iShares Global Utilities ETFJXIETF
13F holders, Q2 2025 (June 30)59holders +4
8new positions
4sold out
$73.78avg. 13F price*
At the end of Q2 2025, 59 institutions reported holding iShares Global Utilities ETF (JXI) in their 13F filings, up 4 from Q1 2025. 8 opened new positions and 4 sold out. The largest holders were Cambria Investment Management, L.P. ($8.8M), Morgan Stanley ($6.9M) and Kestra Advisory Services, LLC ($4.3M).
- Company
- iShares Global Utilities ETF
- CUSIP
- 464288711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.0M |
| Exits | 4 | $1.8M |
All 13F filers, Q1 2025 → Q2 2025: 123,142 shares bought and 53,580 shares sold, net +69,562 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Cambria Investment Management, L.P. | 0.59% | Reduce -5.8% | 119,149 | $8.8M |
| Morgan Stanley | 0.00% | Add +14.8% | 93,664 | $6.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +231.1% | 57,783 | $4.3M |
| LPL Financial LLC | 0.00% | Add +8.1% | 41,425 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +0.7% | 31,988 | $2.4M |
| Guardian Capital LP | 0.08% | Add +5.0% | 31,700 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +16.0% | 26,668 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.7% | 26,270 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +2.9% | 23,741 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +1.4% | 23,207 | $1.7M |
| Bank of America Corp. | 0.00% | Reduce -0.0% | 20,378 | $1.5M |
| Clearstead Advisors, LLC | 0.02% | Add +130.4% | 18,664 | $1.4M |
| UBS Group AG | 0.00% | Add +7.0% | 17,605 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -41.1% | 15,224 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +12.5% | 11,084 | $818K |
| Fsa Wealth Partners, Inc. | 0.38% | New | 10,600 | $782K |
| Private Advisor Group, LLC | 0.00% | New | 9,821 | $724K |
| Wells Fargo & Company | 0.00% | Reduce -16.5% | 9,186 | $678K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 8,957 | $661K |
| Osaic Holdings, Inc. | 0.00% | Add +106.1% | 7,876 | $581K |
| LOM Asset Management Ltd | 0.19% | — | 7,692 | $567K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.3% | 7,123 | $525K |
| Truist Financial Corp. | 0.00% | Reduce -38.4% | 6,857 | $506K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -10.4% | 6,234 | $460K |
| Cresset Asset Management, LLC | 0.00% | Reduce -11.6% | 5,473 | $404K |
| Equitable Holdings, Inc. | 0.00% | New | 5,238 | $386K |
| Goldman Sachs Group Inc. | 0.00% | No change | 5,000 | $369K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,727 | $349K |
| NTV Asset Management LLC | 0.03% | No change | 3,900 | $288K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 3,894 | $287K |
| Advisory Services Network, LLC | 0.00% | Reduce -10.1% | 3,593 | $270K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 3,455 | $255K |
| Flow Traders U.S. LLC | 0.01% | New | 3,061 | $226K |
| Creative Planning | 0.00% | No change | 3,000 | $221K |
| Nova Wealth Management, Inc. | 0.16% | Add +16.0% | 2,944 | $217K |
| Bessemer Group Inc. | 0.00% | No change | 2,542 | $188K |
| SBI Securities Co., Ltd. | 0.01% | Add +16.9% | 2,546 | $188K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,455 | $181K |
| Strategic Investment Solutions, Inc. | 0.05% | Add +4.5% | 2,365 | $174K |
| Jones Financial Companies LLLP | 0.00% | Add +14.7% | 2,253 | $165K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.3% | 1,461 | $108K |
| National Bank of Canada | 0.00% | Add +1015.0% | 1,115 | $82K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,100 | $81K |
| FMR LLC | 0.00% | Add +22.0% | 1,047 | $77K |
| Bangor Savings Bank | 0.01% | Reduce -13.0% | 1,000 | $74K |
| NFSG Corp | 0.01% | No change | 750 | $55K |
| Comerica Bank | 0.00% | No change | 698 | $51K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 628 | $46K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.2% | 614 | $45K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 567 | $42K |
| NewEdge Advisors, LLC | 0.00% | Add +1.4% | 521 | $38K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 425 | $31K |
| CX Institutional | 0.00% | Add +165.0% | 318 | $23K |
| Cwm, LLC | 0.00% | No change | 315 | $23K |
| Front Row Advisors LLC | 0.01% | Reduce -17.3% | 287 | $21K |
| Addison Advisors LLC | 0.01% | No change | 286 | $21K |
| Allworth Financial LP | 0.00% | No change | 285 | $21K |
| Fifth Third Bancorp | 0.00% | No change | 281 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +441.7% | 65 | $5K |
"% of holder's portfolio" is JXI's weight in each manager's 13F, not the share of iShares Global Utilities ETF the manager owns.