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Ishares Global Utilities ETF (JXI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
INCREASED
Shares50,401 from 22,666
Change+27,735 (+122%)
Value$3.9M (+$1.9M)
Filed 2026-11-02
NTV Asset Management LLC
DECREASED
Shares36,960 from 40,845
Change-3,885 (-10%)
Value$2.8M (-$628.7K)
Filed 2026-10-23
Signature Estate & Investment Advisors LLC
DECREASED
Shares21,807 from 23,331
Change-1,524 (-7%)
Value$1.7M (-$305.7K)
Filed 2026-10-13
Solstein Capital, LLC
INCREASED
Shares21,426 from 21,341
Change+85 (+0%)
Value$1.6M (-$165.9K)
Filed 2026-11-02
J. Safra Sarasin Holding AG
UNCHANGED
Shares12,631 from 12,631
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-26
Nautilus Advisors LLC
INCREASED
Shares7,930 from 7,408
Change+522 (+7%)
Value$609.7K (-$18.7K)
Filed 2026-10-07
J.W. Cole Advisors, Inc.
INCREASED
Shares6,462 from 5,351
Change+1,111 (+21%)
Value$496.9K (+$42.2K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares5,527 from 5,533
Change-6 (0%)
Value$425 (-$469.6K)
Filed 2026-11-02
Globalt Investments LLC / GA
DECREASED
Shares5,282 from 5,438
Change-156 (-3%)
Value$406.1K (-$55.9K)
Filed 2026-10-27
Eagle Strategies LLC
DECREASED
Shares5,019 from 5,469
Change-450 (-8%)
Value$385.9K (-$78.8K)
Filed 2026-10-16
Sava Infond d.o.o.
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$353.7K (-$37.2K)
Filed 2026-10-28
Miller Howard Investments Inc
NEW
Shares4,281
Change+4,281
Value$329.2K
Filed 2026-10-26
Creative Planning
UNCHANGED
Shares3,751 from 3,751
Change0 (0%)
Value$288.4K (-$30.3K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares3,575 from 3,551
Change+24 (+1%)
Value$274.9K (-$26.8K)
Filed 2026-10-30
Bank of New York Mellon Corp
NEW
Shares3,492
Change+3,492
Value$268.5K
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares2,991 from 2,881
Change+110 (+4%)
Value$230.0K (-$14.8K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares2,879 from 281
Change+2,598 (+925%)
Value$221.3K (+$197.5K)
Filed 2026-11-05
StoneX Group Inc.
NEW
Shares2,598
Change+2,598
Value$207.3K
Filed 2026-11-03
SBI Securities Co., Ltd.
DECREASED
Shares2,553 from 2,564
Change-11 (0%)
Value$196.3K (-$21.6K)
Filed 2026-10-22
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$123.0K (-$12.9K)
Filed 2026-10-13
Private Trust Co NA
NEW
Shares1,387
Change+1,387
Value$106.6K
Filed 2026-10-20
Mondrian Investment Partners LTD
INCREASED
Shares1,331 from 20
Change+1,311 (+6555%)
Value$105.8K (+$104.1K)
Filed 2026-10-23
Bangor Savings Bank
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$69.2K (-$7.3K)
Filed 2026-10-06
Blue Trust, Inc.
NEW
Shares796
Change+796
Value$61.2K
Filed 2026-10-15
Nfsg Corp
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$57.7K (-$6.1K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
UNCHANGED
Shares567 from 567
Change0 (0%)
Value$43.5K (-$3.9K)
Filed 2026-10-16
Mather Group, Llc.
