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 228 institutions that hold shares in the stock, with a total of 4.44 Million shares, which have been reported (via 13F filing form) to have a value of $391 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
28,348
shares
|
$2.5 Million
0.17% of portfolio
|
Q3 2023
Added 0.4%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
27,675
shares
|
$2.44 Million
0.14% of portfolio
|
Q1 2024
Added 1.41%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
26,846
shares
|
$2.36 Million
0.02% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
26,618
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2024
Added 6.04%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
26,029
shares
|
$2.29 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.59%
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 01, 2024 Q1 2024 |
24,383
shares
|
$2.15 Million
0.73% of portfolio
|
Q1 2024
Added 3.16%
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
24,166
shares
|
$2.13 Million
0.91% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
Family Firm, Inc.
|
May 01, 2024 Q1 2024 |
23,847
shares
|
$2.1 Million
0.49% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
22,705
shares
|
$2 Million
0.06% of portfolio
|
Q4 2023
Added 272.58%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
22,458
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.42%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
21,499
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bos Asset Management, LLC
Springfield, IL |
May 07, 2024 Q1 2024 |
21,270
shares
|
$1.87 Million
0.94% of portfolio
|
Q1 2024
Reduced 9.12%
|
|
Royal Fund Management, LLC
|
Apr 11, 2024 Q1 2024 |
21,115
shares
|
$1.86 Million
0.18% of portfolio
|
Q1 2024
Added 12.3%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
20,884
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.85%
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
20,626
shares
|
$1.82 Million
0.87% of portfolio
|
Q1 2024
Added 0.06%
|
|
First Citizens Financial Corp
|
May 31, 2024 Q1 2024 |
20,586
shares
|
$1.81 Million
1.04% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
Everett Harris & CO
|
Apr 19, 2024 Q1 2024 |
18,910
shares
|
$1.67 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 26, 2024 Q1 2024 |
18,690
shares
|
$1.65 Million
1.09% of portfolio
|
Q1 2024
Added 56.94%
|
|
Advisors Management Group Inc
|
Apr 26, 2024 Q1 2024 |
18,568
shares
|
$1.63 Million
0.39% of portfolio
|
Q1 2024
Added 3.63%
|
|
Essex LLC
|
May 03, 2024 Q1 2024 |
18,562
shares
|
$1.63 Million
0.37% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
18,466
shares
|
$1.63 Million
0.01% of portfolio
|
Q1 2024
Reduced 14.79%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
18,077
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
18,009
shares
|
$1.59 Million
0.02% of portfolio
|
Q1 2024
Reduced 6.68%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
16,936
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2024
Reduced 16.23%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
May 09, 2024 Q1 2024 |
16,896
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.95%
|