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 |
|---|---|---|---|---|---|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
20,157
shares
|
$878,038
0.05% of portfolio
|
Q2 2025
Reduced 62.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
19,830
shares
|
$863,794
0.0% of portfolio
|
Q3 2025
Reduced 30.54%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
19,372
shares
|
$843,844
0.0% of portfolio
|
Q1 2024
Reduced 54.57%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
19,117
shares
|
$832,736
0.04% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
18,418
shares
|
$802,288
0.3% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
16,769
shares
|
$730,457
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
16,102
shares
|
$701,403
0.05% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
16,039
shares
|
$698,658
0.01% of portfolio
|
Q3 2025
Reduced 13.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
15,965
shares
|
$695,435
0.0% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 07, 2025 Q3 2025 |
15,750
shares
|
$686,070
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,710
shares
|
$684,327
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
15,319
shares
|
$667,295
0.01% of portfolio
|
Q4 2025
Added 21.06%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
15,285
shares
|
$665,814
0.15% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
15,241
shares
|
$663,897
0.01% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
15,100
shares
|
$657,756
0.23% of portfolio
|
Q4 2020
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
15,058
shares
|
$655,926
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Jan 20, 2026 Q4 2025 |
14,595
shares
|
$635,758
0.21% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
14,566
shares
|
$634,494
0.0% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
14,488
shares
|
$631,097
0.0% of portfolio
|
Q3 2025
Reduced 47.97%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jan 14, 2026 Q4 2025 |
13,799
shares
|
$601,084
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
13,534
shares
|
$589,541
0.06% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
13,501
shares
|
$588,103
0.01% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
13,497
shares
|
$587,929
0.01% of portfolio
|
Q1 2025
Reduced 23.59%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
13,369
shares
|
$582,353
0.15% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
13,228
shares
|
$576,211
0.02% of portfolio
|
Q4 2025
Added 133.05%
|
|