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 58 institutions that hold shares in the stock, with a total of 624,400 shares, which have been reported (via 13F filing form) to have a value of $44.3 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
87,843
shares
|
$6.24 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.23%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
58,360
shares
|
$4.14 Million
0.02% of portfolio
|
Q2 2024
Added 164.05%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
51,917
shares
|
$3.69 Million
0.0% of portfolio
|
Q2 2024
Reduced 25.09%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
43,090
shares
|
$3.06 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
35,548
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2024
Reduced 26.35%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
35,438
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2024
Added 14.88%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
28,902
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.74%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
27,859
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
22,773
shares
|
$1.62 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
22,037
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
20,424
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2022
Added 2.64%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
18,692
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Added 2.49%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
18,528
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2024
Added 7.54%
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
12,169
shares
|
$863,999
0.13% of portfolio
|
Q3 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
11,714
shares
|
$831,694
0.0% of portfolio
|
Q2 2024
Added 10.82%
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
10,433
shares
|
$740,743
0.08% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
10,314
shares
|
$732,294
0.01% of portfolio
|
Q2 2024
Added 110.32%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
9,958
shares
|
$707,018
0.0% of portfolio
|
Q2 2024
Added 77.19%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
8,633
shares
|
$612,943
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
8,445
shares
|
$599,595
0.0% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
8,096
shares
|
$574,816
0.02% of portfolio
|
Q2 2024
Reduced 9.79%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
6,550
shares
|
$465,050
0.0% of portfolio
|
Q2 2024
Added 6.09%
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
6,192
shares
|
$439,632
0.07% of portfolio
|
Q3 2024
Added 0.39%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
5,939
shares
|
$421,669
0.01% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
5,602
shares
|
$397,742
0.0% of portfolio
|
Q2 2024
Added 12.04%
|