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 401 institutions that hold shares in the stock, with a total of 30 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
9,832,438
shares
|
$366 Million
0.16% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,602,830
shares
|
$59.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,164,690
shares
|
$43.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
987,690
shares
|
$36.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.71%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
888,245
shares
|
$33 Million
0.01% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
702,917
shares
|
$26.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
655,167
shares
|
$24.4 Million
0.83% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
614,487
shares
|
$22.9 Million
0.9% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
543,028
shares
|
$20.2 Million
0.53% of portfolio
|
Q1 2024
Reduced 10.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
508,896
shares
|
$18.9 Million
0.0% of portfolio
|
Q3 2024
Added 255.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
504,410
shares
|
$18.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.74%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
483,598
shares
|
$18 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
431,447
shares
|
$16 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Verger Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
361,878
shares
|
$13.5 Million
7.25% of portfolio
|
Q3 2024
Reduced 30.22%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
358,582
shares
|
$13.3 Million
3.37% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
306,202
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
303,466
shares
|
$11.3 Million
0.61% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
295,152
shares
|
$11 Million
1.36% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
268,043
shares
|
$9.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
258,219
shares
|
$9.6 Million
0.02% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
246,016
shares
|
$9.15 Million
0.02% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
235,338
shares
|
$8.75 Million
2.56% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
223,294
shares
|
$8.3 Million
0.57% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
218,182
shares
|
$8.11 Million
1.01% of portfolio
|
Q3 2024
Added 52.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
216,774
shares
|
$8.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 62.68%
|