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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,996
shares
|
$558,053
0.0% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Oct 30, 2025 Q3 2025 |
4,974
shares
|
$555,595
0.35% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Oct 07, 2025 Q3 2025 |
4,879
shares
|
$544,984
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
4,765
shares
|
$532,250
0.03% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
4,482
shares
|
$500,639
0.14% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,467
shares
|
$498,963
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,295
shares
|
$479,751
0.0% of portfolio
|
Q3 2023
Reduced 2.21%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
4,246
shares
|
$474,278
0.05% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,204
shares
|
$469,586
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
4,146
shares
|
$463,108
0.18% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
4,122
shares
|
$460,427
0.0% of portfolio
|
Q3 2025
Added 92.08%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
4,090
shares
|
$456,853
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
4,001
shares
|
$446,911
0.03% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,931
shares
|
$439,092
0.1% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
3,924
shares
|
$438,310
0.03% of portfolio
|
Q3 2025
Added 21.6%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
3,882
shares
|
$433,619
0.06% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
3,800
shares
|
$424,460
0.0% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
3,500
shares
|
$390,950
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
3,460
shares
|
$386,482
0.01% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
3,384
shares
|
$377,992
0.01% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
3,372
shares
|
$376,652
0.02% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
3,367
shares
|
$376,093
0.0% of portfolio
|
Q3 2025
Reduced 19.91%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,333
shares
|
$372,296
0.0% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,308
shares
|
$369,503
0.29% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,272
shares
|
$365,482
0.0% of portfolio
|
Q3 2025
Reduced 66.12%
|
|