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 |
|---|---|---|---|---|---|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
5,354
shares
|
$233,220
0.14% of portfolio
|
Q3 2025
Reduced 29.58%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
5,351
shares
|
$233,089
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
5,320
shares
|
$231,739
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
5,100
shares
|
$222,156
0.01% of portfolio
|
Q4 2020
Reduced 49.5%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
5,031
shares
|
$219,150
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 23, 2026 Q4 2025 |
5,000
shares
|
$217,800
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,000
shares
|
$217,800
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
4,992
shares
|
$217,451
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
4,961
shares
|
$216,101
0.02% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
4,915
shares
|
$214,097
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
4,813
shares
|
$209,654
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,768
shares
|
$207,694
0.01% of portfolio
|
Q3 2025
Added 95.41%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,747
shares
|
$206,779
0.01% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
4,535
shares
|
$197,544
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,420
shares
|
$192,535
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
4,407
shares
|
$191,968
0.0% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,327
shares
|
$188,484
0.0% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,051
shares
|
$176,461
0.0% of portfolio
|
Q2 2025
Added 1120.18%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,047
shares
|
$176,287
0.0% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
4,009
shares
|
$174,632
0.0% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
3,963
shares
|
$172,628
0.01% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,709
shares
|
$161,564
0.09% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,705
shares
|
$161,389
0.01% of portfolio
|
Q2 2023
Added 0.03%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
3,455
shares
|
$150,499
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
3,323
shares
|
$144,749
0.0% of portfolio
|
Q3 2025
Reduced 16.11%
|
|