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 721,851 shares, which have been reported (via 13F filing form) to have a value of $54.8 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
|
$9.04 Million
0.63% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
93,664
shares
|
$7.11 Million
0.0% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
57,783
shares
|
$4.38 Million
0.02% of portfolio
|
Q2 2025
Added 231.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
41,425
shares
|
$3.14 Million
0.0% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
31,988
shares
|
$2.43 Million
0.0% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
26,668
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
26,270
shares
|
$1.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
23,741
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
23,207
shares
|
$1.76 Million
0.04% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
20,378
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
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%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
17,605
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
15,224
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 41.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
11,084
shares
|
$841,053
0.0% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
10,600
shares
|
$804,328
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
9,821
shares
|
$745,217
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,186
shares
|
$697,033
0.0% of portfolio
|
Q2 2025
Reduced 16.54%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
8,957
shares
|
$679,657
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
7,876
shares
|
$597,630
0.0% of portfolio
|
Q2 2025
Reduced 31.47%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
7,692
shares
|
$583,668
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
7,123
shares
|
$540,493
0.0% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
6,857
shares
|
$520,309
0.0% of portfolio
|
Q2 2025
Reduced 38.38%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
6,234
shares
|
$473,035
0.02% of portfolio
|
Q2 2025
Reduced 10.39%
|