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 262 institutions that hold shares in the stock, with a total of 6.76 Million shares, which have been reported (via 13F filing form) to have a value of $659 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fil LTD
Hamilton, D0 |
Aug 13, 2024 Q2 2024 |
1,433,783
shares
|
$140 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
643,131
shares
|
$62.7 Million
1.89% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
567,779
shares
|
$55.3 Million
0.0% of portfolio
|
Q1 2024
Added 1.69%
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
447,348
shares
|
$43.6 Million
0.89% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
389,324
shares
|
$37.9 Million
0.0% of portfolio
|
Q2 2024
Added 2.71%
|
|
Bensler, LLC
Bellevue, WA |
Jul 26, 2024 Q2 2024 |
188,659
shares
|
$18.4 Million
2.23% of portfolio
|
Q2 2024
Added 2671.95%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
179,813
shares
|
$17.5 Million
0.01% of portfolio
|
Q2 2024
Added 11.66%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
125,058
shares
|
$12.2 Million
0.0% of portfolio
|
Q2 2024
Added 24.99%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
124,841
shares
|
$12.2 Million
0.02% of portfolio
|
Q2 2024
Added 11.32%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
121,434
shares
|
$11.8 Million
0.02% of portfolio
|
Q2 2024
Added 19.5%
|
|
Lbmc Investment Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
118,250
shares
|
$11.5 Million
0.9% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 08, 2024 Q2 2024 |
96,615
shares
|
$9.41 Million
1.31% of portfolio
|
Q2 2024
New holding
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
81,716
shares
|
$7.96 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Norden Group LLC
Provo, UT |
Aug 06, 2024 Q2 2024 |
81,562
shares
|
$7.95 Million
1.45% of portfolio
|
Q2 2024
New holding
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
80,236
shares
|
$7.82 Million
1.06% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
76,830
shares
|
$7.49 Million
0.0% of portfolio
|
Q2 2024
Added 25.21%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
76,763
shares
|
$7.48 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
74,471
shares
|
$7.26 Million
0.0% of portfolio
|
Q2 2024
Added 3.42%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
66,695
shares
|
$6.5 Million
0.02% of portfolio
|
Q2 2024
Added 156.23%
|
|
Country Club Bank
|
Jul 16, 2024 Q2 2024 |
65,041
shares
|
$6.34 Million
0.41% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
52,608
shares
|
$5.13 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
50,452
shares
|
$4.92 Million
0.01% of portfolio
|
Q2 2024
Added 25.13%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
49,007
shares
|
$4.78 Million
0.0% of portfolio
|
Q2 2024
Added 20.14%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
46,077
shares
|
$4.49 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
41,266
shares
|
$4.02 Million
0.01% of portfolio
|
Q2 2024
Added 3.52%
|