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

iShares U.S. Utilities ETF logo
$98.12
-1.03 (-1.04%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Utilities ETF (NYSEARCA:IDU)

Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$127.67M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$32.49M
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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
11/4/2024Cottonwood 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%
11/1/2024 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%
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%
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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%
8/22/2024Cetera 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%
8/8/2024 J.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%
8/8/2024 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%
8/6/2024Wakefield 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%
8/1/2024Bellwether 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%
7/31/2024 Concurrent Investment Advisors LLC46,077$4.05M0.1%N/A0.429%
7/30/2024WESPAC 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%
7/26/2024 Saxony Capital Management LLC6,435$566K0.6%N/A0.060%
7/26/2024Bank of New York Mellon Corp66,366$5.83M0.0%-4.2%0.617%
7/25/2024 Independence Bank of Kentucky6,819$599K0.2%-1.8%0.063%
7/25/2024 Clear Creek Financial Management LLC11,523$1.01M0.1%N/A0.107%
7/25/2024 Forbes Financial Planning Inc.3,999$351K0.3%+17.7%0.037%
7/25/2024 Yeomans Consulting Group Inc.2,277$200K0.1%N/A0.021%
7/25/2024RPS Advisory Solutions LLC30,335$2.67M2.5%N/A0.282%
7/25/2024Destination Wealth Management643,131$56.52M1.9%-1.4%5.983%
7/24/2024Family Firm Inc.23,065$2.03M0.2%-3.3%0.215%
7/23/2024Essex LLC17,392$1.53M0.3%-6.3%0.162%
7/22/2024Atria Wealth Solutions Inc.12,667$1.11M0.0%-29.7%0.118%
7/20/2024Raymond James Financial Services Advisors Inc.121,434$10.67M0.0%+19.5%1.130%
7/19/2024 Central Bank & Trust Co.3,954$347K0.0%N/A0.037%
7/19/2024Raymond James & Associates19,508$1.71M0.0%-33.7%0.181%
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

Click here to see it because it’s a SHOCKER…
7/18/2024 Brookstone Capital Management52,608$4.77M0.1%N/A0.489%
7/18/2024 Royal Fund Management LLC21,605$1.92M0.2%+2.3%0.201%
7/17/2024 Country Club Bank65,041$5.77M0.4%-1.6%0.605%
7/16/2024 Envestnet Portfolio Solutions Inc.2,342$206K0.0%-16.1%0.022%
7/16/2024 EWG Elevate Inc.20,540$1.81M0.7%N/A0.191%
7/15/2024Sharp Financial Services LLC39,983$3.51M3.0%N/A0.372%
7/12/2024Capital Investment Advisors LLC7,819$687K0.0%-3.3%0.073%
7/11/2024 Lbmc Investment Advisors LLC118,250$10.39M0.9%-0.2%1.100%
7/10/2024 CWM LLC748$66K0.0%-67.5%0.007%
7/5/2024 HBW Advisory Services LLC4,821$424K0.1%N/A0.045%
(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, 217 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), Royal Bank of Canada ($14.57M), 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 177 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), The Manufacturers Life Insurance Company ($121.91K), Modera Wealth Management LLC ($119.49K), Prostatis Group LLC ($102.46K), Pinkerton Retirement Specialists LLC ($96.62K), International Assets Investment Management LLC ($86.34K), and Moloney Securities Asset Management LLC ($83.39K).

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

Institutional investors have bought a total of 2,506,659 shares in the last 24 months. This purchase volume represents approximately $215.28M in transactions.

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

Of the 104 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: Prudential Financial Inc. ($393.67K), 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), and Raymond James & Associates ($45.95K).

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

Institutional investors have sold a total of 1,331,679 shares in the last 24 months. This volume of shares sold represents approximately $108.85M in transactions.


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This page (NYSEARCA:IDU) was last updated on 11/4/2024 by MarketBeat.com Staff
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