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 296 institutions that hold shares in the stock, with a total of 6.7 Million shares, which have been reported (via 13F filing form) to have a value of $672 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 |
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
222
shares
|
$22,259
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
220
shares
|
$22,059
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
208
shares
|
$20,856
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
207
shares
|
$20,755
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
200
shares
|
$20,054
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
200
shares
|
$20,054
0.0% of portfolio
|
Q3 2017
Reduced 50.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
200
shares
|
$20,054
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
187
shares
|
$18,750
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
186
shares
|
$18,650
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
183
shares
|
$18,349
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
183
shares
|
$18,349
0.0% of portfolio
|
Q2 2023
Reduced 50.14%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
183
shares
|
$18,349
0.0% of portfolio
|
Q2 2023
Reduced 50.14%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
175
shares
|
$17,547
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
171
shares
|
$17,146
0.0% of portfolio
|
Q2 2024
Reduced 62.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
166
shares
|
$16,644
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
150
shares
|
$15,040
0.01% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
150
shares
|
$15,040
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
142
shares
|
$14,238
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
140
shares
|
$14,037
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
134
shares
|
$13,436
0.01% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
122
shares
|
$12,232
0.0% of portfolio
|
Q1 2024
Reduced 80.85%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
101
shares
|
$10,127
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
100
shares
|
$10,027
0.0% of portfolio
|
Q4 2022
Reduced 54.34%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$10,027
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
90
shares
|
$9,024
0.01% of portfolio
|
Q4 2022
Reduced 21.74%
|