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

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$90.96
-0.09 (-0.10%)
(As of 05/10/2024 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)
72
Total
Institutional Inflows
(last 12 months)
$51.01M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$43.90M
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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
5/7/2024 BOS Asset Management LLC21,270$1.80M0.9%-9.1%0.205%
5/7/2024 Oppenheimer & Co. Inc.4,770$403K0.0%-11.1%0.046%
5/7/2024 Wealthspire Advisors LLC3,123$264K0.0%+14.9%0.030%
5/6/2024 Envestnet Portfolio Solutions Inc.2,792$236K0.0%+10.2%0.027%
5/6/2024 MGB Wealth Management LLC690$58K0.0%-42.3%0.007%
5/4/2024 Essex LLC18,562$1.57M0.4%-6.0%0.178%
5/2/2024 Lincoln National Corp28,592$2.42M0.0%+64.8%0.275%
5/2/2024 Family Firm Inc.23,847$2.02M0.5%-0.6%0.229%
5/1/2024 Wakefield Asset Management LLLP24,383$2.06M0.7%+3.2%0.234%
4/30/2024 Private Advisor Group LLC18,466$1.56M0.0%-14.8%0.178%
4/30/2024 J.W. Cole Advisors Inc.4,541$384K0.0%-17.8%0.044%
4/30/2024 North Star Investment Management Corp.2,658$225K0.0%-27.3%0.026%
4/30/2024 Arkadios Wealth Advisors4,106$347K0.0%-9.5%0.039%
4/29/2024Commonwealth Equity Services LLC112,149$9.48M0.0%-0.1%1.078%
4/29/2024 Field & Main Bank3,160$267K0.1%-11.2%0.030%
4/27/2024 Kellett Wealth Advisors LLC18,690$1.58M1.1%+56.9%0.180%
4/26/2024 Advisors Management Group Inc. ADV18,568$1.57M0.4%+3.6%0.179%
4/26/2024 Cottonwood Capital Advisors LLC4,624$379K0.3%-10.5%0.044%
4/25/2024 Summit Financial LLC2,431$205K0.0%N/A0.023%
4/25/2024 Cambridge Investment Research Advisors Inc.26,029$2.20M0.0%-1.6%0.250%
4/23/2024 Raymond James Financial Services Advisors Inc.101,617$8.59M0.0%+4.0%0.977%
4/16/2024 Independence Bank of Kentucky6,944$587K0.2%-6.2%0.065%
4/16/2024 Wealth Enhancement Advisory Services LLC8,007$677K0.0%-2.3%0.074%
4/15/2024 Sunbelt Securities Inc.1,619$137K0.0%-29.6%0.015%
4/13/2024 Retirement Planning Group LLC2,670$226K0.0%+6.7%0.025%
4/12/2024 Lbmc Investment Advisors LLC118,470$10.01M0.9%-1.0%1.102%
4/11/2024 Royal Fund Management LLC21,115$1.79M0.2%+12.3%0.196%
4/9/2024 Mather Group LLC.732$59K0.0%N/A0.007%
3/22/2024PNC Financial Services Group Inc.29,852$2.39M0.0%-2.9%0.278%
3/15/2024B. Riley Wealth Advisors Inc.2,678$214K0.0%-28.1%0.025%
3/8/2024ICA Group Wealth Management LLC315$25K0.0%N/A0.003%
2/14/2024Connectus Wealth LLC35,787$2.87M0.1%N/A0.333%
2/13/2024Stephens Inc. AR20,218$1.62M0.0%+28.6%0.188%
2/13/2024Tower Research Capital LLC TRC874$70K0.0%-54.3%0.008%
2/13/2024Holderness Investments Co.13,730$1.10M0.3%-19.2%0.128%
2/13/2024Peapack Gladstone Financial Corp5,790$463K0.0%-3.3%0.054%
2/12/2024Laidlaw Wealth Management LLC8,362$668K0.2%N/A0.078%
2/12/2024Focus Financial Network Inc. ADV2,878$230K0.0%N/A0.027%
2/12/2024Steward Partners Investment Advisory LLC4,765$381K0.0%-11.4%0.044%
