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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,204
shares
|
$442,849
0.0% of portfolio
|
Q4 2024
Added 15.21%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Apr 16, 2025 Q1 2025 |
4,176
shares
|
$439,899
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
4,081
shares
|
$429,892
0.0% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
4,070
shares
|
$428,733
0.01% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,037
shares
|
$425,257
0.0% of portfolio
|
Q1 2025
Reduced 14.72%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,931
shares
|
$414,091
0.1% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
3,875
shares
|
$408,192
0.01% of portfolio
|
Q1 2025
Reduced 61.38%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
3,807
shares
|
$401,029
0.0% of portfolio
|
Q1 2025
Added 30.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,742
shares
|
$394,182
0.01% of portfolio
|
Q1 2025
Added 64.56%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,540
shares
|
$372,903
0.0% of portfolio
|
Q4 2024
Added 13.35%
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
3,500
shares
|
$368,690
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,456
shares
|
$364,055
0.28% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
3,399
shares
|
$358,050
0.26% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
3,372
shares
|
$355,206
0.02% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
3,125
shares
|
$329,187
0.17% of portfolio
|
Q4 2024
Reduced 16.38%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
3,095
shares
|
$326,027
0.0% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
3,041
shares
|
$320,338
0.01% of portfolio
|
Q1 2025
Reduced 94.04%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
2,999
shares
|
$315,914
0.25% of portfolio
|
Q1 2025
Reduced 38.41%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
2,977
shares
|
$313,597
0.03% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,927
shares
|
$308,330
0.03% of portfolio
|
Q1 2023
Reduced 0.03%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,926
shares
|
$308,224
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
2,904
shares
|
$305,907
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,878
shares
|
$303,168
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
2,855
shares
|
$300,745
0.01% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,780
shares
|
$292,845
0.0% of portfolio
|
Q1 2025
Added 127.87%
|