Vault-13

ISHARES TR JXI

GLOB UTILITS ETF · ETP · CUSIP 464288711

64 institutional holders +4 vs Q2 2025
804,037804.0k shares reported held*
$62.4mreported value*
10 new 18 added 22 reduced 4 sold out net bought ≈ $8.4m (+108.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $77.63.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 63Q4 22: 67Q1 23: 59Q2 23: 61Q3 23: 60Q4 23: 56Q1 24: 51Q2 24: 54Q3 24: 54Q4 24: 52Q1 25: 56Q2 25: 60Q3 25: 6464Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 202263
Q4 202267
Q1 202359
Q2 202361
Q3 202360
Q4 202356
Q1 202451
Q2 202454
Q3 202454
Q4 202452
Q1 202556
Q2 202560
Q3 202564

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 23: 15 bought or addedQ4 23: 29 cut or sold outQ1 24: 12 bought or addedQ1 24: 24 cut or sold outQ1 24Q2 24: 21 bought or addedQ2 24: 19 cut or sold outQ3 24: 21 bought or addedQ3 24: 20 cut or sold outQ3 24Q4 24: 21 bought or addedQ4 24: 23 cut or sold outQ1 25: 18 bought or addedQ1 25: 27 cut or sold outQ1 25Q2 25: 32 bought or addedQ2 25: 16 cut or sold outQ3 25: 28 bought or addedQ3 25: 26 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231529
Q1 20241224
Q2 20242119
Q3 20242120
Q4 20242123
Q1 20251827
Q2 20253216
Q3 20252826

Biggest buyers

BARINGS LLC New +102,707+102.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +37,499+37.5k
Cetera Investment Advisers Added +22,831+22.8k
NAPA WEALTH MANAGEMENT New +13,609+13.6k
JANE STREET GROUP, LLC New +9,288+9.3k
Steward Partners Investment Advisory, LLC New +7,246+7.2k
Eagle Strategies LLC New +5,242+5.2k
FLOW TRADERS U.S. LLC Added +3,960+4.0k
Milestone Asset Management Group, LLC New +2,750+2.8k
BANK OF AMERICA CORP /DE/ Added +2,650+2.6k

