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 401 institutions that hold shares in the stock, with a total of 30 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,846
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
26,705
shares
|
$1.01 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
26,339
shares
|
$991,663
0.57% of portfolio
|
Q3 2024
Reduced 61.25%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
25,875
shares
|
$974,193
0.26% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
25,251
shares
|
$950,700
0.01% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
25,189
shares
|
$948,365
0.21% of portfolio
|
Q3 2024
Reduced 38.49%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
25,000
shares
|
$941,250
0.01% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
24,629
shares
|
$927,281
0.0% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
24,566
shares
|
$924,909
0.0% of portfolio
|
Q3 2024
Reduced 78.27%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
24,396
shares
|
$918,509
0.0% of portfolio
|
Q3 2024
Reduced 61.84%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
24,086
shares
|
$906,837
0.3% of portfolio
|
Q3 2024
Reduced 25.34%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
23,085
shares
|
$869,150
0.33% of portfolio
|
Q3 2024
Reduced 23.78%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
22,743
shares
|
$856,273
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
21,982
shares
|
$827,622
0.17% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
21,979
shares
|
$827,509
0.0% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
21,800
shares
|
$820,770
0.01% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
20,986
shares
|
$790,122
0.03% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
19,989
shares
|
$752,585
0.42% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
19,632
shares
|
$739,144
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
19,372
shares
|
$729,355
0.0% of portfolio
|
Q1 2024
Reduced 54.57%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
19,265
shares
|
$725,327
0.07% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,944
shares
|
$713,241
0.04% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
18,588
shares
|
$699,838
0.0% of portfolio
|
Q3 2024
Reduced 30.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
18,265
shares
|
$687,677
0.03% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
17,836
shares
|
$671,525
0.07% of portfolio
|
Q3 2024
Reduced 5.31%
|