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 300 institutions that hold shares in the stock, with a total of 6.79 Million shares, which have been reported (via 13F filing form) to have a value of $683 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
101
shares
|
$10,156
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
100
shares
|
$10,056
0.0% of portfolio
|
Q4 2022
Reduced 54.34%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$10,056
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
90
shares
|
$9,050
0.01% of portfolio
|
Q4 2022
Reduced 21.74%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
90
shares
|
$9,050
0.0% of portfolio
|
Q2 2021
Reduced 52.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
89
shares
|
$8,949
0.0% of portfolio
|
Q4 2024
Added 1012.5%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
87
shares
|
$8,748
0.0% of portfolio
|
Q1 2023
Added 1.16%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
79
shares
|
$7,944
0.0% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
76
shares
|
$7,642
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
74
shares
|
$7,441
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
62
shares
|
$6,234
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
60
shares
|
$6,033
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
57
shares
|
$5,731
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
55
shares
|
$5,530
0.0% of portfolio
|
Q4 2023
Reduced 92.06%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
55
shares
|
$5,530
0.0% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
53
shares
|
$5,329
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
49
shares
|
$4,927
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
41
shares
|
$4,122
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
29
shares
|
$2,916
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
25
shares
|
$2,514
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
21
shares
|
$2,111
0.0% of portfolio
|
Q2 2023
Added 5.0%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
11
shares
|
$1,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
1
shares
|
$100
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1
shares
|
$100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|