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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
53
shares
|
$2,308
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
53
shares
|
$2,308
0.0% of portfolio
|
Q1 2023
Added 1.92%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
51
shares
|
$2,221
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
50
shares
|
$2,178
0.0% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
49
shares
|
$2,134
0.0% of portfolio
|
Q4 2025
Added 880.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48
shares
|
$2,090
0.0% of portfolio
|
Q3 2024
Reduced 79.75%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
42
shares
|
$1,829
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
31
shares
|
$1,350
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
31
shares
|
$1,350
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
29
shares
|
$1,263
0.0% of portfolio
|
Q2 2025
Reduced 79.86%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
29
shares
|
$1,263
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
23
shares
|
$1,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
16
shares
|
$696
0.0% of portfolio
|
Q1 2025
Reduced 99.63%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
15
shares
|
$653
0.0% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
14
shares
|
$609
0.0% of portfolio
|
Q3 2025
Reduced 96.71%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
13
shares
|
$566
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
10
shares
|
$435
0.0% of portfolio
|
Q2 2025
Reduced 98.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
9
shares
|
$392
0.0% of portfolio
|
Q3 2025
Reduced 99.67%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
8
shares
|
$348
0.0% of portfolio
|
Q3 2025
Reduced 61.9%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
7
shares
|
$304
0.0% of portfolio
|
Q1 2025
Reduced 96.3%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q3 2024
Reduced 98.59%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1
shares
|
$43
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|