Vault-13

ISHARES TR IDU

U.S. UTILITS ETF · ETP · CUSIP 464287697

266 institutional holders +11 vs Q1 2025
6,834,2606.8m shares reported held*
$717.2mreported value*
36 new 90 added 61 reduced 26 sold out net sold ≈ $28.1m (-268.9k 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. Holder counts are more reliable. Implied quarter-end price ≈ $104.94.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 224Q4 22: 238Q1 23: 220Q2 23: 217Q3 23: 204Q4 23: 217Q1 24: 207Q2 24: 238Q3 24: 259Q4 24: 273Q1 25: 255Q2 25: 266266Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022224
Q4 2022238
Q1 2023220
Q2 2023217
Q3 2023204
Q4 2023217
Q1 2024207
Q2 2024238
Q3 2024259
Q4 2024273
Q1 2025255
Q2 2025266

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 58 bought or addedQ3 23: 93 cut or sold outQ4 23: 81 bought or addedQ4 23: 91 cut or sold outQ4 23Q1 24: 66 bought or addedQ1 24: 94 cut or sold outQ2 24: 113 bought or addedQ2 24: 69 cut or sold outQ2 24Q3 24: 121 bought or addedQ3 24: 79 cut or sold outQ4 24: 111 bought or addedQ4 24: 95 cut or sold outQ4 24Q1 25: 101 bought or addedQ1 25: 123 cut or sold outQ2 25: 126 bought or addedQ2 25: 87 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235893
Q4 20238191
Q1 20246694
Q2 202411369
Q3 202412179
Q4 202411195
Q1 2025101123
Q2 202512687

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +439,316+439.3k
ROYAL BANK OF CANADA Added +299,129+299.1k
MORGAN STANLEY Added +152,091+152.1k
Camarda Financial Advisors, LLC New +127,449+127.4k
PRINCIPAL FINANCIAL GROUP INC New +86,585+86.6k
FORTE ASSET MANAGEMENT LLC New +68,495+68.5k
LPL Financial LLC Added +55,279+55.3k
Summit Financial Consulting LLC New +52,933+52.9k
Prospera Financial Services Inc Added +44,563+44.6k
AE Wealth Management LLC Added +40,231+40.2k

