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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,991
shares
|
$2.47 Million
0.01% of portfolio
|
Q2 2025
Added 27.31%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
21,805
shares
|
$2.45 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
20,855
shares
|
$2.35 Million
0.01% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
20,713
shares
|
$2.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
20,626
shares
|
$2.32 Million
0.87% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
19,007
shares
|
$2.14 Million
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
18,783
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
18,514
shares
|
$2.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
18,231
shares
|
$2.05 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
17,898
shares
|
$2.01 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
16,972
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
16,811
shares
|
$1.89 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
16,550
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Added 25.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
16,466
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
16,074
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
15,366
shares
|
$1.73 Million
0.62% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
15,168
shares
|
$1.71 Million
0.48% of portfolio
|
Q2 2025
Reduced 12.94%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
15,000
shares
|
$1.69 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
14,995
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 35.1%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
14,630
shares
|
$1.65 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,575
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
14,232
shares
|
$1.6 Million
0.04% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
14,134
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
14,047
shares
|
$1.58 Million
0.11% of portfolio
|
Q2 2025
Added 92.42%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
13,975
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Added 43.19%
|