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

iShares U.S. Utilities ETF logo
$97.66 +0.98 (+1.01%)
As of 01/3/2025 04:38 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)
111
Total
Institutional Inflows
(last 12 months)
$147.31M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$21.97M
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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
1/3/2025First Citizens Financial Corp20,398$1.96M1.1%-0.8%0.190%
12/26/2024JPMorgan Chase & Co.10,005$1.02M0.0%+30.6%0.093%
11/25/2024Destination Wealth Management636,567$64.94M2.0%-1.0%5.922%
11/25/2024Sanctuary Advisors LLC7,508$778K0.0%N/A0.070%
11/22/2024Fulcrum Equity Management11,497$1.17M1.0%N/A0.107%
11/18/2024Sunbelt Securities Inc.9,026$921K0.1%+176.1%0.084%
11/15/2024MML Investors Services LLC35,460$3.62M0.0%+12.1%0.330%
11/15/2024EP Wealth Advisors LLC4,784$488K0.0%+7.2%0.045%
11/15/2024Stifel Financial Corp9,093$928K0.0%+30.1%0.085%
11/15/2024Quantinno Capital Management LP3,802$388K0.0%N/A0.035%
11/15/2024IHT Wealth Management LLC2,375$242K0.0%N/A0.022%
11/15/2024Hilltop Holdings Inc.2,192$224K0.0%N/A0.020%
11/14/2024Flow Traders U.S. LLC35,000$3.57M0.2%+487.1%0.326%
11/14/2024Captrust Financial Advisors6,250$638K0.0%+21.5%0.058%
11/13/2024Glenmede Trust Co. NA2,400$245K0.0%N/A0.022%
11/13/2024Townsquare Capital LLC87,610$8.94M0.1%+7.2%0.815%
11/13/2024FMR LLC4,570$466K0.0%-24.3%0.043%
11/13/2024D.A. Davidson & CO.18,336$1.87M0.0%-2.6%0.171%
11/12/2024Cerity Partners LLC14,472$1.48M0.0%+478.9%0.135%
11/12/2024Navellier & Associates Inc.8,807$898K0.1%N/A0.082%
11/8/2024Second Half Financial Partners LLC62,711$6.40M3.4%N/A0.583%
11/8/2024PNC Financial Services Group Inc.26,610$2.72M0.0%-1.4%0.248%
11/8/2024Prospera Financial Services Inc21,994$2.24M0.1%-1.5%0.205%
11/7/2024Vertex Planning Partners LLC2,065$211K0.1%N/A0.019%
11/7/2024Thrivent Financial for Lutherans2,349$240K0.0%N/A0.022%
11/6/2024OneDigital Investment Advisors LLC6,279$641K0.0%N/A0.058%
11/6/2024Huntington National Bank26,853$2.74M0.0%-0.4%0.250%
11/5/2024Apollon Wealth Management LLC132,123$13.48M0.4%+1,289.0%1.229%
11/4/2024Cottonwood Capital Advisors LLC3,660$373K0.3%-19.5%0.034%
11/4/2024Axxcess Wealth Management LLC3,182$325K0.0%+15.4%0.030%
11/4/2024Sigma Planning Corp6,254$638K0.0%+13.1%0.058%
11/1/2024Crumly & Associates Inc.40,548$4.14M1.1%N/A0.377%
11/1/2024Bensler LLC225,859$23.04M2.9%+19.7%2.101%
10/31/2024Advisors Management Group Inc. ADV19,022$1.94M0.5%+2.3%0.177%
10/31/2024Concurrent Investment Advisors LLC46,656$4.76M0.1%+1.3%0.434%
10/30/2024Moloney Securities Asset Management LLC83,394$8.51M1.1%+3.9%0.776%
10/29/2024REDW Wealth LLC2,234$228K0.1%N/A0.021%
10/29/2024Forbes Financial Planning Inc.3,399$347K0.3%-15.0%0.032%
10/29/2024Clear Creek Financial Management LLC11,994$1.22M0.1%+4.1%0.112%
10/28/2024TPG Advisors LLC2,245$229K0.2%N/A0.021%
10/25/2024Gimbal Financial77,247$7.96M5.2%N/A0.719%
10/24/2024Yeomans Consulting Group Inc.6,230$636K0.2%+173.6%0.058%
10/24/2024Wealth Enhancement Advisory Services LLC10,956$1.12M0.0%+35.9%0.102%
10/24/2024Arkadios Wealth Advisors4,143$423K0.0%-4.0%0.039%
10/23/2024Country Club Bank63,277$6.42M0.4%-2.7%0.589%
10/23/2024Blackston Financial Advisory Group LLC2,879$294K0.2%N/A0.027%
10/23/2024Legacy Capital Group California Inc.2,405$245K0.1%N/A0.022%
10/22/2024International Assets Investment Management LLC33,770$3.45M0.0%+10,133.3%0.314%
10/22/2024Saxony Capital Management LLC2,876$293K0.3%-55.3%0.027%
10/22/2024Private Advisor Group LLC22,988$2.35M0.0%-2.0%0.214%
