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 |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,378
shares
|
$267,620
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
2,356
shares
|
$265,144
0.12% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
2,311
shares
|
$260,079
0.1% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
2,287
shares
|
$257,378
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,274
shares
|
$255,915
0.02% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
2,245
shares
|
$252,652
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
2,240
shares
|
$252,089
0.03% of portfolio
|
Q2 2025
Reduced 18.25%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,225
shares
|
$250,401
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,200
shares
|
$247,588
0.0% of portfolio
|
Q2 2025
Added 57.37%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
2,146
shares
|
$241,510
0.0% of portfolio
|
Q2 2025
Added 99.81%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
2,120
shares
|
$238,584
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
2,103
shares
|
$236,671
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
2,081
shares
|
$234,195
0.05% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
2,074
shares
|
$233,407
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
2,052
shares
|
$230,932
0.0% of portfolio
|
Q1 2025
Reduced 66.53%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
2,033
shares
|
$228,793
0.02% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
2,008
shares
|
$225,980
0.01% of portfolio
|
Q2 2025
Added 23.57%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
2,005
shares
|
$225,642
0.01% of portfolio
|
Q2 2025
Reduced 87.21%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
2,001
shares
|
$225,192
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,001
shares
|
$225,192
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,971
shares
|
$221,816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,967
shares
|
$221,366
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
1,953
shares
|
$219,790
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,920
shares
|
$216,076
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,917
shares
|
$215,739
0.0% of portfolio
|
Q2 2025
New holding
|