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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
200
shares
|
$19,382
0.0% of portfolio
|
Q3 2017
Reduced 50.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
186
shares
|
$18,025
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
183
shares
|
$17,734
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
183
shares
|
$17,734
0.0% of portfolio
|
Q2 2023
Reduced 50.14%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
183
shares
|
$17,734
0.0% of portfolio
|
Q2 2023
Reduced 50.14%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
171
shares
|
$16,571
0.0% of portfolio
|
Q2 2024
Reduced 62.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
166
shares
|
$16,087
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
150
shares
|
$14,536
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
134
shares
|
$12,985
0.01% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
122
shares
|
$11,823
0.0% of portfolio
|
Q1 2024
Reduced 80.85%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
101
shares
|
$9,787
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
100
shares
|
$9,691
0.0% of portfolio
|
Q4 2022
Reduced 54.34%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
100
shares
|
$9,691
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
90
shares
|
$8,721
0.0% of portfolio
|
Q2 2021
Reduced 52.63%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
90
shares
|
$8,721
0.01% of portfolio
|
Q4 2022
Reduced 21.74%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
87
shares
|
$8,431
0.0% of portfolio
|
Q1 2023
Added 1.16%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
80
shares
|
$7,752
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
62
shares
|
$6,008
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
60
shares
|
$5,814
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
55
shares
|
$5,330
0.0% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
55
shares
|
$5,330
0.0% of portfolio
|
Q4 2023
Reduced 92.06%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
49
shares
|
$4,748
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
40
shares
|
$3,876
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
38
shares
|
$3,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
21
shares
|
$2,035
0.0% of portfolio
|
Q2 2023
Added 5.0%
|