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 346 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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,085
shares
|
$265,062
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
5,976
shares
|
$260,314
0.09% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
5,947
shares
|
$259,051
0.01% of portfolio
|
Q1 2024
Added 12.61%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
5,830
shares
|
$253,954
0.0% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
5,793
shares
|
$252,343
0.01% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
5,781
shares
|
$251,820
0.1% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,775
shares
|
$251,559
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
5,742
shares
|
$250,121
0.0% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
5,676
shares
|
$247,246
0.01% of portfolio
|
Q3 2025
Reduced 18.45%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
5,639
shares
|
$245,634
0.01% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
5,617
shares
|
$244,676
0.0% of portfolio
|
Q3 2025
Added 93516.67%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,607
shares
|
$244,240
0.01% of portfolio
|
Q2 2025
Reduced 25.45%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
5,600
shares
|
$243,936
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
5,600
shares
|
$243,936
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,521
shares
|
$240,494
0.01% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,509
shares
|
$239,972
0.0% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
5,508
shares
|
$239,928
0.03% of portfolio
|
Q3 2025
Reduced 10.58%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,457
shares
|
$237,706
0.0% of portfolio
|
Q3 2025
Reduced 54.45%
|
|
|
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 |
Oct 07, 2025 Q3 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
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,000
shares
|
$217,800
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Nov 10, 2025 Q3 2025 |
5,000
shares
|
$217,800
0.1% of portfolio
|
Q3 2025
New holding
|
|