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 |
|---|---|---|---|---|---|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
2,740
shares
|
$271,671
0.04% of portfolio
|
Q4 2023
Reduced 6.8%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,700
shares
|
$267,705
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
2,658
shares
|
$263,540
0.02% of portfolio
|
Q1 2024
Reduced 27.34%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
2,639
shares
|
$261,656
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
2,558
shares
|
$253,625
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
2,506
shares
|
$248,469
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
2,500
shares
|
$247,875
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
2,500
shares
|
$247,875
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,467
shares
|
$244,603
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
2,466
shares
|
$244,503
0.02% of portfolio
|
Q1 2024
Reduced 2.95%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
2,405
shares
|
$238,455
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
2,400
shares
|
$237,960
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
2,380
shares
|
$235,977
0.0% of portfolio
|
Q3 2017
Closed
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,378
shares
|
$235,778
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,378
shares
|
$235,778
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
2,363
shares
|
$234,291
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
2,353
shares
|
$233,299
0.0% of portfolio
|
Q2 2024
Reduced 86.07%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
2,322
shares
|
$230,226
0.0% of portfolio
|
Q2 2024
Added 197.31%
|
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
2,319
shares
|
$229,928
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Aug 12, 2024 Q2 2024 |
2,304
shares
|
$228,441
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
2,245
shares
|
$222,591
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
2,234
shares
|
$221,501
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
2,200
shares
|
$218,130
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
2,156
shares
|
$213,767
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
2,140
shares
|
$212,181
0.0% of portfolio
|
Q3 2024
Reduced 8.63%
|