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Ishares US Utilities ETF (IDU)

CUSIP: 464287697 | NYSE | 886 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Sovran Advisors, LLC90,196
0.7% of portfolio›$9.9M
Citigroup Inc87,734
0.0% of portfolio›$8.8M
Commonwealth Equity Services, LLC86,088
0.0% of portfolio›$8.7M
Arrien Investments, Inc.72,323
3.7% of portfolio›$7.3M
Truist Financial Corp53,580
0.0% of portfolio›$5.4M
Cambridge Investment Research Advisors, Inc.45,606
0.0% of portfolio›$4.6K
Forte Asset Management LLC43,100
1.8% of portfolio›$4.3M
Prospera Financial Services Inc34,873
0.1% of portfolio›$3.9M
Wealthstar Advisors, LLC23,858
0.7% of portfolio›$2.4M
TD Waterhouse Canada Inc.23,733
0.0% of portfolio›$2.4M
BOS Asset Management, LLC18,045
0.4% of portfolio›$1.8M
Everett Harris & Co17,864
0.0% of portfolio›$1.8M
First Citizens Financial Corp16,729
0.7% of portfolio›$1.7M
D.A. Davidson & Co.16,228
0.0% of portfolio›$1.6M
Fifth Third Securities, Inc.14,507
0.1% of portfolio›$1.5M
Essex LLC13,368
0.2% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC12,858
0.0% of portfolio›$1.3M
Miller Howard Investments Inc11,763
0.0% of portfolio›$1.2M
Mlp3, LLC10,605
0.9% of portfolio›$1.1M
HBW Advisory Services LLC8,893
0.1% of portfolio›$896.8K
Sigma Planning Corp8,825
0.0% of portfolio›$890.0K
Kestra Advisory Services, LLC8,315
0.0% of portfolio›$838.5K
StoneX Group Inc.8,234
0.0% of portfolio›$856.1K
Bright Futures Wealth Management, Llc.8,113
0.6% of portfolio›$818.1K
PKS Advisory Services, LLC7,813
0.1% of portfolio›$895.4K
Forvis Mazars Wealth Advisors, LLC7,663
0.0% of portfolio›$772.7K
Independent Financial Group, LLC7,660
0.0% of portfolio›$772.5K
Atria Investments, Inc7,272
0.0% of portfolio›$733.3K
Capital Investment Advisors, LLC6,931
0.0% of portfolio›$699.0K
Mullooly Asset Management, Inc.6,889
0.2% of portfolio›$694.6K
Sharkey, Howes & Javer6,866
0.1% of portfolio›$692.4K
Gerber Kawasaki Wealth & Investment Management6,638
0.0% of portfolio›$669.5K
High Net Worth Advisory Group LLC6,400
0.1% of portfolio›$645.4K
Independence Bank of Kentucky5,942
0.1% of portfolio›$599.2K
Grant Private Wealth Management Inc5,829
0.3% of portfolio›$587.8K
Creative Planning5,671
0.0% of portfolio›$571.9K
Kingswood Wealth Advisors, LLC5,421
0.0% of portfolio›$546.7K
Oppenheimer & Co Inc5,407
0.0% of portfolio›$545.2K
Evanson Financial, LLC4,792
0.0% of portfolio›$483.2K
Fiduciary Alliance LLC4,521
0.0% of portfolio›$455.9K
Wedbush Securities Inc4,424
0.0% of portfolio›$446
S&A Financial Services, Inc.4,341
0.3% of portfolio›$437.7K
Legacy Wealth Partners, LLC4,311
0.1% of portfolio›$434.7K
Capital Advisors, Ltd. LLC4,292
0.0% of portfolio›$433
NTV Asset Management LLC4,240
0.0% of portfolio›$427.6K
Quartz Partners, LLC4,114
0.1% of portfolio›$414.9K
Cottonwood Capital Advisors, LLC4,050
0.2% of portfolio›$408.4K
Vise Technologies, Inc.3,853
0.0% of portfolio›$388.6K
Fort Washington Investment Advisors Inc3,800
0.0% of portfolio›$383.2K
Indivisible Partners3,782
0.0% of portfolio›$381.4K
Brookstone Capital Management3,514
0.0% of portfolio›$354.4K
Lighthouse Financial LLC3,500
0.2% of portfolio›$352.9K
Weaver Consulting Group3,296
0.1% of portfolio›$332.4K
Lido Advisors, LLC3,118
0.0% of portfolio›$314.5K
Midwest Trust Co2,942
0.0% of portfolio›$296.7K
Madison Park Capital Advisors, LLC2,860
0.2% of portfolio›$288.4K
