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Get Institutions for : 
iShares tr S&P Glbl Energy (IXC)  
$42.88 0.01 (0.02%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 405    127
Total shares held : 
 53,005,055  
% of shares held : 
 58.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   196  
Amount of shares held : 
 31,365,890  
% of shares held change : 
   34.85%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $40.40  
Last Quarter's Ending Price : 
 $39.11  
Last Quarter's Average Price : 
 $39.75  
Change from last quarter's     
avg. price to the last closing  : 
3.13 (7.87%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
153
 11,338,475
 21.39%
 
Increased Positions :
124
 22,338,767
 42.14%
 
Unchanged Positions :
73
 819,936
 1.55%
 
Decreased Positions :
55
-879,554
-1.66%
 
Closed Positions :
26
-1,431,798
-2.7%
 
Guru Positions :
2
4,779,062
 9.02%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Pictet Asset Management Holding SA 228 *New 2023-12-31 2,159,784 $84,469,000 2,159,784
   HSBC HOLDINGS PLC 283 *New 2023-12-31 1,995,776 $78,055,000 1,995,776
   BLACKROCK INC. 2459 *New 2023-12-31 1,201,651 $46,997,000 1,201,651
   Resources Investment Advisors Inc. 98 *New 2023-12-31 318,910 $12,473,000 318,910
   Foundations Investment Advisors LLC 66 *New 2023-12-31 287,673 $11,185,000 287,673
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 193 *New 2023-12-31 248,761 $9,729,000 248,761
   WEALTHSOURCE PARTNERS LLC 31 *New 2023-12-31 223,294 $8,733,000 223,294
   JB Capital LLC *New 2023-12-31 204,413 $7,995,000 204,413
   Scarborough Advisors LLC 28 *New 2023-12-31 121,177 $4,739,000 121,177
   MCMORGAN & CO LLC 15 *New 2023-12-31 114,688 $4,485,000 114,688
   Stokes Family Office LLC 42 *New 2023-12-31 113,109 $4,424,000 113,109
   Change Path LLC 79 *New 2023-12-31 111,752 $4,371,000 111,752
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 35 *New 2023-12-31 110,098 $4,306,000 110,098
   MA Private Wealth *New 2023-12-31 109,602 $4,287,000 109,602
   ATRIA INVESTMENTS LLC 381 *New 2023-12-31 93,437 $3,654,000 93,437
   GRIES FINANCIAL LLC 32 *New 2023-12-31 73,036 $2,856,000 73,036
   Oakmont Partners LLC 227 *New 2024-03-31 64,382 $2,765,000 64,382
   KM Capital Management Ltd. 18 *New 2023-12-31 66,069 $2,584,000 66,069
   High Falls Advisors Inc 22 *New 2023-12-31 65,511 $2,562,000 65,511
   PRUDENTIAL FINANCIAL INC 1301 *New 2023-12-31 63,091 $2,468,000 63,091
   Invst LLC 51 *New 2023-12-31 63,539 $2,463,000 63,539
   M&T BANK CORP 618 *New 2023-12-31 53,976 $2,111,000 53,976
   Summit X LLC 36 *New 2023-12-31 52,747 $2,064,000 52,747
   Clal Insurance Enterprises Holdings Ltd 89 *New 2023-12-31 52,000 $2,034,000 52,000
   Merit Financial Group LLC 210 *New 2023-12-31 49,291 $1,928,000 49,291
   Financial Advocates Investment Management 182 *New 2023-12-31 12,973 $1,900,000 12,973
   Orion Portfolio Solutions LLC 679 *New 2023-12-31 46,033 $1,798,000 46,033
   West Wealth Group LLC 23 *New 2023-12-31 44,552 $1,742,000 44,552
   LIBERTY WEALTH MANAGEMENT LLC 50 *New 2023-12-31 44,210 $1,728,000 44,210
   Keystone Financial Services 21 *New 2023-12-31 40,413 $1,581,000 40,413
   KWB Wealth 48 *New 2024-03-31 33,706 $1,448,000 33,706
   Legacy Financial Group LLC 44 *New 2024-03-31 33,565 $1,442,000 33,565
   Brookstone Capital Management 410 *New 2024-03-31 33,511 $1,439,000 33,511
   ShoreHaven Wealth Partners LLC 32 *New 2023-12-31 36,144 $1,414,000 36,144
   Stone House Investment Management LLC 24 *New 2023-12-31 35,904 $1,404,000 35,904
   Benchmark Investment Advisors LLC 119 *New 2023-12-31 31,493 $1,232,000 31,493
   BCJ Capital Management LLC 117 *New 2023-12-31 31,493 $1,232,000 31,493
   RSM US WEALTH MANAGEMENT LLC 238 *New 2023-12-31 29,850 $1,167,000 29,850
   Steward Partners Investment Advisory LLC 687 *New 2023-12-31 28,101 $1,099,000 28,101
   BAYSTATE WEALTH MANAGEMENT LLC 91 *New 2023-12-31 26,705 $1,044,000 26,705
   Wealth Alliance 137 *New 2023-12-31 26,645 $1,042,000 26,645
   BEACON FINANCIAL GROUP 150 *New 2023-12-31 26,220 $1,025,000 26,220
   PAX Financial Group LLC 88 *New 2023-12-31 25,993 $1,011,000 25,993
