Vault-13

ISHARES TR IDU

U.S. UTILITS ETF · ETP · CUSIP 464287697

309 institutional holders +37 vs Q3 2025
9,756,2909.8m shares reported held*
$1.1bnreported value*
41 new 102 added 73 reduced 17 sold out net bought ≈ $202.4m (+1.9m 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 ≈ $107.95.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 224Q4 22: 238Q1 23: 220Q2 23: 217Q3 23: 204Q4 23: 217Q1 24: 207Q2 24: 238Q3 24: 259Q4 24: 273Q1 25: 255Q2 25: 266Q3 25: 272Q4 25: 309309Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025272
Q4 2025309

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 133 bought or addedQ3 25: 90 cut or sold outQ4 25: 143 bought or addedQ4 25: 90 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20246694
Q2 202411369
Q3 202412179
Q4 202411195
Q1 2025101123
Q2 202512687
Q3 202513390
Q4 202514390

Biggest buyers

HSBC HOLDINGS PLC Added +1,454,222+1.5m
GOLDMAN SACHS GROUP INC Added +110,043+110.0k
Corient Private Wealth LP Added +100,308+100.3k
LPL Financial LLC Added +50,692+50.7k
BNP PARIBAS FINANCIAL MARKETS New +50,200+50.2k
FIRST NATIONAL BANK OF OMAHA New +48,212+48.2k
Three Seasons Wealth, LLC New +39,553+39.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +39,220+39.2k
Arete Wealth Advisors, LLC New +35,509+35.5k
PINKERTON WEALTH, LLC Added +29,151+29.2k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -73,204-73.2k
True Freedom Investing, LLC Reduced -69,795-69.8k
MORGAN STANLEY Reduced -37,939-37.9k
Midwest Professional Planners, LTD. Sold out -28,162-28.2k
Prospera Financial Services Inc Reduced -25,844-25.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -22,167-22.2k
NewEdge Advisors, LLC Reduced -18,421-18.4k
CoreCap Advisors, LLC Reduced -18,343-18.3k
Wakefield Asset Management LLLP Sold out -14,682-14.7k
JPMORGAN CHASE & CO Reduced -13,634-13.6k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HSBC HOLDINGS PLC 0.04% of their portfolio LONDON, X0 1,457,2221.5m $157.9m $157.9m 0.04% Added +1.5m +1,454,222
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 916,734916.7k $99.3m $99.3m 0.01% Reduced -73.2k -73,204
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 657,781657.8k $71.3m $71.3m 0.00% Reduced -37.9k -37,939
4 Destination Wealth Management 1.73% of their portfolio Walnut Creek, CA 608,539608.5k $65.9m $65.9m 1.73% Reduced -2.2k -2,174
5 PGIM Custom Harvest LLC 0.73% of their portfolio NEWARK, NJ 454,813454.8k $49.3m $49.3m 0.73% Reduced -3.9k -3,868
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 411,813411.8k $44.6m $44.6m 0.01% Added +50.7k +50,692
7 Steward Partners Investment Advisory, LLC 0.24% of their portfolio STAMFORD, CT 404,651404.7k $43.8m $43.8m 0.24% Added +23.4k +23,361
8 PINKERTON WEALTH, LLC 4.08% of their portfolio COEUR D ALENE, ID 366,993367.0k $39.8m $39.8m 4.08% Added +29.2k +29,151
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 235,177235.2k $25.5m $25.5m 0.00% Added +6.4k +6,397
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 223,040223.0k $24.2m $24.2m 0.01% Added +9.6k +9,632
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 178,696178.7k $19.4m $19.4m 0.00% Reduced -503 -503
12 Cresset Asset Management, LLC 0.08% of their portfolio Chicago, IL 177,430177.4k $19.2m $19.2m 0.08% Added +19.0k +18,954
