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 284 institutions that hold shares in the stock, with a total of 6.01 Million shares, which have been reported (via 13F filing form) to have a value of $611 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 |
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
621,603
shares
|
$63.2 Million
1.89% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
570,514
shares
|
$58 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
458,665
shares
|
$46.7 Million
0.87% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
401,626
shares
|
$40.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
247,285
shares
|
$25.2 Million
0.0% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
241,859
shares
|
$24.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
188,574
shares
|
$19.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
125,357
shares
|
$12.8 Million
0.02% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
124,208
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
113,827
shares
|
$11.6 Million
0.91% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
113,414
shares
|
$11.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.67%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
113,149
shares
|
$11.5 Million
2.74% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
109,729
shares
|
$11.2 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
93,179
shares
|
$9.48 Million
0.1% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
92,732
shares
|
$9.43 Million
1.01% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
91,430
shares
|
$9.3 Million
0.0% of portfolio
|
Q4 2024
Added 71.08%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
74,577
shares
|
$7.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.16%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
73,280
shares
|
$7.45 Million
5.48% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
71,595
shares
|
$7.28 Million
0.0% of portfolio
|
Q4 2024
Added 44.51%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
70,908
shares
|
$7.21 Million
5.16% of portfolio
|
Q1 2024
Added 76.16%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
68,510
shares
|
$6.97 Million
3.21% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
64,802
shares
|
$6.59 Million
0.01% of portfolio
|
Q4 2024
Added 123.06%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
60,254
shares
|
$6.13 Million
0.01% of portfolio
|
Q1 2025
Added 11.81%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
59,544
shares
|
$6.06 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
56,775
shares
|
$5.78 Million
0.01% of portfolio
|
Q4 2024
Added 3.26%
|