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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
122
shares
|
$12,096
0.0% of portfolio
|
Q1 2024
Reduced 80.85%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
100
shares
|
$9,915
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
100
shares
|
$9,915
0.0% of portfolio
|
Q4 2022
Reduced 54.34%
|
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
100
shares
|
$9,915
0.0% of portfolio
|
Q4 2022
Reduced 67.74%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
90
shares
|
$8,923
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
90
shares
|
$8,923
0.01% of portfolio
|
Q4 2022
Reduced 21.74%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
90
shares
|
$8,923
0.0% of portfolio
|
Q2 2021
Reduced 52.63%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
87
shares
|
$8,626
0.0% of portfolio
|
Q1 2023
Added 1.16%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
80
shares
|
$7,932
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
70
shares
|
$6,940
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
62
shares
|
$6,147
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
55
shares
|
$5,453
0.0% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
55
shares
|
$5,453
0.0% of portfolio
|
Q4 2023
Reduced 92.06%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
49
shares
|
$4,858
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
40
shares
|
$3,966
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
38
shares
|
$3,767
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
21
shares
|
$2,082
0.0% of portfolio
|
Q2 2023
Added 5.0%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
20
shares
|
$1,983
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8
shares
|
$793
0.0% of portfolio
|
Q2 2024
Reduced 93.39%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
8
shares
|
$793
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
6
shares
|
$594
0.0% of portfolio
|
Q3 2022
Reduced 57.14%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
2
shares
|
$198
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|