iShares Global Utilities ETFJXIETF
13F holders, Q1 2026 (March 31)78holders +1
11new positions
9sold out
$86.28avg. 13F price*
At the end of Q1 2026, 78 institutions reported holding iShares Global Utilities ETF (JXI) in their 13F filings, up 1 from Q4 2025. 11 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($12.2M), Federation des caisses Desjardins du Quebec ($11.9M) and LPL Financial LLC ($11.3M).
- Company
- iShares Global Utilities ETF
- CUSIP
- 464288711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.1M |
| Exits | 9 | $9.0M |
All 13F filers, Q4 2025 → Q1 2026: 461,227 shares bought and 135,511 shares sold, net +325,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Morgan Stanley | 0.00% | Add +30.0% | 141,301 | $12.2M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +5535.9% | 138,361 | $11.9M |
| LPL Financial LLC | 0.00% | Add +8.8% | 131,392 | $11.3M |
| Cambria Investment Management, L.P. | 0.62% | Add +11.2% | 129,313 | $11.2M |
| Ameriprise Financial Inc. | 0.00% | Add +295.4% | 112,984 | $9.8M |
| Barings LLC | 0.15% | No change | 102,707 | $8.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +191.2% | 51,605 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Add +74.2% | 51,544 | $4.5M |
| NTV Asset Management LLC | 0.40% | Add +973.3% | 41,860 | $3.6M |
| Cetera Investment Advisers | 0.00% | Reduce -1.4% | 33,010 | $2.9M |
| Bank of Nova Scotia | 0.00% | Add +3.4% | 30,880 | $2.7M |
| Guardian Capital LP | 0.06% | Reduce -8.0% | 26,300 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +150.3% | 22,760 | $2.0M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -1.1% | 22,049 | $1.9M |
| UBS Group AG | 0.00% | Add +16.7% | 20,162 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +21.6% | 19,948 | $1.7M |
| Bank of America Corp. | 0.00% | Reduce -23.8% | 18,937 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -16.3% | 16,303 | $1.4M |
| Cumberland Partners Ltd | 0.10% | New | 14,613 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +30.8% | 12,931 | $1.1M |
| J. Safra Sarasin Holding AG | 0.02% | Add +4.7% | 12,631 | $1.1M |
| Flow Traders U.S. LLC | 0.03% | New | 11,776 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +66.8% | 11,251 | $971K |
| Janney Montgomery Scott LLC | 0.00% | Add +20.6% | 10,926 | $943K |
| Old Mission Capital LLC | 0.02% | New | 9,505 | $821K |
| Equitable Holdings, Inc. | 0.00% | Add +0.5% | 9,603 | $755K |
| LOM Asset Management Ltd | 0.21% | Add +2.6% | 8,438 | $729K |
| Nova Wealth Management, Inc. | 0.46% | Add +72.0% | 8,212 | $709K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.9% | 8,025 | $693K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -8.4% | 7,929 | $685K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.6% | 7,741 | $668K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.3% | 7,537 | $651K |
| Jones Financial Companies LLLP | 0.00% | Add +24.4% | 7,026 | $595K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.5% | 5,821 | $503K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -0.6% | 5,721 | $494K |
| Eagle Strategies LLC | 0.06% | Add +2.4% | 5,370 | $464K |
| Mather Group, Llc. | 0.00% | New | 5,098 | $440K |
| Sava Infond d.o.o. | 0.06% | Add +475.0% | 4,600 | $397K |
| Sightline Wealth Advisors, LLC | 0.15% | Reduce -13.7% | 4,039 | $349K |
| Advisory Services Network, LLC | 0.00% | Reduce -5.4% | 3,963 | $342K |
| Creative Planning | 0.00% | No change | 3,746 | $323K |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 3,620 | $313K |
| Ieq Capital, LLC | 0.00% | No change | 2,600 | $224K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,599 | $224K |
| Bessemer Group Inc. | 0.00% | Reduce -13.2% | 2,542 | $219K |
| Milestone Asset Management Group, LLC | 0.12% | Reduce -7.1% | 2,444 | $211K |
| SBI Securities Co., Ltd. | 0.01% | Add +10.5% | 2,368 | $204K |
| Strategic Investment Solutions, Inc. | 0.05% | No change | 2,366 | $204K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 1,800 | $155K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 1,790 | $155K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 1,600 | $138K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -75.8% | 1,482 | $128K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,404 | $121K |
| FMR LLC | 0.00% | Add +0.5% | 1,228 | $106K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,100 | $95K |
| Fifth Third Bancorp | 0.00% | Add +248.4% | 979 | $85K |
| Bangor Savings Bank | 0.01% | Reduce -6.7% | 900 | $78K |
| Allworth Financial LP | 0.00% | Add +204.2% | 867 | $75K |
| NFSG Corp | 0.01% | No change | 750 | $65K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 628 | $54K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 567 | $49K |
| AE Wealth Management LLC | 0.00% | Add +311.4% | 469 | $41K |
| Solstein Capital, LLC | 0.02% | New | 460 | $40K |
| NewEdge Advisors, LLC | 0.00% | No change | 446 | $39K |
| Blair William & Co. | 0.00% | No change | 385 | $33K |
| CX Institutional | 0.00% | Add +10.6% | 366 | $32K |
| Cwm, LLC | 0.00% | No change | 315 | $27K |
| National Bank of Canada | 0.00% | Add +203.0% | 303 | $26K |
| JPMorgan Chase & Co. | 0.00% | Add +21.8% | 268 | $23K |
| Addison Advisors LLC | 0.01% | No change | 260 | $22K |
| Front Row Advisors LLC | 0.01% | No change | 257 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 240 | $21K |
| Capital Analysts, LLC | 0.00% | No change | 220 | $19K |
| Harbour Investments, Inc. | 0.00% | New | 176 | $15K |
| Sound Income Strategies, LLC | 0.00% | No change | 125 | $11K |
| Farther Finance Advisors, LLC | 0.00% | No change | 110 | $10K |
| Copia Wealth Management | 0.00% | New | 63 | $5K |
| Simplex Trading, LLC | 0.00% | New | 8 | $690 |
"% of holder's portfolio" is JXI's weight in each manager's 13F, not the share of iShares Global Utilities ETF the manager owns.