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 |
---|---|---|---|---|---|
Hilltop National Bank
Casper, WY |
May 06, 2024 Q1 2024 |
376
shares
|
$33,106
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
356
shares
|
$31,345
0.01% of portfolio
|
Q2 2023
New holding
|
|
Sugarloaf Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
325
shares
|
$28,616
0.01% of portfolio
|
Q2 2021
Reduced 76.09%
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
320
shares
|
$28,176
0.01% of portfolio
|
Q1 2023
Added 1085.19%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
316
shares
|
$27,823
0.0% of portfolio
|
Q2 2021
Reduced 52.98%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
315
shares
|
$27,735
0.01% of portfolio
|
Q4 2023
New holding
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
310
shares
|
$27,295
0.01% of portfolio
|
Q2 2023
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
306
shares
|
$26,943
0.0% of portfolio
|
Q3 2023
New holding
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
May 15, 2024 Q1 2024 |
302
shares
|
$26,591
0.01% of portfolio
|
Q1 2024
Reduced 9.58%
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 02, 2024 Q1 2024 |
300
shares
|
$26,415
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
300
shares
|
$26,415
0.0% of portfolio
|
Q1 2022
New holding
|
|
Tsfg, LLC
|
Apr 16, 2024 Q1 2024 |
300
shares
|
$26,415
0.01% of portfolio
|
Q3 2023
Reduced 14.77%
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 25, 2024 Q1 2024 |
290
shares
|
$25,534
0.01% of portfolio
|
Q4 2022
New holding
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
283
shares
|
$24,918
0.01% of portfolio
|
Q2 2022
Added 0.35%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
274
shares
|
$24,125
0.03% of portfolio
|
Q2 2023
Reduced 22.6%
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
260
shares
|
$22,893
0.01% of portfolio
|
Q4 2023
Reduced 43.48%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
220
shares
|
$19,371
0.0% of portfolio
|
Q1 2024
Added 0.46%
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
220
shares
|
$19,371
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
208
shares
|
$18,314
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
200
shares
|
$17,610
0.0% of portfolio
|
Q3 2017
Reduced 50.0%
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
200
shares
|
$17,610
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
198
shares
|
$17,433
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
186
shares
|
$16,377
0.0% of portfolio
|
Q3 2022
New holding
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
183
shares
|
$16,113
0.0% of portfolio
|
Q2 2023
Reduced 50.14%
|
|
First Command Advisory Services, Inc.
|
May 02, 2024 Q1 2024 |
183
shares
|
$16,113
0.0% of portfolio
|
Q3 2023
New holding
|