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 305 institutions that hold shares in the stock, with a total of 6.98 Million shares, which have been reported (via 13F filing form) to have a value of $786 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
150
shares
|
$16,881
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
150
shares
|
$16,881
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
144
shares
|
$16,205
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
142
shares
|
$15,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
125
shares
|
$14,067
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
102
shares
|
$11,479
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
101
shares
|
$11,366
0.0% of portfolio
|
Q1 2025
Added 32.89%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
100
shares
|
$11,254
0.0% of portfolio
|
Q1 2025
Reduced 25.37%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
90
shares
|
$10,128
0.0% of portfolio
|
Q2 2021
Reduced 52.63%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
90
shares
|
$10,128
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
90
shares
|
$10,128
0.01% of portfolio
|
Q4 2022
Reduced 21.74%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
87
shares
|
$9,790
0.01% of portfolio
|
Q1 2023
Added 1.16%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
85
shares
|
$9,565
0.0% of portfolio
|
Q2 2025
Reduced 67.31%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
79
shares
|
$8,890
0.0% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
74
shares
|
$8,327
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
62
shares
|
$6,977
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
58
shares
|
$6,527
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
56
shares
|
$6,302
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
55
shares
|
$6,189
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
55
shares
|
$6,189
0.0% of portfolio
|
Q4 2023
Reduced 92.06%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
53
shares
|
$5,964
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
49
shares
|
$5,514
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
46
shares
|
$5,176
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
41
shares
|
$4,614
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
29
shares
|
$3,263
0.0% of portfolio
|
Q4 2024
New holding
|