Vault-13

ISHARES TR IDU

U.S. UTILITS ETF · ETP · CUSIP 464287697

238 institutional holders +14 vs Q3 2022
5,036,1935.0m shares reported held*
$435.5mreported value*
27 new 66 added 59 reduced 18 sold out net bought ≈ $11.7m (+137.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $86.47.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 224Q4 22: 238238Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022224
Q4 2022238

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300kQ3 22 calls: $243.0kQ3 22 puts: $0Q3 22P/C 0.00Q4 22 calls: $0Q4 22 puts: $0Q4 22P/C —
Numbers
QuarterCallsPutsP/C
Q3 2022$243.0k$00.00
Q4 2022$0$0—

Biggest buyers

MANUFACTURERS LIFE INSURANCE COMPANY, THE New +121,908+121.9k
Fort Point Capital Partners LLC Added +67,373+67.4k
MinichMacGregor Wealth Management, LLC Added +49,400+49.4k
BANK OF AMERICA CORP /DE/ Added +35,315+35.3k
ENVESTNET ASSET MANAGEMENT INC Added +26,535+26.5k
BANK OF MONTREAL /CAN/ Added +21,360+21.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +19,031+19.0k
UBS Group AG Added +16,601+16.6k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +16,217+16.2k
AMERIPRISE FINANCIAL INC Added +16,121+16.1k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -48,140-48.1k
Midwest Professional Planners, LTD. Sold out -46,763-46.8k
PRUDENTIAL FINANCIAL INC Reduced -44,310-44.3k
Kesler, Norman & Wride, LLC Reduced -35,113-35.1k
Brookstone Capital Management Reduced -33,768-33.8k
Cambridge Investment Research Advisors, Inc. Reduced -31,293-31.3k
Valmark Advisers, Inc. Sold out -29,528-29.5k
Thrivent Financial for Lutherans Reduced -18,726-18.7k
First Heartland Consultants, Inc. Reduced -10,997-11.0k
Destination Wealth Management Reduced -8,926-8.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: FIL Ltd (0.0%, 2026-05-07)

