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 299 institutions that hold shares in the stock, with a total of 6.72 Million shares, which have been reported (via 13F filing form) to have a value of $674 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
23,266
shares
|
$2.33 Million
0.53% of portfolio
|
Q4 2024
Reduced 23.54%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
22,783
shares
|
$2.29 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
22,118
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
22,024
shares
|
$2.21 Million
0.05% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
20,998
shares
|
$2.11 Million
0.01% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
20,626
shares
|
$2.07 Million
0.87% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
20,398
shares
|
$2.05 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
20,375
shares
|
$2.04 Million
0.46% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Feb 05, 2025 Q4 2024 |
19,974
shares
|
$2 Million
0.68% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
19,447
shares
|
$1.95 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
19,001
shares
|
$1.91 Million
0.03% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
18,870
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
18,266
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Added 26.22%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
17,302
shares
|
$1.74 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
17,298
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
16,836
shares
|
$1.69 Million
0.02% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
15,919
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Added 49.33%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
15,870
shares
|
$1.59 Million
0.32% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
15,489
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Added 54.81%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
15,437
shares
|
$1.55 Million
0.17% of portfolio
|
Q4 2024
Added 28.71%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
15,328
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
15,327
shares
|
$1.54 Million
0.22% of portfolio
|
Q4 2024
Added 16.02%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
14,882
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Added 60.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
14,364
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Added 34.04%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
14,134
shares
|
$1.42 Million
0.04% of portfolio
|
Q4 2022
New holding
|