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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
748
shares
|
$74,164
0.0% of portfolio
|
Q2 2024
Reduced 67.51%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
732
shares
|
$72,577
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
720
shares
|
$71,388
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
716
shares
|
$70,991
0.0% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 12, 2024 Q2 2024 |
690
shares
|
$68,413
0.02% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
669
shares
|
$66,331
0.01% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
658
shares
|
$65,240
0.01% of portfolio
|
Q2 2024
Added 108.23%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
620
shares
|
$61,473
0.0% of portfolio
|
Q2 2024
Added 342.86%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
606
shares
|
$60,084
0.0% of portfolio
|
Q2 2024
Reduced 9.96%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
600
shares
|
$59,490
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
577
shares
|
$57,209
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
565
shares
|
$56,019
0.0% of portfolio
|
Q3 2024
Reduced 19.29%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
544
shares
|
$53,937
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
500
shares
|
$49,575
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
466
shares
|
$46,203
0.04% of portfolio
|
Q4 2023
Added 51.3%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
408
shares
|
$40,453
0.01% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
400
shares
|
$39,660
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
396
shares
|
$39,263
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
381
shares
|
$37,776
0.01% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
376
shares
|
$37,280
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
356
shares
|
$35,297
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
325
shares
|
$32,223
0.01% of portfolio
|
Q2 2021
Reduced 76.09%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
320
shares
|
$31,728
0.01% of portfolio
|
Q1 2023
Added 1085.19%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
310
shares
|
$30,736
0.01% of portfolio
|
Q2 2024
Added 19.23%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
310
shares
|
$30,736
0.01% of portfolio
|
Q2 2023
New holding
|