Vault-13

ISHARES TR IDU

U.S. UTILITS ETF · ETP · CUSIP 464287697

302 institutional holders -7 vs Q4 2025
8,366,1308.4m shares reported held*
$969.8mreported value*
33 new 96 added 81 reduced 41 sold out net sold ≈ $152.5m (-1.4m 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 ($431.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $115.92.

Trends to Q1 2026

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: 309Q1 26: 302302Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026302

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 113 bought or addedQ2 24: 69 cut or sold outQ3 24: 121 bought or addedQ3 24: 79 cut or sold outQ3 24Q4 24: 111 bought or addedQ4 24: 95 cut or sold outQ1 25: 101 bought or addedQ1 25: 123 cut or sold outQ1 25Q2 25: 126 bought or addedQ2 25: 87 cut or sold outQ3 25: 133 bought or addedQ3 25: 90 cut or sold outQ3 25Q4 25: 143 bought or addedQ4 25: 90 cut or sold outQ1 26: 129 bought or addedQ1 26: 122 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202411369
Q3 202412179
Q4 202411195
Q1 2025101123
Q2 202512687
Q3 202513390
Q4 202514390
Q1 2026129122

Biggest buyers

FIL Ltd New +1,827,771+1.8m
PINKERTON WEALTH, LLC Added +144,689+144.7k
TWO SIGMA INVESTMENTS, LP New +45,600+45.6k
Arete Wealth Advisors, LLC Added +24,591+24.6k
Steward Partners Investment Advisory, LLC Added +20,062+20.1k
Sanctuary Advisors, LLC Added +18,185+18.2k
Independent Advisor Alliance New +11,522+11.5k
Sovran Advisors, LLC Added +11,330+11.3k
FIFTH THIRD BANCORP Added +10,673+10.7k
JONES FINANCIAL COMPANIES LLLP Added +9,732+9.7k

