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 286 institutions that hold shares in the stock, with a total of 7.37 Million shares, which have been reported (via 13F filing form) to have a value of $764 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
11,746
shares
|
$1.24 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
10,737
shares
|
$1.13 Million
0.08% of portfolio
|
Q1 2025
Added 26.33%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
10,235
shares
|
$1.08 Million
1.26% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
9,760
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
9,276
shares
|
$977,133
0.07% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
9,223
shares
|
$971,550
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,772
shares
|
$924,042
0.03% of portfolio
|
Q2 2020
Added 9.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,975
shares
|
$840,086
0.08% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,947
shares
|
$837,136
0.02% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
7,938
shares
|
$836,188
0.03% of portfolio
|
Q4 2024
Added 200.8%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
7,903
shares
|
$832,502
0.06% of portfolio
|
Q1 2025
Reduced 24.08%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,579
shares
|
$798,371
0.0% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
7,300
shares
|
$768,982
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,175
shares
|
$755,814
0.0% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,126
shares
|
$750,652
0.01% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
7,100
shares
|
$747,914
0.01% of portfolio
|
Q1 2025
Reduced 48.0%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,000
shares
|
$737,380
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
6,908
shares
|
$727,688
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
6,896
shares
|
$726,424
0.01% of portfolio
|
Q1 2025
Reduced 39.67%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
6,864
shares
|
$723,053
0.03% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
6,851
shares
|
$721,684
0.3% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
6,848
shares
|
$721,368
0.34% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,828
shares
|
$719,261
0.23% of portfolio
|
Q2 2022
Reduced 3.45%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
6,719
shares
|
$707,779
0.11% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
6,400
shares
|
$674,176
0.19% of portfolio
|
Q4 2022
Added 45.45%
|