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 |
|---|---|---|---|---|---|
|
Carl P. Sherr & Co., LLC
|
Jul 23, 2024 Q2 2024 |
3,737
shares
|
$370,523
0.18% of portfolio
|
Q4 2023
Added 1.83%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
3,649
shares
|
$361,798
0.0% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
3,598
shares
|
$356,741
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
3,487
shares
|
$345,736
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,422
shares
|
$339,291
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
3,419
shares
|
$338,993
0.05% of portfolio
|
Q1 2024
Reduced 14.92%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
3,399
shares
|
$337,010
0.25% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
3,372
shares
|
$334,333
0.03% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
3,304
shares
|
$327,591
0.01% of portfolio
|
Q2 2024
Added 35.91%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
3,269
shares
|
$324,121
0.03% of portfolio
|
Q2 2024
Added 101.91%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,234
shares
|
$320,651
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
3,110
shares
|
$308,356
0.11% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
3,095
shares
|
$306,869
0.0% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
3,008
shares
|
$298,243
0.1% of portfolio
|
Q4 2023
Reduced 3.99%
|
|
|
Wespac Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
2,964
shares
|
$293,880
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
2,942
shares
|
$291,699
0.01% of portfolio
|
Q2 2024
Added 0.96%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,927
shares
|
$290,212
0.03% of portfolio
|
Q1 2023
Reduced 0.03%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
2,879
shares
|
$285,452
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,878
shares
|
$285,353
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
2,876
shares
|
$285,155
0.27% of portfolio
|
Q3 2024
Reduced 55.31%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
2,869
shares
|
$284,461
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
2,867
shares
|
$284,263
0.02% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
2,851
shares
|
$282,676
0.0% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2,775
shares
|
$275,141
0.03% of portfolio
|
Q3 2022
Reduced 6.72%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
2,758
shares
|
$273,455
0.01% of portfolio
|
Q2 2024
New holding
|