Biggest sellers

HSBC HOLDINGS PLC Reduced -1,454,222-1.5m
BANK OF AMERICA CORP /DE/ Reduced -396,704-396.7k
Cresset Asset Management, LLC Sold out -177,430-177.4k
True Freedom Investing, LLC Sold out -161,938-161.9k
Camarda Financial Advisors, LLC Sold out -122,102-122.1k
MinichMacGregor Wealth Management, LLC Sold out -110,594-110.6k
RPS ADVISORY SOLUTIONS LLC Sold out -82,098-82.1k
Corient Private Wealth LP Reduced -81,264-81.3k
RAYMOND JAMES FINANCIAL INC Reduced -80,287-80.3k
MORGAN STANLEY Reduced -68,174-68.2k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FIL Ltd 0.16% of their portfolio HAMILTON, D0 1,827,7711.8m $212.2m $212.2m 0.16% New
2 Destination Wealth Management 1.83% of their portfolio Walnut Creek, CA 606,250606.2k $70.4m $70.4m 1.83% Reduced -2.3k -2,289
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 589,607589.6k $68.5m $68.5m 0.00% Reduced -68.2k -68,174
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 520,030520.0k $60.4m $60.4m 0.00% Reduced -396.7k -396,704
5 PINKERTON WEALTH, LLC 5.04% of their portfolio COEUR D ALENE, ID 511,682511.7k $55.4m $55.4m 5.04% Added +144.7k +144,689
6 PGIM Custom Harvest LLC 0.79% of their portfolio NEWARK, NJ 436,338436.3k $50.7m $50.7m 0.79% Reduced -18.5k -18,475
7 Steward Partners Investment Advisory, LLC 0.25% of their portfolio STAMFORD, CT 424,713424.7k $49.3m $49.3m 0.25% Added +20.1k +20,062
8 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 369,210369.2k $42.9m $42.9m 0.01% Reduced -42.6k -42,603
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 192,011192.0k $22.3m $22.3m 0.00% Reduced -43.2k -43,166
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 149,406149.4k $17.3m $17.3m 0.00% Reduced -29.3k -29,290
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 142,753142.8k $16.6m $16.6m 0.01% Reduced -80.3k -80,287
12 LBMC INVESTMENT ADVISORS, LLC 0.76% of their portfolio BRENTWOOD, TN 106,885106.9k $12.4m $12.4m 0.76% Reduced -3.4k -3,420
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 99,962100.0k $11.6m $11.6m 0.00% Reduced -6.5k -6,538
14 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 99,29499.3k $11.5m $11.5m 0.02% Added +2.7k +2,728
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 96,06996.1k $11.2m $11.2m 0.00% Added +8.1k +8,084
16 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 72,86572.9k $8.5m $8.5m 0.01% Reduced -18.6k -18,586
17 FORTE ASSET MANAGEMENT LLC 3.52% of their portfolio BEDFORD, NY 69,17169.2k $8.0m $8.0m 3.52% Reduced -509 -509
18 ARRIEN INVESTMENTS, INC. 4.35% of their portfolio BOISE, ID 69,05669.1k $8.0m $8.0m 4.35% Reduced -1.3k -1,318
19 AE Wealth Management LLC 0.04% of their portfolio TOPEKA, KS 68,69068.7k $8.0m $8.0m 0.04% Reduced -27.2k -27,239
20 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 68,16968.2k $7.9m $7.9m 0.01% Added +6.6k +6,586
21 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 63,40763.4k $7.4m $7.4m 0.01% Reduced -4.5k -4,455
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 62,29462.3k $7.2m $7.2m 0.00% Reduced -65.2k -65,241
23 Arete Wealth Advisors, LLC 0.52% of their portfolio CHICAGO, IL 60,10060.1k $7.0m $7.0m 0.52% Added +24.6k +24,591
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 52,65252.7k $6.1m $6.1m 0.00% Added +4.6k +4,578
25 FIRST NATIONAL BANK OF OMAHA 0.17% of their portfolio OMAHA, NE 48,74848.7k $5.7m $5.7m 0.17% Added +536 +536
26 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 45,78545.8k $5.3m $5.3m 0.01% Reduced -44.4k -44,382
27 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 45,60045.6k $5.3m $5.3m 0.00% New
28 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 45,04945.0k $5.2m $5.2m 0.00% Added +9.7k +9,732
29 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 44,22644.2k $5.1m $5.1m 0.00% Added +658 +658
