Institutional Ownership Ishares Tr U S Utils ETF (IDU)
This table provides information about the institutional ownership of Ishares Tr U S Utils ETF (IDU). We have compiled data on the 300 institutions that hold shares in the stock, with a total of 6.99 Million shares, which have been reported (via 13F filing form) to have a value of $768 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
938,296
shares
|
$103 Million
0.01% of portfolio
|
Q2 2025
Added 88.04%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
675,609
shares
|
$74.3 Million
0.0% of portfolio
|
Q2 2025
Added 29.05%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
614,088
shares
|
$67.5 Million
1.95% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
459,832
shares
|
$50.5 Million
1.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
313,133
shares
|
$34.4 Million
0.01% of portfolio
|
Q2 2025
Added 21.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
261,168
shares
|
$28.7 Million
0.01% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
205,135
shares
|
$22.5 Million
0.01% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
161,365
shares
|
$17.7 Million
0.0% of portfolio
|
Q2 2025
Added 27.76%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
127,449
shares
|
$14 Million
5.85% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
124,208
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
112,844
shares
|
$12.4 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
108,139
shares
|
$11.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.43%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
106,597
shares
|
$11.7 Million
2.54% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
94,858
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2025
Added 27.19%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
94,113
shares
|
$10.3 Million
0.01% of portfolio
|
Q2 2025
Added 10357.0%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
86,585
shares
|
$9.52 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
81,696
shares
|
$8.98 Million
0.07% of portfolio
|
Q2 2025
Added 97.02%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
75,499
shares
|
$8.3 Million
0.01% of portfolio
|
Q2 2025
Added 25.3%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Jul 30, 2025 Q2 2025 |
69,431
shares
|
$7.63 Million
4.59% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
68,495
shares
|
$7.53 Million
3.72% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
68,151
shares
|
$7.49 Million
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
66,362
shares
|
$7.29 Million
0.14% of portfolio
|
Q2 2025
Added 204.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
53,327
shares
|
$5.86 Million
0.02% of portfolio
|
Q2 2025
Added 26.48%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
52,933
shares
|
$5.82 Million
4.97% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
48,517
shares
|
$5.33 Million
0.0% of portfolio
|
Q2 2025
Added 3.57%
|