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 |
|---|---|---|---|---|---|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
20,571
shares
|
$2.04 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
20,398
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
20,000
shares
|
$1.98 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2024 Q2 2024 |
19,805
shares
|
$1.96 Million
0.64% of portfolio
|
Q2 2024
Reduced 18.78%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
19,466
shares
|
$1.93 Million
0.73% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
19,022
shares
|
$1.89 Million
0.46% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
18,870
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
18,816
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
18,553
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2024
Added 2.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
18,543
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.43%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
16,575
shares
|
$1.64 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 05, 2024 Q2 2024 |
16,079
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
14,625
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2024
Reduced 13.65%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
14,358
shares
|
$1.42 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
14,134
shares
|
$1.4 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 13, 2024 Q2 2024 |
13,917
shares
|
$1.38 Million
0.29% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
13,211
shares
|
$1.31 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
12,667
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2024
Reduced 29.66%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
11,996
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
11,994
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
11,182
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
10,956
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 35.93%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
10,941
shares
|
$1.08 Million
0.48% of portfolio
|
Q3 2024
Reduced 46.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
10,624
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
Added 2.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
10,568
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
Reduced 21.7%
|