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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,128
shares
|
$802,185
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
6,996
shares
|
$787,329
0.02% of portfolio
|
Q2 2025
Added 25.67%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
6,948
shares
|
$781,927
0.34% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,828
shares
|
$768,423
0.23% of portfolio
|
Q2 2022
Reduced 3.45%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
6,807
shares
|
$766,059
0.03% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
6,647
shares
|
$748,053
0.1% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
6,591
shares
|
$741,751
0.02% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,455
shares
|
$726,445
0.0% of portfolio
|
Q2 2025
Added 58.17%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
6,400
shares
|
$720,256
0.19% of portfolio
|
Q4 2022
Added 45.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
6,393
shares
|
$719,468
0.02% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,266
shares
|
$705,175
0.07% of portfolio
|
Q1 2022
Reduced 13.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
6,255
shares
|
$703,937
0.0% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,228
shares
|
$700,899
0.13% of portfolio
|
Q4 2022
Added 2.15%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,086
shares
|
$684,918
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
5,951
shares
|
$669,725
0.09% of portfolio
|
Q2 2025
Added 30.16%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
5,931
shares
|
$667,474
0.01% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
5,925
shares
|
$666,799
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
5,514
shares
|
$620,545
0.0% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,466
shares
|
$615,143
0.01% of portfolio
|
Q2 2025
Reduced 20.74%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
5,420
shares
|
$609,966
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
5,310
shares
|
$597,587
0.01% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
5,281
shares
|
$594,323
0.0% of portfolio
|
Q2 2025
Added 89.96%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
5,200
shares
|
$585,208
0.1% of portfolio
|
Q4 2023
Added 33.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,996
shares
|
$562,249
0.0% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jul 30, 2025 Q2 2025 |
4,947
shares
|
$556,735
0.38% of portfolio
|
Q2 2025
Added 0.57%
|