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

iShares U.S. Utilities ETF logo
$103.64 -0.39 (-0.37%)
(As of 11/22/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
110
Total
Institutional Inflows
(last 12 months)
$155.10M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$21.48M
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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
11/22/2024Fulcrum Equity Management11,497$1.17M1.0%N/A0.107%
11/18/2024 Sunbelt Securities Inc.9,026$921K0.1%+176.1%0.084%
11/15/2024 MML Investors Services LLC35,460$3.62M0.0%+12.1%0.330%
11/15/2024 EP Wealth Advisors LLC4,784$488K0.0%+7.2%0.045%
11/15/2024 Stifel Financial Corp9,093$928K0.0%+30.1%0.085%
11/15/2024 Quantinno Capital Management LP3,802$388K0.0%N/A0.035%
11/15/2024 IHT Wealth Management LLC2,375$242K0.0%N/A0.022%
11/15/2024 Hilltop Holdings Inc.2,192$224K0.0%N/A0.020%
11/14/2024 Flow Traders U.S. LLC35,000$3.57M0.2%+487.1%0.326%
11/14/2024 Captrust Financial Advisors6,250$638K0.0%+21.5%0.058%
11/13/2024 Glenmede Trust Co. NA2,400$245K0.0%N/A0.022%
11/13/2024 Townsquare Capital LLC87,610$8.94M0.1%+7.2%0.815%
11/13/2024 FMR LLC4,570$466K0.0%-24.3%0.043%
11/13/2024 D.A. Davidson & CO.18,336$1.87M0.0%-2.6%0.171%
11/12/2024 Cerity Partners LLC14,472$1.48M0.0%+478.9%0.135%
11/12/2024 Navellier & Associates Inc.8,807$898K0.1%N/A0.082%
11/8/2024 Second Half Financial Partners LLC62,711$6.40M3.4%N/A0.583%
11/8/2024 PNC Financial Services Group Inc.26,610$2.72M0.0%-1.4%0.248%
11/8/2024 Prospera Financial Services Inc21,994$2.24M0.1%-1.5%0.205%
11/7/2024 Vertex Planning Partners LLC2,065$211K0.1%N/A0.019%
11/7/2024 Thrivent Financial for Lutherans2,349$240K0.0%N/A0.022%
11/6/2024 OneDigital Investment Advisors LLC6,279$641K0.0%N/A0.058%
11/6/2024 Huntington National Bank26,853$2.74M0.0%-0.4%0.250%
11/5/2024 Apollon Wealth Management LLC132,123$13.48M0.4%+1,289.0%1.229%
11/4/2024 Cottonwood Capital Advisors LLC3,660$373K0.3%-19.5%0.034%
11/4/2024 Axxcess Wealth Management LLC3,182$325K0.0%+15.4%0.030%
11/4/2024 Sigma Planning Corp6,254$638K0.0%+13.1%0.058%
11/1/2024 Crumly & Associates Inc.40,548$4.14M1.1%N/A0.377%
11/1/2024 Bensler LLC225,859$23.04M2.9%+19.7%2.101%
10/31/2024 Advisors Management Group Inc. ADV19,022$1.94M0.5%+2.3%0.177%
10/31/2024 Concurrent Investment Advisors LLC46,656$4.76M0.1%+1.3%0.434%
10/30/2024 Moloney Securities Asset Management LLC83,394$8.51M1.1%+3.9%0.776%
10/29/2024 REDW Wealth LLC2,234$228K0.1%N/A0.021%
10/29/2024 Forbes Financial Planning Inc.3,399$347K0.3%-15.0%0.032%
10/29/2024 Clear Creek Financial Management LLC11,994$1.22M0.1%+4.1%0.112%
10/28/2024 TPG Advisors LLC2,245$229K0.2%N/A0.021%
10/25/2024 Gimbal Financial77,247$7.96M5.2%N/A0.719%
10/24/2024 Yeomans Consulting Group Inc.6,230$636K0.2%+173.6%0.058%
10/24/2024 Wealth Enhancement Advisory Services LLC10,956$1.12M0.0%+35.9%0.102%
10/24/2024 Arkadios Wealth Advisors4,143$423K0.0%-4.0%0.039%
