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 290 institutions that hold shares in the stock, with a total of 7.45 Million shares, which have been reported (via 13F filing form) to have a value of $801 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
370
shares
|
$39,800
0.0% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
366
shares
|
$39,370
0.01% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
358
shares
|
$38,510
0.01% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
356
shares
|
$38,294
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
349
shares
|
$37,541
0.0% of portfolio
|
Q1 2025
Reduced 82.57%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
325
shares
|
$34,960
0.01% of portfolio
|
Q2 2021
Reduced 76.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
323
shares
|
$34,745
0.0% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
320
shares
|
$34,422
0.01% of portfolio
|
Q1 2023
Added 1085.19%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
310
shares
|
$33,346
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
310
shares
|
$33,346
0.01% of portfolio
|
Q2 2024
Added 19.23%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
306
shares
|
$32,916
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
300
shares
|
$32,270
0.01% of portfolio
|
Q3 2023
Reduced 14.77%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
300
shares
|
$32,270
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
283
shares
|
$30,442
0.01% of portfolio
|
Q2 2022
Added 0.35%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
280
shares
|
$30,119
0.01% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
274
shares
|
$29,474
0.03% of portfolio
|
Q2 2023
Reduced 22.6%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
260
shares
|
$27,968
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
260
shares
|
$27,968
0.0% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
242
shares
|
$26,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
233
shares
|
$25,063
0.0% of portfolio
|
Q2 2025
Reduced 22.33%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
232
shares
|
$24,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
220
shares
|
$23,665
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
208
shares
|
$22,374
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
206
shares
|
$22,159
0.01% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
200
shares
|
$21,514
0.0% of portfolio
|
Q4 2020
Added 100.0%
|