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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
22,813
shares
|
$2.55 Million
0.03% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
22,364
shares
|
$2.5 Million
0.54% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
22,088
shares
|
$2.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.55%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,991
shares
|
$2.46 Million
0.01% of portfolio
|
Q2 2025
Added 27.31%
|
|
|
Advisors Management Group Inc
|
Dec 18, 2025 Q3 2025 |
21,188
shares
|
$2.37 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
20,626
shares
|
$2.3 Million
0.87% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
19,448
shares
|
$2.17 Million
0.61% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
19,190
shares
|
$2.14 Million
0.02% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
18,907
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2025
Added 821.39%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
18,720
shares
|
$2.09 Million
0.87% of portfolio
|
Q3 2025
Reduced 15.06%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
18,214
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
17,898
shares
|
$2 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
17,492
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 54.25%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
17,383
shares
|
$1.94 Million
0.69% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
17,302
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
16,935
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
16,394
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
16,177
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
15,974
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
15,017
shares
|
$1.68 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
14,707
shares
|
$1.64 Million
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
14,682
shares
|
$1.64 Million
0.49% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
14,232
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
14,134
shares
|
$1.58 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
14,071
shares
|
$1.57 Million
0.33% of portfolio
|
Q3 2025
Reduced 3.82%
|
|