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 |
|---|---|---|---|---|---|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
193
shares
|
$8,407
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
182
shares
|
$7,927
0.0% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
178
shares
|
$7,753
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
168
shares
|
$7,318
0.0% of portfolio
|
Q3 2024
Reduced 50.44%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
162
shares
|
$7,056
0.0% of portfolio
|
Q4 2024
Reduced 52.91%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
161
shares
|
$7,013
0.0% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
152
shares
|
$6,621
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
144
shares
|
$6,272
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
142
shares
|
$6,185
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
138
shares
|
$6,011
0.0% of portfolio
|
Q3 2025
Reduced 73.1%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
132
shares
|
$5,749
0.0% of portfolio
|
Q1 2022
Added 21.1%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
132
shares
|
$5,749
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
120
shares
|
$5,227
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
115
shares
|
$5,009
0.0% of portfolio
|
Q3 2025
Reduced 88.38%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
115
shares
|
$5,009
0.0% of portfolio
|
Q1 2025
Reduced 50.64%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
107
shares
|
$4,660
0.0% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
77
shares
|
$3,354
0.0% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
73
shares
|
$3,179
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
54
shares
|
$2,352
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
53
shares
|
$2,308
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
53
shares
|
$2,308
0.0% of portfolio
|
Q1 2023
Added 1.92%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
50
shares
|
$2,178
0.0% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48
shares
|
$2,090
0.0% of portfolio
|
Q3 2024
Reduced 79.75%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
42
shares
|
$1,829
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
31
shares
|
$1,350
0.0% of portfolio
|
Q2 2024
New holding
|
|