ISHARES TR JXI
GLOB UTILITS ETF · ETP · CUSIP 464288711
77
institutional holders
+0 vs Q4 2025
1.3m
shares reported held*
$114.6mreported value*
11 new
32 added
15 reduced
10 sold out
net bought ≈ $27.8m (+300.5k 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 ≈ $86.28. Options: 2 managers hold calls ($621.6k notional), 1 hold puts ($17.3k).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 63 |
| Q4 2022 | 67 |
| Q1 2023 | 59 |
| Q2 2023 | 61 |
| Q3 2023 | 60 |
| Q4 2023 | 56 |
| Q1 2024 | 51 |
| Q2 2024 | 54 |
| Q3 2024 | 54 |
| Q4 2024 | 52 |
| Q1 2025 | 56 |
| Q2 2025 | 60 |
| Q3 2025 | 64 |
| Q4 2025 | 77 |
| Q1 2026 | 77 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 21 | 19 |
| Q3 2024 | 21 | 20 |
| Q4 2024 | 21 | 23 |
| Q1 2025 | 18 | 27 |
| Q2 2025 | 32 | 16 |
| Q3 2025 | 28 | 26 |
| Q4 2025 | 42 | 19 |
| Q1 2026 | 43 | 25 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $0 | $0 | — |
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $621.6k | $17.3k | 0.03 |
Biggest buyers
| Federation des caisses Desjardins du Quebec | Added | +135.9k |
| AMERIPRISE FINANCIAL INC | Added | +84.4k |
| NTV Asset Management LLC | Added | +38.0k |
| Kestra Advisory Services, LLC | Added | +33.9k |
| MORGAN STANLEY | Added | +32.6k |
| RAYMOND JAMES FINANCIAL INC | Added | +21.9k |
| Cumberland Partners Ltd | New | +14.6k |
| JANE STREET GROUP, LLC | Added | +13.7k |
| Cambria Investment Management, L.P. | Added | +13.1k |
| FLOW TRADERS U.S. LLC | New | +11.8k |
Biggest sellers
| Guardian Partners Inc. | Sold out | -52.1k |
| Corient Private Wealth LP | Sold out | -21.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -20.6k |
| CITADEL ADVISORS LLC | Sold out | -20.3k |
| HRT FINANCIAL LP | Sold out | -11.7k |
| BANK OF AMERICA CORP /DE/ | Reduced | -5.9k |
| Financial & Tax Architects, LLC | Sold out | -5.2k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Reduced | -4.6k |
| Cresset Asset Management, LLC | Sold out | -3.9k |
| ROYAL BANK OF CANADA | Reduced | -3.2k |
Biggest calls
| CITADEL ADVISORS LLC | New | $379.9k4.4k shares |
| Belvedere Trading LLC | New | $241.8k2.8k shares |
Biggest puts
| Belvedere Trading LLC | New | $17.3k200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 141.3k $12.2m | Added +32.6k |
| Federation des caisses Desjardins du Quebec 0.04% of their portfolio | 138.4k $11.9m | Added +135.9k |
| LPL Financial LLC 0.00% of their portfolio | 131.4k $11.3m | Added +10.6k |
| Cambria Investment Management, L.P. 0.62% of their portfolio | 129.3k $11.2m | Added +13.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 113.0k $9.8m | Added +84.4k |
| BARINGS LLC 0.14% of their portfolio | 102.7k $8.9m | Unchanged |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 51.6k $4.5m | Added +33.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 51.5k $4.5m | Added +21.9k |
| NTV Asset Management LLC 0.40% of their portfolio | 41.9k $3.6m | Added +38.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 33.0k $2.9m | Reduced -470 |
| BANK OF NOVA SCOTIA 0.00% of their portfolio | 30.9k $2.7m | Added +1.0k |
| GUARDIAN CAPITAL LP 0.06% of their portfolio | 26.3k $2.3m | Reduced -2.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 22.8k $2.0m | Added +13.7k |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.04% of their portfolio | 22.0k $1.9m | Reduced -246 |
| UBS Group AG 0.00% of their portfolio | 20.2k $1.7m | Added +2.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 19.9k $1.7m | Added +3.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 18.9k $1.6m | Reduced -5.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 16.3k $1.4m | Reduced -3.2k |
| Cumberland Partners Ltd 0.10% of their portfolio | 14.6k $1.3m | New |
| Private Advisor Group, LLC 0.01% of their portfolio | 12.9k $1.1m | Added +3.0k |
| J. Safra Sarasin Holding AG 0.02% of their portfolio | 12.6k $1.1m | Added +561 |
| FLOW TRADERS U.S. LLC 0.03% of their portfolio | 11.8k $1.0m | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 11.3k $971.4k | Added +4.5k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 10.9k $943.0k | Added +1.9k |