Biggest sellers

Kestra Advisory Services, LLC Reduced -40,647-40.6k
ROYAL BANK OF CANADA Reduced -25,673-25.7k
FSA WEALTH PARTNERS, INC. Sold out -10,600-10.6k
Clearstead Advisors, LLC Reduced -5,779-5.8k
GOLDMAN SACHS GROUP INC Sold out -5,000-5.0k
MORGAN STANLEY Reduced -4,939-4.9k
AMERIPRISE FINANCIAL INC Reduced -4,284-4.3k
Gladstone Institutional Advisory LLC Sold out -3,894-3.9k
GUARDIAN CAPITAL LP Reduced -2,100-2.1k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Reduced -1,829-1.8k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cambria Investment Management, L.P. 0.55% of their portfolio Manhattan Beach, CA 117,352117.4k $9.1m $9.1m 0.55% Reduced -1.8k -1,797
2 BARINGS LLC 0.15% of their portfolio CHARLOTTE, NC 102,707102.7k $8.0m $8.0m 0.15% New
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 88,72588.7k $6.9m $6.9m 0.00% Reduced -4.9k -4,939
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 52,72352.7k $4.1m $4.1m 0.01% Added +37.5k +37,499
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 42,92142.9k $3.3m $3.3m 0.00% Added +1.5k +1,496
6 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 33,91533.9k $2.6m $2.6m 0.00% Added +22.8k +22,831
7 GUARDIAN CAPITAL LP 0.07% of their portfolio TORONTO, A6 29,60029.6k $2.3m $2.3m 0.07% Reduced -2.1k -2,100
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 27,91127.9k $2.2m $2.2m 0.00% Added +1.2k +1,243
9 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 27,70427.7k $2.1m $2.1m 0.00% Reduced -4.3k -4,284
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 23,02823.0k $1.8m $1.8m 0.00% Added +2.6k +2,650
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 21,80921.8k $1.7m $1.7m 0.00% Reduced -25.7k -25,673
12 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.04% of their portfolio LOS ANGELES, CA 21,37821.4k $1.7m $1.7m 0.04% Reduced -1.8k -1,829
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 18,58318.6k $1.4m $1.4m 0.00% Added +978 +978
14 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 17,13617.1k $1.3m $1.3m 0.01% Reduced -40.6k -40,647
15 NAPA WEALTH MANAGEMENT 0.50% of their portfolio Napa, CA 13,60913.6k $1.1m $1.1m 0.50% New
16 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 12,88512.9k $1.0m $1.0m 0.01% Reduced -5.8k -5,779
17 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 9,8869.9k $767.7k $767.7k 0.00% Added +65 +65
18 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,2889.3k $721.3k $721.3k 0.00% New
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,0359.0k $702.0k $702.0k 0.00% Added +78 +78
20 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 8,2998.3k $644.5k $644.5k 0.00% Reduced -887 -887
21 LOM Asset Management Ltd 0.19% of their portfolio Hamilton, D0 8,0568.1k $626.0k $626.0k 0.19% Added +364 +364
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,2547.3k $563.3k $563.3k 0.00% Added +131 +131
23 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,2467.2k $562.7k $562.7k 0.00% New
24 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 7,0217.0k $545.0k $545.0k 0.02% Added +4.0k +3,960
25 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 6,8516.9k $532.0k $532.0k 0.00% Reduced -6 -6
26 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6,7096.7k $503.6k $503.6k 0.00% Reduced -1.2k -1,167
27 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 6,5086.5k $505.4k $505.4k 0.00% Added +1.3k +1,270
28 GLOBALT Investments LLC / GA 0.02% of their portfolio Atlanta, GA 5,8945.9k $457.7k $457.7k 0.02% Reduced -340 -340
29 Eagle Strategies LLC 0.05% of their portfolio NEW YORK, NY 5,2425.2k $407.1k $407.1k 0.05% New
30 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 5,0525.1k $392.0k $392.0k 0.00% Added +325 +325
31 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 4,2684.3k $331.4k $331.4k 0.00% Added +675 +675
32 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 4,1914.2k $325.4k $325.4k 0.00% Reduced -1.3k -1,282
33 NTV Asset Management LLC 0.03% of their portfolio Charleston, WV 3,9003.9k $302.9k $302.9k 0.03% Unchanged
34 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 3,8393.8k $296.0k $296.0k 0.00% Added +1.6k +1,586
35 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 3,4093.4k $264.7k $264.7k 0.00% Added +409 +409
36 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 3,2493.2k $252.0k $252.0k 0.00% Reduced -206 -206
37 Milestone Asset Management Group, LLC 0.13% of their portfolio AVON, CT 2,7502.8k $213.5k $213.5k 0.13% New
38 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 2,6002.6k $201.9k $201.9k 0.00% New
39 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 2,5422.5k $197.0k $197.0k 0.00% Unchanged
40 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 2,4552.5k $190.7k $190.7k 0.00% Unchanged
41 Strategic Investment Solutions, Inc. /IL 0.05% of their portfolio ORLAND PARK, IL 2,3652.4k $183.7k $183.7k 0.05% Unchanged
42 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 2,2242.2k $172.7k $172.7k 0.00% Reduced -322 -322
43 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 1,4001.4k $108.7k $108.7k 0.00% Reduced -61 -61
44 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,3961.4k $108.4k $108.4k 0.00% New
45 FMR LLC 0.00% of their portfolio BOSTON, MA 1,2071.2k $93.7k $93.7k 0.00% Added +160 +160
46 Anchor Investment Management, LLC 0.01% of their portfolio COLUMBIA, SC 1,1001.1k $85.4k $85.4k 0.01% Unchanged
47 Bangor Savings Bank 0.01% of their portfolio BANGOR, ME 965965 $74.9k $74.9k 0.01% Reduced -35 -35
48 NFSG Corp 0.01% of their portfolio BOCA RATON, FL 750750 $58.2k $58.2k 0.01% Unchanged
49 COMERICA BANK 0.00% of their portfolio DALLAS, TX 698698 $54.2k $54.2k 0.00% Unchanged
50 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 628628 $48.8k $48.8k 0.01% Unchanged
51 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 577577 $44.8k $44.8k 0.00% Reduced -37 -37
52 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 567567 $44.3k $44.3k 0.00% Unchanged
53 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 554554 $43.0k $43.0k 0.00% Added +33 +33
54 CWM, LLC 0.00% of their portfolio OMAHA, NE 315315 $25.0k $25.0k 0.00% Unchanged
55 CX Institutional 0.00% of their portfolio AUBURN, IN 307307 $24.0k $24.0k 0.00% Reduced -11 -11
56 Addison Advisors LLC 0.01% of their portfolio MIDDLEBURY, VT 286286 $22.2k $22.2k 0.01% Unchanged
57 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 285285 $22.1k $22.1k 0.00% Unchanged
58 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 281281 $21.8k $21.8k 0.00% Unchanged
59 Front Row Advisors LLC 0.01% of their portfolio TIBURON, CA 257257 $20.0k $20.0k 0.01% Reduced -30 -30
60 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 220220 $17.0k $17.0k 0.00% New
61 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 100100 $7.8k $7.8k 0.00% Reduced -1.0k -1,015
62 VALLEY NATIONAL ADVISERS INC 0.00% of their portfolio BETHLEHEM, PA 1313 $1.0k $1.0k 0.00% New
63 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1212 $932 $932 0.00% Reduced -53 -53
64 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 00 $22 $22 0.00% Unchanged