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 |
|---|---|---|---|---|---|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
34,119
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2025
Added 24.24%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
32,330
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2024
Added 8.61%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
31,743
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 39.29%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
29,767
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2023
Reduced 64.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
29,607
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 65.8%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
28,557
shares
|
$1.14 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
28,196
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
28,090
shares
|
$1.12 Million
0.29% of portfolio
|
Q1 2025
Reduced 10.24%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
27,415
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
26,869
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,846
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
26,705
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
25,970
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
24,755
shares
|
$991,190
0.39% of portfolio
|
Q1 2025
Reduced 54.82%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
24,736
shares
|
$990,429
0.2% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
24,651
shares
|
$987,026
0.01% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
24,038
shares
|
$962,481
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
23,146
shares
|
$926,765
0.02% of portfolio
|
Q1 2025
Reduced 83.98%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
22,560
shares
|
$903,302
0.41% of portfolio
|
Q1 2025
Reduced 57.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
22,551
shares
|
$902,942
0.01% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
22,280
shares
|
$892,091
0.0% of portfolio
|
Q1 2025
Added 64.02%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
21,565
shares
|
$863,462
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
21,270
shares
|
$851,650
0.45% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
21,114
shares
|
$845,404
0.0% of portfolio
|
Q1 2025
Reduced 13.93%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
20,579
shares
|
$823,983
0.01% of portfolio
|
Q1 2025
Reduced 1.47%
|