iShares Global Utilities ETFJXIETF
13F holders, Q3 2024 (September 30)54holders
7new positions
7sold out
$70.62avg. 13F price*
At the end of Q3 2024, 54 institutions reported holding iShares Global Utilities ETF (JXI) in their 13F filings, unchanged from Q2 2024. 7 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($5.8M), LPL Financial LLC ($5.5M) and Susquehanna International Group, LLP ($2.2M).
- Company
- iShares Global Utilities ETF
- CUSIP
- 464288711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.7M |
| Exits | 7 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 72,127 shares bought and 161,717 shares sold, net −89,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Morgan Stanley | 0.00% | Reduce -7.1% | 81,612 | $5.8M |
| LPL Financial LLC | 0.00% | Add +120.0% | 77,974 | $5.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.4% | 30,793 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | No change | 27,859 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -7.3% | 26,787 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.04% | No change | 22,773 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +1.3% | 22,331 | $1.6M |
| UBS Group AG | 0.00% | Add +2.6% | 19,013 | $1.3M |
| Bank of America Corp. | 0.00% | Add +1.2% | 18,912 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -74.4% | 14,952 | $1.1M |
| Advisors Preferred, LLC | 0.13% | New | 12,169 | $865K |
| Cresset Asset Management, LLC | 0.00% | Reduce -72.6% | 11,807 | $835K |
| Wells Fargo & Company | 0.00% | Add +0.7% | 11,796 | $834K |
| Family Firm, Inc. | 0.16% | Reduce -0.1% | 10,433 | $738K |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 9,980 | $706K |
| Truist Financial Corp. | 0.00% | Add +0.3% | 8,657 | $612K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.3% | 8,445 | $597K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -2.6% | 7,885 | $558K |
| Osaic Holdings, Inc. | 0.00% | Add +115.8% | 7,724 | $546K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 6,589 | $466K |
| Slow Capital, Inc. | 0.07% | Add +0.4% | 6,192 | $438K |
| Advisory Services Network, LLC | 0.01% | No change | 5,939 | $356K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.8% | 5,000 | $354K |
| NTV Asset Management LLC | 0.04% | No change | 4,700 | $332K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 3,275 | $232K |
| Jane Street Group, LLC | 0.00% | Reduce -94.2% | 3,026 | $214K |
| Creative Planning | 0.00% | New | 3,000 | $212K |
| Janney Montgomery Scott LLC | 0.00% | New | 2,874 | $203K |
| Bessemer Group Inc. | 0.00% | No change | 2,542 | $180K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,495 | $177K |
| Strategic Investment Solutions, Inc. | 0.05% | Add +4.3% | 2,443 | $173K |
| Allianz Asset Management GmbH | 0.00% | New | 2,300 | $163K |
| Bangor Savings Bank | 0.01% | No change | 1,495 | $106K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,452 | $103K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,120 | $79K |
| Parallel Advisors, LLC | 0.00% | No change | 1,100 | $78K |
| Atticus Wealth Management, LLC | 0.02% | No change | 1,000 | $71K |
| FMR LLC | 0.00% | Reduce -2.1% | 970 | $69K |
| Comerica Bank | 0.00% | No change | 698 | $49K |
| NewEdge Advisors, LLC | 0.00% | No change | 662 | $47K |
| Glen Eagle Advisors, LLC | 0.01% | Add +1.0% | 628 | $44K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +5.0% | 612 | $43K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 567 | $40K |
| Jones Financial Companies LLLP | 0.00% | Add +75.5% | 560 | $40K |
| Addison Advisors LLC | 0.01% | Reduce -32.1% | 444 | $31K |
| Front Row Advisors LLC | 0.01% | No change | 347 | $25K |
| Cwm, LLC | 0.00% | No change | 311 | $22K |
| Fifth Third Bancorp | 0.00% | No change | 281 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 253 | $18K |
| Tompkins Financial Corp. | 0.00% | No change | 250 | $18K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 100 | $7K |
| National Bank of Canada | 0.00% | No change | 100 | $7K |
| Tucker Asset Management LLC | 0.00% | New | 10 | $707 |
| Creekmur Asset Management LLC | 0.00% | Reduce -50.0% | 1 | $62 |
"% of holder's portfolio" is JXI's weight in each manager's 13F, not the share of iShares Global Utilities ETF the manager owns.