Biggest sellers

FIL Ltd Sold out -1,088,428-1.1m
HSBC HOLDINGS PLC Sold out -635,090-635.1k
TWO SIGMA INVESTMENTS, LP Sold out -47,497-47.5k
Adams Wealth Management Reduced -34,829-34.8k
CacheTech Inc. Reduced -34,829-34.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -34,172-34.2k
GOLDMAN SACHS GROUP INC Reduced -21,982-22.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -19,733-19.7k
GTS SECURITIES LLC Reduced -13,668-13.7k
COUNTRY CLUB BANK Reduced -12,996-13.0k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 938,296938.3k $98.1m $98.1m 0.01% Added +439.3k +439,316
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 675,609675.6k $70.6m $70.6m 0.00% Added +152.1k +152,091
3 Destination Wealth Management 1.88% of their portfolio Walnut Creek, CA 614,088614.1k $64.2m $64.2m 1.88% Reduced -4.7k -4,673
4 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 522,336522.3k $54.6m $54.6m 0.01% Added +299.1k +299,129
5 PGIM Custom Harvest LLC 0.99% of their portfolio NEWARK, NJ 459,832459.8k $48.1m $48.1m 0.99% Added +4.4k +4,412
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 313,133313.1k $32.7m $32.7m 0.01% Added +55.3k +55,279
7 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 205,135205.1k $21.5m $21.5m 0.01% Added +16.2k +16,173
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 161,365161.4k $16.9m $16.9m 0.00% Added +35.1k +35,061
9 Camarda Financial Advisors, LLC 5.24% of their portfolio FLEMING ISLAND, FL 127,449127.4k $13.3m $13.3m 5.24% New
10 LBMC INVESTMENT ADVISORS, LLC 0.84% of their portfolio BRENTWOOD, TN 112,844112.8k $11.8m $11.8m 0.84% Reduced -983 -983
11 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 108,139108.1k $11.3m $11.3m 0.01% Reduced -19.7k -19,733
12 MinichMacGregor Wealth Management, LLC 2.38% of their portfolio Saratoga Springs, NY 106,597106.6k $11.1m $11.1m 2.38% Reduced -6.6k -6,552
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 94,85894.9k $9.9m $9.9m 0.00% Added +20.3k +20,281
14 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 87,94187.9k $9.2m $9.2m 0.02% Added +36.8k +36,800
15 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 86,58586.6k $9.1m $9.1m 0.00% New
16 AE Wealth Management LLC 0.06% of their portfolio TOPEKA, KS 81,69681.7k $8.5m $8.5m 0.06% Added +40.2k +40,231
17 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 75,49975.5k $7.9m $7.9m 0.01% Added +15.2k +15,245
18 ARRIEN INVESTMENTS, INC. 4.59% of their portfolio BOISE, ID 69,43169.4k $7.3m $7.3m 4.59% Reduced -1.5k -1,477
19 FORTE ASSET MANAGEMENT LLC 3.65% of their portfolio BEDFORD, NY 68,49568.5k $7.2m $7.2m 3.65% New
20 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 68,15168.2k $7.1m $7.1m 0.00% Added +7.6k +7,571
21 Prospera Financial Services Inc 0.13% of their portfolio Dallas, TX 66,36266.4k $6.9m $6.9m 0.13% Added +44.6k +44,563
22 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 53,32753.3k $5.6m $5.6m 0.02% Added +11.2k +11,164
23 Summit Financial Consulting LLC 4.97% of their portfolio STERLING HEIGHTS, MI 52,93352.9k $5.5m $5.5m 4.97% New
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 48,51748.5k $5.1m $5.1m 0.00% Added +1.7k +1,672
25 Stratos Wealth Advisors, LLC 0.26% of their portfolio BEACHWOOD, OH 46,65546.7k $4.9m $4.9m 0.26% Added +14.0k +14,002
26 COUNTRY CLUB BANK 0.30% of their portfolio KANSAS CITY, MO 46,54846.5k $4.8m $4.8m 0.30% Reduced -13.0k -12,996
27 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 44,27344.3k $4.6m $4.6m 0.01% Added +7.0k +7,000
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 40,11040.1k $4.2m $4.2m 0.00% Added +9.8k +9,843
29 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 40,10440.1k $4.2m $4.2m 0.01% Added +6.1k +6,114
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 38,23138.2k $4.0m $4.0m 0.00% Reduced -22.0k -21,982