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10/23/2024 Country Club Bank63,277$6.42M0.4%-2.7%0.589%
10/23/2024 Blackston Financial Advisory Group LLC2,879$294K0.2%N/A0.027%
10/23/2024 Legacy Capital Group California Inc.2,405$245K0.1%N/A0.022%
10/22/2024 International Assets Investment Management LLC33,770$3.45M0.0%+10,133.3%0.314%
10/22/2024 Saxony Capital Management LLC2,876$293K0.3%-55.3%0.027%
10/22/2024 Private Advisor Group LLC22,988$2.35M0.0%-2.0%0.214%
10/21/2024 Sharkey Howes & Javer13,211$1.35M0.2%N/A0.123%
10/21/2024 Trilogy Capital Inc.2,017$206K0.0%N/A0.019%
10/19/2024Rede Wealth LLC2,074$212K0.1%N/A0.019%
10/19/2024Essex LLC16,575$1.69M0.3%-4.7%0.154%
10/18/2024Raymond James & Associates25,068$2.56M0.0%+28.5%0.233%
10/18/2024Stratos Wealth Advisors LLC28,692$2.93M0.1%+2.7%0.267%
10/17/2024Well Done LLC2,156$220K0.0%N/A0.020%
10/16/2024 Good Life Advisors LLC5,080$518K0.0%+99.1%0.047%
10/16/2024 BOS Asset Management LLC19,466$1.99M0.7%-7.1%0.181%
10/15/2024 Keystone Wealth Services LLC2,120$216K0.1%N/A0.020%
10/11/2024 Creative Planning3,422$349K0.0%N/A0.032%
10/11/2024 Empirical Asset Management LLC4,400$449K0.1%+11.7%0.041%
10/10/2024 Koshinski Asset Management Inc.11,182$1.14M0.1%+3.8%0.104%
10/9/2024 Independence Bank of Kentucky6,979$712K0.2%+2.3%0.065%
10/9/2024 UMB Bank n.a.565$58K0.0%-19.3%0.005%
10/8/2024 WealthCare Investment Partners LLC3,598$361K0.2%N/A0.033%
10/8/2024 Brookstone Capital Management51,214$5.23M0.1%-2.6%0.476%
10/8/2024 Lbmc Investment Advisors LLC116,030$11.84M0.9%-1.9%1.079%
10/8/2024 Evanson Asset Management LLC4,739$483K0.0%-2.8%0.044%
10/8/2024 Callan Family Office LLC2,100$214K0.0%N/A0.020%
10/7/2024 EWG Elevate Inc.10,941$1.12M0.4%-46.7%0.102%
10/4/2024 HBW Advisory Services LLC5,018$512K0.1%+4.1%0.047%
10/1/2024 First Financial Bank Trust Division2,200$224K0.0%N/A0.020%
8/30/2024 Strategic Investment Solutions Inc. IL700$62K0.0%N/A0.007%
8/22/2024 Cetera Investment Advisers26,551$2.33M0.0%+23.5%0.247%
8/21/2024 Truist Financial Corp41,266$3.63M0.0%+3.5%0.384%
8/19/2024 EP Wealth Advisors LLC4,461$392K0.0%N/A0.041%
8/16/2024 Sunbelt Securities Inc.3,269$287K0.0%+101.9%0.030%
8/16/2024 Northwestern Mutual Wealth Management Co.18,543$1.63M0.0%-17.4%0.172%
8/16/2024 NewEdge Advisors LLC18,553$1.63M0.0%+2.6%0.173%
8/14/2024 Holderness Investments Co.13,917$1.22M0.3%+1.3%0.129%
8/13/2024 AE Wealth Management LLC38,156$3.35M0.0%+9.3%0.355%
8/12/2024 Mercer Global Advisors Inc. ADV5,624$494K0.0%-13.7%0.052%
8/8/2024 J.W. Cole Advisors Inc.4,173$367K0.0%-8.1%0.039%
8/8/2024 Envestnet Asset Management Inc.76,830$6.75M0.0%+25.2%0.715%
8/8/2024 Pinkerton Retirement Specialists LLC96,615$8.49M1.3%N/A0.899%
8/8/2024 Johnson Investment Counsel Inc.2,353$207K0.0%-86.1%0.022%
8/8/2024 Garrison Point Advisors LLC6,985$614K0.4%+4.1%0.065%
8/6/2024 Chris Bulman Inc371$33K0.0%N/A0.003%
8/6/2024Norden Group LLC81,562$7.17M1.4%N/A0.759%
8/6/2024 Wakefield Asset Management LLLP19,805$1.74M0.6%-18.8%0.184%
