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 |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
6,864
shares
|
$692,234
0.1% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,828
shares
|
$688,603
0.23% of portfolio
|
Q2 2022
Reduced 3.45%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
6,400
shares
|
$645,440
0.18% of portfolio
|
Q4 2022
Added 45.45%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
6,302
shares
|
$635,556
0.03% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
6,279
shares
|
$633,237
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,266
shares
|
$631,926
0.07% of portfolio
|
Q1 2022
Reduced 13.17%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,254
shares
|
$630,715
0.02% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,250
shares
|
$630,312
0.0% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,228
shares
|
$628,093
0.13% of portfolio
|
Q4 2022
Added 2.15%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
5,735
shares
|
$578,374
0.01% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
5,572
shares
|
$561,936
0.0% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
5,299
shares
|
$534,404
0.29% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
5,200
shares
|
$524,420
0.1% of portfolio
|
Q4 2023
Added 33.33%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,080
shares
|
$512,318
0.03% of portfolio
|
Q3 2024
Added 99.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
5,040
shares
|
$508,284
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 23, 2025 Q4 2024 |
4,891
shares
|
$493,257
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4,784
shares
|
$482,466
0.0% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
4,759
shares
|
$479,945
0.09% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,747
shares
|
$478,734
0.03% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,744
shares
|
$478,432
0.02% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
4,632
shares
|
$467,137
0.07% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
4,500
shares
|
$453,825
0.0% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,445
shares
|
$448,278
0.01% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,419
shares
|
$445,656
0.0% of portfolio
|
Q3 2024
Reduced 78.34%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,295
shares
|
$433,150
0.0% of portfolio
|
Q3 2023
Reduced 2.21%
|