Forbes Financial Planning, Inc.2,859
0.2% of portfolio›$288.3K
Laurel OAK Wealth Management, LLC2,849
0.0% of portfolio›$287.3K
Prime Capital Investment Advisors, LLC2,760
0.0% of portfolio›$278.3K
Cornerstone Management, Inc.2,559
0.0% of portfolio›$258.1K
Cambiar Investors LLC2,551
0.0% of portfolio›$257.2K
North Star Investment Management Corp.2,458
0.0% of portfolio›$247.9K
Wealthcare Advisory Partners LLC2,391
0.0% of portfolio›$241.1K
Royal Fund Management, LLC2,324
0.0% of portfolio›$234.4K
B. Riley Wealth Advisors, Inc.2,301
0.0% of portfolio›$232.0K
AdvisorNet Financial, Inc2,212
0.0% of portfolio›$235.5K
Apollon Wealth Management, LLC2,189
0.0% of portfolio›$220.7K
XML Financial, LLC2,176
0.0% of portfolio›$219.4K
TPG Advisors LLC2,175
0.1% of portfolio›$219.3K
Farther Finance Advisors, LLC2,169
0.0% of portfolio›$218.8K
Keystone Wealth Services, LLC2,120
0.0% of portfolio›$215.2K
Rede Wealth, LLC2,074
0.1% of portfolio›$209.1K
Davenport & Co LLC2,012
0.0% of portfolio›$202.9K
Advanced Asset Management Advisors Inc1,608
0.0% of portfolio›$162.2K
CX Institutional1,566
0.0% of portfolio›$158
Atlantic Edge Private Wealth Management, LLC1,470
0.0% of portfolio›$148.2K
Laurel Wealth Advisors LLC996
0.0% of portfolio›$100.4K
Mather Group, Llc.986
0.0% of portfolio›$99.4K
Westside Investment Management, Inc.850
0.0% of portfolio›$85.7K
Assetmark, Inc836
0.0% of portfolio›$84.3K
Entrust Financial LLC669
0.0% of portfolio›$67.4K
Avion Wealth660
0.1% of portfolio›$66.0K
CoreCap Advisors, LLC656
0.0% of portfolio›$66.2K
Capital Investment Advisory Services, LLC605
0.0% of portfolio›$61.0K
Trust Co of Vermont603
0.0% of portfolio›$60.8K
Parallel Advisors, LLC507
0.0% of portfolio›$51.1K
Security National Bank500
0.0% of portfolio›$50.4K
Buck Wealth Strategies, LLC500
0.0% of portfolio›$50.4K
Blueline Advisors LLC499
0.0% of portfolio›$50.3K
Davis Capital Management466
0.0% of portfolio›$47.0K
IFP Advisors, Inc405
0.0% of portfolio›$40.8K
AlphaCore Capital LLC375
0.0% of portfolio›$37.8K
Concord Wealth Partners368
0.0% of portfolio›$37.1K
Hilltop National Bank366
0.0% of portfolio›$36.9K
Cherry Tree Wealth Management, LLC356
0.0% of portfolio›$35.9K
Signaturefd, LLC346
0.0% of portfolio›$34.9K
Provenance Wealth Advisors, LLC214
0.0% of portfolio›$21.6K
Asset Dedication, LLC202
0.0% of portfolio›$20.4K
Signature Equity Partners, LLC155
0.0% of portfolio›$15.6K
Lanark Financial, Inc.101
0.0% of portfolio›$10.2K
Hazlett, Burt & Watson, Inc.100
0.0% of portfolio›$10.0K
Allspring Global Investments Holdings, LLC93
0.0% of portfolio›$9.5K
High Point Wealth Management, LLC74
0.0% of portfolio›$7.5K
Golden State Wealth Management, LLC60
0.0% of portfolio›$6.1K
Triumph Capital Management56
0.0% of portfolio›$5.6K
Evolution Wealth Management Inc.55
0.0% of portfolio›$5.5K
Armstrong Advisory Group, Inc50
0.0% of portfolio›$5.0K
Evermay Wealth Management LLC49
0.0% of portfolio›$4.9K
Versant Capital Management, Inc22
0.0% of portfolio›$2.2K
Washington Trust Advisors, Inc.19
0.0% of portfolio›$1.9K
Latitude Advisors, LLC15
0.0% of portfolio›$1.5K
Private Trust Co NA11
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Sovran Advisors, LLC
90,196$9.9M0.7%ETFMediumSan Diego, CA2026-11-02
Citigroup Inc
87,734$8.8M0.0%CoreMediumNew York, NY2026-11-04
Commonwealth Equity Services, LLC
86,088$8.7M0.0%ETFLowWaltham, MA2026-11-02
Arrien Investments, Inc.
