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iShares US Utilities ETF Institutional Ownership (NYSEARCA:IDU)

$138.54
+1.02 (+0.74 %)
(As of 03/27/2020 04:00 PM ET)
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Today's Range
$132.61
Now: $138.54▼
$143.11
50-Day Range
$113.00
MA: $157.24▼
$177.06
52-Week Range
$109.28
Now: $138.54▼
$177.36
Volume126,900 shs
Average Volume131,397 shs
Market Capitalization$838.17 million
P/E RatioN/A
Dividend Yield3.19%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares US Utilities ETF (NYSEARCA:IDU)

 

Institutional Buying and Selling by Quarter

iShares US Utilities ETF (NYSEARCA IDU) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
3/2/2020Osborn Williams & Donohoe LLC7,234$1.17M0.1%-35.4%0.101%
2/28/2020Sofos Investments Inc.269$0.16M0.1%N/A0.004%
2/27/2020Verus Capital Partners LLC675$0.11M0.0%N/A0.009%
2/27/2020Institute for Wealth Management LLC.630$0.10M0.0%N/A0.009%
2/26/2020Sunbelt Securities Inc.1,217$49.30M0.3%N/A0.018%
2/20/2020Archer Investment Corp300$49K0.0%N/A0.005%
2/18/2020Equitable Holdings Inc.4,077$0.66M0.0%N/A0.069%
2/18/2020IHT Wealth Management LLC2,349$0.38M0.0%-19.4%0.039%
2/17/2020Ladenburg Thalmann Financial Services Inc.36,950$5.94M0.0%+3.6%0.621%
2/14/2020Carolinas Wealth Consulting LLC797$0.13M0.1%N/A0.013%
2/14/2020Bank of America Corp DE246,586$39.96M0.0%-11.7%4.144%
2/14/2020Goldman Sachs Group Inc.4,893$0.79M0.0%+242.4%0.082%
2/14/2020UBS Group AG46,095$7.47M0.0%+10.4%0.775%
2/13/2020IMC Chicago LLC27,660$4.48M0.0%-101.8%0.465%
2/13/2020Northwestern Mutual Wealth Management Co.3,021$0.49M0.0%+5.3%0.051%
2/13/2020Stifel Financial Corp24,085$3.88M0.0%+203.4%0.405%
2/13/2020CIBC World Markets Inc.1,539$0.25M0.0%N/A0.026%
2/12/2020Navellier & Associates Inc10,976$1.78M0.3%N/A0.184%
2/12/2020Gladstone Institutional Advisory LLC1,656$0.27M0.1%-13.8%0.028%
2/12/2020Advisor Group Inc.32,196$5.22M0.0%-13.0%0.541%
2/12/2020Prospera Financial Services Inc26,143$4.24M0.3%+3.0%0.439%
2/12/2020Destination Wealth Management286,148$46.37M2.4%-0.7%4.809%
2/12/2020Raymond James & Associates15,029$2.44M0.0%+5.9%0.253%
2/12/2020Raymond James Financial Services Advisors Inc.22,664$3.67M0.0%+37.0%0.381%
2/12/2020Citigroup Inc.542$88K0.0%+12.4%0.009%
2/12/2020GSB Wealth Management LLC416$67K0.0%-47.1%0.007%
2/12/2020Pictet Asset Management Ltd.17,045$2.76M0.0%-3.3%0.286%
2/11/2020Atria Investments LLC1,442$0.23M0.0%N/A0.024%
2/11/2020Envestnet Asset Management Inc.93,979$15.23M0.0%+14.1%1.579%
2/11/2020Swaine & Leidel Wealth Services LLC1,252$0.20M0.2%N/A0.021%
2/11/2020Mutual Advisors LLC1,662$0.27M0.0%+22.3%0.028%
2/10/2020Firestone Capital Management4,000$65K0.0%N/A0.067%
2/10/2020Bank of Montreal Can417$68K0.0%N/A0.007%
2/10/2020Patriot Investment Management Inc.2,135$0.35M0.0%+11.5%0.036%
2/10/2020Banque Cantonale Vaudoise9,375$1.52M0.1%N/A0.158%
2/10/2020First Allied Advisory Services Inc.5,136$0.83M0.0%-7.6%0.086%
2/10/2020Private Advisor Group LLC13,704$2.22M0.0%+40.3%0.230%
2/10/2020Cetera Advisors LLC11,472$1.86M0.1%-13.8%0.193%
2/10/2020Cetera Investment Advisers3,587$0.58M0.1%-2.9%0.060%
2/10/2020Cetera Advisor Networks LLC1,291$0.21M0.0%-17.1%0.022%
2/7/2020Rockefeller Capital Management L.P.998$0.16M0.0%N/A0.017%
2/7/2020FMR LLC1,658$0.27M0.0%+46.5%0.028%
2/7/2020Great Lakes Advisors LLC7,606$1.23M0.0%-2.9%0.128%
2/7/2020Tower Research Capital LLC TRC8,188$1.33M0.1%N/A0.138%
2/7/2020HCR Wealth Advisors276$45K0.0%N/A0.005%
2/7/2020Comerica Bank4,010$0.69M0.0%N/A0.067%
