Institutional Ownership Ishares Tr Global Utils ETF (JXI)
This table provides information about the institutional ownership of Ishares Tr Global Utils ETF (JXI). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 687,986 shares, which have been reported (via 13F filing form) to have a value of $52.3 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
119,149
shares
|
$9.06 Million
0.63% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
81,569
shares
|
$6.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.07%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
41,425
shares
|
$3.15 Million
0.0% of portfolio
|
Q2 2025
Added 8.08%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
31,758
shares
|
$2.42 Million
0.0% of portfolio
|
Q1 2025
Added 10.91%
|
|
Guardian Capital LP
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
31,700
shares
|
$2.41 Million
0.09% of portfolio
|
Q2 2025
Added 4.97%
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
26,270
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
25,831
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 30.73%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
23,207
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2025
Added 1.38%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
23,072
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
22,994
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
20,424
shares
|
$1.55 Million
0.09% of portfolio
|
Q3 2022
Added 2.64%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
20,387
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
18,664
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2025
Added 130.42%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
17,451
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 71.95%
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
16,447
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 72.19%
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
12,231
shares
|
$930,534
0.0% of portfolio
|
Q1 2025
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
11,493
shares
|
$874,387
0.0% of portfolio
|
Q2 2025
Added 200.71%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
11,084
shares
|
$843,270
0.0% of portfolio
|
Q2 2025
Added 12.54%
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
11,006
shares
|
$837,336
0.0% of portfolio
|
Q1 2025
Added 2.15%
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
10,600
shares
|
$806,448
0.38% of portfolio
|
Q2 2025
New holding
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
9,821
shares
|
$747,181
0.0% of portfolio
|
Q2 2025
New holding
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
8,957
shares
|
$681,448
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
7,692
shares
|
$585,207
0.19% of portfolio
|
Q2 2025
New holding
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
7,123
shares
|
$541,917
0.0% of portfolio
|
Q2 2025
Added 5.29%
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
6,857
shares
|
$521,680
0.0% of portfolio
|
Q2 2025
Reduced 38.38%
|