Vault-13

ISHARES TR IDU

U.S. UTILITS ETF · ETP · CUSIP 464287697

288 institutional holders -14 vs Q1 2026
5,555,8485.6m shares reported held*
$639.3mreported value*
25 new 92 added 74 reduced 31 sold out net sold ≈ $317.4m (-2.8m 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 ($460.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $115.06.

Trends to Q2 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: 302Q2 26: 288288Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026288

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 129 bought or addedQ1 26: 122 cut or sold outQ2 26: 117 bought or addedQ2 26: 105 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202412179
Q4 202411195
Q1 2025101123
Q2 202512687
Q3 202513390
Q4 202514390
Q1 2026129122
Q2 2026117105

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +66,214+66.2k
ROYAL BANK OF CANADA Added +53,907+53.9k
Sovran Advisors, LLC Added +45,972+46.0k
Cambridge Investment Research Advisors, Inc. Added +43,513+43.5k
Cetera Investment Advisers Added +34,423+34.4k
PRUDENTIAL PLC New +32,900+32.9k
LPL Financial LLC Added +32,348+32.3k
Quadrature Capital Ltd New +31,294+31.3k
J.W. COLE ADVISORS, INC. New +28,490+28.5k
XTX Topco Ltd New +28,079+28.1k

Biggest sellers

FIL Ltd Sold out -1,827,771-1.8m
PINKERTON WEALTH, LLC Sold out -511,682-511.7k
PGIM Custom Harvest LLC Reduced -372,180-372.2k
Steward Partners Investment Advisory, LLC Reduced -250,828-250.8k
AE Wealth Management LLC Reduced -67,388-67.4k
TWO SIGMA INVESTMENTS, LP Sold out -45,600-45.6k
Arete Wealth Advisors, LLC Reduced -36,521-36.5k
CPR Investments Inc. Sold out -26,088-26.1k
WELLS FARGO & COMPANY/MN Reduced -20,230-20.2k
FORTE ASSET MANAGEMENT LLC Reduced -16,741-16.7k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Destination Wealth Management 1.62% of their portfolio Walnut Creek, CA 605,045605.0k $69.3m $69.3m 1.62% Reduced -1.2k -1,205
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 580,329580.3k $66.5m $66.5m 0.00% Reduced -9.3k -9,278
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 531,947531.9k $61.0m $61.0m 0.00% Added +11.9k +11,917
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 401,558401.6k $46.0m $46.0m 0.01% Added +32.3k +32,348
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 203,313203.3k $23.3m $23.3m 0.00% Added +53.9k +53,907
6 Steward Partners Investment Advisory, LLC 0.10% of their portfolio STAMFORD, CT 173,885173.9k $19.9m $19.9m 0.10% Reduced -250.8k -250,828
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 171,781171.8k $19.7m $19.7m 0.00% Reduced -20.2k -20,230
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 127,590127.6k $14.6m $14.6m 0.00% Reduced -15.2k -15,163
9 LBMC INVESTMENT ADVISORS, LLC 0.67% of their portfolio BRENTWOOD, TN 107,355107.4k $12.3m $12.3m 0.67% Added +470 +470
10 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 102,592102.6k $11.8m $11.8m 0.01% Added +34.4k +34,423
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 96,37696.4k $11.0m $11.0m 0.01% Added +66.2k +66,214
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 95,06195.1k $10.9m $10.9m 0.00% Reduced -4.9k -4,901
13 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 89,29889.3k $10.2m $10.2m 0.01% Added +43.5k +43,513
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 88,17888.2k $10.1m $10.1m 0.00% Reduced -7.9k -7,891
15 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 86,37686.4k $9.9m $9.9m 0.01% Added +13.5k +13,511
16 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 85,91785.9k $9.8m $9.8m 0.01% Reduced -13.4k -13,377
17 ARRIEN INVESTMENTS, INC. 4.07% of their portfolio BOISE, ID 70,48070.5k $8.1m $8.1m 4.07% Added +1.4k +1,424
18 Sovran Advisors, LLC 0.56% of their portfolio SAN DIEGO, CA 65,72465.7k $7.6m $7.6m 0.56% Added +46.0k +45,972
19 PGIM Custom Harvest LLC 0.09% of their portfolio NEWARK, NJ 64,15864.2k $7.4m $7.4m 0.09% Reduced -372.2k -372,180
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 58,26158.3k $6.7m $6.7m 0.00% Reduced -4.0k -4,033
21 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 54,03354.0k $6.2m $6.2m 0.01% Reduced -9.4k -9,374
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 52,69552.7k $6.0m $6.0m 0.00% Added +43 +43