13 True Freedom Investing, LLC 1.20% of their portfolio COEUR D'ALENE, ID 161,938161.9k $17.5m $17.5m 1.20% Reduced -69.8k -69,795
14 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 127,535127.5k $13.8m $13.8m 0.00% Added +110.0k +110,043
15 Camarda Financial Advisors, LLC 5.04% of their portfolio FLEMING ISLAND, FL 122,102122.1k $13.2m $13.2m 5.04% Added +627 +627
16 MinichMacGregor Wealth Management, LLC 2.17% of their portfolio Saratoga Springs, NY 110,594110.6k $12.0m $12.0m 2.17% Added +4.6k +4,559
17 LBMC INVESTMENT ADVISORS, LLC 0.74% of their portfolio BRENTWOOD, TN 110,305110.3k $12.0m $12.0m 0.74% Reduced -404 -404
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 106,500106.5k $11.5m $11.5m 0.00% Added +6.2k +6,170
19 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 102,368102.4k $4.6m $4.6m 0.00% Added +100.3k +100,308
20 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 96,56696.6k $10.5m $10.5m 0.01% Reduced -22.2k -22,167
21 AE Wealth Management LLC 0.06% of their portfolio TOPEKA, KS 95,92995.9k $10.4m $10.4m 0.06% Reduced -19 -19
22 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 91,45191.5k $9.9m $9.9m 0.01% Added +357 +357
23 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 90,16790.2k $9.8m $9.8m 0.03% Added +4.4k +4,364
24 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 87,98588.0k $9.5m $9.5m 0.00% Added +18.7k +18,701
25 RPS ADVISORY SOLUTIONS LLC 4.20% of their portfolio LOUISVILLE, KY 82,09882.1k $8.9m $8.9m 4.20% Added +5.5k +5,515
26 ARRIEN INVESTMENTS, INC. 4.30% of their portfolio BOISE, ID 70,37470.4k $7.6m $7.6m 4.30% Added +573 +573
27 FORTE ASSET MANAGEMENT LLC 3.43% of their portfolio BEDFORD, NY 69,68069.7k $7.6m $7.6m 3.43% Added +721 +721
28 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 67,86267.9k $7.4m $7.4m 0.01% Reduced -1.6k -1,551
29 Summit Financial Consulting LLC 5.15% of their portfolio STERLING HEIGHTS, MI 65,47965.5k $7.1m $7.1m 5.15% Added +6.4k +6,446
30 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 61,58361.6k $6.7m $6.7m 0.01% Reduced -549 -549
31 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 50,20050.2k $5.4m $5.4m 0.00% New
32 FIRST NATIONAL BANK OF OMAHA 0.16% of their portfolio OMAHA, NE 48,21248.2k $5.3m $5.3m 0.16% New
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 48,07448.1k $5.2m $5.2m 0.00% Reduced -888 -888
34 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 47,91347.9k $5.2m $5.2m 0.01% Added +1.2k +1,185
35 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 47,65847.7k $5.2m $5.2m 0.04% Added +8.8k +8,806
36 Stratos Wealth Advisors, LLC 0.24% of their portfolio BEACHWOOD, OH 46,37746.4k $5.0m $5.0m 0.24% Reduced -165 -165
37 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 46,02846.0k $5.0m $5.0m 0.00% Added +27.1k +27,121
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 43,56843.6k $4.7m $4.7m 0.00% Added +860 +860
39 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 40,82040.8k $4.4m $4.4m 0.02% Added +8.1k +8,105
40 Three Seasons Wealth, LLC 0.41% of their portfolio SALT LAKE CITY, UT 39,55339.6k $4.3m $4.3m 0.41% New
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 39,22039.2k $4.2m $4.2m 0.01% New
