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 314 institutions that hold shares in the stock, with a total of 8.27 Million shares, which have been reported (via 13F filing form) to have a value of $924 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
490
shares
|
$54,733
0.0% of portfolio
|
Q3 2025
Added 25.64%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
466
shares
|
$52,052
0.04% of portfolio
|
Q4 2023
Added 51.3%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
434
shares
|
$48,477
0.0% of portfolio
|
Q3 2025
Added 87.07%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
405
shares
|
$45,238
0.0% of portfolio
|
Q3 2025
Added 224.0%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
400
shares
|
$44,680
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
370
shares
|
$41,329
0.0% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
366
shares
|
$40,882
0.01% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
360
shares
|
$40,212
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
358
shares
|
$39,988
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
356
shares
|
$39,765
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
349
shares
|
$38,983
0.0% of portfolio
|
Q1 2025
Reduced 82.57%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
348
shares
|
$38,871
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
325
shares
|
$36,302
0.01% of portfolio
|
Q2 2021
Reduced 76.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
325
shares
|
$36,302
0.0% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
320
shares
|
$35,744
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
310
shares
|
$34,627
0.01% of portfolio
|
Q2 2024
Added 19.23%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
310
shares
|
$34,627
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
306
shares
|
$34,180
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
300
shares
|
$33,510
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
300
shares
|
$33,510
0.01% of portfolio
|
Q3 2023
Reduced 14.77%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
283
shares
|
$31,611
0.01% of portfolio
|
Q2 2022
Added 0.35%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
280
shares
|
$31,276
0.01% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
274
shares
|
$30,605
0.03% of portfolio
|
Q2 2023
Reduced 22.6%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
260
shares
|
$29,042
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
233
shares
|
$26,026
0.0% of portfolio
|
Q3 2025
Added 38.69%
|
|