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 283 institutions that hold shares in the stock, with a total of 7.81 Million shares, which have been reported (via 13F filing form) to have a value of $757 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
24,131
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
22,988
shares
|
$2.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
22,957
shares
|
$2.22 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
21,994
shares
|
$2.13 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
20,946
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
20,861
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
20,626
shares
|
$2 Million
0.87% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
20,571
shares
|
$1.99 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
19,940
shares
|
$1.93 Million
0.69% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
19,466
shares
|
$1.89 Million
0.73% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
19,022
shares
|
$1.84 Million
0.46% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
18,988
shares
|
$1.84 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
18,870
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
18,336
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
16,575
shares
|
$1.61 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
16,041
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
14,625
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2024
Reduced 13.65%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
14,472
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 478.88%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
14,358
shares
|
$1.39 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
14,134
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
13,919
shares
|
$1.35 Million
0.31% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
13,888
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Added 9.64%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
13,211
shares
|
$1.28 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,820
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Added 180.71%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
11,994
shares
|
$1.16 Million
0.14% of portfolio
|
Q3 2024
Added 4.09%
|