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 283 institutions that hold shares in the stock, with a total of 7.81 Million shares, which have been reported (via 13F filing form) to have a value of $757 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,082
shares
|
$104,856
0.01% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,001
shares
|
$97,006
0.0% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$96,910
0.0% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
980
shares
|
$94,971
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
974
shares
|
$94,390
0.05% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
974
shares
|
$94,390
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
946
shares
|
$91,676
0.02% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
830
shares
|
$80,435
0.0% of portfolio
|
Q3 2024
Reduced 65.13%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
800
shares
|
$77,528
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
800
shares
|
$77,528
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
770
shares
|
$74,620
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
752
shares
|
$72,876
0.02% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
748
shares
|
$72,488
0.0% of portfolio
|
Q2 2024
Reduced 67.51%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
732
shares
|
$70,938
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
720
shares
|
$69,775
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
690
shares
|
$66,867
0.03% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
669
shares
|
$64,832
0.01% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
621
shares
|
$60,181
0.0% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
620
shares
|
$60,084
0.0% of portfolio
|
Q2 2024
Added 342.86%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
601
shares
|
$58,242
0.01% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
600
shares
|
$58,146
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
577
shares
|
$55,917
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
565
shares
|
$54,754
0.0% of portfolio
|
Q3 2024
Reduced 19.29%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
544
shares
|
$52,719
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
500
shares
|
$48,455
0.01% of portfolio
|
Q4 2023
New holding
|