iShares Global Utilities ETFJXIETF
13F holders, Q2 2024 (June 30)54holders +3
6new positions
4sold out
$55.36avg. 13F price*
At the end of Q2 2024, 54 institutions reported holding iShares Global Utilities ETF (JXI) in their 13F filings, up 3 from Q1 2024. 6 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($5.3M), Jane Street Group, LLC ($3.1M) and Cresset Asset Management, LLC ($2.6M).
- Company
- iShares Global Utilities ETF
- CUSIP
- 464288711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.5M |
| Exits | 4 | $2.4M |
All 13F filers, Q1 2024 → Q2 2024: 131,001 shares bought and 85,712 shares sold, net +45,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Morgan Stanley | 0.00% | Reduce -8.2% | 87,843 | $5.3M |
| Jane Street Group, LLC | 0.00% | Reduce -25.1% | 51,917 | $3.1M |
| Cresset Asset Management, LLC | 0.01% | New | 43,090 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.4% | 35,548 | $2.1M |
| LPL Financial LLC | 0.00% | Add +14.9% | 35,438 | $2.1M |
| Royal Bank of Canada | 0.00% | Reduce -8.7% | 28,902 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.5% | 27,859 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.03% | New | 22,773 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.6% | 22,037 | $1.3M |
| Bank of America Corp. | 0.00% | Add +2.5% | 18,692 | $1.1M |
| UBS Group AG | 0.00% | Add +7.5% | 18,528 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +164.1% | 58,360 | $851K |
| Wells Fargo & Company | 0.00% | Add +10.8% | 11,714 | $701K |
| Family Firm, Inc. | 0.14% | Add +1.2% | 10,438 | $625K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +110.3% | 10,314 | $618K |
| Cetera Investment Advisers | 0.00% | Add +77.2% | 9,958 | $596K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.5% | 8,640 | $517K |
| Truist Financial Corp. | 0.00% | Reduce -0.0% | 8,633 | $517K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -9.8% | 8,096 | $485K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.1% | 6,550 | $392K |
| Slow Capital, Inc. | 0.06% | Add +0.6% | 6,168 | $369K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.5% | 5,939 | $356K |
| Goldman Sachs Group Inc. | 0.00% | Add +12.0% | 5,602 | $335K |
| Bank of Montreal | 0.00% | New | 4,651 | $285K |
| NTV Asset Management LLC | 0.04% | No change | 4,700 | $281K |
| Cowa, LLC | 0.13% | New | 4,000 | $239K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -19.3% | 3,881 | $232K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.7% | 3,580 | $214K |
| Bessemer Group Inc. | 0.00% | No change | 2,542 | $152K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,495 | $149K |
| Strategic Investment Solutions, Inc. | 0.04% | — | 2,343 | $138K |
| Bangor Savings Bank | 0.01% | No change | 1,495 | $90K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.3% | 1,452 | $87K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,120 | $67K |
| Parallel Advisors, LLC | 0.00% | No change | 1,100 | $66K |
| Atticus Wealth Management, LLC | 0.02% | No change | 1,000 | $60K |
| FMR LLC | 0.00% | Add +1608.6% | 991 | $59K |
| NFSG Corp | 0.02% | No change | 750 | $45K |
| Comerica Bank | 0.00% | No change | 698 | $42K |
| NewEdge Advisors, LLC | 0.00% | Add +1.1% | 662 | $40K |
| Addison Advisors LLC | 0.01% | No change | 654 | $39K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 622 | $37K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 583 | $35K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 567 | $34K |
| Front Row Advisors LLC | 0.01% | Reduce -17.8% | 347 | $21K |
| Jones Financial Companies LLLP | 0.00% | New | 319 | $19K |
| Cwm, LLC | 0.00% | Add +1.6% | 311 | $19K |
| Fifth Third Bancorp | 0.00% | Reduce -50.0% | 281 | $17K |
| Tompkins Financial Corp. | 0.00% | No change | 250 | $15K |
| Castleview Partners, LLC | 0.00% | No change | 108 | $6K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 100 | $6K |
| National Bank of Canada | 0.00% | No change | 100 | $6K |
| Realta Investment Advisors | 0.00% | No change | 85 | $5K |
| Creekmur Asset Management LLC | 0.00% | Reduce -99.2% | 2 | $100 |
"% of holder's portfolio" is JXI's weight in each manager's 13F, not the share of iShares Global Utilities ETF the manager owns.