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 298 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 $677 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
600
shares
|
$59,880
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
581
shares
|
$57,983
0.01% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
565
shares
|
$56,387
0.0% of portfolio
|
Q3 2024
Reduced 19.29%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
544
shares
|
$54,291
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
500
shares
|
$49,900
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
490
shares
|
$48,902
0.0% of portfolio
|
Q2 2024
Added 390.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
466
shares
|
$46,506
0.04% of portfolio
|
Q4 2023
Added 51.3%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
458
shares
|
$45,708
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
408
shares
|
$40,718
0.01% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
400
shares
|
$39,920
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
396
shares
|
$39,520
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
381
shares
|
$38,023
0.01% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
366
shares
|
$36,526
0.01% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
356
shares
|
$35,528
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
325
shares
|
$32,435
0.01% of portfolio
|
Q2 2021
Reduced 76.09%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
320
shares
|
$31,936
0.01% of portfolio
|
Q1 2023
Added 1085.19%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
310
shares
|
$30,938
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
310
shares
|
$30,938
0.01% of portfolio
|
Q2 2024
Added 19.23%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
306
shares
|
$30,538
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
300
shares
|
$29,940
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
300
shares
|
$29,940
0.01% of portfolio
|
Q3 2023
Reduced 14.77%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
300
shares
|
$29,940
0.0% of portfolio
|
Q4 2024
Reduced 63.86%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
300
shares
|
$29,940
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
290
shares
|
$28,942
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
283
shares
|
$28,243
0.01% of portfolio
|
Q2 2022
Added 0.35%
|