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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
20,813
shares
|
$2.18 Million
0.03% of portfolio
|
Q1 2025
Added 23.62%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
20,626
shares
|
$2.16 Million
0.87% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
20,611
shares
|
$2.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
19,297
shares
|
$2.02 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
19,004
shares
|
$1.99 Million
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
18,704
shares
|
$1.96 Million
0.91% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
18,584
shares
|
$1.95 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
18,381
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 41.48%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
17,961
shares
|
$1.88 Million
1.04% of portfolio
|
Q2 2025
Reduced 13.35%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
17,422
shares
|
$1.83 Million
0.57% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,273
shares
|
$1.81 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
16,972
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
16,834
shares
|
$1.76 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
16,502
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
15,951
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 82.42%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,673
shares
|
$1.64 Million
0.07% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
15,604
shares
|
$1.64 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
15,484
shares
|
$1.62 Million
0.24% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
15,366
shares
|
$1.61 Million
0.62% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
15,111
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Added 45.99%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
15,000
shares
|
$1.57 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
14,134
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
13,980
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
13,771
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
13,525
shares
|
$1.42 Million
0.32% of portfolio
|
Q1 2025
Added 0.01%
|