42 Prospera Financial Services Inc 0.07% of their portfolio Dallas, TX 37,26237.3k $4.0m $4.0m 0.07% Reduced -25.8k -25,844
43 Arete Wealth Advisors, LLC 0.27% of their portfolio CHICAGO, IL 35,50935.5k $3.8m $3.8m 0.27% New
44 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 35,31735.3k $3.8m $3.8m 0.00% Added +12.5k +12,460
45 CoreCap Advisors, LLC 0.12% of their portfolio SOUTHFIELD, MI 31,59831.6k $3.4m $3.4m 0.12% Reduced -18.3k -18,343
46 CROBAN 1.63% of their portfolio FREMONT, OH 31,29531.3k $3.4m $3.4m 1.63% Added +536 +536
47 Lifestyle Asset Management, Inc. 1.02% of their portfolio FRIENDSWOOD, TX 28,85228.9k $3.1m $3.1m 1.02% Added +14.1k +14,145
48 J.W. COLE ADVISORS, INC. 0.07% of their portfolio TAMPA, FL 28,65528.7k $3.0m $3.0m 0.07% Added +1.1k +1,079
49 CPR Investments Inc. 2.00% of their portfolio Rochester, MI 27,53927.5k $3.0m $3.0m 2.00% Reduced -192 -192
50 Balboa Wealth Partners 0.45% of their portfolio SCOTTSDALE, AZ 25,24425.2k $2.7m $2.7m 0.45% Reduced -498 -498
51 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 24,68124.7k $2.7m $2.7m 0.00% Reduced -2.3k -2,290
52 Wealthstar Advisors, LLC 1.46% of their portfolio Plano, TX 24,66624.7k $2.7m $2.7m 1.46% Added +5.9k +5,946
53 INDEPENDENT FINANCIAL GROUP, LLC 0.06% of their portfolio SAN DIEGO, CA 24,38224.4k $2.6m $2.6m 0.06% Added +3.8k +3,783
54 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 23,36323.4k $2.5m $2.5m 0.03% Added +550 +550
55 USA FINANCIAL FORMULAS 0.46% of their portfolio ADA, MI 23,31923.3k $2.5m $2.5m 0.46% Reduced -2.5k -2,496
56 FLOW TRADERS U.S. LLC 0.08% of their portfolio NEW YORK, NY 22,68122.7k $2.5m $2.5m 0.08% New
57 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 22,06722.1k $2.4m $2.4m 0.01% Reduced -21 -21
58 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 21,56221.6k $2.3m $2.3m 0.02% New
59 ADVISORS MANAGEMENT GROUP INC /ADV 0.41% of their portfolio LA CROSSE, WI 20,76420.8k $2.2m $2.2m 0.41% Reduced -424 -424
60 BOS Asset Management, LLC 0.56% of their portfolio SPRINGFIELD, IL 19,32319.3k $2.1m $2.1m 0.56% Reduced -125 -125
61 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 19,15419.2k $2.1m $2.1m 0.00% Reduced -13.6k -13,634
62 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 18,43818.4k $2.0m $2.0m 0.00% Added +1.5k +1,503
63 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 18,11818.1k $2.0m $2.0m 0.01% Reduced -5.1k -5,091
64 EVERETT HARRIS & CO /CA/ 0.02% of their portfolio LOS ANGELES, CA 18,03918.0k $2.0m $2.0m 0.02% Reduced -175 -175
65 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 17,80017.8k $1.9m $1.9m 0.02% Reduced -1.4k -1,390
66 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 17,61117.6k $1.9m $1.9m 0.00% Added +309 +309
67 First Citizens Financial Corp 0.90% of their portfolio MASON CITY, IA 16,82616.8k $1.8m $1.8m 0.90% Reduced -1.1k -1,072
68 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 16,03016.0k $1.7m $1.7m 0.00% Reduced -147 -147
69 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 16,01216.0k $1.7m $1.7m 0.00% Added +2.7k +2,660
70 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 15,43515.4k $1.7m $1.7m 0.01% Reduced -539 -539
