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 228 institutions that hold shares in the stock, with a total of 4.44 Million shares, which have been reported (via 13F filing form) to have a value of $387 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
May 14, 2024 Q1 2024 |
652,590
shares
|
$56.9 Million
1.85% of portfolio
|
Q1 2024
Added 4.14%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
534,855
shares
|
$46.6 Million
0.0% of portfolio
|
Q1 2024
Added 1.69%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 15, 2024 Q1 2024 |
454,267
shares
|
$39.6 Million
0.96% of portfolio
|
Q1 2024
Reduced 1.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
379,063
shares
|
$33.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 23.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
161,036
shares
|
$14 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 14, 2024 Q1 2024 |
121,908
shares
|
$10.6 Million
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
118,470
shares
|
$10.3 Million
0.87% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
112,149
shares
|
$9.78 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
101,617
shares
|
$8.86 Million
0.01% of portfolio
|
Q1 2024
Added 4.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
100,055
shares
|
$8.72 Million
0.0% of portfolio
|
Q1 2024
Added 3.69%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
76,763
shares
|
$6.69 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
72,011
shares
|
$6.28 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.51%
|
|
|
Country Club Bank
|
Apr 24, 2024 Q1 2024 |
66,103
shares
|
$5.76 Million
0.4% of portfolio
|
Q1 2024
Reduced 8.46%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
61,362
shares
|
$5.35 Million
0.0% of portfolio
|
Q1 2024
Added 6.22%
|
|
|
Gimbal Financial
Carmel, IN |
May 01, 2024 Q1 2024 |
41,308
shares
|
$3.6 Million
2.86% of portfolio
|
Q1 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
40,790
shares
|
$3.56 Million
0.0% of portfolio
|
Q1 2024
Reduced 13.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
40,319
shares
|
$3.52 Million
0.01% of portfolio
|
Q1 2024
Reduced 10.78%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
39,861
shares
|
$3.48 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
39,106
shares
|
$3.41 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
|
Bellwether Advisors, LLC
|
May 06, 2024 Q1 2024 |
35,095
shares
|
$3.06 Million
0.68% of portfolio
|
Q1 2024
Reduced 41.92%
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
34,924
shares
|
$3.05 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
32,629
shares
|
$2.85 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
29,409
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
28,592
shares
|
$2.49 Million
0.04% of portfolio
|
Q1 2024
Added 64.8%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
28,350
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.03%
|
|