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 71 institutions that hold shares in the stock, with a total of 859,040 shares, which have been reported (via 13F filing form) to have a value of $69.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
750
shares
|
$60,570
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
698
shares
|
$56,370
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
628
shares
|
$50,717
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
577
shares
|
$46,598
0.0% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
567
shares
|
$45,790
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
554
shares
|
$44,741
0.0% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
389
shares
|
$31,415
0.0% of portfolio
|
Q2 2022
Added 8.96%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
315
shares
|
$25,439
0.0% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
307
shares
|
$24,793
0.0% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
286
shares
|
$23,097
0.01% of portfolio
|
Q1 2025
Reduced 15.63%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
285
shares
|
$23,016
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
281
shares
|
$22,693
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
257
shares
|
$20,755
0.01% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
220
shares
|
$17,767
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
215
shares
|
$17,363
0.0% of portfolio
|
Q2 2023
Reduced 4.44%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
100
shares
|
$8,076
0.0% of portfolio
|
Q3 2025
Reduced 91.03%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
13
shares
|
$1,049
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
12
shares
|
$969
0.0% of portfolio
|
Q3 2025
Reduced 81.54%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
10
shares
|
$807
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|