UNCHANGED
Shares492 from 492
Change0 (0%)
Value$37.8K (-$4.0K)
Filed 2026-10-14
CX Institutional
INCREASED
Shares324 from 317
Change+7 (+2%)
Value$25 (-$2)
Filed 2026-10-02
Farther Finance Advisors, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$8.5K (-$889)
Filed 2026-10-08
Barings LLC
CLOSED
Shares0 from 15,422
Change-15,422 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-22
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 4,062
Change-4,062 (-100%)
Value$0 (-$345.2K)
Filed 2026-10-21
Simplex Trading, LLC
CLOSED
Shares0 from 2,720
Change-2,720 (-100%)
Value$0 (-$231.1K)
Filed 2026-11-04
Milestone Asset Management Group, LLC
CLOSED
Shares0 from 2,449
Change-2,449 (-100%)
Value$0 (-$208.1K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 240
Change-240 (-100%)
Value$0 (-$20.4K)
Filed 2026-10-14
LPL Financial LLC
N/A
Shares— from 171,606
Change-171,606 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 155,230
Change-155,230 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 128,681
Change-128,681 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 44,733
Change-44,733 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 39,776
Change-39,776 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 36,814
Change-36,814 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,280
Change-34,280 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 33,568
Change-33,568 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 32,320
Change-32,320 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 30,309
Change-30,309 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 26,100
Change-26,100 (-100%)
Value—
UBS Group AG
N/A
Shares— from 21,579
Change-21,579 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 20,276
Change-20,276 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 19,702
Change-19,702 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 16,720
Change-16,720 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 14,838
Change-14,838 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,898
Change-13,898 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 12,609
Change-12,609 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,358
Change-12,358 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 11,539
Change-11,539 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 10,868
Change-10,868 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 9,479
Change-9,479 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,339
Change-9,339 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 8,936
Change-8,936 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,388
Change-8,388 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,781
Change-4,781 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,373
Change-4,373 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,719
Change-3,719 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,542
Change-2,542 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 867
Change-867 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 629
Change-629 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
Blair William & Co
N/A
Shares— from 389
Change-389 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 358
Change-358 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 310
Change-310 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 257
Change-257 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 176
Change-176 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 160
Change-160 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Kestra Advisory Services, LLC
INCREASED50,40122,666+27,735+122%$1.9M$3.9M+$1.9M2026-11-02
NTV Asset Management LLC
DECREASED36,96040,845-3,885-10%$3.5M$2.8M-$628.7K2026-10-23
Signature Estate & Investment Advisors LLC
DECREASED21,80723,331-1,524-7%$2.0M$1.7M-$305.7K2026-10-13
Solstein Capital, LLC
INCREASED21,42621,341+85+0%$1.8M$1.6M-$165.9K2026-11-02
J. Safra Sarasin Holding AG
UNCHANGED12,63112,63100%$1.1M$1.1M$02026-10-26
Nautilus Advisors LLC
INCREASED7,9307,408+522+7%$628.4K$609.7K-$18.7K2026-10-07
J.W. Cole Advisors, Inc.
INCREASED6,4625,351+1,111+21%$454.7K$496.9K+$42.2K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED5,5275,533-60%$470.0K$425-$469.6K2026-11-02
Globalt Investments LLC / GA
DECREASED5,2825,438-156-3%$462.1K$406.1K-$55.9K2026-10-27
Eagle Strategies LLC
DECREASED5,0195,469-450-8%$464.7K$385.9K-$78.8K2026-10-16
Sava Infond d.o.o.
UNCHANGED4,6004,60000%$390.9K$353.7K-$37.2K2026-10-28
Miller Howard Investments Inc
NEW4,281—+4,281——$329.2K—2026-10-26
Creative Planning
UNCHANGED3,7513,75100%$318.8K$288.4K-$30.3K2026-11-02
Truist Financial Corp
INCREASED3,5753,551+24+1%$301.7K$274.9K-$26.8K2026-10-30
Bank of New York Mellon Corp
NEW3,492—+3,492——$268.5K—2026-11-05
Commonwealth Equity Services, LLC
INCREASED2,9912,881+110+4%$244.8K$230.0K-$14.8K2026-11-02
Fifth Third Bancorp
INCREASED2,879281+2,598+925%$23.9K$221.3K+$197.5K2026-11-05
StoneX Group Inc.
NEW2,598—+2,598——$207.3K—2026-11-03
SBI Securities Co., Ltd.
DECREASED2,5532,564-110%$217.9K$196.3K-$21.6K2026-10-22
Beacon Investment Advisory Services, Inc.
UNCHANGED1,6001,60000%$136.0K$123.0K-$12.9K2026-10-13
Private Trust Co NA
NEW1,387—+1,387——$106.6K—2026-10-20
Mondrian Investment Partners LTD
INCREASED1,33120+1,311+6555%$1.7K$105.8K+$104.1K2026-10-23
Bangor Savings Bank
UNCHANGED90090000%$76.5K$69.2K-$7.3K2026-10-06
Blue Trust, Inc.
NEW796—+796——$61.2K—2026-10-15
Nfsg Corp
UNCHANGED75075000%$63.7K$57.7K-$6.1K2026-10-15
TD Waterhouse Canada Inc.
UNCHANGED56756700%$47.4K$43.5K-$3.9K2026-10-16
Mather Group, Llc.