31 Arete Wealth Advisors, LLC 0.28% of their portfolio CHICAGO, IL 37,69837.7k $3.9m $3.9m 0.28% Added +212 +212
32 CROBAN 2.73% of their portfolio FREMONT, OH 30,53230.5k $3.2m $3.2m 2.73% Added +359 +359
33 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 28,57528.6k $3.0m $3.0m 0.02% Added +13.5k +13,464
34 Midwest Professional Planners, LTD. 0.78% of their portfolio WAUSAU, WI 28,18828.2k $2.9m $2.9m 0.78% Added +385 +385
35 CPR Investments Inc. 2.22% of their portfolio Rochester, MI 27,35227.4k $2.9m $2.9m 2.22% Added +989 +989
36 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 26,84426.8k $2.8m $2.8m 0.00% Added +8.5k +8,463
37 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 26,79626.8k $2.8m $2.8m 0.00% Reduced -945 -945
38 J.W. COLE ADVISORS, INC. 0.06% of their portfolio TAMPA, FL 26,64226.6k $2.8m $2.8m 0.06% Added +1.2k +1,226
39 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 26,05226.1k $2.7m $2.7m 0.01% Added +2.0k +2,009
40 HUNTINGTON NATIONAL BANK 0.02% of their portfolio COLUMBUS, OH 24,97125.0k $2.6m $2.6m 0.02% Reduced -7 -7
41 INDEPENDENT FINANCIAL GROUP, LLC 0.07% of their portfolio SAN DIEGO, CA 22,72822.7k $2.4m $2.4m 0.07% Added +18 +18
42 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 22,45022.4k $2.3m $2.3m 0.00% Reduced -825 -825
43 Family Firm, Inc. 0.56% of their portfolio BETHESDA, MD 22,36422.4k $2.3m $2.3m 0.56% Added +116 +116
44 Wealthstar Advisors, LLC 0.87% of their portfolio Plano, TX 22,04022.0k $2.3m $2.3m 0.87% Added +3.3k +3,336
45 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 21,99122.0k $2.3m $2.3m 0.01% Added +4.7k +4,718
46 ADVISORS MANAGEMENT GROUP INC /ADV 0.43% of their portfolio LA CROSSE, WI 21,80521.8k $2.3m $2.3m 0.43% Reduced -5 -5
47 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 20,85520.9k $2.2m $2.2m 0.01% Added +244 +244
48 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 20,71320.7k $2.2m $2.2m 0.03% Reduced -100 -100
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 20,34420.3k $2.1m $2.1m 0.00% Reduced -1.8k -1,843
50 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 19,00719.0k $2.0m $2.0m 0.02% Added +3 +3
51 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 18,78318.8k $2.0m $2.0m 0.00% Added +2.8k +2,832
52 EVERETT HARRIS & CO /CA/ 0.02% of their portfolio LOS ANGELES, CA 18,51418.5k $1.9m $1.9m 0.02% Reduced -70 -70
53 BOS Asset Management, LLC 0.61% of their portfolio SPRINGFIELD, IL 18,23118.2k $1.9m $1.9m 0.61% Reduced -1.1k -1,066
54 First Citizens Financial Corp 1.03% of their portfolio MASON CITY, IA 17,96118.0k $1.9m $1.9m 1.03% Reduced -2.8k -2,767
55 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 16,97217.0k $1.8m $1.8m 0.00% Unchanged
56 EWG Elevate Inc. 0.54% of their portfolio ROSEVILLE, CA 16,81116.8k $1.8m $1.8m 0.54% New
57 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 16,55016.6k $1.7m $1.7m 0.00% Added +3.3k +3,324
58 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 16,46616.5k $1.7m $1.7m 0.00% Reduced -36 -36
59 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 16,07416.1k $1.7m $1.7m 0.01% Reduced -760 -760
60 WealthCare Investment Partners, LLC 0.58% of their portfolio PORTSMOUTH, RI 15,36615.4k $1.6m $1.6m 0.58% Added +1.4k +1,424
61 Wakefield Asset Management LLLP 0.44% of their portfolio Englewood, CO 15,16815.2k $1.6m $1.6m 0.44% Reduced -2.3k -2,254
62 Clal Insurance Enterprises Holdings Ltd 0.02% of their portfolio Tel-aviv, L3 15,00015.0k $1.6m $1.6m 0.02% Unchanged
63 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 14,99515.0k $1.6m $1.6m 0.00% Reduced -8.1k -8,111
64 Essex LLC 0.30% of their portfolio DEER PARK, IL 14,63014.6k $1.5m $1.5m 0.30% Reduced -974 -974
65 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 14,57514.6k $1.5m $1.5m 0.01% Added +804 +804
