Free Trial
Don't Let the A.I. Investing Revolution Pass You By!Ends Tomorrow - Get 30 Days Free

iShares U.S. Utilities ETF (IDU) Institutional Ownership

iShares U.S. Utilities ETF logo
$116.84 +1.28 (+1.11%)
Closing price 10/15/2025 04:10 PM Eastern
Extended Trading
$117.39 +0.55 (+0.47%)
As of 08:05 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares U.S. Utilities ETF (NYSEARCA:IDU)

Number of
Institutional Buyers
(last 12 months)
175
Total
Institutional Inflows
(last 12 months)
$390.04M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$70.93M
Get IDU Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Utilities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IDU Institutional Buying and Selling by Quarter

iShares U.S. Utilities ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025CWM LLC882$98K0.0%+17.9%0.007%
10/15/2025Brookstone Capital Management3,460$384K0.0%+4.1%0.026%
10/15/2025Summit Financial Consulting LLC59,033$6.55M5.2%+11.5%0.439%
10/14/2025 Farther Finance Advisors LLC1,601$178K0.0%+36.0%0.012%
10/14/2025 CPR Investments Inc.27,731$3.08M2.1%+1.4%0.206%
10/10/2025 Fifth Third Securities Inc.2,253$250K0.0%N/A0.017%
10/10/2025 Sound Income Strategies LLC434$50K0.0%+87.1%0.003%
10/10/2025 Sharkey Howes & Javer11,644$1.29M0.2%-4.4%0.087%
10/9/2025 Lifestyle Asset Management Inc.14,707$1.63M0.6%N/A0.109%
10/8/2025 Rise Advisors LLC1,132$126K0.0%-11.1%0.008%
10/7/2025 Lbmc Investment Advisors LLC110,709$12.28M0.8%-1.9%0.802%
10/7/2025 EWG Elevate Inc.17,383$1.93M0.6%+3.4%0.126%
10/7/2025 Grant Private Wealth Management Inc4,879$541K0.3%N/A0.035%
10/6/2025 Cambridge Financial Group LLC1,891$210K0.1%N/A0.013%
9/26/2025Corient Private Wealth LLC22,450$2.35M0.0%-3.5%0.163%
9/25/2025CacheTech Inc.3,177$332K0.1%-91.6%0.023%
9/25/2025Adams Wealth Management3,177$332K0.1%-91.6%0.023%
9/4/2025Osaic Holdings Inc.87,941$9.20M0.0%+72.0%0.640%
8/26/2025Thrivent Financial for Lutherans2,520$263K0.0%N/A0.018%
8/19/2025B. Riley Wealth Advisors Inc.3,557$372K0.0%N/A0.026%
8/18/2025Geneos Wealth Management Inc.14,232$1.49M0.0%+200.0%0.104%
8/15/2025Nikulski Financial Inc.11,363$1.19M0.3%N/A0.083%
8/15/2025Tower Research Capital LLC TRC 13,727$1.44M0.0%N/A0.100%
8/15/2025Corient Private Wealth LLC22,450$2.35M0.0%-3.5%0.163%
8/15/2025MML Investors Services LLC44,273$4.63M0.0%+18.8%0.322%
8/15/2025EP Wealth Advisors LLC4,996$522K0.0%-6.6%0.036%
8/15/2025Bank of America Corp DE938,296$98.12M0.0%+88.0%6.824%
8/15/2025Ameriprise Financial Inc.68,151$7.13M0.0%+12.5%0.496%
8/14/2025Camarda Financial Advisors LLC127,449$13.33M5.2%N/A0.927%
8/14/2025Jane Street Group LLC26,844$2.81M0.0%+46.0%0.195%
8/14/2025Raymond James Financial Inc.205,135$21.45M0.0%+8.6%1.492%
8/14/2025Quantinno Capital Management LP6,455$675K0.0%+58.2%0.047%
8/14/2025Peapack Gladstone Financial Corp5,310$555K0.0%-1.8%0.039%
8/14/2025NewEdge Advisors LLC20,855$2.18M0.0%+1.2%0.152%
8/14/2025Qube Research & Technologies Ltd2,146$224K0.0%+99.8%0.016%
8/14/2025Vertex Planning Partners LLC2,081$218K0.0%-12.4%0.015%
8/14/2025Cary Street Partners Financial LLC2,225$233K0.0%N/A0.016%
8/13/2025Gamco Investors INC. ET AL2,575$269K0.0%N/A0.019%
8/13/2025PGIM Custom Harvest LLC459,832$48.09M1.0%+1.0%3.344%
8/13/2025CW Advisors LLC3,333$349K0.0%+13.9%0.024%
8/13/2025Northwestern Mutual Wealth Management Co.40,110$4.19M0.0%+32.5%0.292%
8/13/2025Elevation Point Wealth Partners LLC236$25K0.0%N/A0.002%
8/12/2025J.W. Cole Advisors Inc.26,642$2.79M0.1%+4.8%0.194%
