Institutional Ownership Ishares Tr U S Utils ETF (IDU)
Currently, there are no institutions holding Ishares Tr U S Utils ETF (IDU). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,251
shares
|
$139,736
0.01% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,244
shares
|
$138,954
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,132
shares
|
$126,444
0.05% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,108
shares
|
$123,763
0.01% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,001
shares
|
$111,811
0.0% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
980
shares
|
$109,466
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
974
shares
|
$108,795
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
951
shares
|
$106,226
0.0% of portfolio
|
Q3 2025
Reduced 81.99%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
882
shares
|
$98,519
0.0% of portfolio
|
Q3 2025
Added 17.91%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
823
shares
|
$91,929
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
800
shares
|
$89,360
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
800
shares
|
$89,360
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
770
shares
|
$86,009
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
752
shares
|
$83,998
0.02% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
732
shares
|
$81,764
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
700
shares
|
$78,190
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
700
shares
|
$78,190
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
690
shares
|
$77,073
0.02% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
675
shares
|
$75,397
0.0% of portfolio
|
Q2 2025
Reduced 43.75%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
660
shares
|
$73,722
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
600
shares
|
$67,020
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
591
shares
|
$66,014
0.01% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
544
shares
|
$60,764
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
543
shares
|
$60,653
0.0% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
500
shares
|
$55,850
0.01% of portfolio
|
Q4 2023
New holding
|
|