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 287 institutions that hold shares in the stock, with a total of 7.42 Million shares, which have been reported (via 13F filing form) to have a value of $778 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
55
shares
|
$5,765
0.0% of portfolio
|
Q4 2023
Reduced 92.06%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
53
shares
|
$5,555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
49
shares
|
$5,136
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
41
shares
|
$4,298
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
38
shares
|
$3,983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
29
shares
|
$3,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
25
shares
|
$2,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
22
shares
|
$2,306
0.0% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
11
shares
|
$1,153
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
1
shares
|
$104
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|