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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
7,408
shares
|
$827,473
0.02% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,324
shares
|
$818,090
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,175
shares
|
$801,447
0.0% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
7,103
shares
|
$793,405
0.01% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
6,957
shares
|
$777,096
0.3% of portfolio
|
Q3 2025
Reduced 12.73%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
6,938
shares
|
$774,974
0.33% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
6,845
shares
|
$764,586
0.03% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,828
shares
|
$762,687
0.23% of portfolio
|
Q2 2022
Reduced 3.45%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
6,665
shares
|
$744,480
0.15% of portfolio
|
Q3 2025
Added 45.05%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
6,625
shares
|
$740,012
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
6,592
shares
|
$736,326
0.1% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
6,478
shares
|
$723,592
0.02% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
6,400
shares
|
$714,880
0.18% of portfolio
|
Q4 2022
Added 45.45%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
6,355
shares
|
$709,853
0.0% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,266
shares
|
$699,912
0.07% of portfolio
|
Q1 2022
Reduced 13.17%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,228
shares
|
$695,667
0.13% of portfolio
|
Q4 2022
Added 2.15%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,086
shares
|
$679,806
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
6,069
shares
|
$677,907
0.0% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
6,043
shares
|
$675,003
0.02% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
6,013
shares
|
$671,652
0.08% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
5,940
shares
|
$663,498
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,466
shares
|
$610,552
0.01% of portfolio
|
Q2 2025
Reduced 20.74%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
5,310
shares
|
$593,127
0.01% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
5,200
shares
|
$580,840
0.1% of portfolio
|
Q4 2023
Added 33.33%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,040
shares
|
$562,968
0.0% of portfolio
|
Q3 2025
Added 7.65%
|
|