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 |
|---|---|---|---|---|---|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
10,389
shares
|
$415,975
0.16% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
10,139
shares
|
$405,965
0.0% of portfolio
|
Q1 2025
Reduced 97.62%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
10,092
shares
|
$404,083
0.3% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
10,000
shares
|
$400,400
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
9,412
shares
|
$376,856
0.21% of portfolio
|
Q1 2025
Reduced 34.03%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
9,354
shares
|
$374,534
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,239
shares
|
$369,929
0.0% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
8,921
shares
|
$357,196
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
8,842
shares
|
$354,033
0.02% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
8,838
shares
|
$353,873
0.27% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
8,710
shares
|
$348,748
0.0% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
8,386
shares
|
$335,775
0.02% of portfolio
|
Q1 2025
Reduced 22.55%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
8,372
shares
|
$335,214
0.0% of portfolio
|
Q1 2025
Reduced 59.89%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
8,372
shares
|
$335,214
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
8,203
shares
|
$328,448
0.15% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
8,100
shares
|
$324,324
0.01% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
8,079
shares
|
$323,483
0.01% of portfolio
|
Q1 2025
Reduced 99.14%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
7,918
shares
|
$317,036
0.04% of portfolio
|
Q1 2025
Reduced 18.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,777
shares
|
$311,391
0.01% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
7,725
shares
|
$309,309
0.14% of portfolio
|
Q1 2025
Reduced 31.02%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,549
shares
|
$302,261
0.01% of portfolio
|
Q1 2025
Added 17.81%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
7,521
shares
|
$301,140
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jun 16, 2025 Q1 2025 |
7,408
shares
|
$296,616
0.21% of portfolio
|
Q1 2025
Reduced 33.57%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
7,230
shares
|
$289,489
0.03% of portfolio
|
Q1 2025
Reduced 27.18%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
7,189
shares
|
$287,847
0.01% of portfolio
|
Q1 2025
Reduced 4.06%
|