8/12/2025Laurel Wealth Advisors LLC94,113$9.84M0.0%+10,357.0%0.684%
8/12/2025Steward Partners Investment Advisory LLC28,575$2.99M0.0%+89.1%0.208%
8/12/2025Tableaux LLC24,570$2.57M0.2%N/A0.179%
8/12/2025JPMorgan Chase & Co.20,344$2.13M0.0%-8.3%0.148%
8/12/2025PKS Advisory Services LLC5,380$563K0.1%+17.1%0.039%
8/11/2025Midwest Professional Planners LTD.28,188$2.95M0.8%+1.4%0.213%
8/8/2025Avantax Advisory Services Inc.21,991$2.30M0.0%+27.3%0.166%
8/8/2025Cetera Investment Advisers40,104$4.19M0.0%+18.0%0.303%
8/8/2025Creative Planning4,682$490K0.0%-12.8%0.035%
8/8/2025Carl P. Sherr & Co. LLC2,895$303K0.2%-7.4%0.022%
8/8/2025Family Firm Inc.22,364$2.34M0.6%+0.5%0.169%
8/8/2025PNC Financial Services Group Inc.26,796$2.80M0.0%-3.4%0.202%
8/7/2025Blackston Financial Advisory Group LLC2,356$246K0.1%-9.0%0.018%
8/7/2025Allworth Financial LP2,200$230K0.0%+57.4%0.017%
8/7/2025Midwest Trust Co1,917$200K0.0%N/A0.014%
8/6/2025Prospera Financial Services Inc66,362$6.94M0.1%+204.4%0.501%
8/6/2025AE Wealth Management LLC81,696$8.54M0.1%+97.0%0.617%
8/6/2025Garrison Point Advisors LLC6,948$727K0.3%+1.5%0.052%
8/6/2025Forbes Financial Planning Inc.3,164$331K0.2%-6.9%0.024%
8/6/2025Modera Wealth Management LLC1,971$206K0.0%N/A0.015%
8/6/2025Simmons Bank7,780$814K0.1%-1.6%0.059%
8/5/2025Bank of Montreal Can2,998$314K0.0%-15.3%0.023%
8/5/2025Sigma Planning Corp6,393$669K0.0%+3.5%0.048%
8/5/2025Wakefield Asset Management LLLP15,168$1.59M0.4%-12.9%0.114%
8/5/2025Kesler Norman & Wride LLC3,458$362K0.1%N/A0.026%
8/5/2025Lifeworks Advisors LLC8,880$929K0.1%N/A0.067%
8/4/2025Atria Investments Inc7,892$825K0.0%N/A0.060%
8/4/2025Assetmark Inc.390$41K0.0%N/A0.003%
8/4/2025Buck Wealth Strategies LLC10,256$1.07M0.2%+48.5%0.077%
8/4/2025Arkadios Wealth Advisors6,996$732K0.0%+25.7%0.053%
8/4/2025Wealth Management Associates Inc.7,269$760K0.3%+6.1%0.055%
8/1/2025Brookwood Investment Group LLC4,139$433K0.1%-2.4%0.031%
8/1/2025Envestnet Asset Management Inc.94,858$9.92M0.0%+27.2%0.716%
7/31/2025Forte Asset Management LLC68,495$7.16M3.6%N/A0.517%
7/31/2025 Cornerstone Management Inc.2,559$268K0.0%N/A0.019%
7/31/2025Arrien Investments Inc.69,431$7.26M4.6%-2.1%0.524%
7/30/2025Brookstone Capital Management3,325$348K0.0%+9.3%0.025%
7/30/2025D.A. Davidson & CO.16,074$1.68M0.0%-4.5%0.121%
7/29/2025Stephens Inc. AR20,713$2.17M0.0%-0.5%0.156%
7/29/2025Cottonwood Capital Advisors LLC3,277$343K0.2%-5.2%0.025%
7/29/2025Stratos Wealth Partners LTD.11,512$1.20M0.0%+197.1%0.087%
7/29/2025Stratos Wealth Advisors LLC46,655$4.88M0.3%+42.9%0.352%
7/28/2025Mutual Advisors LLC6,591$712K0.0%+3.7%0.050%
7/28/2025Essex LLC14,630$1.53M0.3%-6.2%0.110%
7/28/2025Harbour Investments Inc.8,991$940K0.0%+140.3%0.068%
7/25/2025Atria Wealth Solutions Inc.5,466$572K0.0%-20.7%0.041%
7/25/2025Johnson Investment Counsel Inc.3,133$328K0.0%+24.2%0.024%
7/24/2025Croban30,532$3.19M2.7%+1.2%0.230%
7/24/2025Wealthstar Advisors LLC22,040$2.31M0.9%+17.8%0.166%
7/23/2025Mullooly Asset Management Inc.7,972$833K0.3%-13.6%0.060%
7/23/2025Valmark Advisers Inc.1,953$204K0.0%N/A0.015%
7/23/2025 Country Club Bank46,548$4.85M0.3%-21.8%0.351%
7/23/2025Prime Capital Investment Advisors LLC2,900$303K0.0%-23.8%0.022%
7/22/2025 CPR Investments Inc.27,352$2.86M2.2%+3.8%0.206%
7/21/2025NTV Asset Management LLC2,240$234K0.0%-18.2%0.017%
7/21/2025Ameritas Advisory Services LLC1,296$136K0.0%N/A0.010%
7/21/2025Yeomans Consulting Group Inc.9,616$1.01M0.4%N/A0.073%
(Data available from 1/1/2016 forward)

