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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
974
shares
|
$101,597
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
946
shares
|
$98,677
0.02% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
900
shares
|
$93,879
0.01% of portfolio
|
Q1 2025
Added 34.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
878
shares
|
$91,584
0.0% of portfolio
|
Q1 2025
Added 886.52%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
800
shares
|
$83,448
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
800
shares
|
$83,448
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
770
shares
|
$80,318
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
752
shares
|
$78,441
0.02% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
748
shares
|
$78,023
0.0% of portfolio
|
Q2 2024
Reduced 67.51%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
732
shares
|
$76,354
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
700
shares
|
$73,017
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
690
shares
|
$71,973
0.03% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
660
shares
|
$68,844
0.02% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
601
shares
|
$62,690
0.0% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
600
shares
|
$62,586
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
584
shares
|
$60,917
0.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
544
shares
|
$56,744
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
543
shares
|
$56,640
0.0% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$52,155
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
490
shares
|
$51,111
0.0% of portfolio
|
Q2 2024
Added 390.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
466
shares
|
$48,608
0.04% of portfolio
|
Q4 2023
Added 51.3%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
458
shares
|
$47,773
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
400
shares
|
$41,724
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
396
shares
|
$41,306
0.0% of portfolio
|
Q1 2025
Reduced 98.98%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
370
shares
|
$38,594
0.0% of portfolio
|
Q1 2025
Reduced 6.57%
|