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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
4,224
shares
|
$409,347
0.05% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
4,218
shares
|
$408,766
0.2% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,177
shares
|
$404,793
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,143
shares
|
$401,498
0.03% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,122
shares
|
$399,463
0.0% of portfolio
|
Q1 2024
Reduced 13.49%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
4,040
shares
|
$391,516
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
3,954
shares
|
$383,182
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,802
shares
|
$368,451
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
3,737
shares
|
$362,152
0.2% of portfolio
|
Q4 2023
Added 1.83%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,660
shares
|
$354,690
0.29% of portfolio
|
Q3 2024
Reduced 19.54%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,649
shares
|
$353,624
0.0% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
3,598
shares
|
$348,682
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,422
shares
|
$331,626
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
3,399
shares
|
$329,397
0.25% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
3,372
shares
|
$326,780
0.03% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,245
shares
|
$314,472
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
3,234
shares
|
$313,406
0.01% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,182
shares
|
$308,367
0.01% of portfolio
|
Q3 2024
Added 15.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,123
shares
|
$302,649
0.0% of portfolio
|
Q3 2024
Reduced 42.81%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
3,110
shares
|
$301,390
0.11% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,095
shares
|
$299,936
0.0% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
3,008
shares
|
$291,505
0.11% of portfolio
|
Q4 2023
Reduced 3.99%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,958
shares
|
$286,659
0.23% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,927
shares
|
$283,655
0.03% of portfolio
|
Q1 2023
Reduced 0.03%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,897
shares
|
$280,748
0.02% of portfolio
|
Q3 2024
Reduced 1.53%
|