iShares Global Utilities ETFJXIETF
13F holders, Q3 2025 (September 30)64holders +5
10new positions
4sold out
$77.63avg. 13F price*
At the end of Q3 2025, 64 institutions reported holding iShares Global Utilities ETF (JXI) in their 13F filings, up 5 from Q2 2025. 10 opened new positions and 4 sold out. The largest holders were Cambria Investment Management, L.P. ($9.1M), Barings LLC ($8.0M) and Morgan Stanley ($6.9M).
- Company
- iShares Global Utilities ETF
- CUSIP
- 464288711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $11.3M |
| Exits | 4 | $1.5M |
All 13F filers, Q2 2025 → Q3 2025: 222,132 shares bought and 88,678 shares sold, net +133,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Cambria Investment Management, L.P. | 0.55% | Reduce -1.5% | 117,352 | $9.1M |
| Barings LLC | 0.16% | New | 102,707 | $8.0M |
| Morgan Stanley | 0.00% | Reduce -5.3% | 88,725 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | Add +246.3% | 52,723 | $4.1M |
| LPL Financial LLC | 0.00% | Add +3.6% | 42,921 | $3.3M |
| Cetera Investment Advisers | 0.00% | Add +206.0% | 33,915 | $2.6M |
| Guardian Capital LP | 0.07% | Reduce -6.6% | 29,600 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +4.7% | 27,911 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.4% | 27,704 | $2.1M |
| Bank of America Corp. | 0.00% | Add +13.0% | 23,028 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -8.1% | 21,809 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -7.9% | 21,378 | $1.7M |
| UBS Group AG | 0.00% | Add +5.6% | 18,583 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -70.3% | 17,136 | $1.3M |
| Napa Wealth Management | 0.50% | New | 13,609 | $1.1M |
| Clearstead Advisors, LLC | 0.01% | Reduce -31.0% | 12,885 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 9,886 | $768K |
| Jane Street Group, LLC | 0.00% | New | 9,288 | $721K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.9% | 9,035 | $702K |
| Wells Fargo & Company | 0.00% | Reduce -9.7% | 8,299 | $645K |
| LOM Asset Management Ltd | 0.19% | Add +4.7% | 8,056 | $626K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.8% | 7,254 | $563K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 7,246 | $563K |
| Flow Traders U.S. LLC | 0.02% | Add +129.4% | 7,021 | $545K |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 6,851 | $532K |
| Equitable Holdings, Inc. | 0.00% | Add +24.3% | 6,508 | $505K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.8% | 6,709 | $504K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -5.5% | 5,894 | $458K |
| Eagle Strategies LLC | 0.05% | New | 5,242 | $407K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.9% | 5,052 | $392K |
| Advisory Services Network, LLC | 0.00% | Add +18.8% | 4,268 | $331K |
| Nova Wealth Management, Inc. | 0.23% | Add +44.4% | 4,252 | $330K |
| Cresset Asset Management, LLC | 0.00% | Reduce -23.4% | 4,191 | $325K |
| NTV Asset Management LLC | 0.03% | No change | 3,900 | $303K |
| Jones Financial Companies LLLP | 0.00% | Add +70.4% | 3,839 | $296K |
| Creative Planning | 0.00% | Add +13.6% | 3,409 | $265K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.0% | 3,249 | $252K |
| Milestone Asset Management Group, LLC | 0.13% | New | 2,750 | $214K |
| Ieq Capital, LLC | 0.00% | New | 2,600 | $202K |
| Bessemer Group Inc. | 0.00% | No change | 2,542 | $197K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,455 | $191K |
| Strategic Investment Solutions, Inc. | 0.05% | No change | 2,365 | $184K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -12.7% | 2,224 | $173K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -4.2% | 1,400 | $109K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,396 | $108K |
| FMR LLC | 0.00% | Add +15.3% | 1,207 | $94K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,100 | $85K |
| Bangor Savings Bank | 0.01% | Reduce -3.5% | 965 | $75K |
| NFSG Corp | 0.01% | No change | 750 | $58K |
| Comerica Bank | 0.00% | No change | 698 | $54K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 628 | $49K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -6.0% | 577 | $45K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 567 | $44K |
| NewEdge Advisors, LLC | 0.00% | Add +6.3% | 554 | $43K |
| Cwm, LLC | 0.00% | No change | 315 | $25K |
| CX Institutional | 0.00% | Reduce -3.5% | 307 | $24K |
| Addison Advisors LLC | 0.01% | No change | 286 | $22K |
| Allworth Financial LP | 0.00% | No change | 285 | $22K |
| Fifth Third Bancorp | 0.00% | No change | 281 | $22K |
| Front Row Advisors LLC | 0.01% | Reduce -10.4% | 257 | $20K |
| Capital Analysts, LLC | 0.00% | New | 220 | $17K |
| National Bank of Canada | 0.00% | Reduce -91.0% | 100 | $8K |
| Valley National Advisers Inc. | 0.00% | New | 13 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -81.5% | 12 | $932 |
"% of holder's portfolio" is JXI's weight in each manager's 13F, not the share of iShares Global Utilities ETF the manager owns.