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 |
---|---|---|---|---|---|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
5,525
shares
|
$486,476
0.02% of portfolio
|
Q1 2024
Added 7.47%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
5,518
shares
|
$485,859
0.01% of portfolio
|
Q1 2024
Added 0.25%
|
|
Laidlaw Wealth Management LLC
New York City, NY |
May 15, 2024 Q1 2024 |
5,467
shares
|
$481,369
0.27% of portfolio
|
Q1 2024
Reduced 34.62%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
5,461
shares
|
$480,841
0.0% of portfolio
|
Q1 2023
Reduced 6.61%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
5,244
shares
|
$461,734
0.02% of portfolio
|
Q4 2023
Reduced 1.87%
|
|
Schnieders Capital Management LLC
|
Apr 25, 2024 Q1 2024 |
5,200
shares
|
$457,860
0.09% of portfolio
|
Q4 2023
Added 33.33%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
5,159
shares
|
$454,249
0.0% of portfolio
|
Q1 2024
Added 1.18%
|
|
Bison Wealth, LLC
|
May 10, 2024 Q1 2024 |
5,114
shares
|
$450,287
0.07% of portfolio
|
Q1 2024
Reduced 2.44%
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 13, 2024 Q1 2024 |
4,928
shares
|
$433,910
0.02% of portfolio
|
Q1 2024
Added 14.05%
|
|
Fort Washington Investment Advisors Inc
|
May 13, 2024 Q1 2024 |
4,900
shares
|
$431,445
0.0% of portfolio
|
Q3 2023
Reduced 6.84%
|
|
Evanson Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
4,876
shares
|
$429,331
0.03% of portfolio
|
Q4 2023
Reduced 49.32%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
4,770
shares
|
$419,998
0.01% of portfolio
|
Q1 2024
Reduced 11.06%
|
|
Cottonwood Capital Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
4,624
shares
|
$407,143
0.31% of portfolio
|
Q1 2024
Reduced 10.51%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
4,541
shares
|
$399,835
0.02% of portfolio
|
Q1 2024
Reduced 17.8%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
4,461
shares
|
$392,791
0.0% of portfolio
|
Q1 2024
Reduced 2.53%
|
|
Madden Advisory Services, Inc.
|
May 02, 2024 Q1 2024 |
4,295
shares
|
$378,174
0.19% of portfolio
|
Q1 2024
Reduced 3.63%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,295
shares
|
$378,174
0.0% of portfolio
|
Q3 2023
Reduced 2.21%
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2024 Q1 2024 |
4,252
shares
|
$374,388
0.08% of portfolio
|
Q1 2024
New holding
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
4,224
shares
|
$371,923
0.05% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2024 Q1 2024 |
4,194
shares
|
$369,281
0.0% of portfolio
|
Q1 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
4,122
shares
|
$362,942
0.0% of portfolio
|
Q1 2024
Reduced 13.49%
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
4,106
shares
|
$361,533
0.03% of portfolio
|
Q1 2024
Reduced 9.48%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
4,094
shares
|
$360,476
0.0% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
Empirical Asset Management, LLC
|
May 10, 2024 Q1 2024 |
4,039
shares
|
$355,633
0.11% of portfolio
|
Q1 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
3,905
shares
|
$343,835
0.0% of portfolio
|
Q1 2024
Reduced 10.8%
|