2/9/2024 Advisory Services Network LLC3,025$242K0.0%-71.6%0.028%
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2/9/2024 Cambridge Investment Research Advisors Inc.26,450$2.11M0.0%+10.5%0.246%
2/9/2024 Corient Private Wealth LLC25,102$2.01M0.0%-6.2%0.234%
2/9/2024D.A. Davidson & CO.21,949$1.75M0.0%+15.9%0.204%
2/9/2024PNC Financial Services Group Inc.29,852$2.39M0.0%-2.9%0.278%
2/8/2024 Great Lakes Advisors LLC15,598$1.25M0.0%-2.4%0.145%
2/8/2024 Atlantic Edge Private Wealth Management LLC1,745$139K0.1%N/A0.016%
2/8/2024 First Heartland Consultants Inc.4,136$331K0.0%-32.0%0.038%
2/7/2024 Envestnet Portfolio Solutions Inc.2,533$202K0.0%N/A0.024%
2/7/2024 Johnson Investment Counsel Inc.17,591$1.41M0.0%-70.1%0.164%
2/7/2024Principal Securities Inc.1,809$145K0.0%N/A0.017%
2/7/2024 Wealthspire Advisors LLC2,718$217K0.0%N/A0.025%
2/6/2024 Picton Mahoney Asset Management4,300$343K0.0%+128.7%0.040%
2/6/2024Simmons Bank11,865$948K0.1%+4.4%0.110%
2/6/2024 Lincoln National Corp17,350$1.39M0.0%+344.1%0.161%
2/6/2024 Private Advisor Group LLC21,672$1.73M0.0%+4.1%0.202%
2/6/2024 NTV Asset Management LLC2,740$219K0.0%-6.8%0.025%
2/6/2024 Royal Fund Management LLC18,803$1.51M0.2%+18.3%0.175%
2/6/2024U.S. Capital Wealth Advisors LLC2,639$211K0.0%N/A0.025%
2/5/2024 Field & Main Bank3,560$285K0.1%-5.1%0.033%
2/2/2024Truist Financial Corp41,083$3.28M0.0%-6.2%0.382%
2/2/2024Atria Wealth Solutions Inc.19,298$1.54M0.0%-7.2%0.180%
2/2/2024 Schnieders Capital Management LLC5,200$416K0.1%+33.3%0.048%
2/1/2024 Sigma Planning Corp3,470$277K0.0%-59.3%0.032%
2/1/2024 CWM LLC2,302$184K0.0%-14.8%0.021%
1/31/2024 J.W. Cole Advisors Inc.5,524$441K0.0%+4.0%0.051%
1/31/2024 Wetzel Investment Advisors Inc.515$41K0.0%N/A0.005%
1/31/2024 Kellett Wealth Advisors LLC11,909$952K0.7%N/A0.111%
1/30/2024 Tyche Wealth Partners LLC2,859$229K0.1%N/A0.027%
1/30/2024Capital Analysts LLC900$72K0.0%N/A0.008%
1/30/2024Bison Wealth LLC5,242$419K0.1%-9.5%0.049%
1/29/2024 Granite Bay Wealth Management LLC3,850$308K0.0%-82.5%0.036%
1/29/2024 Essex LLC19,752$1.58M0.4%-18.6%0.184%
1/25/2024 International Assets Investment Management LLC26,286$2.10M0.0%N/A0.245%
1/25/2024 Wakefield Asset Management LLLP23,635$1.89M0.7%N/A0.220%
1/24/2024 Stratos Wealth Advisors LLC27,291$2.18M0.1%+3.0%0.254%
1/24/2024Prime Capital Investment Advisors LLC3,001$240K0.0%N/A0.028%
1/24/2024 Sowell Financial Services LLC13,516$1.08M0.1%N/A0.126%
1/24/2024 Arkadios Wealth Advisors4,536$363K0.0%-12.2%0.042%
1/24/2024 International Assets Investment Management LLC26,286$2.10M0.0%N/A0.245%
1/23/2024 Derbend Asset Management20,614$1.65M1.0%N/A0.192%
1/23/2024 Independence Bank of Kentucky7,404$592K0.2%-2.9%0.069%
1/22/2024 Country Club Bank GFN72,212$5.77M0.4%-11.0%0.672%
1/18/2024 Evanson Asset Management LLC4,876$390K0.0%-49.3%0.045%
1/18/2024 Good Life Advisors LLC2,514$201K0.0%-42.4%0.023%
