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 |
---|---|---|---|---|---|
Ntv Asset Management LLC
|
Jul 31, 2024 Q2 2024 |
4,700
shares
|
$333,700
0.04% of portfolio
|
Q3 2022
Reduced 4.08%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4,651
shares
|
$330,221
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
4,650
shares
|
$330,150
0.0% of portfolio
|
Q1 2023
Reduced 94.78%
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2024 Q2 2024 |
4,000
shares
|
$284,000
0.13% of portfolio
|
Q2 2024
New holding
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
3,881
shares
|
$275,551
0.01% of portfolio
|
Q2 2024
Reduced 19.25%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
3,580
shares
|
$254,180
0.0% of portfolio
|
Q2 2024
Reduced 15.74%
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,000
shares
|
$213,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
2,542
shares
|
$180,482
0.0% of portfolio
|
Q1 2024
Reduced 59.23%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
2,495
shares
|
$177,145
0.0% of portfolio
|
Q2 2018
Reduced 44.76%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Aug 29, 2024 Q2 2024 |
2,343
shares
|
$166,353
0.04% of portfolio
|
Q2 2024
Reduced 3.9%
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
1,495
shares
|
$106,145
0.01% of portfolio
|
Q2 2022
New holding
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
1,452
shares
|
$103,092
0.0% of portfolio
|
Q2 2024
Added 0.28%
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
1,120
shares
|
$79,520
0.01% of portfolio
|
Q4 2016
Added 65.18%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
1,100
shares
|
$78,100
0.0% of portfolio
|
Q1 2020
Reduced 15.38%
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$71,000
0.02% of portfolio
|
Q3 2020
Reduced 50.0%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
750
shares
|
$53,250
0.02% of portfolio
|
Q3 2020
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
698
shares
|
$49,558
0.0% of portfolio
|
Q3 2023
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
662
shares
|
$47,002
0.0% of portfolio
|
Q2 2024
Added 1.07%
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
654
shares
|
$46,434
0.01% of portfolio
|
Q1 2024
Reduced 13.26%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
622
shares
|
$44,162
0.01% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
583
shares
|
$41,393
0.01% of portfolio
|
Q2 2024
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
567
shares
|
$40,257
0.0% of portfolio
|
Q4 2022
New holding
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
389
shares
|
$27,619
0.0% of portfolio
|
Q2 2022
Added 8.96%
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
347
shares
|
$24,637
0.01% of portfolio
|
Q2 2024
Reduced 17.77%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
319
shares
|
$22,649
0.0% of portfolio
|
Q2 2024
New holding
|