iShares Global Utilities ETFJXIETF

13F holders, Q4 2025 (December 31)
77holders +13
16new positions
3sold out
1famous investor
$78.66avg. 13F price*

At the end of Q4 2025, 77 institutions reported holding iShares Global Utilities ETF (JXI) in their 13F filings, up 13 from Q3 2025. 16 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($9.5M), Cambria Investment Management, L.P. ($9.1M) and Morgan Stanley ($8.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Global Utilities ETF
CUSIP
464288711
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 51Q1 2024Q2 2024: 54Q2 2024Q3 2024: 54Q3 2024Q4 2024: 52Q4 2024Q1 2025: 55Q1 2025Q2 2025: 59Q2 2025Q3 2025: 64Q3 2025Q4 2025: 77Q4 2025Q1 2026: 78Q1 2026Q2 2026: 80Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions16$11.6M
Exits3$1.6M

All 13F filers, Q3 2025 → Q4 2025: 279,481 shares bought and 63,347 shares sold, net +216,134 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

LPL Financial LLC 0.00% Add +181.4% 120,786 $9.5M
Cambria Investment Management, L.P. 0.53% Reduce -0.9% 116,246 $9.1M
Morgan Stanley 0.00% Add +22.5% 108,707 $8.5M
Barings LLC 0.15% No change 102,707 $8.1M
Guardian Partners Inc. 0.33% New 52,100 $4.1M
Cetera Investment Advisers 0.00% Reduce -1.3% 33,480 $2.6M
Bank of Nova Scotia 0.00% New 29,880 $2.4M
Raymond James Financial Inc. 0.00% Add +6.0% 29,597 $2.3M
Ameriprise Financial Inc. 0.00% Add +3.1% 28,573 $2.2M
Guardian Capital LP 0.07% Reduce -3.4% 28,600 $2.2M
Bank of America Corp. 0.00% Add +7.9% 24,850 $2.0M
Signature Estate & Investment Advisors LLC 0.04% Add +4.3% 22,295 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -61.0% 20,583 $1.6M
Citadel Advisors 0.00% New 20,251 $1.6M
Royal Bank of Canada 0.00% Reduce -10.7% 19,467 $1.5M
Kestra Advisory Services, LLC 0.01% Add +3.4% 17,723 $1.4M
UBS Group AG 0.00% Reduce -7.0% 17,279 $1.4M
Wells Fargo & Company 0.00% Add +97.6% 16,402 $1.3M
J. Safra Sarasin Holding AG 0.02% New 12,070 $949K
HRT Financial LP 0.00% New 11,681 $918K
Private Advisor Group, LLC 0.00% Add +0.0% 9,887 $778K
Equitable Holdings, Inc. 0.01% Add +46.8% 9,556 $752K
Commonwealth Equity Services, LLC 0.00% Add +3.4% 9,342 $735K
Jane Street Group, LLC 0.00% Reduce -2.1% 9,092 $715K
Janney Montgomery Scott LLC 0.00% Add +79.3% 9,056 $712K
Beacon Pointe Advisors, LLC 0.00% New 8,653 $681K
LOM Asset Management Ltd 0.19% Add +2.0% 8,221 $647K
Steward Partners Investment Advisory, LLC 0.00% Add +8.7% 7,876 $619K
Envestnet Asset Management Inc. 0.00% Reduce -3.5% 7,001 $551K
Osaic Holdings, Inc. 0.00% Add +0.5% 6,743 $530K
Northwestern Mutual Wealth Management Co. 0.00% Add +50958.3% 6,127 $482K
Cambridge Investment Research Advisors, Inc. 0.00% Add +78.2% 5,791 $455K
GLOBALT Investments LLC / GA 0.02% Reduce -2.4% 5,753 $452K
Jones Financial Companies LLLP 0.00% Add +47.2% 5,650 $444K
Eagle Strategies LLC 0.05% No change 5,242 $412K
Financial & Tax Architects, LLC 0.09% New 5,150 $405K
Nova Wealth Management, Inc. 0.26% Add +12.3% 4,775 $376K
Sightline Wealth Advisors, LLC 0.16% New 4,681 $368K
Advisory Services Network, LLC 0.00% Reduce -1.9% 4,188 $329K
NTV Asset Management LLC 0.03% No change 3,900 $307K
Cresset Asset Management, LLC 0.00% Reduce -7.3% 3,886 $306K
Creative Planning 0.00% Add +9.9% 3,746 $295K
Truist Financial Corp. 0.00% Reduce -47.1% 3,622 $285K
Bessemer Group Inc. 0.00% Add +15.2% 2,927 $230K
Milestone Asset Management Group, LLC 0.12% Reduce -4.3% 2,632 $207K
Ieq Capital, LLC 0.00% No change 2,600 $204K
Federation des caisses Desjardins du Quebec 0.00% No change 2,455 $193K
Strategic Investment Solutions, Inc. 0.04% Add +0.0% 2,366 $186K
SBI Securities Co., Ltd. 0.00% Reduce -3.6% 2,143 $169K
Rockefeller Capital Management L.P. 0.00% Add +28.2% 1,790 $141K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.3% 1,404 $110K
FMR LLC 0.00% Add +1.2% 1,222 $96K
Anchor Investment Management, LLC 0.01% No change 1,100 $87K
Bangor Savings Bank 0.01% No change 965 $76K
Flagship Harbor Advisors, LLC 0.00% New 850 $67K
Sava Infond d.o.o. 0.01% New 800 $63K
NFSG Corp 0.01% No change 750 $59K
Comerica Bank 0.00% No change 698 $55K
Glen Eagle Advisors, LLC 0.01% No change 628 $49K
TD Waterhouse Canada Inc. 0.00% No change 567 $45K
NewEdge Advisors, LLC 0.00% Reduce -19.5% 446 $35K
Blair William & Co. 0.00% New 385 $30K
CX Institutional 0.00% Add +7.8% 331 $26K
Cwm, LLC 0.00% No change 315 $25K
Allworth Financial LP 0.00% No change 285 $22K
Fifth Third Bancorp 0.00% No change 281 $22K
Addison Advisors LLC 0.00% Reduce -9.1% 260 $20K
Front Row Advisors LLC 0.01% No change 257 $20K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 240 $19K
JPMorgan Chase & Co. 0.00% New 220 $17K
Capital Analysts, LLC 0.00% No change 220 $17K
Estate Planners Group, LLC 0.01% — 191 $15K
Sound Income Strategies, LLC 0.00% New 125 $10K
AE Wealth Management LLC 0.00% New 114 $9K
Farther Finance Advisors, LLC 0.00% New 110 $9K
National Bank of Canada 0.00% No change 100 $8K
Valley National Advisers Inc. 0.00% No change 13 $1K

"% of holder's portfolio" is JXI's weight in each manager's 13F, not the share of iShares Global Utilities ETF the manager owns.