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 |
|---|---|---|---|---|---|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,266
shares
|
$653,606
0.07% of portfolio
|
Q1 2022
Reduced 13.17%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,228
shares
|
$649,642
0.13% of portfolio
|
Q4 2022
Added 2.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
6,179
shares
|
$644,531
0.02% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
6,164
shares
|
$642,966
0.0% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,567
shares
|
$580,693
0.02% of portfolio
|
Q1 2025
Added 45.73%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
5,420
shares
|
$565,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
5,410
shares
|
$564,317
0.01% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,369
shares
|
$560,040
0.0% of portfolio
|
Q1 2025
Added 35.24%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,351
shares
|
$558,162
0.0% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
5,200
shares
|
$542,412
0.11% of portfolio
|
Q4 2023
Added 33.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
5,158
shares
|
$538,030
0.0% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
5,122
shares
|
$534,275
0.01% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Apr 10, 2025 Q1 2025 |
4,919
shares
|
$513,100
0.42% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
4,753
shares
|
$495,785
0.04% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,744
shares
|
$494,846
0.02% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
4,595
shares
|
$479,304
0.13% of portfolio
|
Q1 2025
Added 70.44%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
4,572
shares
|
$476,905
0.07% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
4,497
shares
|
$469,082
0.16% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
4,300
shares
|
$448,533
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,295
shares
|
$448,011
0.0% of portfolio
|
Q3 2023
Reduced 2.21%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
4,279
shares
|
$446,342
0.2% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
4,272
shares
|
$445,612
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
4,241
shares
|
$442,378
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
4,224
shares
|
$440,605
0.06% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,204
shares
|
$438,519
0.0% of portfolio
|
Q4 2024
Added 15.21%
|