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 283 institutions that hold shares in the stock, with a total of 7.81 Million shares, which have been reported (via 13F filing form) to have a value of $757 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
1,038,674
shares
|
$101 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
636,567
shares
|
$61.7 Million
2.04% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
582,121
shares
|
$56.4 Million
0.0% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
457,014
shares
|
$44.3 Million
0.95% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
419,904
shares
|
$40.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 70.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
410,845
shares
|
$39.8 Million
0.0% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
276,124
shares
|
$26.8 Million
0.01% of portfolio
|
Q3 2024
Added 53.56%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
225,859
shares
|
$21.9 Million
2.91% of portfolio
|
Q3 2024
Added 19.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
215,063
shares
|
$20.8 Million
0.0% of portfolio
|
Q3 2024
Added 71.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
142,958
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2024
Added 91.96%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
132,123
shares
|
$12.8 Million
0.39% of portfolio
|
Q3 2024
Added 1289.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
124,310
shares
|
$12 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
124,208
shares
|
$12 Million
0.02% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
116,030
shares
|
$11.2 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
113,022
shares
|
$11 Million
0.12% of portfolio
|
Q3 2024
Added 196.21%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
98,205
shares
|
$9.52 Million
0.0% of portfolio
|
Q3 2024
Added 27.82%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
95,021
shares
|
$9.21 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
89,728
shares
|
$8.7 Million
0.03% of portfolio
|
Q3 2024
Added 34.53%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
87,610
shares
|
$8.49 Million
0.11% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
87,538
shares
|
$8.48 Million
1.05% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
83,394
shares
|
$8.08 Million
1.19% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
77,247
shares
|
$7.49 Million
5.17% of portfolio
|
Q3 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
76,763
shares
|
$7.44 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
63,277
shares
|
$6.13 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
62,711
shares
|
$6.08 Million
3.91% of portfolio
|
Q3 2024
New holding
|