30 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 43,68543.7k $5.1m $5.1m 0.01% Reduced -4.2k -4,228
31 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 36,30336.3k $4.2m $4.2m 0.02% Added +18.2k +18,185
32 Prospera Financial Services Inc 0.06% of their portfolio Dallas, TX 34,32234.3k $4.0m $4.0m 0.06% Reduced -2.9k -2,940
33 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 32,38132.4k $3.5m $3.5m 0.02% Reduced -15.3k -15,277
34 CROBAN 1.73% of their portfolio FREMONT, OH 31,65831.7k $3.7m $3.7m 1.73% Added +363 +363
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 30,16230.2k $3.5m $3.5m 0.00% Reduced -9.1k -9,058
36 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 28,50928.5k $3.3m $3.3m 0.02% Reduced -12.3k -12,311
37 CPR Investments Inc. 2.02% of their portfolio Rochester, MI 26,08826.1k $3.0m $3.0m 2.02% Reduced -1.5k -1,451
38 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 23,68723.7k $2.8m $2.8m 0.00% Added +4.5k +4,533
39 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 23,18123.2k $2.7m $2.7m 0.03% Reduced -182 -182
40 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 22,54722.5k $2.6m $2.6m 0.00% Reduced -2.1k -2,134
41 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 22,25022.2k $2.6m $2.6m 0.01% Added +183 +183
42 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 21,97522.0k $2.6m $2.6m 0.00% Added +3.5k +3,537
43 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 21,10421.1k $2.4m $2.4m 0.00% Reduced -81.3k -81,264
44 ADVISORS MANAGEMENT GROUP INC /ADV 0.44% of their portfolio LA CROSSE, WI 20,98021.0k $2.4m $2.4m 0.44% Added +216 +216
45 Sovran Advisors, LLC 0.18% of their portfolio SAN DIEGO, CA 19,75219.8k $2.3m $2.3m 0.18% Added +11.3k +11,330
46 Wealthstar Advisors, LLC 1.33% of their portfolio Plano, TX 19,27319.3k $2.2m $2.2m 1.33% Reduced -5.4k -5,393
47 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 18,98219.0k $2.2m $2.2m 0.01% Reduced -2.6k -2,580
48 EVERETT HARRIS & CO /CA/ 0.03% of their portfolio LOS ANGELES, CA 18,03918.0k $2.1m $2.1m 0.03% Unchanged
49 BOS Asset Management, LLC 0.53% of their portfolio SPRINGFIELD, IL 17,96618.0k $2.1m $2.1m 0.53% Reduced -1.4k -1,357
50 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 17,80317.8k $2.1m $2.1m 0.02% Added +3 +3
51 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 17,00917.0k $2.0m $2.0m 0.03% Added +2.0k +1,996
52 First Citizens Financial Corp 0.92% of their portfolio MASON CITY, IA 16,80616.8k $2.0m $2.0m 0.92% Reduced -20 -20
53 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 16,19416.2k $1.9m $1.9m 0.01% Added +759 +759
54 Sunbelt Securities, Inc. 0.11% of their portfolio HOUSTON, TX 15,52115.5k $1.8m $1.8m 0.11% Added +8.1k +8,126
55 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 15,39115.4k $1.8m $1.8m 0.00% Reduced -2.2k -2,220
56 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 13,98114.0k $1.6m $1.6m 0.00% Reduced -2.0k -2,049
57 Essex LLC 0.28% of their portfolio DEER PARK, IL 13,86413.9k $1.6m $1.6m 0.28% Reduced -32 -32
58 WealthCare Investment Partners, LLC 0.43% of their portfolio PORTSMOUTH, RI 13,59113.6k $1.6m $1.6m 0.43% Reduced -1.3k -1,318
59 Koshinski Asset Management, Inc. 0.10% of their portfolio DECATUR, IL 13,53513.5k $1.6m $1.6m 0.10% Unchanged
60 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 13,19413.2k $1.5m $1.5m 0.04% Reduced -519 -519
61 HOLDERNESS INVESTMENTS CO 0.30% of their portfolio GREENSBORO, NC 12,98513.0k $1.5m $1.5m 0.30% Added +2 +2
62 Zurich Insurance Group Ltd/FI 0.01% of their portfolio ZURICH, V8 12,96013.0k $1.5m $1.5m 0.01% Unchanged
63 Nikulski Financial, Inc. 0.34% of their portfolio BETTENDORF, IA 11,93211.9k $1.4m $1.4m 0.34% Added +3 +3
64 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 11,70211.7k $1.4m $1.4m 0.02% Added +1.3k +1,329
65 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 11,63111.6k $1.4m $1.4m 0.00% Reduced -922 -922
