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 273 institutions that hold shares in the stock, with a total of 7.02 Million shares, which have been reported (via 13F filing form) to have a value of $710 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
306
shares
|
$30,339
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Jul 29, 2024 Q2 2024 |
302
shares
|
$29,943
0.02% of portfolio
|
Q1 2024
Reduced 9.58%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
300
shares
|
$29,745
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
300
shares
|
$29,745
0.01% of portfolio
|
Q3 2023
Reduced 14.77%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
300
shares
|
$29,745
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
290
shares
|
$28,753
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
283
shares
|
$28,059
0.01% of portfolio
|
Q2 2022
Added 0.35%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
280
shares
|
$27,762
0.01% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
274
shares
|
$27,167
0.03% of portfolio
|
Q2 2023
Reduced 22.6%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
260
shares
|
$25,779
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
221
shares
|
$21,912
0.0% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
220
shares
|
$21,813
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
208
shares
|
$20,623
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
200
shares
|
$19,830
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
200
shares
|
$19,830
0.0% of portfolio
|
Q3 2017
Reduced 50.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
186
shares
|
$18,441
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
183
shares
|
$18,144
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
183
shares
|
$18,144
0.0% of portfolio
|
Q2 2023
Reduced 50.14%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
183
shares
|
$18,144
0.0% of portfolio
|
Q2 2023
Reduced 50.14%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
173
shares
|
$17,152
0.0% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
171
shares
|
$16,954
0.0% of portfolio
|
Q2 2024
Reduced 62.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
166
shares
|
$16,458
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
150
shares
|
$14,872
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
134
shares
|
$13,286
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
134
shares
|
$13,286
0.01% of portfolio
|
Q3 2024
Reduced 10.67%
|