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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
13,727
shares
|
$1.54 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
13,628
shares
|
$1.53 Million
0.31% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
12,945
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
12,828
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 477.32%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
12,180
shares
|
$1.37 Million
0.19% of portfolio
|
Q2 2025
Reduced 21.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
11,512
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Added 197.08%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
11,363
shares
|
$1.28 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
11,354
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 49.81%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
11,302
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
10,783
shares
|
$1.21 Million
0.08% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
10,256
shares
|
$1.15 Million
0.17% of portfolio
|
Q2 2025
Added 48.47%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,657
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
9,616
shares
|
$1.08 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
9,038
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,991
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Added 140.27%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
8,880
shares
|
$999,355
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,772
shares
|
$987,200
0.03% of portfolio
|
Q2 2020
Added 9.03%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
7,972
shares
|
$897,168
0.35% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,938
shares
|
$893,342
0.03% of portfolio
|
Q4 2024
Added 200.8%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,912
shares
|
$890,416
0.02% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
7,892
shares
|
$888,165
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
7,780
shares
|
$875,561
0.06% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
7,305
shares
|
$822,104
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
7,269
shares
|
$818,053
0.3% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,175
shares
|
$807,474
0.0% of portfolio
|
Q4 2024
Reduced 4.44%
|