8/5/2024 Private Advisor Group LLC23,458$2.06M0.0%+27.0%0.218%
8/1/2024 Valmark Advisers Inc.2,353$207K0.0%N/A0.022%
8/1/2024 Bellwether Advisors LLC35,344$3.11M0.7%+0.7%0.329%
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8/1/2024 Summit Financial LLC3,304$290K0.0%+35.9%0.031%
7/31/2024Commonwealth Equity Services LLC124,841$10.97M0.0%+11.3%1.161%
7/31/2024 Concurrent Investment Advisors LLC46,077$4.05M0.1%N/A0.429%
7/30/2024 WESPAC Advisors LLC2,964$260K0.2%N/A0.028%
7/30/2024 BOS Asset Management LLC20,961$1.84M0.8%-1.5%0.195%
7/30/2024 Moloney Securities Asset Management LLC80,236$7.05M1.0%N/A0.746%
7/30/2024 International Assets Investment Management LLC330$29K0.0%N/A0.003%
7/29/2024 Arkadios Wealth Advisors4,317$379K0.0%+5.1%0.040%
7/26/2024 Bensler LLC188,659$16.58M2.2%+2,672.0%1.755%
7/26/2024 Cambridge Investment Research Advisors Inc.66,695$5.86M0.0%+156.2%0.620%
(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, 221 institutional investors and hedge funds held shares of iShares U.S. Utilities ETF. The most heavily invested institutionals were Destination Wealth Management ($56.52M), Bank of America Corp DE ($52.38M), Bensler LLC ($23.04M), Apollon Wealth Management LLC ($13.48M), LPL Financial LLC ($13.29M), MinichMacGregor Wealth Management LLC ($12.02M), and Lbmc Investment Advisors LLC ($11.84M).Learn more on IDU's institutional investors.

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

Of the 181 institutional investors that purchased iShares U.S. Utilities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bensler LLC ($219.05K), Apollon Wealth Management LLC ($122.61K), The Manufacturers Life Insurance Company ($121.91K), Modera Wealth Management LLC ($119.49K), Prostatis Group LLC ($102.46K), Pinkerton Retirement Specialists LLC ($96.62K), and International Assets Investment Management LLC ($86.34K).

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

Institutional investors have bought a total of 2,741,453 shares in the last 24 months. This purchase volume represents approximately $240.33M in transactions.

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

Of the 99 institutional investors that sold iShares U.S. Utilities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($179.54K), Fifth Third Securities Inc. ($81.82K), Cambridge Investment Research Advisors Inc. ($71.37K), Johnson Investment Counsel Inc. ($55.83K), LPL Financial LLC ($54.90K), Raymond James & Associates ($45.95K), and Brookstone Capital Management ($39.93K).

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

Institutional investors have sold a total of 915,272 shares in the last 24 months. This volume of shares sold represents approximately $75.12M in transactions.


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This page (NYSEARCA:IDU) was last updated on 11/23/2024 by MarketBeat.com Staff
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