71 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 15,01315.0k $1.6m $1.6m 0.03% Added +1.4k +1,350
72 WealthCare Investment Partners, LLC 0.48% of their portfolio PORTSMOUTH, RI 14,90914.9k $1.6m $1.6m 0.48% Reduced -108 -108
73 Essex LLC 0.27% of their portfolio DEER PARK, IL 13,89613.9k $1.5m $1.5m 0.27% Reduced -175 -175
74 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 13,71313.7k $1.5m $1.5m 0.04% Reduced -519 -519
75 Koshinski Asset Management, Inc. 0.09% of their portfolio DECATUR, IL 13,53513.5k $1.5m $1.5m 0.09% New
76 HOLDERNESS INVESTMENTS CO 0.29% of their portfolio GREENSBORO, NC 12,98313.0k $1.4m $1.4m 0.29% Reduced -647 -647
77 Zurich Insurance Group Ltd/FI 0.01% of their portfolio ZURICH, V8 12,96013.0k $1.4m $1.4m 0.01% Unchanged
78 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 12,55312.6k $1.4m $1.4m 0.00% Added +9.6k +9,555
79 Nikulski Financial, Inc. 0.31% of their portfolio BETTENDORF, IA 11,92911.9k $1.3m $1.3m 0.31% Added +566 +566
80 Yeomans Consulting Group, Inc. 0.37% of their portfolio Marietta, GA 11,58611.6k $1.3m $1.3m 0.37% New
81 Jaffetilchin Investment Partners, LLC 0.07% of their portfolio TAMPA, FL 10,86010.9k $1.2m $1.2m 0.07% Added +45 +45
82 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 10,37310.4k $1.1m $1.1m 0.01% Reduced -2.2k -2,207
83 Clal Insurance Enterprises Holdings Ltd 0.01% of their portfolio Tel-aviv, L3 10,00010.0k $1.1m $1.1m 0.01% New
84 MLP3, LLC 1.16% of their portfolio LINWOOD, NJ 9,7709.8k $1.1m $1.1m 1.16% First filing
85 COMERICA BANK 0.00% of their portfolio DALLAS, TX 9,4329.4k $1.0m $1.0m 0.00% Added +390 +390
86 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 9,3749.4k $1.0m $1.0m 0.01% Added +752 +752
87 Kesler, Norman & Wride, LLC 0.16% of their portfolio OGDEN, UT 8,4738.5k $918.0k $918.0k 0.16% New
88 Sovran Advisors, LLC 0.08% of their portfolio SAN DIEGO, CA 8,4228.4k $932.5k $932.5k 0.08% Added +253 +253
89 Sharkey, Howes & Javer 0.11% of their portfolio DENVER, CO 8,3308.3k $902.6k $902.6k 0.11% Reduced -3.3k -3,314
90 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 8,2808.3k $897.2k $897.2k 0.00% Unchanged
91 Brendel Financial Advisors LLC 0.43% of their portfolio HANOVER, NH 8,0198.0k $868.9k $868.9k 0.43% Reduced -560 -560
92 Simmons Bank 0.06% of their portfolio Pine Bluff, AR 8,0018.0k $867.0k $867.0k 0.06% Added +225 +225
93 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 7,9848.0k $865.1k $865.1k 0.02% Added +1.5k +1,506
94 Wealth Management Associates, Inc. 0.30% of their portfolio Cherry Hill, NJ 7,9147.9k $857.6k $857.6k 0.30% Added +167 +167
95 FMR LLC 0.00% of their portfolio BOSTON, MA 7,8847.9k $854.3k $854.3k 0.00% Added +289 +289
96 Buck Wealth Strategies, LLC 0.11% of their portfolio DENVER, CO 7,8767.9k $853.4k $853.4k 0.11% New
97 U.S. Capital Wealth Advisors, LLC 0.02% of their portfolio AUSTIN, TX 7,8607.9k $851.7k $851.7k 0.02% Unchanged
98 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 7,8447.8k $850.0k $850.0k 0.01% Added +520 +520
99 Ridge Creek Global, Inc 0.71% of their portfolio STRONGSVILLE, OH 7,8247.8k $847.8k $847.8k 0.71% First filing
100 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 7,8037.8k $845.5k $845.5k 0.02% Added +395 +395