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 354 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,168
shares
|
$50,878
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,100
shares
|
$47,916
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
1,036
shares
|
$45,128
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,000
shares
|
$43,560
0.0% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$43,560
0.0% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
974
shares
|
$42,427
0.01% of portfolio
|
Q4 2025
Added 2.1%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
955
shares
|
$41,599
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
902
shares
|
$39,291
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
775
shares
|
$33,759
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
760
shares
|
$33,105
0.01% of portfolio
|
Q4 2025
Added 2.15%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
754
shares
|
$32,844
0.02% of portfolio
|
Q3 2025
Reduced 47.89%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
750
shares
|
$32,670
0.0% of portfolio
|
Q3 2025
Reduced 36.66%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
750
shares
|
$32,670
0.0% of portfolio
|
Q2 2023
Reduced 3.85%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
730
shares
|
$31,798
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
725
shares
|
$31,581
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
688
shares
|
$29,969
0.02% of portfolio
|
Q2 2024
Added 14.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
678
shares
|
$29,533
0.0% of portfolio
|
Q3 2025
Reduced 24.33%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
638
shares
|
$27,791
0.0% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
627
shares
|
$27,312
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
617
shares
|
$26,876
0.0% of portfolio
|
Q1 2024
Reduced 47.22%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
614
shares
|
$26,745
0.0% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
609
shares
|
$26,528
0.01% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
600
shares
|
$26,136
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
592
shares
|
$25,787
0.0% of portfolio
|
Q3 2025
Reduced 42.75%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
565
shares
|
$24,611
0.03% of portfolio
|
Q2 2024
Reduced 98.92%
|
|