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 |
---|---|---|---|---|---|
Carl P. Sherr & Co., LLC
|
May 02, 2024 Q1 2024 |
3,737
shares
|
$329,042
0.18% of portfolio
|
Q4 2023
Added 1.83%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
3,732
shares
|
$328,602
0.0% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
3,724
shares
|
$327,898
0.01% of portfolio
|
Q1 2024
Added 39.06%
|
|
Apexium Financial, LP
|
Apr 19, 2024 Q1 2024 |
3,478
shares
|
$306,237
0.02% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Apr 29, 2024 Q1 2024 |
3,399
shares
|
$299,281
0.25% of portfolio
|
Q4 2023
Added 9.12%
|
|
Field & Main Bank
|
Apr 29, 2024 Q1 2024 |
3,160
shares
|
$278,238
0.1% of portfolio
|
Q1 2024
Reduced 11.24%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
3,123
shares
|
$274,980
0.0% of portfolio
|
Q1 2024
Added 14.9%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
3,120
shares
|
$274,716
0.0% of portfolio
|
Q1 2024
New holding
|
|
Weaver Consulting Group
|
Apr 16, 2024 Q1 2024 |
3,008
shares
|
$264,854
0.1% of portfolio
|
Q4 2023
Reduced 3.99%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
3,001
shares
|
$264,238
0.0% of portfolio
|
Q4 2023
New holding
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2024 Q1 2024 |
2,989
shares
|
$263,181
0.05% of portfolio
|
Q1 2024
Reduced 23.96%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,927
shares
|
$257,722
0.03% of portfolio
|
Q1 2023
Reduced 0.03%
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2024 Q1 2024 |
2,914
shares
|
$256,577
0.01% of portfolio
|
Q1 2024
Added 6.2%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
2,884
shares
|
$253,936
0.01% of portfolio
|
Q1 2024
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,878
shares
|
$253,407
0.01% of portfolio
|
Q4 2023
New holding
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
2,866
shares
|
$252,351
0.03% of portfolio
|
Q1 2024
Reduced 30.71%
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2024 Q1 2024 |
2,859
shares
|
$251,734
0.06% of portfolio
|
Q4 2023
New holding
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
2,792
shares
|
$245,835
0.0% of portfolio
|
Q1 2024
Added 10.23%
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
2,775
shares
|
$244,338
0.03% of portfolio
|
Q3 2022
Reduced 6.72%
|
|
Ntv Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,740
shares
|
$241,257
0.04% of portfolio
|
Q4 2023
Reduced 6.8%
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,700
shares
|
$237,735
0.0% of portfolio
|
Q3 2022
New holding
|
|
Retirement Planning Group
|
Apr 12, 2024 Q1 2024 |
2,670
shares
|
$235,093
0.02% of portfolio
|
Q1 2024
Added 6.67%
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
2,658
shares
|
$234,036
0.02% of portfolio
|
Q1 2024
Reduced 27.34%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
2,639
shares
|
$232,363
0.01% of portfolio
|
Q4 2023
New holding
|
|
Heritage Trust CO
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
2,558
shares
|
$225,231
0.03% of portfolio
|
Q4 2023
New holding
|