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 304 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 $785 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
48,517
shares
|
$5.46 Million
0.0% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
46,655
shares
|
$5.25 Million
0.27% of portfolio
|
Q2 2025
Added 42.88%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
46,548
shares
|
$5.24 Million
0.32% of portfolio
|
Q2 2025
Reduced 21.83%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
44,273
shares
|
$4.98 Million
0.01% of portfolio
|
Q2 2025
Added 18.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
40,110
shares
|
$4.51 Million
0.0% of portfolio
|
Q2 2025
Added 32.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
40,104
shares
|
$4.51 Million
0.01% of portfolio
|
Q2 2025
Added 17.99%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
38,231
shares
|
$4.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 36.51%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
37,698
shares
|
$4.24 Million
0.28% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
30,532
shares
|
$3.44 Million
2.73% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
28,575
shares
|
$3.22 Million
0.02% of portfolio
|
Q2 2025
Added 89.1%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
28,348
shares
|
$3.19 Million
0.17% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
28,188
shares
|
$3.17 Million
0.8% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
27,352
shares
|
$3.08 Million
3.38% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
26,844
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2025
Added 46.04%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
26,796
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
26,642
shares
|
$3 Million
0.06% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
26,052
shares
|
$2.93 Million
0.02% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,068
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2024
Added 28.5%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
24,971
shares
|
$2.81 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
24,570
shares
|
$2.77 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
24,166
shares
|
$2.72 Million
0.91% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
22,450
shares
|
$2.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
22,364
shares
|
$2.52 Million
0.54% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
22,187
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2025
Added 43.24%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
22,040
shares
|
$2.48 Million
0.92% of portfolio
|
Q2 2025
Added 17.84%
|