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 |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
2,085
shares
|
$232,894
0.04% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,060
shares
|
$230,102
0.01% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
2,060
shares
|
$230,102
0.0% of portfolio
|
Q3 2025
Reduced 90.82%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
2,034
shares
|
$227,197
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
2,001
shares
|
$223,511
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$223,400
0.0% of portfolio
|
Q3 2025
Added 42.86%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,971
shares
|
$220,160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,967
shares
|
$219,713
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,937
shares
|
$216,362
0.06% of portfolio
|
Q3 2025
Reduced 16.18%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
1,912
shares
|
$213,570
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
1,891
shares
|
$211,224
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,858
shares
|
$207,538
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,848
shares
|
$206,421
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
1,835
shares
|
$204,969
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,831
shares
|
$204,522
0.0% of portfolio
|
Q3 2025
Added 21.1%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
1,751
shares
|
$195,586
0.14% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,664
shares
|
$185,868
0.0% of portfolio
|
Q3 2021
Reduced 4.26%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
1,608
shares
|
$179,613
0.05% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,601
shares
|
$178,831
0.0% of portfolio
|
Q3 2025
Added 36.02%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,575
shares
|
$175,927
0.11% of portfolio
|
Q1 2023
Added 162.06%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,570
shares
|
$175,369
0.01% of portfolio
|
Q3 2025
Reduced 21.81%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,477
shares
|
$164,980
0.0% of portfolio
|
Q3 2025
Added 763.74%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
1,475
shares
|
$164,757
0.04% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,358
shares
|
$151,688
0.0% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,251
shares
|
$139,736
0.01% of portfolio
|
Q3 2025
Reduced 3.47%
|
|