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 262 institutions that hold shares in the stock, with a total of 6.76 Million shares, which have been reported (via 13F filing form) to have a value of $664 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
5,114
shares
|
$509,456
0.08% of portfolio
|
Q1 2024
Reduced 2.44%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
5,042
shares
|
$502,284
0.01% of portfolio
|
Q2 2024
Added 5.7%
|
|
Fort Washington Investment Advisors Inc
|
Jul 30, 2024 Q2 2024 |
4,900
shares
|
$488,138
0.0% of portfolio
|
Q3 2023
Reduced 6.84%
|
|
Evanson Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
4,876
shares
|
$485,747
0.03% of portfolio
|
Q4 2023
Reduced 49.32%
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
4,821
shares
|
$480,268
0.08% of portfolio
|
Q2 2024
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
4,567
shares
|
$454,964
0.0% of portfolio
|
Q2 2024
Added 2.38%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
4,561
shares
|
$454,366
0.01% of portfolio
|
Q2 2024
Reduced 17.45%
|
|
Cottonwood Capital Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
4,549
shares
|
$453,171
0.33% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
4,461
shares
|
$444,404
0.0% of portfolio
|
Q2 2024
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
4,384
shares
|
$436,734
0.01% of portfolio
|
Q2 2024
Reduced 20.55%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
4,317
shares
|
$430,059
0.03% of portfolio
|
Q2 2024
Added 5.14%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,295
shares
|
$427,867
0.0% of portfolio
|
Q3 2023
Reduced 2.21%
|
|
Madden Advisory Services, Inc.
|
Aug 07, 2024 Q2 2024 |
4,291
shares
|
$427,469
0.19% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
4,224
shares
|
$420,794
0.05% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
4,173
shares
|
$415,714
0.02% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
4,122
shares
|
$410,633
0.0% of portfolio
|
Q1 2024
Reduced 13.49%
|
|
Gsa Capital Partners LLP
London, X0 |
Aug 15, 2024 Q2 2024 |
4,101
shares
|
$408,541
0.03% of portfolio
|
Q2 2024
New holding
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
4,028
shares
|
$401,269
0.0% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Jul 25, 2024 Q2 2024 |
3,999
shares
|
$398,380
0.28% of portfolio
|
Q2 2024
Added 17.65%
|
|
Central Bank & Trust CO
|
Jul 19, 2024 Q2 2024 |
3,954
shares
|
$393,897
0.05% of portfolio
|
Q2 2024
New holding
|
|
Empirical Asset Management, LLC
|
Aug 09, 2024 Q2 2024 |
3,939
shares
|
$392,403
0.04% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
Carl P. Sherr & Co., LLC
|
Jul 23, 2024 Q2 2024 |
3,737
shares
|
$372,279
0.18% of portfolio
|
Q4 2023
Added 1.83%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
3,649
shares
|
$363,513
0.0% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
3,487
shares
|
$347,374
0.0% of portfolio
|
Q2 2024
New holding
|
|
Apexium Financial, LP
|
Aug 05, 2024 Q2 2024 |
3,472
shares
|
$345,880
0.02% of portfolio
|
Q2 2024
Reduced 0.17%
|