1/16/2024 Raymond James Financial Services Advisors Inc.97,706$7.81M0.0%+2.2%0.909%
1/16/2024 Raymond James & Associates28,811$2.30M0.0%-55.4%0.268%
1/16/2024 Lbmc Investment Advisors LLC119,653$9.56M0.9%-0.8%1.113%
1/16/2024 Retirement Planning Group LLC2,503$200K0.0%N/A0.023%
1/12/2024 Mutual Advisors LLC5,141$411K0.0%-6.0%0.048%
1/12/2024 Bellwether Advisors LLC60,422$4.83M1.2%-4.5%0.562%
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1/11/2024First Citizens Financial Corp20,700$1.66M1.1%-8.1%0.193%
1/10/2024 North Star Investment Management Corp.3,658$292K0.0%-36.3%0.034%
1/5/2024 Capital Investment Advisors LLC8,121$649K0.0%+2.9%0.076%
12/6/2023Citigroup Inc.6,220$458K0.0%-12.4%0.058%
12/5/2023 TAP Consulting LLC31,479$2.32M0.6%-5.2%0.293%
11/30/2023Modera Wealth Management LLC119,492$8.79M0.1%N/A1.112%
11/15/2023Industrial Alliance Investment Management Inc.872$64K0.0%-32.9%0.008%
11/15/2023Laurel Wealth Advisors LLC668$49K0.0%+29.0%0.006%
11/14/2023 BOS Asset Management LLC25,014$1.84M1.4%-3.1%0.233%
11/14/2023PGIM Custom Harvest LLC90,326$6.65M0.2%-4.0%0.840%
(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, 197 institutional investors and hedge funds held shares of iShares U.S. Utilities ETF. The most heavily invested institutionals were Bank of America Corp DE ($52.38M), Destination Wealth Management ($51.74M), Royal Bank of Canada ($14.57M), LPL Financial LLC ($13.29M), MinichMacGregor Wealth Management LLC ($12.02M), The Manufacturers Life Insurance Company ($10.55M), and Lbmc Investment Advisors LLC ($10.01M).Learn more on IDU's institutional investors.

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

Of the 162 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: Bank of America Corp DE ($240.22K), MinichMacGregor Wealth Management LLC ($138.87K), The Manufacturers Life Insurance Company ($121.91K), Modera Wealth Management LLC ($119.49K), Prostatis Group LLC ($102.46K), Fifth Third Securities Inc. ($89.29K), and Cambridge Investment Research Advisors Inc. ($76.65K).

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

Institutional investors have bought a total of 2,209,654 shares in the last 24 months. This purchase volume represents approximately $184.15M in transactions.

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

Of the 107 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), Brookstone Capital Management ($64.92K), LPL Financial LLC ($56.22K), and Destination Wealth Management ($45.10K).

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

Institutional investors have sold a total of 1,387,606 shares in the last 24 months. This volume of shares sold represents approximately $112.95M in transactions.


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This page (NYSEARCA:IDU) was last updated on 5/12/2024 by MarketBeat.com Staff

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