72,323$7.3M3.7%ETFLowBoise, ID2026-10-30
Truist Financial Corp
53,580$5.4M0.0%CoreLowCharlotte, NC2026-10-30
Cambridge Investment Research Advisors, Inc.
45,606$4.6K0.0%ETFLowFairfield, IA2026-11-02
Forte Asset Management LLC
43,100$4.3M1.8%ETFLowBedford, NY2026-10-13
Prospera Financial Services Inc
34,873$3.9M0.1%CoreMediumDallas, TX2026-11-04
Wealthstar Advisors, LLC
23,858$2.4M0.7%ETFMediumPlano, TX2026-10-19
TD Waterhouse Canada Inc.
23,733$2.4M0.0%CoreLowToronto, Australia2026-10-16
BOS Asset Management, LLC
18,045$1.8M0.4%ETFLowSpringfield, IL2026-10-09
Everett Harris & Co
17,864$1.8M0.0%CoreVery LowLos Angeles, CA2026-10-28
First Citizens Financial Corp
16,729$1.7M0.7%ETFLowMason City, IA2026-10-02
D.A. Davidson & Co.
16,228$1.6M0.0%CoreLowGreat Falls, MT2026-10-28
Fifth Third Securities, Inc.
14,507$1.5M0.1%ETFLowCincinnati, OH2026-10-21
Essex LLC
13,368$1.3M0.2%ETFLowDeer Park, IL2026-10-14
Wealth Enhancement Advisory Services, LLC
12,858$1.3M0.0%CoreLowPlymouth, MN2026-10-13
Miller Howard Investments Inc
11,763$1.2M0.0%YieldMediumKingston, NY2026-10-26
Mlp3, LLC
10,605$1.1M0.9%CoreVery LowLinwood, NJ2026-10-22
HBW Advisory Services LLC
8,893$896.8K0.1%ETFMediumSimi Valley, CA2026-10-15
Sigma Planning Corp
8,825$890.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Kestra Advisory Services, LLC
8,315$838.5K0.0%CoreLowAustin, TX2026-11-02
StoneX Group Inc.
8,234$856.1K0.0%ETFMediumNew York, NY2026-11-03
Bright Futures Wealth Management, Llc.
8,113$818.1K0.6%CoreHighWebster, Ny 14580, NY2026-10-23
PKS Advisory Services, LLC
7,813$895.4K0.1%ETFMediumAlbany, NY2026-10-26
Forvis Mazars Wealth Advisors, LLC
7,663$772.7K0.0%ETFVery LowSpringfield, MO2026-10-13
Independent Financial Group, LLC
7,660$772.5K0.0%GrowthLowSan Diego, CA2026-10-13
Atria Investments, Inc
7,272$733.3K0.0%CoreMediumCharlotte, NC2026-10-15
Capital Investment Advisors, LLC
6,931$699.0K0.0%CoreLowAtlanta, GA2026-10-22
Mullooly Asset Management, Inc.
