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 |
---|---|---|---|---|---|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
812
shares
|
$71,496
0.03% of portfolio
|
Q4 2021
New holding
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
800
shares
|
$70,440
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
800
shares
|
$70,440
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
781
shares
|
$68,767
0.0% of portfolio
|
Q1 2024
New holding
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2024 Q4 2023 |
752
shares
|
$66,213
0.01% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
732
shares
|
$64,452
0.0% of portfolio
|
Q1 2024
New holding
|
|
Avion Wealth
The Woodlands, TX |
May 03, 2024 Q1 2024 |
720
shares
|
$63,396
0.02% of portfolio
|
Q1 2022
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
699
shares
|
$61,546
0.02% of portfolio
|
Q1 2024
Added 0.58%
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 06, 2024 Q1 2024 |
690
shares
|
$60,754
0.02% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
673
shares
|
$59,257
0.0% of portfolio
|
Q1 2024
Reduced 72.28%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
669
shares
|
$58,905
0.01% of portfolio
|
Q4 2023
Added 0.15%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
637
shares
|
$56,087
0.0% of portfolio
|
Q4 2023
Reduced 0.16%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2024 Q1 2024 |
600
shares
|
$52,830
0.01% of portfolio
|
Q4 2022
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
595
shares
|
$52,389
0.0% of portfolio
|
Q4 2023
Added 64.82%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
571
shares
|
$50,276
0.01% of portfolio
|
Q1 2024
Added 0.53%
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
544
shares
|
$47,899
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
541
shares
|
$47,635
0.03% of portfolio
|
Q1 2024
Added 5.05%
|
|
Security National Bank
|
Apr 15, 2024 Q1 2024 |
500
shares
|
$44,025
0.01% of portfolio
|
Q4 2023
New holding
|
|
Davis Capital Management
Jacksonville, FL |
Jul 02, 2024 Q2 2024 |
466
shares
|
$41,031
0.04% of portfolio
|
Q4 2023
Added 51.3%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
450
shares
|
$39,622
0.0% of portfolio
|
Q1 2024
Added 0.22%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
419
shares
|
$36,892
0.01% of portfolio
|
Q4 2023
Added 423.75%
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2024 Q1 2024 |
400
shares
|
$35,220
0.02% of portfolio
|
Q1 2023
New holding
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2024 Q1 2024 |
396
shares
|
$34,867
0.0% of portfolio
|
Q4 2021
New holding
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
390
shares
|
$34,339
0.0% of portfolio
|
Q4 2021
New holding
|
|
Concord Wealth Partners
|
Apr 30, 2024 Q1 2024 |
377
shares
|
$33,194
0.01% of portfolio
|
Q1 2024
Reduced 1.31%
|