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 314 institutions that hold shares in the stock, with a total of 8.04 Million shares, which have been reported (via 13F filing form) to have a value of $898 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
989,938
shares
|
$111 Million
0.01% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
695,720
shares
|
$77.7 Million
0.0% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
610,713
shares
|
$68.2 Million
1.93% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
458,681
shares
|
$51.2 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
381,290
shares
|
$42.6 Million
0.25% of portfolio
|
Q3 2025
Added 1234.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
361,121
shares
|
$40.3 Million
0.01% of portfolio
|
Q3 2025
Added 15.33%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
337,842
shares
|
$37.7 Million
4.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
228,780
shares
|
$25.6 Million
0.01% of portfolio
|
Q3 2025
Added 41.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
213,408
shares
|
$23.8 Million
0.01% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
179,199
shares
|
$20 Million
0.0% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
169,520
shares
|
$18.9 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
124,208
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
121,475
shares
|
$13.6 Million
5.73% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
118,733
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
110,709
shares
|
$12.4 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
106,035
shares
|
$11.8 Million
2.43% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
100,330
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
95,948
shares
|
$10.7 Million
0.08% of portfolio
|
Q3 2025
Added 17.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
91,094
shares
|
$10.2 Million
0.02% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
85,803
shares
|
$9.58 Million
0.03% of portfolio
|
Q3 2025
Added 60.9%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
83,105
shares
|
$9.28 Million
1.17% of portfolio
|
Q3 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
76,583
shares
|
$8.55 Million
4.17% of portfolio
|
Q3 2025
New holding
|
|
|
Arrien Investments, Inc.
Boise, ID |
Nov 03, 2025 Q3 2025 |
69,801
shares
|
$7.8 Million
4.53% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
69,413
shares
|
$7.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
69,284
shares
|
$7.74 Million
0.0% of portfolio
|
Q3 2025
Added 1.66%
|