6,889$694.6K0.2%ETFVery LowWall Township, NJ2026-10-30
Sharkey, Howes & Javer
6,866$692.4K0.1%ETFMediumDenver, CO2026-10-22
Gerber Kawasaki Wealth & Investment Management
6,638$669.5K0.0%ETFLowSanta Monica, CA2026-10-29
High Net Worth Advisory Group LLC
6,400$645.4K0.1%ETFVery LowNaples, FL2026-10-26
Independence Bank of Kentucky
5,942$599.2K0.1%GrowthLowOwensboro, KY2026-10-26
Grant Private Wealth Management Inc
5,829$587.8K0.3%GrowthMediumPleasanton, CA2026-10-19
Creative Planning
5,671$571.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Kingswood Wealth Advisors, LLC
5,421$546.7K0.0%GrowthLowSan Diego, CA2026-10-23
Oppenheimer & Co Inc
5,407$545.2K0.0%CoreLowNew York, NY2026-10-26
Evanson Financial, LLC
4,792$483.2K0.0%ETFN/AMclean, VA2026-10-23
Fiduciary Alliance LLC
4,521$455.9K0.0%CoreMediumGreenville, SC2026-10-13
Wedbush Securities Inc
4,424$4460.0%CoreLowPasadena, CA2026-10-22
S&A Financial Services, Inc.
4,341$437.7K0.3%ETFN/AOverland Park, KS2026-11-03
Legacy Wealth Partners, LLC
4,311$434.7K0.1%ETFHighLakewood, CO2026-10-15
Capital Advisors, Ltd. LLC
4,292$4330.0%ETFLowShaker Heights, OH2026-10-27
NTV Asset Management LLC
4,240$427.6K0.0%GrowthLowCharleston, WV2026-10-23
Quartz Partners, LLC
4,114$414.9K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Cottonwood Capital Advisors, LLC
4,050$408.4K0.2%ETFVery LowSalt Lake City, UT2026-10-20
Vise Technologies, Inc.
3,853$388.6K0.0%IndexLowNew York, NY2026-10-29
Fort Washington Investment Advisors Inc
3,800$383.2K0.0%CoreLowCincinnati, OH2026-10-15
Indivisible Partners
3,782$381.4K0.0%GrowthMediumClearwater, FL2026-10-26
Brookstone Capital Management
3,514$354.4K0.0%ETFMediumWheaton, IL2026-10-22
Lighthouse Financial LLC
3,500$352.9K0.2%Agg GrowthLowLargo, FL2026-10-23
Weaver Consulting Group
3,296$332.4K0.1%ETFLowHuntington Beach, CA2026-10-07
Lido Advisors, LLC
3,118$314.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Midwest Trust Co
2,942$296.7K0.0%CoreLowOverland Park, KS2026-10-22
Madison Park Capital Advisors, LLC
2,860$288.4K0.2%ETFMediumSeattle, WA2026-10-28
Forbes Financial Planning, Inc.
2,859$288.3K0.2%ETFLowEast Greenwich, RI2026-10-23
Laurel OAK Wealth Management, LLC
2,849$287.3K0.0%GrowthLowMarlton, NJ2026-10-19
Prime Capital Investment Advisors, LLC
2,760$278.3K0.0%ETFLowOverland Park, KS2026-10-20
Cornerstone Management, Inc.
2,559$258.1K0.0%ETFVery LowDuluth, GA2026-10-16
Cambiar Investors LLC
2,551$257.2K0.0%ValueMediumDenver, CO2026-11-04
North Star Investment Management Corp.
