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 |
|---|---|---|---|---|---|
|
Simmons Bank
|
Jul 26, 2024 Q2 2024 |
10,485
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2024
Reduced 11.63%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
9,512
shares
|
$943,114
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
9,015
shares
|
$893,837
0.06% of portfolio
|
Q3 2024
Reduced 58.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,772
shares
|
$869,743
0.03% of portfolio
|
Q2 2020
Added 9.03%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
8,680
shares
|
$860,622
0.07% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
8,672
shares
|
$859,828
0.01% of portfolio
|
Q3 2024
Added 97.81%
|
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
8,552
shares
|
$847,930
0.02% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
7,822
shares
|
$775,551
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
7,662
shares
|
$759,687
0.0% of portfolio
|
Q2 2024
Reduced 34.41%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 30, 2024 Q2 2024 |
7,594
shares
|
$752,945
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Aug 13, 2024 Q2 2024 |
7,300
shares
|
$723,795
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
6,990
shares
|
$693,058
0.0% of portfolio
|
Q2 2024
Added 79.0%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
6,985
shares
|
$692,562
0.45% of portfolio
|
Q2 2024
Added 4.1%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
6,979
shares
|
$691,967
0.15% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,828
shares
|
$676,996
0.23% of portfolio
|
Q2 2022
Reduced 3.45%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
6,400
shares
|
$634,560
0.18% of portfolio
|
Q4 2022
Added 45.45%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,266
shares
|
$621,273
0.07% of portfolio
|
Q1 2022
Reduced 13.17%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
6,230
shares
|
$617,704
0.24% of portfolio
|
Q3 2024
Added 173.61%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,228
shares
|
$617,506
0.13% of portfolio
|
Q4 2022
Added 2.15%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
5,961
shares
|
$591,033
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
5,881
shares
|
$583,101
0.03% of portfolio
|
Q2 2024
Added 19.34%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
5,735
shares
|
$568,625
0.01% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
5,624
shares
|
$557,619
0.0% of portfolio
|
Q2 2024
Reduced 13.69%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
5,528
shares
|
$548,101
0.02% of portfolio
|
Q2 2024
Reduced 8.6%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 01, 2024 Q2 2024 |
5,467
shares
|
$542,053
0.28% of portfolio
|
Q1 2024
Reduced 34.62%
|