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 293 institutions that hold shares in the stock, with a total of 6.51 Million shares, which have been reported (via 13F filing form) to have a value of $655 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$50,280
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
490
shares
|
$49,274
0.0% of portfolio
|
Q2 2024
Added 390.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
466
shares
|
$46,860
0.04% of portfolio
|
Q4 2023
Added 51.3%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
458
shares
|
$46,056
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
408
shares
|
$41,028
0.01% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
400
shares
|
$40,224
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
396
shares
|
$39,821
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
381
shares
|
$38,313
0.01% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
366
shares
|
$36,804
0.01% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
356
shares
|
$35,799
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
325
shares
|
$32,682
0.01% of portfolio
|
Q2 2021
Reduced 76.09%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
320
shares
|
$32,179
0.01% of portfolio
|
Q1 2023
Added 1085.19%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
310
shares
|
$31,173
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
310
shares
|
$31,173
0.01% of portfolio
|
Q2 2024
Added 19.23%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
306
shares
|
$30,771
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
300
shares
|
$30,168
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
300
shares
|
$30,168
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
300
shares
|
$30,168
0.0% of portfolio
|
Q4 2024
Reduced 63.86%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
300
shares
|
$30,168
0.01% of portfolio
|
Q3 2023
Reduced 14.77%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
283
shares
|
$28,458
0.01% of portfolio
|
Q2 2022
Added 0.35%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
280
shares
|
$28,156
0.01% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
274
shares
|
$27,553
0.03% of portfolio
|
Q2 2023
Reduced 22.6%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
260
shares
|
$26,145
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
222
shares
|
$22,324
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
220
shares
|
$22,123
0.0% of portfolio
|
Q4 2020
Added 100.0%
|