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 285 institutions that hold shares in the stock, with a total of 7.44 Million shares, which have been reported (via 13F filing form) to have a value of $776 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
2,740
shares
|
$285,809
0.04% of portfolio
|
Q4 2023
Reduced 6.8%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,700
shares
|
$281,637
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
2,643
shares
|
$275,691
0.01% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
2,608
shares
|
$272,040
0.09% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
2,589
shares
|
$270,058
0.14% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
2,575
shares
|
$268,598
0.03% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
2,571
shares
|
$268,181
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,558
shares
|
$266,824
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
2,558
shares
|
$266,824
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
2,523
shares
|
$263,174
0.0% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
2,500
shares
|
$260,775
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
2,466
shares
|
$257,228
0.03% of portfolio
|
Q1 2024
Reduced 2.95%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
2,463
shares
|
$256,915
0.18% of portfolio
|
Q1 2025
Reduced 94.72%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
2,458
shares
|
$256,393
0.02% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
2,400
shares
|
$250,344
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
2,389
shares
|
$249,196
0.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,378
shares
|
$248,049
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,378
shares
|
$248,049
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
2,376
shares
|
$247,840
0.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Apr 29, 2025 Q1 2025 |
2,362
shares
|
$246,380
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
2,334
shares
|
$243,459
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
2,304
shares
|
$240,330
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
2,287
shares
|
$238,556
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
2,274
shares
|
$237,200
0.01% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
2,245
shares
|
$234,175
0.18% of portfolio
|
Q3 2024
New holding
|