66 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,59211.6k $1.4m $1.4m 0.00% Reduced -4.4k -4,420
67 Fifth Third Securities, Inc. 0.09% of their portfolio Cincinnati, OH 11,54911.5k $1.3m $1.3m 0.09% Added +8.7k +8,715
68 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 11,52211.5k $1.3m $1.3m 0.01% New
69 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 11,41211.4k $1.3m $1.3m 0.01% Added +2.0k +2,038
70 Jaffetilchin Investment Partners, LLC 0.08% of their portfolio TAMPA, FL 10,86110.9k $1.3m $1.3m 0.08% Added +1 +1
71 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 10,75710.8k $1.2m $1.2m 0.00% Added +10.7k +10,673
72 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 9,7679.8k $1.1m $1.1m 0.03% Reduced -14.6k -14,615
73 MLP3, LLC 1.19% of their portfolio LINWOOD, NJ 9,2689.3k $1.1m $1.1m 1.19% Reduced -502 -502
74 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 8,8448.8k $1.0m $1.0m 0.03% Added +860 +860
75 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 8,7948.8k $1.0m $1.0m 0.00% Added +1.4k +1,438
76 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 8,6288.6k $1.0m $1.0m 0.00% Added +832 +832
77 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 8,5618.6k $994.1k $994.1k 0.02% Added +758 +758
78 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 8,2808.3k $961.4k $961.4k 0.00% Unchanged
79 FMR LLC 0.00% of their portfolio BOSTON, MA 8,2248.2k $954.9k $954.9k 0.00% Added +340 +340
80 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 8,1238.1k $943.1k $943.1k 0.00% Added +1.4k +1,355
81 Forvis Mazars Wealth Advisors, LLC 0.02% of their portfolio Springfield, MO 7,9978.0k $928.5k $928.5k 0.02% Added +201 +201
82 Wealth Management Associates, Inc. 0.32% of their portfolio Cherry Hill, NJ 7,9918.0k $927.8k $927.8k 0.32% Added +77 +77
83 Ridge Creek Global, Inc 0.77% of their portfolio STRONGSVILLE, OH 7,8247.8k $908.4k $908.4k 0.77% Unchanged
84 Simmons Bank 0.06% of their portfolio Pine Bluff, AR 7,7367.7k $898.2k $898.2k 0.06% Reduced -265 -265
85 U.S. Capital Wealth Advisors, LLC 0.02% of their portfolio AUSTIN, TX 7,6147.6k $884.1k $884.1k 0.02% Reduced -246 -246
86 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,3797.4k $856.8k $856.8k 0.00% Added +1.0k +1,018
87 PKS Advisory Services, LLC 0.20% of their portfolio ALBANY, NY 7,3587.4k $854.3k $854.3k 0.20% Added +159 +159
88 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 7,0687.1k $820.7k $820.7k 0.01% Reduced -20 -20
89 IMC-Chicago, LLC 0.01% of their portfolio CHICAGO, IL 7,0007.0k $812.8k $812.8k 0.01% New
90 KKM Financial LLC 0.13% of their portfolio CHICAGO, IL 6,9657.0k $754.7k $754.7k 0.13% Unchanged
91 Gerber Kawasaki Wealth & Investment Management 0.03% of their portfolio SANTA MONICA, CA 6,9216.9k $803.7k $803.7k 0.03% Added +36 +36
92 GARRISON POINT ADVISORS, LLC 0.36% of their portfolio Walnut Creek, CA 6,8836.9k $799.2k $799.2k 0.36% Reduced -35 -35
93 Mullooly Asset Management, Inc. 0.29% of their portfolio WALL TOWNSHIP, NJ 6,8566.9k $795.8k $795.8k 0.29% Added +16 +16
94 Sharkey, Howes & Javer 0.11% of their portfolio DENVER, CO 6,8496.8k $795.2k $795.2k 0.11% Reduced -1.5k -1,481
95 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 6,5096.5k $755.0k $755.0k 0.00% New
96 High Net Worth Advisory Group LLC 0.17% of their portfolio NAPLES, FL 6,4006.4k $743.1k $743.1k 0.17% Unchanged
97 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 6,3556.4k $737.9k $737.9k 0.00% Added +167 +167
98 HBW ADVISORY SERVICES LLC 0.08% of their portfolio SIMI VALLEY, CA 6,3346.3k $735.4k $735.4k 0.08% Added +354 +354
99 Independence Bank of Kentucky 0.09% of their portfolio OWENSBORO, KY 6,1626.2k $715.5k $715.5k 0.09% Reduced -120 -120
100 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 5,9345.9k $689.0k $689.0k 0.01% Added +14 +14