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 |
---|---|---|---|---|---|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
183
shares
|
$16,113
0.0% of portfolio
|
Q2 2023
Reduced 50.14%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
172
shares
|
$15,144
0.0% of portfolio
|
Q4 2023
Added 1.78%
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
166
shares
|
$14,616
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
South State Corp
|
May 06, 2024 Q1 2024 |
150
shares
|
$13,207
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
Hazlett, Burt & Watson, Inc.
|
Apr 29, 2024 Q1 2024 |
150
shares
|
$13,207
0.01% of portfolio
|
Q1 2022
New holding
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
140
shares
|
$12,327
0.0% of portfolio
|
Q4 2023
Reduced 26.7%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
121
shares
|
$10,654
0.0% of portfolio
|
Q1 2024
Added 908.33%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
100
shares
|
$8,805
0.0% of portfolio
|
Q4 2021
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
100
shares
|
$8,805
0.0% of portfolio
|
Q4 2022
Reduced 54.34%
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
100
shares
|
$8,805
0.0% of portfolio
|
Q4 2022
Reduced 67.74%
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 08, 2024 Q1 2024 |
97
shares
|
$8,540
0.0% of portfolio
|
Q1 2024
Added 1.04%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
90
shares
|
$7,924
0.0% of portfolio
|
Q2 2021
Reduced 52.63%
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
90
shares
|
$7,924
0.01% of portfolio
|
Q4 2022
Reduced 21.74%
|
|
Carson Allaria Wealth Management, Ltd.
|
May 07, 2024 Q1 2024 |
87
shares
|
$7,660
0.0% of portfolio
|
Q1 2023
Added 1.16%
|
|
Boyd Watterson Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
80
shares
|
$7,044
0.0% of portfolio
|
Q4 2022
New holding
|
|
Jackson Hole Capital Partners, LLC
|
May 09, 2024 Q1 2024 |
62
shares
|
$5,459
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
60
shares
|
$5,283
0.0% of portfolio
|
Q2 2022
New holding
|
|
Brown Brothers Harriman & CO
New York, NY |
May 10, 2024 Q1 2024 |
55
shares
|
$4,842
0.0% of portfolio
|
Q4 2023
Reduced 92.06%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
54
shares
|
$4,754
0.0% of portfolio
|
Q4 2023
Added 1.89%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
50
shares
|
$4,402
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 14, 2024 Q1 2024 |
50
shares
|
$4,402
0.0% of portfolio
|
Q1 2024
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
49
shares
|
$4,314
0.0% of portfolio
|
Q4 2023
New holding
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
40
shares
|
$3,522
0.0% of portfolio
|
Q2 2023
New holding
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
21
shares
|
$1,849
0.0% of portfolio
|
Q2 2023
Added 5.0%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
6
shares
|
$528
0.0% of portfolio
|
Q3 2022
Reduced 57.14%
|