2/7/2020Independent Advisor Alliance3,209$0.52M0.0%N/A0.054%
2/7/2020Oppenheimer & Co. Inc.3,071$0.50M0.0%+2.6%0.052%
2/7/2020Niemann Capital Management Inc.12,797$2.07M1.7%N/A0.215%
2/7/2020Stonebridge Financial Planning Group LLC160$26K0.0%N/A0.003%
2/7/2020PNC Financial Services Group Inc.19,620$3.18M0.0%-0.7%0.330%
2/7/2020Sowell Financial Services LLC1,311$0.21M0.0%+9.2%0.022%
2/6/2020Moloney Securities Asset Management LLC1,826$0.30M0.1%N/A0.031%
2/6/2020Synovus Financial Corp497$81K0.0%-18.4%0.008%
2/5/2020Samalin Investment Counsel LLC681$0.11M0.1%N/A0.011%
2/5/2020Holderness Investments Co.15,632$2.53M1.1%+2.1%0.263%
2/5/2020Lakeview Capital Partners LLC2,955$0.48M0.2%+22.7%0.050%
2/4/2020Advisory Services Network LLC19,905$3.23M0.2%+321.2%0.335%
2/4/2020Cambridge Investment Research Advisors Inc.13,279$2.15M0.0%-29.5%0.223%
2/4/2020Dynamic Advisor Solutions LLC7,874$1.28M0.2%+14.2%0.132%
2/4/2020Family Firm Inc.12,401$2.01M0.7%-1.7%0.208%
2/3/2020Sigma Planning Corp29,466$4.78M0.2%+5.8%0.495%
2/3/2020Atticus Wealth Management LLC278$45K0.0%N/A0.005%
2/3/2020Capital Advisors Ltd. LLC2,112$0.34M0.1%-32.9%0.035%
1/31/2020Financial Advisory Service Inc.490$79K0.0%N/A0.008%
1/31/2020Weaver Consulting Group4,280$0.70M0.4%-17.1%0.072%
1/31/2020GWM Advisors LLC13,266$2.15M0.1%+11.3%0.223%
1/31/2020Independence Bank of Kentucky2,709$0.44M0.3%+3.2%0.046%
1/29/2020Kovack Advisors Inc.1,735$0.28M0.1%N/A0.029%
1/29/2020Stratos Wealth Partners LTD.2,392$0.39M0.0%+3.5%0.040%
1/29/2020Koshinski Asset Management Inc.3,608$0.58M0.1%-9.0%0.061%
1/29/2020Sugarloaf Wealth Management LLC1,009$0.16M0.1%N/A0.017%
1/27/2020Clearwater Capital Advisors LLC2,295$0.37M0.1%-14.8%0.039%
1/27/2020Everett Harris & Co. CA15,490$2.51M0.1%-10.6%0.260%
1/27/2020Madden Advisory Services Inc.7,116$1.15M0.8%-2.5%0.120%
1/27/2020Dowling & Yahnke LLC14,329$2.32M0.2%-2.2%0.241%
1/24/2020Eqis Capital Management Inc.2,241$0.36M0.0%N/A0.038%
1/24/2020Beacon Financial Advisory LLC1,239$0.20M0.2%N/A0.021%
1/23/2020SPC Financial Inc.83,505$13.53M2.5%N/A1.403%
1/23/2020J.W. Cole Advisors Inc.2,300$0.37M0.0%N/A0.039%
1/23/2020Advanced Asset Management Advisors Inc804$0.13M0.0%N/A0.014%
1/22/2020Lbmc Investment Advisors LLC65,801$10.66M1.5%+0.5%1.106%
1/21/2020First Citizens Financial Corp5,718$0.93M0.9%N/A0.096%
1/21/2020NEXT Financial Group Inc5,099$0.83M0.1%-8.0%0.086%
1/21/2020Janney Montgomery Scott LLC63,228$10.25M0.1%+22.1%1.063%
1/21/2020Capital Investment Advisors LLC5,320$0.86M0.0%-2.0%0.089%
1/17/2020Steward Partners Investment Advisory LLC2,456$0.40M0.0%+94.9%0.041%
1/17/2020Huntington National Bank12,952$2.10M0.0%+1.2%0.218%
1/17/2020Good Life Advisors LLC4,223$0.68M0.2%-3.3%0.071%
1/17/2020IFP Advisors Inc16,103$2.60M0.2%-0.5%0.271%
1/15/2020AE Wealth Management LLC6,050$0.98M0.0%-62.1%0.100%
1/13/2020MinichMacGregor Wealth Management LLC104,181$16.88M9.4%+8.4%1.722%
1/13/2020Evanson Asset Management LLC9,220$1.49M0.3%-5.1%0.152%
1/13/2020F3Logic LLC25,782$4.18M0.8%+35.9%0.426%
1/13/2020BKD Wealth Advisors LLC5,733$0.93M0.1%-2.4%0.095%
11/27/2019IHT Wealth Management LLC2,915$0.48M0.1%N/A0.044%
11/27/2019Pictet Asset Management Ltd.17,625$2.87M0.0%-11.0%0.267%
11/27/2019First Heartland Consultants Inc.9,367$1.53M0.3%-3.6%0.146%
11/27/2019Wealth & Pension Services Group Inc.8,662$1.41M1.0%+254.0%0.135%
11/27/2019Stifel Financial Corp7,939$1.26M0.0%-4.9%0.124%
(Data available from 1/1/2016 forward)
This page was last updated on 3/28/2020 by MarketBeat.com Staff

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