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Destination Wealth Management 2.10% of their portfolio Walnut Creek, CA 609,368609.4k $52.7m $52.7m 2.10% Reduced -8.9k -8,926
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 605,284605.3k $52.4m $52.4m 0.01% Added +35.3k +35,315
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 483,213483.2k $41.8m $41.8m 0.00% Added +10.1k +10,130
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 239,488239.5k $20.7m $20.7m 0.01% Added +26.5k +26,535
5 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 218,972219.0k $18.9m $18.9m 0.02% Reduced -788 -788
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 189,062189.1k $16.4m $16.4m 0.00% Added +9.5k +9,508
7 MinichMacGregor Wealth Management, LLC 4.34% of their portfolio Saratoga Springs, NY 138,873138.9k $12.0m $12.0m 4.34% Added +49.4k +49,400
8 LBMC INVESTMENT ADVISORS, LLC 1.17% of their portfolio BRENTWOOD, TN 128,477128.5k $11.1m $11.1m 1.17% Added +5.2k +5,246
9 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 121,908121.9k $10.5m $10.5m 0.01% New
10 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 103,363103.4k $8.9m $8.9m 0.02% Added +655 +655
11 PGIM Custom Harvest LLC 0.37% of their portfolio NEWARK, NJ 94,16794.2k $8.1m $8.1m 0.37% First filing
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 92,77992.8k $8.0m $8.0m 0.00% Reduced -48.1k -48,140
13 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 90,15190.2k $7.8m $7.8m 0.02% Added +5.1k +5,135
14 Fifth Third Securities, Inc. 1.02% of their portfolio Cincinnati, OH 89,28789.3k $7.7m $7.7m 1.02% Added +11.8k +11,754
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 88,74788.7k $7.7m $7.7m 0.00% Added +16.1k +16,121
16 COUNTRY CLUB BANK 0.65% of their portfolio KANSAS CITY, MO 86,74286.7k $7.5m $7.5m 0.65% Reduced -714 -714
17 Fort Point Capital Partners LLC 1.15% of their portfolio San Francisco, CA 75,35075.3k $6.5m $6.5m 1.15% Added +67.4k +67,373
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 63,79263.8k $5.5m $5.5m 0.00% Added +16.6k +16,601
19 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 59,14059.1k $5.1m $5.1m 0.01% Reduced -254 -254
20 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 49,39949.4k $4.3m $4.3m 0.01% Reduced -5.0k -5,024
21 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 43,63243.6k $3.8m $3.8m 0.00% Added +3.8k +3,791
22 TAP Consulting, LLC 0.97% of their portfolio KIRKWOOD, MO 42,92542.9k $3.7m $3.7m 0.97% Added +4.8k +4,843
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 39,18539.2k $3.4m $3.4m 0.01% Added +16.2k +16,217
24 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 38,63838.6k $3.3m $3.3m 0.00% Added +266 +266
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 37,01737.0k $3.2m $3.2m 0.01% Added +19.0k +19,031
26 SPC Financial, Inc. 0.34% of their portfolio ROCKVILLE, MD 32,79132.8k $2.8m $2.8m 0.34% Added +726 +726
27 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 32,37832.4k $2.8m $2.8m 0.00% Reduced -434 -434
28 Essex LLC 0.84% of their portfolio DEER PARK, IL 32,09332.1k $2.8m $2.8m 0.84% Reduced -2.1k -2,055
29 INDEPENDENT FINANCIAL GROUP, LLC 0.24% of their portfolio SAN DIEGO, CA 31,78731.8k $2.8m $2.8m 0.24% Added +327 +327
30 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 31,53031.5k $2.7m $2.7m 0.03% Added +1.4k +1,386
31 BOS Asset Management, LLC 2.41% of their portfolio SPRINGFIELD, IL 31,17331.2k $2.7m $2.7m 2.41% First filing
32 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 30,68530.7k $2.7m $2.7m 0.02% Added +1.2k +1,199
33 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 29,72329.7k $2.6m $2.6m 0.00% Reduced -44.3k -44,310
34 Connecticut Wealth Management, LLC 0.21% of their portfolio FARMINGTON, CT 28,40028.4k $2.5m $2.5m 0.21% Unchanged
35 HUNTINGTON NATIONAL BANK 0.02% of their portfolio COLUMBUS, OH 26,98527.0k $2.3m $2.3m 0.02% Reduced -1.5k -1,475
36 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 26,06826.1k $2.3m $2.3m 0.00% Added +570 +570
37 COMERICA SECURITIES,INC. 0.16% of their portfolio DETROIT, MI 25,34625.3k $2.2m $2.2m 0.16% Added +720 +720
38 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 25,25225.3k $2.2m $2.2m 0.01% Reduced -31.3k -31,293
39 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 25,06925.1k $2.2m $2.2m 0.04% Added +254 +254
40 EVERETT HARRIS & CO /CA/ 0.04% of their portfolio LOS ANGELES, CA 24,24624.2k $2.1m $2.1m 0.04% Reduced -300 -300
41 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 23,75623.8k $2.1m $2.1m 0.01% First filing
42 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,57323.6k $2.0m $2.0m 0.00% Reduced -4.4k -4,378
43 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 23,01923.0k $2.2m $2.2m 0.00% Added +21.4k +21,360
44 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 22,78122.8k $2.0m $2.0m 0.01% Reduced -1.2k -1,200
45 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 22,75622.8k $253.3k $253.3k 0.01% Added +1.0k +1,044
46 Family Firm, Inc. 0.55% of their portfolio BETHESDA, MD 21,74521.7k $1.9m $1.9m 0.55% Added +286 +286
47 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 21,04321.0k $681.2k $681.2k 0.02% Reduced -538 -538
48 Atria Wealth Solutions, Inc. 0.03% of their portfolio NEW YORK, NY 20,77320.8k $1.8m $1.8m 0.03% Added +1.3k +1,345
49 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 19,19019.2k $1.7m $1.7m 0.00% Reduced -4.6k -4,608
50 HOLDERNESS INVESTMENTS CO 0.64% of their portfolio GREENSBORO, NC 17,06817.1k $1.5m $1.5m 0.64% Reduced -612 -612
51 First Citizens Financial Corp 1.25% of their portfolio MASON CITY, IA 16,78016.8k $1.5m $1.5m 1.25% Added +645 +645
