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 687,195 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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
514
shares
|
$39,105
0.0% of portfolio
|
Q4 2024
Reduced 22.36%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
425
shares
|
$32,334
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
389
shares
|
$29,595
0.0% of portfolio
|
Q2 2022
Added 8.96%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
347
shares
|
$26,399
0.01% of portfolio
|
Q2 2024
Reduced 17.77%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
318
shares
|
$24,193
0.0% of portfolio
|
Q2 2025
Added 165.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
315
shares
|
$23,965
0.0% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
286
shares
|
$21,758
0.01% of portfolio
|
Q1 2025
Reduced 15.63%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
285
shares
|
$21,682
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
281
shares
|
$21,378
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
215
shares
|
$16,357
0.0% of portfolio
|
Q2 2023
Reduced 4.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
65
shares
|
$4,945
0.0% of portfolio
|
Q2 2025
Added 441.67%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
10
shares
|
$760
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|