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
17,929
shares
|
$739,571
0.0% of portfolio
|
Q2 2025
Added 19.16%
|