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 |
---|---|---|---|---|---|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
2,500
shares
|
$220,125
0.13% of portfolio
|
Q1 2024
New holding
|
|
Washington Trust Bank
|
May 14, 2024 Q1 2024 |
2,466
shares
|
$217,131
0.02% of portfolio
|
Q1 2024
Reduced 2.95%
|
|
Summit Financial, LLC
Parsippany, NJ |
Apr 24, 2024 Q1 2024 |
2,431
shares
|
$214,049
0.01% of portfolio
|
Q1 2024
New holding
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
2,400
shares
|
$211,320
0.0% of portfolio
|
Q1 2024
New holding
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,378
shares
|
$209,382
0.04% of portfolio
|
Q4 2022
New holding
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,378
shares
|
$209,382
0.04% of portfolio
|
Q4 2022
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
2,333
shares
|
$205,420
0.0% of portfolio
|
Q1 2024
Added 166.93%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
2,302
shares
|
$202,691
0.0% of portfolio
|
Q4 2023
Reduced 14.8%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
1,722
shares
|
$151,622
0.0% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
May 08, 2024 Q1 2024 |
1,720
shares
|
$151,446
0.05% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
1,664
shares
|
$146,515
0.0% of portfolio
|
Q3 2021
Reduced 4.26%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
1,619
shares
|
$142,552
0.02% of portfolio
|
Q1 2024
Reduced 29.61%
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 26, 2024 Q1 2024 |
1,608
shares
|
$141,584
0.03% of portfolio
|
Q4 2020
Added 100.0%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,575
shares
|
$138,678
0.11% of portfolio
|
Q1 2023
Added 162.06%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
1,462
shares
|
$128,729
0.0% of portfolio
|
Q4 2023
Reduced 50.12%
|
|
Fernwood Investment Management, LLC
Quincy, MA |
May 13, 2024 Q1 2024 |
1,458
shares
|
$128,376
0.03% of portfolio
|
Q1 2024
New holding
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
1,353
shares
|
$119,131
0.0% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
1,236
shares
|
$108,829
0.0% of portfolio
|
Q1 2024
Added 0.32%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
1,067
shares
|
$93,949
0.0% of portfolio
|
Q1 2024
Added 170.81%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
1,048
shares
|
$92,276
0.01% of portfolio
|
Q1 2024
Added 217.58%
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
980
shares
|
$86,289
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
Annapolis Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
974
shares
|
$85,760
0.03% of portfolio
|
Q4 2020
New holding
|
|
Rise Advisors, LLC
|
Apr 09, 2024 Q1 2024 |
963
shares
|
$84,792
0.04% of portfolio
|
Q1 2024
Added 0.52%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
945
shares
|
$83,207
0.01% of portfolio
|
Q3 2023
Reduced 49.81%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
900
shares
|
$79,245
0.0% of portfolio
|
Q4 2023
New holding
|