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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
2,138
shares
|
$211,982
0.0% of portfolio
|
Q2 2024
Reduced 8.36%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
2,120
shares
|
$210,198
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
2,100
shares
|
$208,215
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
2,074
shares
|
$205,637
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
2,017
shares
|
$199,985
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 26, 2024 Q2 2024 |
1,720
shares
|
$170,538
0.05% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,664
shares
|
$164,985
0.0% of portfolio
|
Q3 2021
Reduced 4.26%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
1,608
shares
|
$159,433
0.04% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
1,596
shares
|
$158,243
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,575
shares
|
$156,161
0.11% of portfolio
|
Q1 2023
Added 162.06%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,546
shares
|
$153,285
0.0% of portfolio
|
Q2 2024
Added 5.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,444
shares
|
$143,172
0.0% of portfolio
|
Q3 2024
Reduced 43.64%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,357
shares
|
$134,546
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,224
shares
|
$121,359
0.0% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,082
shares
|
$107,280
0.01% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$99,150
0.0% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
980
shares
|
$97,167
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
974
shares
|
$96,572
0.05% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
974
shares
|
$96,572
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
946
shares
|
$93,795
0.02% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
900
shares
|
$89,235
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
812
shares
|
$80,509
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
800
shares
|
$79,320
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
800
shares
|
$79,320
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
752
shares
|
$74,560
0.02% of portfolio
|
Q3 2024
Added 7.43%
|