23 FIRST NATIONAL BANK OF OMAHA 0.17% of their portfolio OMAHA, NE 52,61652.6k $6.1m $6.1m 0.17% Added +3.9k +3,868
24 FORTE ASSET MANAGEMENT LLC 2.46% of their portfolio BEDFORD, NY 52,43052.4k $6.0m $6.0m 2.46% Reduced -16.7k -16,741
25 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 50,06150.1k $5.7m $5.7m 0.01% Added +6.4k +6,376
26 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 48,29948.3k $5.6m $5.6m 0.00% Added +3.2k +3,250
27 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 45,05845.1k $5.2m $5.2m 0.00% Added +832 +832
28 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 35,80635.8k $4.1m $4.1m 0.02% Reduced -497 -497
29 Prospera Financial Services Inc 0.06% of their portfolio Dallas, TX 34,63834.6k $4.0m $4.0m 0.06% Added +316 +316
30 PRUDENTIAL PLC 0.03% of their portfolio LONDON, X0 32,90032.9k $3.8m $3.8m 0.03% New
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 32,85632.9k $3.8m $3.8m 0.00% Added +9.2k +9,169
32 CROBAN 1.64% of their portfolio FREMONT, OH 32,55432.6k $3.7m $3.7m 1.64% Added +896 +896
33 Quadrature Capital Ltd 0.03% of their portfolio LONDON, X0 31,29431.3k $3.6m $3.6m 0.03% New
34 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 30,88130.9k $3.5m $3.5m 0.02% Reduced -1.5k -1,500
35 J.W. COLE ADVISORS, INC. 0.06% of their portfolio TAMPA, FL 28,49028.5k $3.3m $3.3m 0.06% New
36 XTX Topco Ltd 0.04% of their portfolio LONDON, X0 28,07928.1k $3.2m $3.2m 0.04% New
37 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 24,12824.1k $2.8m $2.8m 0.03% Added +947 +947
38 Arete Wealth Advisors, LLC 0.18% of their portfolio CHICAGO, IL 23,57923.6k $2.7m $2.7m 0.18% Reduced -36.5k -36,521
39 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 23,02523.0k $2.6m $2.6m 0.00% Added +1.1k +1,050
40 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 22,89122.9k $2.6m $2.6m 0.01% Reduced -5.6k -5,618
41 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 21,82621.8k $2.5m $2.5m 0.00% New
42 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 21,03621.0k $2.4m $2.4m 0.00% Reduced -1.5k -1,511
43 ADVISORS MANAGEMENT GROUP INC /ADV 0.40% of their portfolio LA CROSSE, WI 20,98621.0k $2.4m $2.4m 0.40% Added +6 +6
44 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,77120.8k $2.4m $2.4m 0.00% Added +18.6k +18,616
45 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 20,21220.2k $2.3m $2.3m 0.00% Reduced -892 -892
46 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 19,64519.6k $2.3m $2.3m 0.01% Reduced -2.6k -2,605
47 Wealthstar Advisors, LLC 1.08% of their portfolio Plano, TX 19,00119.0k $2.2m $2.2m 1.08% Reduced -272 -272
48 BOS Asset Management, LLC 0.48% of their portfolio SPRINGFIELD, IL 18,09818.1k $2.1m $2.1m 0.48% Added +132 +132
49 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 18,04318.0k $2.1m $2.1m 0.01% Added +240 +240
50 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 17,95718.0k $2.1m $2.1m 0.00% Added +2.6k +2,566
51 EVERETT HARRIS & CO /CA/ 0.03% of their portfolio LOS ANGELES, CA 17,93417.9k $2.1m $2.1m 0.03% Reduced -105 -105
52 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 17,90917.9k $2.1m $2.1m 0.03% Added +900 +900
53 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 17,04817.0k $2.0m $2.0m 0.01% Reduced -1.9k -1,934
54 First Citizens Financial Corp 0.80% of their portfolio MASON CITY, IA 16,78616.8k $1.9m $1.9m 0.80% Reduced -20 -20
55 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 16,28116.3k $1.9m $1.9m 0.01% Added +87 +87
56 Tower Research Capital LLC (TRC) 0.05% of their portfolio NEW YORK, NY 16,20716.2k $1.9m $1.9m 0.05% Added +16.2k +16,205
57 WealthCare Investment Partners, LLC 0.43% of their portfolio PORTSMOUTH, RI 15,45515.5k $1.8m $1.8m 0.43% Added +1.9k +1,864
58 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 14,21614.2k $1.6m $1.6m 0.00% Added +235 +235
59 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 13,80913.8k $1.6m $1.6m 0.00% Added +3.1k +3,052
60 Essex LLC 0.24% of their portfolio DEER PARK, IL 13,54013.5k $1.6m $1.6m 0.24% Reduced -324 -324
61 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,42713.4k $1.5m $1.5m 0.00% Added +1.8k +1,835
62 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 13,17513.2k $1.5m $1.5m 0.00% Added +1.5k +1,544
