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 298 institutions that hold shares in the stock, with a total of 6.79 Million shares, which have been reported (via 13F filing form) to have a value of $677 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
7,668
shares
|
$765,266
0.34% of portfolio
|
Q4 2024
Added 113.12%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,354
shares
|
$733,929
0.01% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
7,300
shares
|
$728,540
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,175
shares
|
$716,065
0.0% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
6,968
shares
|
$695,406
0.32% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
6,864
shares
|
$685,027
0.1% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,828
shares
|
$681,434
0.23% of portfolio
|
Q2 2022
Reduced 3.45%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
6,405
shares
|
$639,219
0.03% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
6,400
shares
|
$638,720
0.18% of portfolio
|
Q4 2022
Added 45.45%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,266
shares
|
$625,346
0.07% of portfolio
|
Q1 2022
Reduced 13.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,250
shares
|
$623,750
0.0% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,228
shares
|
$621,554
0.13% of portfolio
|
Q4 2022
Added 2.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,130
shares
|
$611,774
0.0% of portfolio
|
Q4 2024
Reduced 84.8%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
5,955
shares
|
$594,309
0.02% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,809
shares
|
$579,738
0.07% of portfolio
|
Q4 2024
Added 131.8%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,770
shares
|
$575,846
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
5,535
shares
|
$552,393
0.01% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
5,451
shares
|
$544,009
0.0% of portfolio
|
Q4 2024
Added 13.94%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
5,420
shares
|
$540,916
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
5,299
shares
|
$528,840
0.19% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
5,200
shares
|
$518,960
0.1% of portfolio
|
Q4 2023
Added 33.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
5,180
shares
|
$516,964
0.0% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
5,018
shares
|
$500,796
0.01% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 23, 2025 Q4 2024 |
4,891
shares
|
$488,121
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,747
shares
|
$473,750
0.03% of portfolio
|
Q4 2024
Added 0.17%
|