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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
13,663
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2025
Added 51.96%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
13,630
shares
|
$1.52 Million
0.31% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
13,352
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
13,053
shares
|
$1.46 Million
0.2% of portfolio
|
Q3 2025
Added 46.99%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
12,960
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
12,580
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
12,047
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.24%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
11,780
shares
|
$1.32 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
11,644
shares
|
$1.3 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
11,363
shares
|
$1.27 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
10,815
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
9,042
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,772
shares
|
$979,832
0.03% of portfolio
|
Q2 2020
Added 9.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
8,622
shares
|
$963,077
0.01% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
8,579
shares
|
$958,274
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
8,280
shares
|
$924,876
0.0% of portfolio
|
Q3 2025
Added 52.77%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
8,169
shares
|
$912,477
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
8,026
shares
|
$896,504
0.07% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
7,912
shares
|
$883,770
0.02% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
7,860
shares
|
$877,962
0.03% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,792
shares
|
$870,366
0.0% of portfolio
|
Q3 2025
Added 20.71%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
7,776
shares
|
$868,579
0.06% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
7,747
shares
|
$865,339
0.3% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,649
shares
|
$854,393
0.0% of portfolio
|
Q3 2025
Reduced 40.37%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
7,572
shares
|
$845,792
0.0% of portfolio
|
Q3 2025
Reduced 48.05%
|
|