63 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 13,15913.2k $1.5m $1.5m 0.01% Added +10.0k +9,977
64 Zurich Insurance Group Ltd/FI 0.01% of their portfolio ZURICH, V8 12,96013.0k $1.5m $1.5m 0.01% Unchanged
65 Fifth Third Securities, Inc. 0.08% of their portfolio Cincinnati, OH 11,83011.8k $1.4m $1.4m 0.08% Added +281 +281
66 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 11,79611.8k $1.4m $1.4m 0.01% Added +94 +94
67 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 11,77211.8k $1.3m $1.3m 0.03% Reduced -1.4k -1,422
68 HOLDERNESS INVESTMENTS CO 0.20% of their portfolio GREENSBORO, NC 10,38810.4k $1.2m $1.2m 0.20% Reduced -2.6k -2,597
69 FMR LLC 0.00% of their portfolio BOSTON, MA 10,22510.2k $1.2m $1.2m 0.00% Added +2.0k +2,001
70 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 9,0419.0k $1.0m $1.0m 0.00% Added +247 +247
71 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 8,4738.5k $971.1k $971.1k 0.02% Reduced -371 -371
72 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 8,2968.3k $950.8k $950.8k 0.00% Reduced -332 -332
73 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 8,2808.3k $949.0k $949.0k 0.00% Unchanged
74 Wealth Management Associates, Inc. 0.26% of their portfolio Cherry Hill, NJ 8,1478.1k $933.7k $933.7k 0.26% Added +156 +156
75 Westerkirk Capital Inc. 0.09% of their portfolio VICTORIA, A1 8,0658.1k $924.3k $924.3k 0.09% Added +2.6k +2,614
76 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 8,0558.1k $911.3k $911.3k 0.00% Added +4.9k +4,897
77 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 7,9818.0k $914.7k $914.7k 0.01% Reduced -580 -580
78 Forvis Mazars Wealth Advisors, LLC 0.02% of their portfolio Springfield, MO 7,9437.9k $910.3k $910.3k 0.02% Reduced -54 -54
79 Ridge Creek Global, Inc 0.70% of their portfolio STRONGSVILLE, OH 7,8247.8k $896.7k $896.7k 0.70% Unchanged
80 PKS Advisory Services, LLC 0.14% of their portfolio ALBANY, NY 7,8137.8k $895.4k $895.4k 0.14% Added +455 +455
81 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 7,8077.8k $894.7k $894.7k 0.02% Reduced -2.0k -1,960
82 Simmons Bank 0.05% of their portfolio Pine Bluff, AR 7,7367.7k $886.6k $886.6k 0.05% Unchanged
83 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,3797.4k $845.8k $845.8k 0.00% Unchanged
84 Buck Wealth Strategies, LLC 0.09% of their portfolio DENVER, CO 7,1307.1k $817.2k $817.2k 0.09% New
85 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 7,0487.0k $807.8k $807.8k 0.01% Reduced -20 -20
86 IMC-Chicago, LLC 0.01% of their portfolio CHICAGO, IL 7,0007.0k $802.3k $802.3k 0.01% Unchanged
87 Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio SANTA MONICA, CA 6,9607.0k $797.7k $797.7k 0.02% Added +39 +39
88 Saxony Capital Management, LLC 0.36% of their portfolio ST. LOUIS, MO 6,8986.9k $790.6k $790.6k 0.36% New
89 HBW ADVISORY SERVICES LLC 0.07% of their portfolio SIMI VALLEY, CA 6,8826.9k $788.7k $788.7k 0.07% Added +548 +548
90 Mullooly Asset Management, Inc. 0.24% of their portfolio WALL TOWNSHIP, NJ 6,8716.9k $787.4k $787.4k 0.24% Added +15 +15
91 Sharkey, Howes & Javer 0.09% of their portfolio DENVER, CO 6,8576.9k $785.9k $785.9k 0.09% Added +8 +8
92 GARRISON POINT ADVISORS, LLC 0.31% of their portfolio Walnut Creek, CA 6,6756.7k $765.0k $765.0k 0.31% Reduced -208 -208
93 High Net Worth Advisory Group LLC 0.16% of their portfolio NAPLES, FL 6,4006.4k $733.5k $733.5k 0.16% Unchanged
94 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,3836.4k $731.5k $731.5k 0.00% Added +694 +694
95 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 6,2556.3k $716.9k $716.9k 0.01% Reduced -5.2k -5,157
96 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 6,2206.2k $712.8k $712.8k 0.00% Added +502 +502
97 Independence Bank of Kentucky 0.08% of their portfolio OWENSBORO, KY 6,0326.0k $691.3k $691.3k 0.08% Reduced -130 -130
98 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 5,8995.9k $676.1k $676.1k 0.01% Reduced -35 -35
99 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 5,8475.8k $670.0k $670.0k 0.00% Reduced -662 -662
100 Retirement Management Systems Inc. 0.13% of their portfolio STEVENSVILLE, MD 5,5375.5k $634.7k $634.7k 0.13% Added +179 +179