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 |
|---|---|---|---|---|---|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
17,808
shares
|
$734,580
0.3% of portfolio
|
Q2 2025
Reduced 21.06%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
17,299
shares
|
$713,583
0.0% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
16,822
shares
|
$693,907
0.0% of portfolio
|
Q2 2025
Reduced 20.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
16,552
shares
|
$682,770
0.0% of portfolio
|
Q2 2025
Added 52.2%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
16,102
shares
|
$664,207
0.05% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Icici Prudential Asset Management CO LTD
|
Aug 11, 2025 Q2 2025 |
15,750
shares
|
$649,687
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,710
shares
|
$648,037
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
15,285
shares
|
$630,506
0.15% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
15,241
shares
|
$628,691
0.01% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
15,100
shares
|
$622,875
0.23% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
14,560
shares
|
$600,600
0.22% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
14,459
shares
|
$596,433
0.0% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
14,337
shares
|
$591,401
0.0% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
14,161
shares
|
$584,141
0.4% of portfolio
|
Q2 2023
Reduced 20.93%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
13,988
shares
|
$577,005
0.01% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
13,799
shares
|
$569,208
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
13,602
shares
|
$561,082
0.01% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
13,534
shares
|
$558,277
0.05% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
13,497
shares
|
$556,751
0.01% of portfolio
|
Q1 2025
Reduced 23.59%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
13,449
shares
|
$554,771
0.15% of portfolio
|
Q2 2025
Added 92.73%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
13,328
shares
|
$549,780
0.1% of portfolio
|
Q2 2025
Reduced 90.24%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
12,995
shares
|
$536,043
0.27% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,800
shares
|
$528,000
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
12,719
shares
|
$524,658
0.0% of portfolio
|
Q2 2025
Reduced 27.23%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
12,445
shares
|
$513,356
0.0% of portfolio
|
Q2 2025
Reduced 15.92%
|