ISHARES US UTILITIES ETF IDU
$115.75
+2.2% 52w: $100.78 – $119.40
Latest 13F among current holders filed 23 days ago (Jun 12, 2026)
Price — last 12 months
research preview data100.78110.09119.40
Jun 20, 2025 Jul 2, 2026
Institutional holders
299
-8 QoQ
13F value
$967.5M
-7.6% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$372K calls / — puts
Institutional value by quarter
Number of holders
Who owns IDU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FIL Ltd | Other | 1.8M | $212.2M | 0.2% | New |
| Destination Wealth Management | Wealth advisor | 606.3K | $70.4M | 1.8% | -0.4% |
| MORGAN STANLEY | Bank broker | 589.6K | $68.5M | 0.0% | -10.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 520.0K | $60.4M | 0.0% | -43.3% |
| PINKERTON WEALTH, LLC | Wealth advisor | 511.7K | $55.4M | 5.0% | +39.4% |
| PGIM Custom Harvest LLC | Wealth advisor | 436.3K | $50.7M | 0.8% | -4.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 424.7K | $49.3M | 0.3% | +5.0% |
| LPL Financial LLC | Bank broker | 369.2K | $42.9M | 0.0% | -10.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 192.0K | $22.3M | 0.0% | -18.4% |
| ROYAL BANK OF CANADA | Bank broker | 149.4K | $17.3M | 0.0% | -16.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 142.8K | $16.6M | 0.0% | -36.0% |
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 106.9K | $12.4M | 0.8% | -3.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 100.0K | $11.6M | 0.0% | -6.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 99.3K | $11.5M | 0.0% | +2.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 96.1K | $11.2M | 0.0% | +9.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 72.9K | $8.5M | 0.0% | -20.3% |
| FORTE ASSET MANAGEMENT LLC | Wealth advisor | 69.2K | $8.0M | 3.5% | -0.7% |
| ARRIEN INVESTMENTS, INC. | Wealth advisor | 69.1K | $8.0M | 4.3% | -1.9% |
| AE Wealth Management LLC | Wealth advisor | 68.7K | $8.0M | 0.0% | -28.4% |
| Cetera Investment Advisers | Wealth advisor | 68.2K | $7.9M | 0.0% | +10.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 63.4K | $7.4M | 0.0% | -6.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 62.3K | $7.2M | 0.0% | -51.2% |
| Arete Wealth Advisors, LLC | Wealth advisor | 60.1K | $7.0M | 0.5% | New |
| UBS Group AG | Bank broker | 52.7K | $6.1M | 0.0% | +9.5% |
| FIRST NATIONAL BANK OF OMAHA | Other | 48.7K | $5.7M | 0.2% | +1.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 45.8K | $5.3M | 0.0% | -49.2% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 45.6K | $5.3M | 0.0% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 45.0K | $5.2M | 0.0% | +27.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 44.2K | $5.1M | 0.0% | +1.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 43.7K | $5.1M | 0.0% | -8.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 36.3K | $4.2M | 0.0% | +100.4% |
| Prospera Financial Services Inc | Diversified mechanical | 34.3K | $4.0M | 0.1% | -7.9% |
| CROBAN | Wealth advisor | 31.7K | $3.7M | 1.7% | +1.2% |
| Equitable Holdings, Inc. | Wealth advisor | 32.4K | $3.5M | 0.0% | -32.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 30.2K | $3.5M | 0.0% | -23.1% |
| Private Advisor Group, LLC | Wealth advisor | 28.5K | $3.3M | 0.0% | -30.2% |
| CPR Investments Inc. | Wealth advisor | 26.1K | $3.0M | 2.0% | -5.3% |
| JPMORGAN CHASE & CO | Bank broker | 23.7K | $2.8M | 0.0% | +23.7% |
| STEPHENS INC /AR/ | Diversified mechanical | 23.2K | $2.7M | 0.0% | -0.8% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 22.5K | $2.6M | 0.0% | -8.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 22.0K | $2.6M | 0.0% | +19.2% |
| ADVISORS MANAGEMENT GROUP INC /ADV | Other | 21.0K | $2.4M | 0.4% | +1.0% |
| Corient Private Wealth LLC | Diversified mechanical | 21.1K | $2.4M | 0.0% | -79.4% |
| Sovran Advisors, LLC | Wealth advisor | 19.8K | $2.3M | 0.2% | +134.5% |
| Wealthstar Advisors, LLC | Wealth advisor | 19.3K | $2.2M | 1.3% | -21.9% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 19.0K | $2.2M | 0.0% | -12.0% |
| EVERETT HARRIS & CO /CA/ | Other | 18.0K | $2.1M | 0.0% | Held |
| BOS Asset Management, LLC | Wealth advisor | 18.0K | $2.1M | 0.5% | -7.0% |
| Waverly Advisors, LLC | Wealth advisor | 17.8K | $2.1M | 0.0% | 0.0% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 17.0K | $2.0M | 0.0% | +13.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.