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 300 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 $686 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
3,161
shares
|
$317,870
0.01% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
3,125
shares
|
$314,250
0.16% of portfolio
|
Q4 2024
Reduced 16.38%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
3,095
shares
|
$311,233
0.0% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
3,088
shares
|
$310,529
0.26% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
3,060
shares
|
$307,713
0.11% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,019
shares
|
$303,590
0.03% of portfolio
|
Q4 2024
Reduced 66.51%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,927
shares
|
$294,339
0.03% of portfolio
|
Q1 2023
Reduced 0.03%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
2,927
shares
|
$294,339
0.0% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
2,903
shares
|
$291,925
0.01% of portfolio
|
Q4 2024
Reduced 10.24%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
2,880
shares
|
$289,612
0.01% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,878
shares
|
$289,411
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
2,872
shares
|
$288,808
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
2,744
shares
|
$275,936
0.13% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
2,740
shares
|
$275,534
0.04% of portfolio
|
Q4 2023
Reduced 6.8%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,700
shares
|
$271,512
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
2,696
shares
|
$271,109
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,658
shares
|
$267,288
0.02% of portfolio
|
Q1 2024
Reduced 27.34%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
2,608
shares
|
$262,260
0.09% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
2,600
shares
|
$261,456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,575
shares
|
$258,942
0.03% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,558
shares
|
$257,232
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
2,558
shares
|
$257,232
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,517
shares
|
$253,109
0.02% of portfolio
|
Q4 2024
Reduced 50.45%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
2,500
shares
|
$251,400
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
2,493
shares
|
$250,696
0.0% of portfolio
|
Q4 2024
New holding
|