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 56 institutions that hold shares in the stock, with a total of 510,190 shares, which have been reported (via 13F filing form) to have a value of $33.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
81,612
shares
|
$5.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
77,974
shares
|
$5.17 Million
0.0% of portfolio
|
Q3 2024
Added 120.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
30,793
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.38%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
27,859
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
26,787
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
22,773
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
22,331
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
20,424
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2022
Added 2.64%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
19,013
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
18,912
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
14,952
shares
|
$991,467
0.01% of portfolio
|
Q3 2024
Reduced 74.38%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,807
shares
|
$782,922
0.0% of portfolio
|
Q3 2024
Reduced 72.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
11,796
shares
|
$782,192
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
10,433
shares
|
$691,812
0.08% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
9,980
shares
|
$661,773
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
8,445
shares
|
$559,987
0.0% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
8,060
shares
|
$534,458
0.0% of portfolio
|
Q4 2024
Added 250.43%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
7,989
shares
|
$529,750
0.0% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
7,885
shares
|
$522,854
0.02% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,724
shares
|
$512,178
0.0% of portfolio
|
Q3 2024
Added 115.75%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,589
shares
|
$436,916
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
5,939
shares
|
$393,815
0.01% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
5,934
shares
|
$393,483
0.05% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$331,550
0.0% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
4,650
shares
|
$308,341
0.0% of portfolio
|
Q1 2023
Reduced 94.78%
|