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 285 institutions that hold shares in the stock, with a total of 7.44 Million shares, which have been reported (via 13F filing form) to have a value of $776 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
11,746
shares
|
$1.23 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
10,737
shares
|
$1.12 Million
0.08% of portfolio
|
Q1 2025
Added 26.33%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
10,235
shares
|
$1.07 Million
1.26% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
9,760
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
9,276
shares
|
$967,579
0.07% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
9,223
shares
|
$962,051
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,772
shares
|
$915,007
0.03% of portfolio
|
Q2 2020
Added 9.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,975
shares
|
$831,872
0.08% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,947
shares
|
$828,951
0.02% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
7,938
shares
|
$828,012
0.03% of portfolio
|
Q4 2024
Added 200.8%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
7,903
shares
|
$824,361
0.06% of portfolio
|
Q1 2025
Reduced 24.08%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,579
shares
|
$790,565
0.0% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
7,300
shares
|
$761,463
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,175
shares
|
$748,424
0.0% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,126
shares
|
$743,313
0.01% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
7,100
shares
|
$740,601
0.01% of portfolio
|
Q1 2025
Reduced 48.0%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,000
shares
|
$730,170
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
6,908
shares
|
$720,573
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
6,896
shares
|
$719,321
0.01% of portfolio
|
Q1 2025
Reduced 39.67%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
6,864
shares
|
$715,983
0.03% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
6,848
shares
|
$714,314
0.34% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,828
shares
|
$712,228
0.23% of portfolio
|
Q2 2022
Reduced 3.45%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
6,719
shares
|
$700,858
0.11% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
6,400
shares
|
$667,584
0.19% of portfolio
|
Q4 2022
Added 45.45%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
6,355
shares
|
$662,890
0.02% of portfolio
|
Q1 2025
Added 90.67%
|