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 348 institutions that hold shares in the stock, with a total of 28.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
13,602,292
shares
|
$593 Million
0.21% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,228,313
shares
|
$53.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
831,613
shares
|
$36.2 Million
0.0% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
655,167
shares
|
$28.5 Million
0.83% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
617,015
shares
|
$26.9 Million
0.66% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
543,028
shares
|
$23.7 Million
0.53% of portfolio
|
Q1 2024
Reduced 10.23%
|
|
|
Verger Capital Management LLC
|
Oct 22, 2025 Q3 2025 |
511,493
shares
|
$22.3 Million
6.93% of portfolio
|
Q3 2025
Added 11.58%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
448,142
shares
|
$19.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
403,371
shares
|
$17.6 Million
0.02% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
384,126
shares
|
$16.7 Million
0.02% of portfolio
|
Q3 2025
Added 51.33%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
368,314
shares
|
$16 Million
2.17% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
306,833
shares
|
$13.4 Million
0.56% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
306,202
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
296,709
shares
|
$12.9 Million
1.82% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
289,005
shares
|
$12.6 Million
2.71% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
285,749
shares
|
$12.4 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
279,223
shares
|
$12.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
274,015
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.54%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
269,614
shares
|
$11.7 Million
1.03% of portfolio
|
Q3 2025
Added 2134.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
264,132
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
223,294
shares
|
$9.73 Million
0.57% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
205,428
shares
|
$8.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.46%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
179,870
shares
|
$7.84 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
172,799
shares
|
$7.53 Million
0.0% of portfolio
|
Q3 2025
Added 20.71%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
164,447
shares
|
$7.16 Million
0.03% of portfolio
|
Q3 2025
Added 3.55%
|
|