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 314 institutions that hold shares in the stock, with a total of 8.27 Million shares, which have been reported (via 13F filing form) to have a value of $924 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
233
shares
|
$26,026
0.0% of portfolio
|
Q2 2025
Reduced 22.33%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
220
shares
|
$24,574
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
218
shares
|
$24,350
0.01% of portfolio
|
Q3 2025
Reduced 13.49%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
214
shares
|
$23,903
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
208
shares
|
$23,233
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
201
shares
|
$22,451
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
200
shares
|
$22,340
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
200
shares
|
$22,340
0.0% of portfolio
|
Q3 2025
Added 135.29%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
190
shares
|
$21,223
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
186
shares
|
$20,776
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
183
shares
|
$20,441
0.0% of portfolio
|
Q2 2023
Reduced 50.14%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
183
shares
|
$20,441
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
183
shares
|
$20,441
0.0% of portfolio
|
Q2 2023
Reduced 50.14%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
175
shares
|
$19,547
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
166
shares
|
$18,542
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
150
shares
|
$16,755
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
150
shares
|
$16,755
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
142
shares
|
$15,861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
101
shares
|
$11,281
0.0% of portfolio
|
Q1 2025
Added 32.89%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
100
shares
|
$11,170
0.0% of portfolio
|
Q1 2025
Reduced 25.37%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
90
shares
|
$10,053
0.0% of portfolio
|
Q2 2021
Reduced 52.63%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
90
shares
|
$10,053
0.01% of portfolio
|
Q4 2022
Reduced 21.74%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
79
shares
|
$8,824
0.0% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
74
shares
|
$8,265
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
62
shares
|
$6,925
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|