52 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 15,86815.9k $1.4m $1.4m 0.03% Reduced -2.1k -2,080
53 GREAT LAKES ADVISORS, LLC 0.08% of their portfolio CHICAGO, IL 15,31015.3k $1.3m $1.3m 0.08% Reduced -449 -449
54 ALLSTATE CORP 0.04% of their portfolio NORTHBROOK, IL 14,13414.1k $1.2m $1.2m 0.04% Added +1.1k +1,079
55 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 14,03414.0k $1.2m $1.2m 0.04% Reduced -1.2k -1,153
56 ADVISORS MANAGEMENT GROUP INC /ADV 0.46% of their portfolio LA CROSSE, WI 13,95114.0k $1.2m $1.2m 0.46% Reduced -154 -154
57 Simmons Bank 0.09% of their portfolio Pine Bluff, AR 12,03212.0k $1.0m $1.0m 0.09% Reduced -4 -4
58 Royal Fund Management, LLC 0.15% of their portfolio Lady Lake, FL 10,24610.2k $886.7k $886.7k 0.15% Added +7.3k +7,313
59 Cadent Capital Advisors, LLC 0.52% of their portfolio TULSA, OK 10,12710.1k $876.4k $876.4k 0.52% Added +65 +65
60 COMERICA BANK 0.01% of their portfolio DALLAS, TX 10,05610.1k $878.0k $878.0k 0.01% Unchanged
61 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 10,00610.0k $871.8k $871.8k 0.02% Reduced -33.8k -33,768
62 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 9,8839.9k $855.3k $855.3k 0.04% Reduced -3.3k -3,311
63 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 9,6419.6k $834.3k $834.3k 0.01% Added +370 +370
64 Evanson Asset Management, LLC 0.09% of their portfolio CARMEL, CA 9,6219.6k $832.6k $832.6k 0.09% Unchanged
65 OmniStar Financial Group, Inc. 0.90% of their portfolio Wilmington, NC 9,1759.2k $794.0k $794.0k 0.90% Reduced -642 -642
66 Stratos Wealth Advisors, LLC 0.07% of their portfolio BEACHWOOD, OH 9,0509.1k $783.2k $783.2k 0.07% Added +141 +141
67 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 8,9719.0k $776.4k $776.4k 0.00% Reduced -531 -531
68 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 8,7398.7k $756.0k $756.0k 0.02% Reduced -95 -95
69 Forvis Mazars Wealth Advisors, LLC 0.03% of their portfolio Springfield, MO 8,5528.6k $740.1k $740.1k 0.03% Reduced -70 -70
70 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,9017.9k $684.0k $684.0k 0.00% Added +1.6k +1,592
71 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 7,8857.9k $682.4k $682.4k 0.04% Reduced -480 -480
72 Nikulski Financial, Inc. 0.32% of their portfolio BETTENDORF, IA 7,8217.8k $676.8k $676.8k 0.32% Added +911 +911
73 NORTHWEST INVESTMENT COUNSELORS, LLC 0.19% of their portfolio Lake Oswego, OR 7,7557.8k $671.1k $671.1k 0.19% Reduced -250 -250
74 COTTONWOOD CAPITAL ADVISORS, LLC 0.60% of their portfolio SALT LAKE CITY, UT 7,7437.7k $670.1k $670.1k 0.60% Unchanged
75 Tower Research Capital LLC (TRC) 0.03% of their portfolio NEW YORK, NY 7,6467.6k $662.0k $662.0k 0.03% Added +7.1k +7,091
76 Good Life Advisors, LLC 0.09% of their portfolio READING, PA 7,6067.6k $658.3k $658.3k 0.09% Added +354 +354
77 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 7,3837.4k $638.9k $638.9k 0.01% Added +8 +8
78 North Star Investment Management Corp. 0.06% of their portfolio CHICAGO, IL 7,2177.2k $624.5k $624.5k 0.06% Added +6 +6
79 Independence Bank of Kentucky 0.28% of their portfolio OWENSBORO, KY 7,1947.2k $623.0k $623.0k 0.28% Added +205 +205
80 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 6,9296.9k $599.6k $599.6k 0.01% Unchanged
81 GARRISON POINT ADVISORS, LLC 0.48% of their portfolio Walnut Creek, CA 6,7116.7k $580.8k $580.8k 0.48% Unchanged
82 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 6,5706.6k $568.6k $568.6k 0.01% Reduced -402 -402
83 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 6,4096.4k $554.6k $554.6k 0.01% Reduced -1.3k -1,336
84 High Net Worth Advisory Group LLC 0.22% of their portfolio NAPLES, FL 6,4006.4k $553.9k $553.9k 0.22% Added +2.0k +2,000
85 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 6,3696.4k $551.2k $551.2k 0.00% Reduced -2.0k -1,988
86 Sanford Advisory Services, LLC 0.13% of their portfolio PORTAGE, MI 6,2286.2k $539.0k $539.0k 0.13% Added +131 +131
87 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,2266.2k $538.8k $538.8k 0.00% Added +95 +95
88 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 6,1386.1k $531.0k $531.0k 0.00% Reduced -18.7k -18,726
89 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 6,0076.0k $519.8k $519.8k 0.03% Unchanged
90 PEAPACK GLADSTONE FINANCIAL CORP 0.01% of their portfolio BEDMINSTER, NJ 5,8715.9k $508.0k $508.0k 0.01% Unchanged
91 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 5,8655.9k $507.5k $507.5k 0.02% Reduced -823 -823
92 Wealth Management Associates, Inc. 0.34% of their portfolio Cherry Hill, NJ 5,8295.8k $504.4k $504.4k 0.34% Added +188 +188
93 Bison Wealth, LLC 0.15% of their portfolio Atlanta, GA 5,5835.6k $470.8k $470.8k 0.15% Added +10 +10
94 Baker Avenue Asset Management, LP 0.03% of their portfolio SAN FRANCISCO, CA 5,4225.4k $469.2k $469.2k 0.03% New
95 First Heartland Consultants, Inc. 0.07% of their portfolio LAKE ST. LOUIS, MO 5,4035.4k $467.6k $467.6k 0.07% Reduced -11.0k -10,997
96 Kesler, Norman & Wride, LLC 0.12% of their portfolio OGDEN, UT 5,3605.4k $463.9k $463.9k 0.12% Reduced -35.1k -35,113
97 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.00% of their portfolio Cincinnati, OH 5,2605.3k $455.0k $455.0k 0.00% Unchanged
98 Connectus Wealth, LLC 0.01% of their portfolio CINCINNATI, OH 4,9865.0k $432.7k $432.7k 0.01% New
99 J.W. COLE ADVISORS, INC. 0.03% of their portfolio TAMPA, FL 4,9464.9k $428.1k $428.1k 0.03% Reduced -191 -191
100 Arkadios Wealth Advisors 0.06% of their portfolio ATLANTA, GA 4,9404.9k $427.5k $427.5k 0.06% Reduced -198 -198