Vault-13

ISHARES TR JXI

GLOB UTILITS ETF · ETP · CUSIP 464288711

77 institutional holders +13 vs Q3 2025
1,027,9701.0m shares reported held*
$79.2mreported value*
17 new 25 added 16 reduced 3 sold out net bought ≈ $17.0m (+237.4k 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 ≈ $77.03.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 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: 64Q4 25: 7777Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 202577

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q1 24: 12 bought or addedQ1 24: 24 cut or sold outQ2 24: 21 bought or addedQ2 24: 19 cut or sold outQ2 24Q3 24: 21 bought or addedQ3 24: 20 cut or sold outQ4 24: 21 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 18 bought or addedQ1 25: 27 cut or sold outQ2 25: 32 bought or addedQ2 25: 16 cut or sold outQ2 25Q3 25: 28 bought or addedQ3 25: 26 cut or sold outQ4 25: 42 bought or addedQ4 25: 19 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20241224
Q2 20242119
Q3 20242120
Q4 20242123
Q1 20251827
Q2 20253216
Q3 20252826
Q4 20254219

Biggest buyers

LPL Financial LLC Added +77,865+77.9k
Guardian Partners Inc. New +52,100+52.1k
BANK OF NOVA SCOTIA New +29,880+29.9k
Corient Private Wealth LP New +21,740+21.7k
CITADEL ADVISORS LLC New +20,251+20.3k
MORGAN STANLEY Added +19,982+20.0k
J. Safra Sarasin Holding AG New +12,070+12.1k
HRT FINANCIAL LP New +11,681+11.7k
Beacon Pointe Advisors, LLC New +8,653+8.7k
WELLS FARGO & COMPANY/MN Added +8,103+8.1k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -32,140-32.1k
Clearstead Advisors, LLC Sold out -12,885-12.9k
FLOW TRADERS U.S. LLC Sold out -7,021-7.0k
TRUIST FINANCIAL CORP Reduced -3,229-3.2k
ROYAL BANK OF CANADA Reduced -2,342-2.3k
UBS Group AG Reduced -1,304-1.3k
Cambria Investment Management, L.P. Reduced -1,106-1.1k
GUARDIAN CAPITAL LP Reduced -1,000-1.0k
GPS Wealth Strategies Group, LLC Sold out -577-577
Cetera Investment Advisers Reduced -435-435