IDU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IDU shares?

During the previous two years, 265 institutional investors and hedge funds held shares of iShares U.S. Utilities ETF. The most heavily invested institutionals were Bank of America Corp DE ($98.12M), Hsbc Holdings PLC ($64.41M), Destination Wealth Management ($59.80M), PGIM Custom Harvest LLC ($48.09M), LPL Financial LLC ($26.15M), Bensler LLC ($23.38M), and Royal Bank of Canada ($22.64M).Learn more on iShares U.S. Utilities ETF's institutional investors.

Which institutional investors have been buying iShares U.S. Utilities ETF's stock?

Of the 223 institutional investors that purchased iShares U.S. Utilities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hsbc Holdings PLC ($635.09K), Bank of America Corp DE ($439.32K), Raymond James Financial Inc. ($393.71K), Bensler LLC ($236.20K), Camarda Financial Advisors LLC ($127.45K), Apollon Wealth Management LLC ($122.61K), and Modera Wealth Management LLC ($121.46K).

How much institutional buying is happening at iShares U.S. Utilities ETF?

Institutional investors have bought a total of 3,853,689 shares in the last 24 months. This purchase volume represents approximately $390.04M in transactions.

Which of iShares U.S. Utilities ETF's major shareholders have been selling company stock?

Of the 104 institutional investors that sold iShares U.S. Utilities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AE Wealth Management LLC ($68.26K), Bank of New York Mellon Corp ($63.79K), Goldman Sachs Group Inc. ($62.43K), Cambridge Investment Research Advisors Inc. ($44.68K), CacheTech Inc. ($34.83K), Adams Wealth Management ($34.83K), and LPL Financial LLC ($34.27K).

How much institutional selling is happening at iShares U.S. Utilities ETF?

Institutional investors have sold a total of 704,644 shares in the last 24 months. This volume of shares sold represents approximately $70.93M in transactions.


Related Companies

This page (NYSEARCA:IDU) was last updated on 10/16/2025 by MarketBeat.com Staff
From Our Partners
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
Another gold high? Here’s the move Wall Street is missing …
Gold has surged past $3,600 an ounce, up 45% in the last year, but Weiss Ratings analyst Sean Brodrick says th...
Weiss Ratings | Sponsoredtc pixel
October 16 Changes the Microchip Game — and Investing
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel
Move $1,000 into this stock before Nov 6
The End of Tesla? "Hold onto your Tesla stock." That's the message insiders at Tesla have been giving staff...
Altimetry | Sponsoredtc pixel
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsoredtc pixel
NEW LAW: Congress Approves Setup For Digital Dollar?
Trump Ally Says Congress Approved the Setup for a Digital Dollar 2.0 But according to Rep. Marjorie Taylor ...
Goldco Precious Metals | Sponsoredtc pixel
Elon’s Out 🚫. Trump’s DOGE Payouts Keep Flowing (Up to $32K a Year)
DOGE payouts are already moving. Every 90 days, billions flow out — whether you’ve claimed your share or not. ...
Angel Publishing | Sponsoredtc pixel
Generate up to $5,000/month with 10X less money?
The secret to retiring without a million-dollar nest egg. I'm talking about generating enough monthly inco...
Investors Alley | Sponsoredtc pixel