iShares Global Utilities ETFJXIETF
13F holders, Q4 2024 (December 31)52holders −2
3new positions
7sold out
$64.15avg. 13F price*
At the end of Q4 2024, 52 institutions reported holding iShares Global Utilities ETF (JXI) in their 13F filings, down 2 from Q3 2024. 3 opened new positions and 7 sold out. The largest holders were Cambria Investment Management, L.P. ($8.1M), Morgan Stanley ($6.3M) and Kestra Advisory Services, LLC ($4.0M).
- Company
- iShares Global Utilities ETF
- CUSIP
- 464288711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $8.2M |
| Exits | 7 | $1.6M |
All 13F filers, Q3 2024 → Q4 2024: 257,783 shares bought and 68,575 shares sold, net +189,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Cambria Investment Management, L.P. | 0.49% | New | 125,748 | $8.1M |
| Morgan Stanley | 0.00% | Add +20.5% | 98,358 | $6.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +316.1% | 62,219 | $4.0M |
| UBS Group AG | 0.00% | Add +211.1% | 59,151 | $3.8M |
| LPL Financial LLC | 0.00% | Reduce -46.0% | 42,070 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +21.1% | 37,288 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Add +28.2% | 28,634 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.8% | 27,649 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -5.2% | 25,384 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +1.8% | 23,188 | $1.5M |
| Bank of America Corp. | 0.00% | Add +12.9% | 21,346 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +52.2% | 11,753 | $754K |
| Wells Fargo & Company | 0.00% | Reduce -8.7% | 10,774 | $691K |
| Cetera Investment Advisers | 0.00% | Add +0.0% | 9,984 | $640K |
| Family Firm, Inc. | 0.14% | Reduce -9.3% | 9,459 | $607K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.2% | 8,718 | $559K |
| Allianz Asset Management GmbH | 0.00% | Add +250.4% | 8,060 | $517K |
| Truist Financial Corp. | 0.00% | Reduce -7.7% | 7,989 | $513K |
| Cresset Asset Management, LLC | 0.00% | Reduce -33.3% | 7,873 | $505K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -2.4% | 7,699 | $494K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.6% | 6,829 | $438K |
| Slow Capital, Inc. | 0.05% | Reduce -4.2% | 5,934 | $381K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.8% | 5,712 | $366K |
| Goldman Sachs Group Inc. | 0.00% | No change | 5,000 | $321K |
| NTV Asset Management LLC | 0.04% | Reduce -10.6% | 4,200 | $269K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 3,278 | $210K |
| Bessemer Group Inc. | 0.00% | No change | 2,542 | $163K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.6% | 2,455 | $157K |
| Strategic Investment Solutions, Inc. | 0.05% | Reduce -7.3% | 2,264 | $145K |
| SBI Securities Co., Ltd. | 0.00% | — | 2,058 | $132K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.3% | 1,457 | $93K |
| Bangor Savings Bank | 0.01% | Reduce -9.7% | 1,350 | $87K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,120 | $72K |
| FMR LLC | 0.00% | Add +3.5% | 1,004 | $64K |
| Atticus Wealth Management, LLC | 0.02% | No change | 1,000 | $64K |
| Jones Financial Companies LLLP | 0.00% | Add +77.9% | 996 | $64K |
| NFSG Corp | 0.01% | New | 750 | $48K |
| Nova Wealth Management, Inc. | 0.04% | — | 711 | $46K |
| GAMMA Investing LLC | 0.00% | New | 698 | $45K |
| Comerica Bank | 0.00% | No change | 698 | $45K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 628 | $40K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.2% | 613 | $39K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 567 | $36K |
| NewEdge Advisors, LLC | 0.00% | Reduce -22.4% | 514 | $33K |
| Front Row Advisors LLC | 0.01% | No change | 347 | $22K |
| Addison Advisors LLC | 0.01% | Reduce -23.6% | 339 | $22K |
| Cwm, LLC | 0.00% | Add +1.3% | 315 | $20K |
| Fifth Third Bancorp | 0.00% | No change | 281 | $18K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 100 | $7K |
| National Bank of Canada | 0.00% | No change | 100 | $6K |
| Tucker Asset Management LLC | 0.00% | No change | 10 | $642 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $57 |
"% of holder's portfolio" is JXI's weight in each manager's 13F, not the share of iShares Global Utilities ETF the manager owns.