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 120,786120.8k $9.5m $9.5m 0.00% Added +77.9k +77,865
2 Cambria Investment Management, L.P. 0.53% of their portfolio Manhattan Beach, CA 116,246116.2k $9.1m $9.1m 0.53% Reduced -1.1k -1,106
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 108,707108.7k $8.5m $8.5m 0.00% Added +20.0k +19,982
4 BARINGS LLC 0.15% of their portfolio CHARLOTTE, NC 102,707102.7k $8.1m $8.1m 0.15% Unchanged
5 Guardian Partners Inc. 0.33% of their portfolio TORONTO, Z4 52,10052.1k $4.1m $4.1m 0.33% New
6 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 33,48033.5k $2.6m $2.6m 0.00% Reduced -435 -435
7 BANK OF NOVA SCOTIA 0.00% of their portfolio TORONTO, A6 29,88029.9k $2.4m $2.4m 0.00% New
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 29,59729.6k $2.3m $2.3m 0.00% Added +1.7k +1,686
9 GUARDIAN CAPITAL LP 0.07% of their portfolio TORONTO, A6 28,60028.6k $2.2m $2.2m 0.07% Reduced -1.0k -1,000
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 28,57328.6k $2.2m $2.2m 0.00% Added +869 +869
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 24,85024.9k $2.0m $2.0m 0.00% Added +1.8k +1,822
12 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.04% of their portfolio LOS ANGELES, CA 22,29522.3k $1.8m $1.8m 0.04% Added +917 +917
13 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 21,74021.7k $36.5k $36.5k 0.00% New
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,58320.6k $1.6m $1.6m 0.00% Reduced -32.1k -32,140
15 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,25120.3k $1.6m $1.6m 0.00% New
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,46719.5k $1.5m $1.5m 0.00% Reduced -2.3k -2,342
17 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 17,72317.7k $1.4m $1.4m 0.01% Added +587 +587
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 17,27917.3k $1.4m $1.4m 0.00% Reduced -1.3k -1,304
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 16,40216.4k $1.3m $1.3m 0.00% Added +8.1k +8,103
20 J. Safra Sarasin Holding AG 0.02% of their portfolio BASEL, V8 12,07012.1k $949.3k $949.3k 0.02% New
21 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 11,68111.7k $918.0k $918.0k 0.00% New
22 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 9,8879.9k $777.6k $777.6k 0.00% Added +1 +1
23 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 9,5569.6k $751.6k $751.6k 0.01% Added +3.0k +3,048
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,3429.3k $734.8k $734.8k 0.00% Added +307 +307
25 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,0929.1k $715.1k $715.1k 0.00% Reduced -196 -196
26 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,0569.1k $712.0k $712.0k 0.00% Added +4.0k +4,004
27 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 8,6538.7k $680.5k $680.5k 0.00% New
28 LOM Asset Management Ltd 0.19% of their portfolio Hamilton, D0 8,2218.2k $646.6k $646.6k 0.19% Added +165 +165
29 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,8767.9k $619.4k $619.4k 0.00% Added +630 +630
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,0017.0k $550.6k $550.6k 0.00% Reduced -253 -253
31 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6,7436.7k $530.3k $530.3k 0.00% Added +34 +34
32 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 6,1276.1k $481.9k $481.9k 0.00% Added +6.1k +6,115
33 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 5,7915.8k $455.0k $455.0k 0.00% Added +2.5k +2,542
34 GLOBALT Investments LLC / GA 0.02% of their portfolio Atlanta, GA 5,7535.8k $452.5k $452.5k 0.02% Reduced -141 -141
35 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 5,6505.7k $444.4k $444.4k 0.00% Added +1.8k +1,811
36 Eagle Strategies LLC 0.05% of their portfolio NEW YORK, NY 5,2425.2k $412.3k $412.3k 0.05% Unchanged
37 Financial & Tax Architects, LLC 0.09% of their portfolio ST LOUIS, MO 5,1505.2k $405.0k $405.0k 0.09% New
38 Sightline Wealth Advisors, LLC 0.16% of their portfolio GROTON, CT 4,6814.7k $368.1k $368.1k 0.16% New
39 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 4,1884.2k $329.3k $329.3k 0.00% Reduced -80 -80
40 NTV Asset Management LLC 0.03% of their portfolio Charleston, WV 3,9003.9k $306.7k $306.7k 0.03% Unchanged
41 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 3,8863.9k $305.7k $305.7k 0.00% Reduced -305 -305
42 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 3,7463.7k $294.6k $294.6k 0.00% Added +337 +337
43 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 3,6223.6k $284.9k $284.9k 0.00% Reduced -3.2k -3,229
44 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 2,9272.9k $230.0k $230.0k 0.00% Added +385 +385
45 Milestone Asset Management Group, LLC 0.12% of their portfolio AVON, CT 2,6322.6k $207.0k $207.0k 0.12% Reduced -118 -118
46 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 2,6002.6k $204.5k $204.5k 0.00% Unchanged
47 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 2,4552.5k $193.1k $193.1k 0.00% Unchanged
48 Strategic Investment Solutions, Inc. /IL 0.04% of their portfolio ORLAND PARK, IL 2,3662.4k $186.1k $186.1k 0.04% Added +1 +1
49 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 2,1432.1k $168.5k $168.5k 0.00% Reduced -81 -81
50 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,7901.8k $140.8k $140.8k 0.00% Added +394 +394
51 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 1,4041.4k $110.3k $110.3k 0.00% Added +4 +4
52 FMR LLC 0.00% of their portfolio BOSTON, MA 1,2221.2k $96.1k $96.1k 0.00% Added +15 +15
53 Anchor Investment Management, LLC 0.01% of their portfolio COLUMBIA, SC 1,1001.1k $86.5k $86.5k 0.01% Unchanged
54 Bangor Savings Bank 0.01% of their portfolio BANGOR, ME 965965 $75.9k $75.9k 0.01% Unchanged
55 FLAGSHIP HARBOR ADVISORS, LLC 0.00% of their portfolio BOSTON, MA 850850 $66.9k $66.9k 0.00% New
56 Sava Infond d.o.o. 0.01% of their portfolio MARIBOR, 2A 800800 $62.9k $62.9k 0.01% New
57 NFSG Corp 0.01% of their portfolio BOCA RATON, FL 750750 $59.0k $59.0k 0.01% Unchanged
58 COMERICA BANK 0.00% of their portfolio DALLAS, TX 698698 $54.9k $54.9k 0.00% Unchanged
59 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 628628 $49.4k $49.4k 0.01% Unchanged
60 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 567567 $44.6k $44.6k 0.00% Unchanged
61 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 446446 $35.1k $35.1k 0.00% Reduced -108 -108
62 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 385385 $30.3k $30.3k 0.00% New
63 CX Institutional 0.00% of their portfolio AUBURN, IN 331331 $26.0k $26.0k 0.00% Added +24 +24
64 CWM, LLC 0.00% of their portfolio OMAHA, NE 315315 $25.0k $25.0k 0.00% Unchanged
65 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 285285 $22.4k $22.4k 0.00% Unchanged
66 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 281281 $22.1k $22.1k 0.00% Unchanged
67 Addison Advisors LLC 0.00% of their portfolio MIDDLEBURY, VT 260260 $20.4k $20.4k 0.00% Reduced -26 -26
68 Front Row Advisors LLC 0.01% of their portfolio TIBURON, CA 257257 $20.2k $20.2k 0.01% Unchanged
69 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% of their portfolio INDIANAPOLIS, IN 240240 $18.9k $18.9k 0.01% New
70 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 220220 $17.3k $17.3k 0.00% New
71 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 220220 $17.0k $17.0k 0.00% Unchanged
72 Estate Planners Group, LLC 0.01% of their portfolio YARDLEY, PA 191191 $15.0k $15.0k 0.01% First filing
73 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 125125 $10.0k $10.0k 0.00% New
74 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 114114 $9.0k $9.0k 0.00% New
75 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 110110 $8.7k $8.7k 0.00% New
76 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 100100 $7.9k $7.9k 0.00% Unchanged
77 VALLEY NATIONAL ADVISERS INC 0.00% of their portfolio BETHLEHEM, PA 1313 $1.0k $1.0k 0.00% Unchanged