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 |
|---|---|---|---|---|---|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
11,497
shares
|
$1.11 Million
1.02% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
11,182
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
10,956
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 35.93%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
10,941
shares
|
$1.06 Million
0.48% of portfolio
|
Q3 2024
Reduced 46.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,660
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
10,485
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2024
Reduced 11.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
10,005
shares
|
$969,584
0.0% of portfolio
|
Q3 2024
Added 30.58%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
9,993
shares
|
$968,421
0.0% of portfolio
|
Q3 2024
Reduced 16.7%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9,292
shares
|
$900,487
0.0% of portfolio
|
Q3 2024
Added 300.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
9,093
shares
|
$881,202
0.0% of portfolio
|
Q3 2024
Added 30.09%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
9,026
shares
|
$874,709
0.1% of portfolio
|
Q3 2024
Added 176.11%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
9,015
shares
|
$873,643
0.06% of portfolio
|
Q3 2024
Reduced 58.27%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,892
shares
|
$861,723
0.02% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
8,807
shares
|
$853,486
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,772
shares
|
$850,094
0.03% of portfolio
|
Q2 2020
Added 9.03%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
8,715
shares
|
$844,570
0.07% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
8,672
shares
|
$840,403
0.01% of portfolio
|
Q3 2024
Added 97.81%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
8,307
shares
|
$805,031
0.06% of portfolio
|
Q3 2024
Added 415250.0%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
7,822
shares
|
$758,030
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
7,594
shares
|
$735,934
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
7,508
shares
|
$727,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
7,300
shares
|
$707,443
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
6,985
shares
|
$676,916
0.45% of portfolio
|
Q2 2024
Added 4.1%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
6,979
shares
|
$676,334
0.15% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,962
shares
|
$674,687
0.01% of portfolio
|
Q3 2024
Added 30.06%
|