| Equitable Holdings, Inc. 0.00% of their portfolio | 9.6k $755.3k | Added +47 |
| OLD MISSION CAPITAL LLC 0.02% of their portfolio | 9.5k $820.7k | New |
| LOM Asset Management Ltd 0.21% of their portfolio | 8.4k $728.5k | Added +217 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 8.0k $692.8k | Added +149 |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 7.9k $684.6k | Reduced -724 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 7.7k $668.3k | Added +740 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 7.5k $650.8k | Reduced -1.8k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 7.0k $594.5k | Added +1.4k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 5.8k $503.0k | Added +30 |
| GLOBALT Investments LLC / GA 0.02% of their portfolio | 5.7k $494.0k | Reduced -32 |
| Eagle Strategies LLC 0.06% of their portfolio | 5.4k $463.6k | Added +128 |
| MATHER GROUP, LLC. 0.00% of their portfolio | 5.1k $440.2k | New |
| Sava Infond d.o.o. 0.06% of their portfolio | 4.6k $397.2k | Added +3.8k |
| Sightline Wealth Advisors, LLC 0.15% of their portfolio | 4.0k $348.7k | Reduced -642 |
| Advisory Services Network, LLC 0.00% of their portfolio | 4.0k $342.1k | Reduced -225 |
| Creative Planning 0.00% of their portfolio | 3.7k $323.4k | Unchanged |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 3.6k $312.6k | Reduced -2 |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 2.6k $224.5k | Unchanged |
| Gladstone Institutional Advisory LLC 0.01% of their portfolio | 2.6k $224.5k | New |
| BESSEMER GROUP INC 0.00% of their portfolio | 2.5k $219.0k | Reduced -385 |
| Milestone Asset Management Group, LLC 0.12% of their portfolio | 2.4k $211.0k | Reduced -188 |
| SBI Securities Co., Ltd. 0.01% of their portfolio | 2.4k $204.5k | Added +225 |
| Strategic Investment Solutions, Inc. /IL 0.05% of their portfolio | 2.4k $204.3k | Unchanged |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 1.8k $155.4k | New |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 1.8k $154.6k | Unchanged |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 0.01% of their portfolio | 1.6k $138.1k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1.5k $128.0k | Reduced -4.6k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 1.4k $121.0k | Unchanged |
| FMR LLC 0.00% of their portfolio | 1.2k $106.0k | Added +6 |
| Anchor Investment Management, LLC 0.01% of their portfolio | 1.1k $95.0k | Unchanged |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 979 $84.5k | Added +698 |
| Bangor Savings Bank 0.01% of their portfolio | 900 $77.7k | Reduced -65 |
| Allworth Financial LP 0.00% of their portfolio | 867 $74.9k | Added +582 |
| NFSG Corp 0.01% of their portfolio | 750 $64.8k | Unchanged |
| Glen Eagle Advisors, LLC 0.01% of their portfolio | 628 $54.3k | Unchanged |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 567 $49.4k | Unchanged |
| AE Wealth Management LLC 0.00% of their portfolio | 469 $40.5k | Added +355 |
| Solstein Capital, LLC 0.02% of their portfolio | 460 $39.7k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 446 $38.5k | Unchanged |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 385 $33.2k | Unchanged |
| CX Institutional 0.00% of their portfolio | 366 $32.0k | Added +35 |
| CWM, LLC 0.00% of their portfolio | 315 $27.2k | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 303 $26.2k | Added +203 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 268 $23.0k | Added +48 |
| Addison Advisors LLC 0.00% of their portfolio | 260 $22.4k | Unchanged |
| Front Row Advisors LLC 0.01% of their portfolio | 257 $22.2k | Unchanged |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% of their portfolio | 240 $20.7k | Unchanged |
| Capital Analysts, LLC 0.00% of their portfolio | 220 $19.0k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 176 $15.2k | New |
| Sound Income Strategies, LLC 0.00% of their portfolio | 125 $10.9k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 110 $9.6k | Unchanged |
| Copia Wealth Management 0.00% of their portfolio | 63 $5.4k | New |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 8 $690 | New |