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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
29,767
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2023
Reduced 64.33%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
29,404
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
28,196
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
28,043
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.42%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
27,724
shares
|
$1.21 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
27,577
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2025
Added 447.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,846
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
26,705
shares
|
$1.16 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
26,467
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
26,029
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.59%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
25,650
shares
|
$1.12 Million
0.05% of portfolio
|
Q4 2025
Added 19.47%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
24,795
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2026 Q4 2025 |
24,755
shares
|
$1.08 Million
0.19% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
24,481
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2025
Reduced 21.44%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Jan 21, 2026 Q4 2025 |
23,719
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2025
Added 12.85%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
23,446
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2025
Reduced 1.15%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
22,727
shares
|
$989,988
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 23, 2026 Q4 2025 |
22,136
shares
|
$964,244
0.28% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Dara Capital Us, Inc.
Miami, FL |
Jan 23, 2026 Q4 2025 |
22,050
shares
|
$960,498
0.82% of portfolio
|
Q4 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
21,780
shares
|
$948,736
0.03% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
21,498
shares
|
$936,452
0.54% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
21,432
shares
|
$933,577
0.01% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
21,284
shares
|
$927,131
0.34% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
21,220
shares
|
$924,343
0.42% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
20,494
shares
|
$892,718
0.37% of portfolio
|
Q3 2025
Added 3.89%
|
|