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

iShares U.S. Utilities ETF logo
$113.96 +0.49 (+0.43%)
Closing price 04:10 PM Eastern
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$113.95 -0.01 (-0.01%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Utilities ETF (NYSEARCA:IDU)

Number of
Institutional Buyers
(last 12 months)
176
Total
Institutional Inflows
(last 12 months)
$388.85M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$71.40M
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IDU Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025Lbmc Investment Advisors LLC110,709$12.28M0.8%-1.9%0.802%
10/7/2025EWG Elevate Inc.17,383$1.93M0.6%+3.4%0.126%
10/7/2025Grant Private Wealth Management Inc4,879$541K0.3%N/A0.035%
10/6/2025Cambridge 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%
7/31/2025Cornerstone 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%
7/23/2025Country Club Bank46,548$4.85M0.3%-21.8%0.351%
7/23/2025Prime Capital Investment Advisors LLC2,900$303K0.0%-23.8%0.022%
7/22/2025CPR 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%
7/21/2025Hilltop National Bank366$38K0.0%N/A0.003%
7/18/2025Truist Financial Corp75,499$7.90M0.0%+25.3%0.570%
7/16/2025MinichMacGregor Wealth Management LLC106,597$11.15M2.4%-5.8%0.808%
7/16/2025BOS Asset Management LLC18,231$1.91M0.6%-5.5%0.138%
7/16/2025CX Institutional2,008$210K0.0%+23.6%0.015%
7/15/2025EWG Elevate Inc.16,811$1.76M0.5%N/A0.127%
7/14/2025Sowell Financial Services LLC11,302$1.18M0.0%-3.8%0.086%
7/11/2025Farther Finance Advisors LLC1,177$123K0.0%+34.1%0.009%
7/11/2025CX Institutional2,008$210K0.0%+23.6%0.015%
7/11/2025UMB Bank n.a.675$71K0.0%-43.8%0.005%
(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, 264 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 221 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 3,844,150 shares in the last 24 months. This purchase volume represents approximately $388.85M 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 709,347 shares in the last 24 months. This volume of shares sold represents approximately $71.40M in transactions.


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This page (NYSEARCA:IDU) was last updated on 10/7/2025 by MarketBeat.com Staff
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