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 304 institutions that hold shares in the stock, with a total of 6.98 Million shares, which have been reported (via 13F filing form) to have a value of $785 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
675
shares
|
$75,964
0.0% of portfolio
|
Q2 2025
Reduced 43.75%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
670
shares
|
$75,401
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
660
shares
|
$74,276
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
601
shares
|
$67,636
0.0% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
600
shares
|
$67,524
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
588
shares
|
$66,173
0.01% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
566
shares
|
$63,697
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
544
shares
|
$61,221
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
543
shares
|
$61,109
0.0% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
500
shares
|
$56,270
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
490
shares
|
$55,144
0.0% of portfolio
|
Q2 2024
Added 390.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
466
shares
|
$52,443
0.04% of portfolio
|
Q4 2023
Added 51.3%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
400
shares
|
$45,016
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
396
shares
|
$44,565
0.0% of portfolio
|
Q1 2025
Reduced 98.98%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
390
shares
|
$43,890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
370
shares
|
$41,639
0.0% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
366
shares
|
$41,189
0.01% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
360
shares
|
$40,514
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
356
shares
|
$40,064
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
349
shares
|
$39,276
0.0% of portfolio
|
Q1 2025
Reduced 82.57%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
325
shares
|
$36,575
0.01% of portfolio
|
Q2 2021
Reduced 76.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
323
shares
|
$36,350
0.0% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
310
shares
|
$34,887
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
310
shares
|
$34,887
0.01% of portfolio
|
Q2 2024
Added 19.23%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
306
shares
|
$34,437
0.0% of portfolio
|
Q3 2023
New holding
|