10/21/2024Sharkey Howes & Javer13,211$1.35M0.2%N/A0.123%
10/21/2024Trilogy 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%
10/16/2024Good Life Advisors LLC5,080$518K0.0%+99.1%0.047%
10/16/2024BOS Asset Management LLC19,466$1.99M0.7%-7.1%0.181%
10/15/2024Keystone Wealth Services LLC2,120$216K0.1%N/A0.020%
10/11/2024Creative Planning3,422$349K0.0%N/A0.032%
10/11/2024Empirical Asset Management LLC4,400$449K0.1%+11.7%0.041%
10/10/2024Koshinski Asset Management Inc.11,182$1.14M0.1%+3.8%0.104%
10/9/2024Independence Bank of Kentucky6,979$712K0.2%+2.3%0.065%
10/9/2024UMB Bank n.a.565$58K0.0%-19.3%0.005%
10/8/2024WealthCare Investment Partners LLC3,598$361K0.2%N/A0.033%
10/8/2024Brookstone Capital Management51,214$5.23M0.1%-2.6%0.476%
10/8/2024Lbmc Investment Advisors LLC116,030$11.84M0.9%-1.9%1.079%
10/8/2024Evanson Asset Management LLC4,739$483K0.0%-2.8%0.044%
10/8/2024Callan Family Office LLC2,100$214K0.0%N/A0.020%
10/7/2024EWG Elevate Inc.10,941$1.12M0.4%-46.7%0.102%
10/4/2024HBW Advisory Services LLC5,018$512K0.1%+4.1%0.047%
10/1/2024 First Financial Bank Trust Division2,200$224K0.0%N/A0.020%
8/30/2024Strategic Investment Solutions Inc. IL700$62K0.0%N/A0.007%
8/22/2024Cetera Investment Advisers26,551$2.33M0.0%+23.5%0.247%
8/21/2024Truist Financial Corp41,266$3.63M0.0%+3.5%0.384%
8/19/2024EP Wealth Advisors LLC4,461$392K0.0%N/A0.041%
8/16/2024Sunbelt Securities Inc.3,269$287K0.0%+101.9%0.030%
8/16/2024Northwestern Mutual Wealth Management Co.18,543$1.63M0.0%-17.4%0.172%
8/16/2024NewEdge Advisors LLC18,553$1.63M0.0%+2.6%0.173%
8/14/2024Holderness Investments Co.13,917$1.22M0.3%+1.3%0.129%
8/13/2024AE Wealth Management LLC38,156$3.35M0.0%+9.3%0.355%
8/12/2024Mercer Global Advisors Inc. ADV5,624$494K0.0%-13.7%0.052%
8/8/2024J.W. Cole Advisors Inc.4,173$367K0.0%-8.1%0.039%
8/8/2024Envestnet Asset Management Inc.76,830$6.75M0.0%+25.2%0.715%
8/8/2024Pinkerton Retirement Specialists LLC96,615$8.49M1.3%N/A0.899%
8/8/2024Johnson Investment Counsel Inc.2,353$207K0.0%-86.1%0.022%
8/8/2024Garrison Point Advisors LLC6,985$614K0.4%+4.1%0.065%
8/6/2024Chris Bulman Inc371$33K0.0%N/A0.003%
8/6/2024Norden Group LLC81,562$7.17M1.4%N/A0.759%
8/6/2024Wakefield Asset Management LLLP19,805$1.74M0.6%-18.8%0.184%
8/5/2024Private Advisor Group LLC23,458$2.06M0.0%+27.0%0.218%
8/1/2024Valmark Advisers Inc.2,353$207K0.0%N/A0.022%
8/1/2024Bellwether Advisors LLC35,344$3.11M0.7%+0.7%0.329%
8/1/2024Summit Financial LLC3,304$290K0.0%+35.9%0.031%
7/31/2024Commonwealth Equity Services LLC124,841$10.97M0.0%+11.3%1.161%
7/31/2024Concurrent Investment Advisors LLC46,077$4.05M0.1%N/A0.429%
7/30/2024WESPAC Advisors LLC2,964$260K0.2%N/A0.028%
7/30/2024BOS Asset Management LLC20,961$1.84M0.8%-1.5%0.195%
7/30/2024Moloney Securities Asset Management LLC80,236$7.05M1.0%N/A0.746%
(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, 223 institutional investors and hedge funds held shares of iShares U.S. Utilities ETF. The most heavily invested institutionals were Destination Wealth Management ($64.94M), 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 183 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 2,751,304 shares in the last 24 months. This purchase volume represents approximately $241.34M 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 922,009 shares in the last 24 months. This volume of shares sold represents approximately $75.81M in transactions.


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This page (NYSEARCA:IDU) was last updated on 1/4/2025 by MarketBeat.com Staff
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