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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
   SENTINEL TRUST CO LBA 12 - 2023-12-31 212,900 $8,327,000 0
   IPG Investment Advisors LLC 66 - 2023-12-31 32,046 $1,253,000 0
   Affiance Financial LLC 45 - 2024-03-31 26,556 $1,141,000 0
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 26,050 $1,019,000 0
   NEW YORK STATE COMMON RETIREMENT FUND 1881 - 2023-12-31 18,652 $729,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 117 - 2023-12-31 15,100 $591,000 0
   Atlantic Private Wealth LLC 19 - 2023-12-31 14,161 $554,000 0
   EVERETT HARRIS & CO /CA/ 194 - 2024-03-31 10,000 $430,000 0
   Sunpointe LLC 67 - 2024-03-31 9,269 $398,000 0
   STEPHENS INC /AR/ 843 - 2023-12-31 9,800 $383,000 0
   Arcus Capital Partners LLC 84 - 2024-03-31 7,844 $337,000 0
   LEUCADIA NATIONAL CORP -- Notable Guru -- 869 - 2023-12-31 8,372 $327,000 0
   Legacy Advisors LLC 231 - 2023-12-31 8,248 $323,000 0
   MGO Private Wealth LLC 66 - 2024-03-31 6,426 $276,000 0
   CHEVY CHASE TRUST HOLDINGS, INC. - 2023-12-31 7,069 $276,000 0
   IEQ CAPITAL LLC 755 - 2023-12-31 6,871 $269,000 0
   Simmons Bank 310 - 2023-12-31 5,717 $224,000 0
   SALEM INVESTMENT COUNSELORS INC 346 - 2024-03-31 5,100 $219,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 548 - 2023-12-31 5,445 $212,000 0
   Icon Wealth Partners LLC 281 - 2023-09-30 5,000 $206,000 0
   BLAIR WILLIAM & CO/IL 1419 - 2023-12-31 4,327 $169,000 0
   DAIWA SECURITIES GROUP INC. 961 - 2023-12-31 4,000 $156,000 0
   Rosenberg Matthew Hamilton 299 - 2024-03-31 2,486 $108,000 0
   Financial Advisory Service Inc. - 2023-12-31 2,330 $91,000 0
   Compagnie Lombard Odier SCA 376 - 2023-12-31 1,867 $73,000 0
   Powell Investment Advisors LLC 134 - 2024-03-31 1,346 $58,000 0
   BROWN BROTHERS HARRIMAN & CO 710 - 2023-12-31 1,410 $55,000 0
   Nalls Sherbakoff Group LLC 169 - 2023-12-31 1,210 $47,000 0
   Clear Perspectives Financial Planning LLC 80 - 2023-03-31 1,100 $42,000 0
   Retirement Group LLC 286 - 2023-12-31 775 $30,000 0
   Activest Wealth Management 154 - 2024-03-31 619 $27,000 0
   Bank of New Hampshire 358 - 2024-03-31 600 $26,000 0
   CRITERION CAPITAL ADVISORS LLC 191 - 2024-03-31 601 $26,000 0
   SYM FINANCIAL CORPORATION 158 - 2023-12-31 627 $25,000 0
   LOGAN CAPITAL MANAGEMENT INC 380 - 2023-12-31 530 $21,000 0
   BARRETT & COMPANY INC. 357 - 2024-03-31 500 $21,000 0
   AlphaCore Capital LLC 303 - 2023-12-31 524 $20,000 0
   Psagot Value Holdings Ltd. / (Israel) 315 - 2023-12-31 488 $19,000 0
   Wagner Wealth Management LLC 192 - 2024-03-31 400 $17,000 0
   Glass Jacobson Investment Advisors llc 529 - 2024-03-31 300 $13,000 0
   Coston McIsaac & Partners 363 - 2024-03-31 269 $11,000 0
   Carmichael Hill & Associates Inc. 468 - 2024-03-31 263 $11,000 0
   Y.D. More Investments Ltd 320 - 2023-12-31 255 $10,000 0
   Front Row Advisors LLC 327 - 2023-12-31 248 $10,000 0
   GAMMA Investing LLC 2049 - 2024-03-31 241 $10,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 175 $6,000 0
   Efficient Wealth Management LLC - 2023-12-31 144 $6,000 0
   Truvestments Capital LLC 570 - 2023-12-31 150 $6,000 0
   Peoples Bank/KS 235 - 2024-03-31 150 $6,000 0
   Founders Capital Management 308 - 2024-03-31 132 $6,000 0
   Cribstone Capital Management LLC 287 - 2022-12-31 132 $5,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1683 - 2023-12-31 100 $4,000 0
   GLENMEDE TRUST CO NA 1287 - 2023-12-31 74 $3,000 0
   TUCKER ASSET MANAGEMENT LLC 774 - 2023-12-31 57 $2,000 0
   Princeton Global Asset Management LLC - 2023-12-31 53 $2,000 0
   Global Trust Asset Management LLC 415 - 2024-03-31 53 $2,000 0
   NBC SECURITIES INC. 2024 - 2024-03-31 46 $1,000 0
   CLEAR INVESTMENT RESEARCH LLC 265 - 2023-12-31 0 $0 0
   Roble Belko & Company Inc 344 - 2024-03-31 1 $0 0
   MASSMUTUAL TRUST CO FSB/ADV 2016 *New 2024-03-31 0 $0 0
   Hexagon Capital Partners LLC 1517 - 2024-03-31 10 $0 0
  61 Records found
  1    
  Page 1 of 1
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