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 285 institutions that hold shares in the stock, with a total of 7.44 Million shares, which have been reported (via 13F filing form) to have a value of $776 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
186
shares
|
$19,401
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
183
shares
|
$19,088
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
183
shares
|
$19,088
0.0% of portfolio
|
Q2 2023
Reduced 50.14%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
183
shares
|
$19,088
0.0% of portfolio
|
Q2 2023
Reduced 50.14%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
175
shares
|
$18,254
0.0% of portfolio
|
Q1 2025
Added 43.44%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
175
shares
|
$18,254
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
171
shares
|
$17,837
0.0% of portfolio
|
Q2 2024
Reduced 62.0%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
168
shares
|
$17,524
0.0% of portfolio
|
Q1 2025
Added 68.0%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
166
shares
|
$17,315
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
150
shares
|
$15,646
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
142
shares
|
$14,812
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
125
shares
|
$13,038
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
101
shares
|
$10,535
0.0% of portfolio
|
Q1 2025
Added 32.89%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
101
shares
|
$10,535
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
100
shares
|
$10,431
0.0% of portfolio
|
Q1 2025
Reduced 25.37%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
90
shares
|
$9,387
0.0% of portfolio
|
Q2 2021
Reduced 52.63%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
90
shares
|
$9,387
0.01% of portfolio
|
Q4 2022
Reduced 21.74%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
87
shares
|
$9,074
0.0% of portfolio
|
Q1 2023
Added 1.16%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
79
shares
|
$8,240
0.0% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
74
shares
|
$7,718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
62
shares
|
$6,467
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
58
shares
|
$6,049
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
56
shares
|
$5,841
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
55
shares
|
$5,737
0.0% of portfolio
|
Q4 2023
Reduced 92.06%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
53
shares
|
$5,528
0.0% of portfolio
|
Q4 2024
New holding
|