2,458$247.9K0.0%CoreLowChicago, IL2026-10-27
Wealthcare Advisory Partners LLC
2,391$241.1K0.0%ETFLowWest Chester, PA2026-10-21
Royal Fund Management, LLC
2,324$234.4K0.0%GrowthMediumLady Lake, FL2026-10-22
B. Riley Wealth Advisors, Inc.
2,301$232.0K0.0%GrowthLowMemphis, TN2026-10-13
AdvisorNet Financial, Inc
2,212$235.5K0.0%ETFLowMinnetonka, MN2026-10-15
Apollon Wealth Management, LLC
2,189$220.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
XML Financial, LLC
2,176$219.4K0.0%ETFLowBethesda, MD2026-10-29
TPG Advisors LLC
2,175$219.3K0.1%ETFVery LowNorthfield, IL2026-10-16
Farther Finance Advisors, LLC
2,169$218.8K0.0%IndexLowSan Francisco, CA2026-10-08
Keystone Wealth Services, LLC
2,120$215.2K0.0%ETFHighPalm Desert, CA2026-11-03
Rede Wealth, LLC
2,074$209.1K0.1%ValueMediumCharlottesville, VA2026-10-22
Davenport & Co LLC
2,012$202.9K0.0%CoreMediumRichmond, VA2026-10-14
Advanced Asset Management Advisors Inc
1,608$162.2K0.0%CoreVery LowDublin, OH2026-10-20
CX Institutional
1,566$1580.0%CoreMediumAuburn, IN2026-10-02
Atlantic Edge Private Wealth Management, LLC
1,470$148.2K0.0%CoreLowJacksonville, FL2026-10-20
Laurel Wealth Advisors LLC
996$100.4K0.0%CoreVery LowCharlotte, NC2026-10-27
Mather Group, Llc.
986$99.4K0.0%ETFMediumChicago, IL2026-10-14
Westside Investment Management, Inc.
850$85.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Assetmark, Inc
836$84.3K0.0%ETFLowConcord, CA2026-10-21
Entrust Financial LLC
669$67.4K0.0%ETFLowWayne, PA2026-11-04
Avion Wealth
660$66.0K0.1%ETFLowThe Woodlands, TX2026-11-04
CoreCap Advisors, LLC
656$66.2K0.0%ETFMediumSouthfield, MI2026-10-08
Capital Investment Advisory Services, LLC
605$61.0K0.0%CoreMediumRaleigh, NC2026-10-30
Trust Co of Vermont
603$60.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Parallel Advisors, LLC
507$51.1K0.0%IndexLowSan Francisco, CA2026-11-03
Security National Bank
500$50.4K0.0%GrowthLowOmaha, NE2026-10-26
Buck Wealth Strategies, LLC
500$50.4K0.0%ValueMediumDenver, CO2026-10-28
Blueline Advisors LLC
499$50.3K0.0%ETFLowExeter, NH2026-10-15
Davis Capital Management
466$47.0K0.0%CoreLowJacksonville, FL2026-10-08
IFP Advisors, Inc
405$40.8K0.0%GrowthLowTampa, FL2026-10-16
AlphaCore Capital LLC
375$37.8K0.0%ETFLowLa Jolla, CA2026-11-04
Concord Wealth Partners
368$37.1K0.0%GrowthLowAbingdon, VA2026-11-02
Hilltop National Bank
366$36.9K0.0%CoreLowCasper, WY2026-10-14
Cherry Tree Wealth Management, LLC
356$35.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Signaturefd, LLC
346$34.9K0.0%IndexLowAtlanta, GA2026-10-23
Provenance Wealth Advisors, LLC
214$21.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Asset Dedication, LLC
202$20.4K0.0%ETFLowSan Francisco, CA2026-11-03
Signature Equity Partners, LLC
155$15.6K0.0%GrowthMediumColumbus, OH2026-10-29
Lanark Financial, Inc.
101$10.2K0.0%CoreMediumBirmingham, AL2026-10-26
Hazlett, Burt & Watson, Inc.
100$10.0K0.0%CoreVery LowWheeling, WV2026-11-04
Allspring Global Investments Holdings, LLC
93$9.5K0.0%CoreMediumCharlotte, NC2026-11-04
High Point Wealth Management, LLC
74$7.5K0.0%ETFLowChester, NJ2026-11-05
Golden State Wealth Management, LLC
60$6.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Triumph Capital Management
56$5.6K0.0%ETFMediumDenver, CO2026-10-14
Evolution Wealth Management Inc.
55$5.5K0.0%ETFMediumFort Myers, FL2026-10-28
Armstrong Advisory Group, Inc
50$5.0K0.0%ETFHighNeedham, MA2026-10-09
Evermay Wealth Management LLC
49$4.9K0.0%ETFLowArlington, VA2026-11-05
Versant Capital Management, Inc
22$2.2K0.0%GARPLowPhoenix, AZ2026-10-02
Washington Trust Advisors, Inc.
19$1.9K0.0%GrowthLowWellesley, MA2026-10-22
Latitude Advisors, LLC
15$1.5K0.0%ETFLowYorkville, IL2026-10-27
Private Trust Co NA
11$1.1K0.0%CoreLowCleveland, OH2026-10-20