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 286 institutions that hold shares in the stock, with a total of 7.97 Million shares, which have been reported (via 13F filing form) to have a value of $796 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
200
shares
|
$19,986
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
200
shares
|
$19,986
0.0% of portfolio
|
Q3 2017
Reduced 50.0%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
187
shares
|
$18,686
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
186
shares
|
$18,586
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
183
shares
|
$18,287
0.0% of portfolio
|
Q2 2023
Reduced 50.14%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
183
shares
|
$18,287
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
183
shares
|
$18,287
0.0% of portfolio
|
Q2 2023
Reduced 50.14%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
175
shares
|
$17,487
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
171
shares
|
$17,088
0.0% of portfolio
|
Q2 2024
Reduced 62.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
166
shares
|
$16,588
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
150
shares
|
$14,989
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
134
shares
|
$13,390
0.01% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
122
shares
|
$12,191
0.0% of portfolio
|
Q1 2024
Reduced 80.85%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
101
shares
|
$10,092
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
100
shares
|
$9,993
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
100
shares
|
$9,993
0.0% of portfolio
|
Q4 2022
Reduced 54.34%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
90
shares
|
$8,993
0.01% of portfolio
|
Q4 2022
Reduced 21.74%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
90
shares
|
$8,993
0.0% of portfolio
|
Q2 2021
Reduced 52.63%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
87
shares
|
$8,693
0.0% of portfolio
|
Q1 2023
Added 1.16%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
79
shares
|
$7,894
0.0% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
74
shares
|
$7,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
62
shares
|
$6,195
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
60
shares
|
$5,995
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
57
shares
|
$5,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
55
shares
|
$5,496
0.0% of portfolio
|
Q2 2024
Added 1.85%
|