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 7.82 Million shares, which have been reported (via 13F filing form) to have a value of $789 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,820
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Added 180.71%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
11,497
shares
|
$1.16 Million
1.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
10,716
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,660
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
10,485
shares
|
$1.06 Million
0.08% of portfolio
|
Q1 2024
Reduced 11.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
10,005
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 30.58%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
9,993
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.7%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9,292
shares
|
$937,098
0.0% of portfolio
|
Q3 2024
Added 300.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
9,093
shares
|
$917,029
0.0% of portfolio
|
Q3 2024
Added 30.09%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
9,026
shares
|
$910,272
0.1% of portfolio
|
Q3 2024
Added 176.11%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,892
shares
|
$896,758
0.02% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
8,807
shares
|
$888,185
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,772
shares
|
$884,656
0.03% of portfolio
|
Q2 2020
Added 9.03%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
8,715
shares
|
$878,907
0.07% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
8,672
shares
|
$874,571
0.01% of portfolio
|
Q3 2024
Added 97.81%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
8,642
shares
|
$871,545
0.31% of portfolio
|
Q4 2024
Added 38.72%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
8,486
shares
|
$855,813
0.27% of portfolio
|
Q4 2024
Reduced 22.44%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
8,307
shares
|
$837,760
0.06% of portfolio
|
Q3 2024
Added 415250.0%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
7,938
shares
|
$800,547
0.03% of portfolio
|
Q4 2024
Added 200.8%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
7,594
shares
|
$765,854
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
7,508
shares
|
$757,181
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,354
shares
|
$741,650
0.01% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
7,300
shares
|
$736,205
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
6,985
shares
|
$704,437
0.45% of portfolio
|
Q2 2024
Added 4.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,962
shares
|
$702,117
0.01% of portfolio
|
Q3 2024
Added 30.06%
|