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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,994
shares
|
$188,024
0.0% of portfolio
|
Q3 2024
Added 13.73%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
4,992
shares
|
$187,948
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
4,800
shares
|
$180,720
0.02% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,710
shares
|
$177,331
0.01% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
4,570
shares
|
$172,060
0.01% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,535
shares
|
$170,742
0.0% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,191
shares
|
$157,791
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
4,143
shares
|
$155,983
0.02% of portfolio
|
Q3 2024
Added 22.54%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
4,108
shares
|
$154,666
0.07% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,013
shares
|
$151,089
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
3,876
shares
|
$145,931
0.02% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,709
shares
|
$139,643
0.09% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,705
shares
|
$139,493
0.01% of portfolio
|
Q2 2023
Added 0.03%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
3,691
shares
|
$138,966
0.0% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,648
shares
|
$137,347
0.0% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,278
shares
|
$123,416
0.0% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
2,940
shares
|
$110,691
0.03% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,604
shares
|
$98,040
0.01% of portfolio
|
Q3 2024
Added 15.53%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
2,534
shares
|
$95,405
0.01% of portfolio
|
Q2 2024
Added 1.16%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
2,496
shares
|
$93,974
0.0% of portfolio
|
Q3 2024
Reduced 95.7%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,330
shares
|
$87,724
0.01% of portfolio
|
Q4 2021
Reduced 17.67%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,161
shares
|
$81,361
0.01% of portfolio
|
Q2 2023
Added 9.7%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,139
shares
|
$80,533
0.01% of portfolio
|
Q3 2024
Reduced 55.28%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,114
shares
|
$79,592
0.0% of portfolio
|
Q3 2024
Added 34.31%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,040
shares
|
$76,806
0.01% of portfolio
|
Q3 2024
Reduced 1.26%
|