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 |
|---|---|---|---|---|---|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
9,716
shares
|
$365,807
0.05% of portfolio
|
Q4 2023
Reduced 53.14%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
9,531
shares
|
$358,842
0.01% of portfolio
|
Q2 2024
Added 5.54%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
9,462
shares
|
$356,244
0.1% of portfolio
|
Q3 2024
Reduced 48.94%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
9,402
shares
|
$353,985
0.11% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,346
shares
|
$351,876
0.01% of portfolio
|
Q3 2024
Reduced 18.4%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
9,336
shares
|
$351,500
0.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
9,269
shares
|
$348,977
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
9,178
shares
|
$345,551
0.16% of portfolio
|
Q3 2024
Reduced 72.09%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
9,000
shares
|
$338,850
0.01% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
8,660
shares
|
$326,049
0.01% of portfolio
|
Q3 2024
Added 318.83%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
8,591
shares
|
$323,451
0.06% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
8,535
shares
|
$321,342
0.24% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,530
shares
|
$321,154
0.3% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
8,406
shares
|
$316,485
0.0% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,397
shares
|
$316,147
0.0% of portfolio
|
Q3 2024
Added 21.38%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,372
shares
|
$315,205
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
8,372
shares
|
$315,205
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
8,145
shares
|
$306,659
0.08% of portfolio
|
Q3 2024
Reduced 20.14%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
8,021
shares
|
$301,990
0.13% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
7,988
shares
|
$300,748
0.12% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
7,953
shares
|
$299,430
0.0% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
7,922
shares
|
$298,263
0.0% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
7,727
shares
|
$290,921
0.22% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
7,727
shares
|
$290,921
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
7,702
shares
|
$289,980
0.0% of portfolio
|
Q3 2024
New holding
|