   Farther Finance Advisors LLC 236 *New 2023-12-31 25,370 $992,000 25,370
   Rockefeller Capital Management L.P. 1168 *New 2023-12-31 23,359 $914,000 23,359
   Squarepoint Ops LLC 1386 *New 2023-12-31 23,282 $911,000 23,282
   Day & Ennis LLC 59 *New 2023-12-31 21,590 $844,000 21,590
   Emerald Investment Partners LLC *New 2023-12-31 21,374 $836,000 21,374
   Keebeck Wealth Management LLC 140 *New 2023-12-31 21,325 $834,000 21,325
   REGAL INVESTMENT ADVISORS, LLC 259 *New 2023-12-31 19,961 $781,000 19,961
   SWMG LLC 48 *New 2023-12-31 18,988 $743,000 18,988
   Snowden Capital Advisors LLC 522 *New 2023-12-31 18,509 $724,000 18,509
   Mount Yale Investment Advisors LLC 256 *New 2023-12-31 18,477 $723,000 18,477
   SigFig Wealth Management LLC 98 *New 2023-12-31 18,405 $720,000 18,405
   MORNINGSTAR INVESTMENT SERVICES, INC. 275 *New 2023-12-31 15,608 $610,000 15,608
   Marks Group Wealth Management Inc 206 *New 2023-12-31 14,964 $585,000 14,964
   Claro Advisors LLC 211 *New 2024-03-31 13,451 $578,000 13,451
   IFP Advisors Inc 522 *New 2023-12-31 14,634 $572,000 14,634
   Centurion Wealth Management LLC *New 2023-12-31 14,371 $562,000 14,371
   Certus Wealth Management LLC 41 *New 2023-12-31 14,100 $551,000 14,100
   Abbot Financial Management Inc. 82 *New 2023-12-31 13,740 $537,000 13,740
   Tradition Wealth Management LLC 177 *New 2023-12-31 13,681 $535,000 13,681
   TOWNSQUARE CAPITAL LLC 793 *New 2023-12-31 12,207 $477,000 12,207
   Sowell Financial Services LLC *New 2023-12-31 12,091 $473,000 12,091
   Clearview Wealth Advisors LLC 48 *New 2024-03-31 10,901 $468,000 10,901
   Quadrant Private Wealth Management LLC 135 *New 2023-12-31 11,492 $449,000 11,492
   Robertson Stephens Wealth Management LLC 333 *New 2023-12-31 10,917 $427,000 10,917
   Kepos Capital LP 67 *New 2023-12-31 10,876 $425,000 10,876
   Mayflower Financial Advisors LLC *New 2023-12-31 10,737 $420,000 10,737
   Streettalk Advisors LLC 288 *New 2023-12-31 10,659 $417,000 10,659
   Csenge Advisory Group 454 *New 2023-12-31 10,505 $411,000 10,505
   W ADVISORS LLC 71 *New 2024-03-31 9,189 $395,000 9,189
   FFG RETIREMENT ADVISORS LLC 42 *New 2023-12-31 9,338 $365,000 9,338
   Eagle Strategies LLC 201 *New 2024-03-31 7,972 $342,000 7,972
   Interchange Capital Partners LLC 98 *New 2023-12-31 8,711 $341,000 8,711
   FDX ADVISORS, INC. 497 *New 2023-12-31 8,518 $333,000 8,518
   Spectrum Planning & Advisory Services Inc. 34 *New 2023-12-31 8,317 $325,000 8,317
   VERUS CAPITAL PARTNERS LLC 230 *New 2023-12-31 8,006 $313,000 8,006
   Twin Peaks Wealth Advisors LLC 102 *New 2024-03-31 7,205 $309,000 7,205
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 424 *New 2024-03-31 6,977 $300,000 6,977
   Pensionmark Financial Group LLC 307 *New 2023-12-31 7,629 $298,000 7,629
   MARIPAU WEALTH MANAGEMENT LLC 80 *New 2023-12-31 7,316 $286,000 7,316
   JONES FINANCIAL COMPANIES LLLP 292 *New 2023-12-31 7,284 $285,000 7,284
   Copperleaf Capital LLC 66 *New 2023-12-31 7,084 $277,000 7,084
   Arete Wealth Advisors LLC 578 *New 2023-12-31 7,010 $274,000 7,010
   SUTTON PLACE INVESTORS LLC 128 *New 2024-03-31 6,063 $260,000 6,063
   Feltz Wealth PLAN Inc. 276 *New 2023-12-31 6,659 $260,000 6,659
   Gateway Wealth Partners LLC 175 *New 2023-12-31 6,608 $258,000 6,608
   Strategic Wealth Designers 111 *New 2023-12-31 6,598 $258,000 6,598
   REGIMEN WEALTH LLC 53 *New 2023-12-31 6,561 $257,000 6,561
   Advisory Alpha LLC *New 2023-12-31 5,985 $234,000 5,985
   Concorde Asset Management LLC 138 *New 2023-12-31 5,621 $228,000 5,621
   Clear Creek Financial Management LLC 387 *New 2024-03-31 4,982 $214,000 4,982
   Beacon Bridge Wealth Partners LLC 105 *New 2023-12-31 5,184 $203,000 5,184
   Capital Analysts Inc. 421 *New 2023-12-31 5,120 $200,000 5,120
   TRANSCEND WEALTH COLLECTIVE LLC 470 *New 2023-12-31 5,120 $200,000 5,120
   DEUTSCHE BANK AG 2823 *New 2023-12-31 4,752 $186,000 4,752
   CREATIVE FINANCIAL DESIGNS INC /ADV 423 *New 2023-12-31 4,292 $168,000 4,292
   JFS WEALTH ADVISORS, LLC 254 *New 2023-12-31 3,918 $153,000 3,918
   Raleigh Capital Management Inc. 220 *New 2023-12-31 2,880 $113,000 2,880
  100 Records found
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