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 54 institutions that hold shares in the stock, with a total of 706,799 shares, which have been reported (via 13F filing form) to have a value of $47.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
125,748
shares
|
$8.47 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
98,358
shares
|
$6.63 Million
0.0% of portfolio
|
Q4 2024
Added 20.52%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
62,219
shares
|
$4.19 Million
0.02% of portfolio
|
Q4 2024
Added 316.12%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
59,151
shares
|
$3.99 Million
0.0% of portfolio
|
Q4 2024
Added 211.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
42,070
shares
|
$2.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 46.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
37,288
shares
|
$2.51 Million
0.0% of portfolio
|
Q4 2024
Added 21.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
28,634
shares
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
Added 28.23%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
27,649
shares
|
$1.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
25,384
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
23,188
shares
|
$1.56 Million
0.04% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
21,346
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Added 12.87%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
20,424
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2022
Added 2.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
10,774
shares
|
$725,844
0.0% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
9,984
shares
|
$672,622
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
9,459
shares
|
$637,252
0.1% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,718
shares
|
$587,331
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
8,060
shares
|
$543,002
0.0% of portfolio
|
Q4 2024
Added 250.43%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
7,989
shares
|
$538,218
0.0% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,873
shares
|
$530,404
0.0% of portfolio
|
Q4 2024
Reduced 33.32%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
7,699
shares
|
$518,681
0.02% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,374
shares
|
$496,786
0.0% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
6,829
shares
|
$460,069
0.0% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
5,934
shares
|
$399,773
0.05% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
5,712
shares
|
$384,817
0.01% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
5,000
shares
|
$336,850
0.0% of portfolio
|
Q3 2024
Reduced 10.75%
|