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 297 institutions that hold shares in the stock, with a total of 6.79 Million shares, which have been reported (via 13F filing form) to have a value of $687 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
621,603
shares
|
$63.8 Million
1.89% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
570,514
shares
|
$58.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
458,665
shares
|
$47 Million
0.87% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
401,626
shares
|
$41.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
247,285
shares
|
$25.4 Million
0.0% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
243,010
shares
|
$24.9 Million
2.78% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
241,859
shares
|
$24.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
188,574
shares
|
$19.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
126,126
shares
|
$12.9 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
125,357
shares
|
$12.9 Million
0.02% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
124,208
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
113,636
shares
|
$11.7 Million
0.87% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
113,414
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.67%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
109,729
shares
|
$11.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
105,272
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
105,167
shares
|
$10.8 Million
1.47% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
93,179
shares
|
$9.56 Million
0.1% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
92,732
shares
|
$9.51 Million
1.01% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
91,430
shares
|
$9.38 Million
0.0% of portfolio
|
Q4 2024
Added 71.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
86,838
shares
|
$8.91 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
84,082
shares
|
$8.62 Million
1.15% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
76,763
shares
|
$7.87 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
73,280
shares
|
$7.52 Million
5.48% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
71,595
shares
|
$7.34 Million
0.0% of portfolio
|
Q4 2024
Added 44.51%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Feb 10, 2025 Q4 2024 |
71,552
shares
|
$7.34 Million
5.11% of portfolio
|
Q4 2024
New holding
|