UNCHANGED49249200%$41.8K$37.8K-$4.0K2026-10-14
CX Institutional
INCREASED324317+7+2%$27$25-$22026-10-02
Farther Finance Advisors, LLC
UNCHANGED11011000%$9.3K$8.5K-$8892026-10-08
Barings LLC
CLOSED015,422-15,422-100%$1.3M$0-$1.3M2026-10-22
Sightline Wealth Advisors, LLC
CLOSED04,062-4,062-100%$345.2K$0-$345.2K2026-10-21
Simplex Trading, LLC
CLOSED02,720-2,720-100%$231.1K$0-$231.1K2026-11-04
Milestone Asset Management Group, LLC
CLOSED02,449-2,449-100%$208.1K$0-$208.1K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0240-240-100%$20.4K$0-$20.4K2026-10-14
LPL Financial LLC
N/A—171,606-171,606-100%$14.6M———
Morgan Stanley
N/A—155,230-155,230-100%$13.2M———
Federation des caisses Desjardins du Quebec
N/A—128,681-128,681-100%$10.9M———
Ameriprise Financial Inc
N/A—44,733-44,733-100%$3.8M———
Cetera Investment Advisers
N/A—39,776-39,776-100%$3.4M———
Raymond James Financial Inc
N/A—36,814-36,814-100%$3.1M———
Susquehanna International Group, LLP
N/A—34,280-34,280-100%$2.9M———
HRT Financial LP
N/A—33,568-33,568-100%$2.9M———
Jane Street Group, LLC
N/A—32,320-32,320-100%$2.7M———
Flow Traders U.S. LLC
N/A—30,309-30,309-100%$2.6M———
Guardian Capital LP
N/A—26,100-26,100-100%$2.2M———
UBS Group AG
N/A—21,579-21,579-100%$1.8M———
Bank of America Corp
N/A—20,276-20,276-100%$1.7M———
Royal Bank of Canada
N/A—19,702-19,702-100%$1.7M———
Wells Fargo & Company
N/A—16,720-16,720-100%$1.4M———
Cumberland Partners Ltd
N/A—14,838-14,838-100%$1.3M———
Private Advisor Group, LLC
N/A—13,898-13,898-100%$1.2M———
Janney Montgomery Scott LLC
N/A—12,609-12,609-100%$1.1M———
Osaic Holdings, Inc.
N/A—12,358-12,358-100%$1.1M———
Nova Wealth Management, Inc.
N/A—11,539-11,539-100%$980.5K———
Jones Financial Companies Lllp
N/A—10,868-10,868-100%$929.4K———
Equitable Holdings, Inc.
N/A—9,479-9,479-100%$805.4K———
Envestnet Asset Management Inc
N/A—9,339-9,339-100%$793.5K———
LOM Asset Management Ltd
N/A—8,936-8,936-100%$759.3K———
Steward Partners Investment Advisory, LLC
N/A—8,388-8,388-100%$712.7K———
Gladstone Institutional Advisory LLC
N/A—4,781-4,781-100%$406.2K———
Beacon Pointe Advisors, LLC
N/A—4,373-4,373-100%$371.6K———
Advisory Services Network, LLC
N/A—3,755-3,755-100%$319.0K———
Captrust Financial Advisors
N/A—3,719-3,719-100%$316.0K———
HighTower Advisors, LLC
N/A—2,707-2,707-100%$230.0K———
IEQ Capital, LLC
N/A—2,600-2,600-100%$220.9K———
Bessemer Group Inc
N/A—2,542-2,542-100%$216.0K———
Strategic Investment Solutions, Inc.
N/A—2,367-2,367-100%$201.2K———
Rockefeller Capital Management L.P.
N/A—1,797-1,797-100%$152.7K———
National Bank of Canada
N/A—1,360-1,360-100%$115.4K———
FMR LLC
N/A—1,268-1,268-100%$107.7K———
Anchor Investment Management, LLC
N/A—1,100-1,100-100%$93.5K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,099-1,099-100%$93.4K———
Allworth Financial LP
N/A—867-867-100%$73.7K———
Glen Eagle Advisors, LLC
N/A—629-629-100%$53.4K———
NewEdge Advisors, LLC
N/A—452-452-100%$38.4K———
Blair William & Co
N/A—389-389-100%$33.0K———
JPMorgan Chase & Co
N/A—358-358-100%$30.7K———
Northwestern Mutual Wealth Management Co
N/A—310-310-100%$26.3K———
Front Row Advisors LLC
N/A—257-257-100%$21.2K———
IFG Advisory, LLC
N/A—221-221-100%$18.8K———
Capital Analysts, LLC
N/A—220-220-100%$19———
Harbour Investments, Inc.
N/A—176-176-100%$15.0K———
SouthState Bank Corp
N/A—160-160-100%$13.6K———
AE Wealth Management LLC
N/A—114-114-100%$9.7K———
Lazard Asset Management LLC
N/A—6-6-100%$546———
Showing 85 of 85 institutions