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 305 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 $786 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,917
shares
|
$218,461
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
1,891
shares
|
$215,498
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
1,751
shares
|
$199,543
0.14% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,664
shares
|
$189,629
0.0% of portfolio
|
Q3 2021
Reduced 4.26%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
1,608
shares
|
$183,247
0.05% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,575
shares
|
$179,487
0.11% of portfolio
|
Q1 2023
Added 162.06%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,512
shares
|
$172,307
0.0% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,508
shares
|
$171,851
0.0% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,475
shares
|
$168,091
0.04% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,400
shares
|
$159,544
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,296
shares
|
$147,692
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,274
shares
|
$145,185
0.05% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,244
shares
|
$141,766
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,177
shares
|
$134,130
0.0% of portfolio
|
Q2 2025
Added 34.05%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,102
shares
|
$125,583
0.01% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,001
shares
|
$114,073
0.0% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
980
shares
|
$111,680
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
974
shares
|
$110,997
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
800
shares
|
$91,168
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
800
shares
|
$91,168
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
770
shares
|
$87,749
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
752
shares
|
$85,697
0.02% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
748
shares
|
$85,242
0.0% of portfolio
|
Q2 2024
Reduced 67.51%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
700
shares
|
$79,772
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
700
shares
|
$79,772
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|