66 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 14,23214.2k $1.5m $1.5m 0.04% Reduced -4.7k -4,744
67 ALLSTATE CORP 0.11% of their portfolio NORTHBROOK, IL 14,04714.0k $1.5m $1.5m 0.11% Added +6.7k +6,747
68 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 13,97514.0k $1.5m $1.5m 0.01% Added +4.2k +4,215
69 Tower Research Capital LLC (TRC) 0.04% of their portfolio NEW YORK, NY 13,72713.7k $1.4m $1.4m 0.04% New
70 HOLDERNESS INVESTMENTS CO 0.31% of their portfolio GREENSBORO, NC 13,62813.6k $1.4m $1.4m 0.31% Added +103 +103
71 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 12,94512.9k $1.4m $1.4m 0.00% Reduced -1.0k -1,035
72 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,82812.8k $1.3m $1.3m 0.00% Added +10.6k +10,606
73 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 12,74412.7k $1.3m $1.3m 0.01% Added +3.8k +3,763
74 Sharkey, Howes & Javer 0.17% of their portfolio DENVER, CO 12,18012.2k $1.3m $1.3m 0.17% Reduced -3.3k -3,304
75 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 11,51211.5k $1.2m $1.2m 0.02% Added +7.6k +7,637
76 Nikulski Financial, Inc. 0.33% of their portfolio BETTENDORF, IA 11,36311.4k $1.2m $1.2m 0.33% New
77 COMERICA BANK 0.00% of their portfolio DALLAS, TX 11,35411.4k $1.2m $1.2m 0.00% Added +3.8k +3,775
78 Sowell Financial Services LLC 0.05% of their portfolio NORTH LITTLE ROCK, AR 11,30211.3k $1.2m $1.2m 0.05% Reduced -444 -444
79 Jaffetilchin Investment Partners, LLC 0.07% of their portfolio TAMPA, FL 10,78310.8k $1.1m $1.1m 0.07% Added +46 +46
80 Buck Wealth Strategies, LLC 0.16% of their portfolio DENVER, CO 10,25610.3k $1.1m $1.1m 0.16% Added +3.3k +3,348
81 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 9,6579.7k $1.0m $1.0m 0.01% New
82 Yeomans Consulting Group, Inc. 0.42% of their portfolio Marietta, GA 9,6169.6k $1.0m $1.0m 0.42% New
83 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 9,0389.0k $869.5k $869.5k 0.08% Added +1.1k +1,063
84 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 8,9919.0k $940.2k $940.2k 0.02% Added +5.2k +5,249
85 Lifeworks Advisors, LLC 0.14% of their portfolio GRAND RAPIDS, MI 8,8808.9k $928.6k $928.6k 0.14% New
86 Mullooly Asset Management, Inc. 0.35% of their portfolio WALL TOWNSHIP, NJ 7,9728.0k $833.4k $833.4k 0.35% Reduced -1.3k -1,251
87 U.S. Capital Wealth Advisors, LLC 0.02% of their portfolio AUSTIN, TX 7,9387.9k $830.1k $830.1k 0.02% Unchanged
88 Forvis Mazars Wealth Advisors, LLC 0.02% of their portfolio Springfield, MO 7,9127.9k $827.4k $827.4k 0.02% Reduced -35 -35
89 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 7,8927.9k $825.3k $825.3k 0.01% New
90 Simmons Bank 0.06% of their portfolio Pine Bluff, AR 7,7807.8k $813.6k $813.6k 0.06% Reduced -123 -123
91 FMR LLC 0.00% of their portfolio BOSTON, MA 7,3697.4k $770.6k $770.6k 0.00% Reduced -999 -999
92 Compound Planning, Inc. 0.03% of their portfolio NEW YORK, NY 7,3057.3k $763.8k $763.8k 0.03% New
93 Wealth Management Associates, Inc. 0.30% of their portfolio Cherry Hill, NJ 7,2697.3k $760.2k $760.2k 0.30% Added +418 +418
94 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 7,1287.1k $745.4k $745.4k 0.01% Added +2 +2
95 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 6,9967.0k $731.6k $731.6k 0.02% Added +1.4k +1,429
96 GARRISON POINT ADVISORS, LLC 0.33% of their portfolio Walnut Creek, CA 6,9486.9k $726.6k $726.6k 0.33% Added +100 +100
97 Gerber Kawasaki Wealth & Investment Management 0.03% of their portfolio SANTA MONICA, CA 6,8076.8k $711.9k $711.9k 0.03% Reduced -57 -57
98 Independence Bank of Kentucky 0.10% of their portfolio OWENSBORO, KY 6,6476.6k $695.1k $695.1k 0.10% Reduced -72 -72
99 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 6,6016.6k $690.2k $690.2k 0.03% New
100 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 6,5916.6k $712.3k $712.3k 0.02% Added +236 +236