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Disclosery

IDU ISHARES TR

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U.S. UTILITS ETF (fund)

286 managers (288 13F filers) reported a position in IDU shares at 2026-06-30, 5,516,656 shares in all. 25 filers opened a position and 32 filers sold out during the quarter.

Managers
286
13F filers
288
New
25
Added
90
Reduced
75
Sold out
32
Shares held by filers
5,516,656

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Destination Wealth Management605,045$69.3M1.62%-1,20513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY580,329$66.5M<0.01%-9,27813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/531,947$61M<0.01%+11,91713F-HRTimelineGroup
LPL Financial LLC401,558$46M0.01%+32,34813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA203,313$23.3M<0.01%+53,90713F-HRTimelineGroup
Steward Partners Investment Advisory, L…173,885$19.9M0.1%-250,82813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN171,781$19.7M<0.01%-20,23013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC127,590$14.6M<0.01%-15,16313F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC107,355$12.3M0.67%+47013F-HRTimeline
Cetera Investment Advisers102,592$11.8M0.01%+34,42313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…96,376$11M0.01%+66,21413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC95,061$10.9M<0.01%-4,90113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC88,178$10.1M<0.01%-7,89113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,376$9.91M0.01%+13,51113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC85,917$9.85M0.01%-13,37713F-HRTimeline
ARRIEN INVESTMENTS, INC.70,480$8.08M4.07%+1,42413F-HRTimeline
Sovran Advisors, LLC65,724$7.58M0.56%+45,97213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC64,158$7.35M0.09%-372,18013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC58,261$6.68M<0.01%-4,03313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP54,033$6.19M0.01%-9,37413F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA52,616$6.11M0.17%+3,86813F-HRTimelineGroup
UBS Group AGin group UBS Group AG52,695$6.04M<0.01%+4313F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC52,430$6.01M2.46%-16,74113F-HRTimeline
MML INVESTORS SERVICES, LLC50,061$5.74M0.01%+6,37613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP48,299$5.64M<0.01%+3,25013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…45,058$5.16M<0.01%+83213F-HRTimelineGroup
Cambridge Investment Research Advisors,…44,649$5.12M0.01%-1,13613F-HR/ATimeline
Sanctuary Advisors, LLC35,806$4.1M0.02%-49713F-HRTimeline
Prospera Financial Services Inc34,638$3.97M0.06%+31613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32,856$3.82M<0.01%+9,16913F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC32,900$3.77M0.02%new13F-HRTimelineGroup
CROBAN32,554$3.73M1.64%+89613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd31,294$3.59M0.03%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,881$3.54M0.02%-1,50013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.28,490$3.27M0.06%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd28,079$3.22M0.04%new13F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding25,639$2.94M+3,333Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…24,128$2.77M0.03%+94713F-HRTimelineGroup
Arete Wealth Advisors, LLC23,579$2.7M0.18%-36,52113F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,025$2.64M<0.01%+1,05013F-HRTimelineGroup
Private Advisor Group, LLC22,891$2.62M0.01%-5,61813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.21,826$2.5M<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21,036$2.41M<0.01%-1,51113F-HRTimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV20,986$2.4M0.4%+613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,771$2.38M<0.01%+18,61613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP20,212$2.32M<0.01%-89213F-HR/ATimelineGroup
Wealthstar Advisors, LLC19,001$2.18M1.08%-27213F-HRTimeline
BOS Asset Management, LLC18,098$2.07M0.48%+13213F-HRTimeline
Waverly Advisors, LLC18,043$2.07M0.01%+24013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,957$2.06M<0.01%+2,56613F-HRTimelineGroup
EVERETT HARRIS & CO /CA/17,934$2.06M0.03%-10513F-HRTimeline
HARBOUR INVESTMENTS, INC.17,909$2.05M0.03%+90013F-HRTimeline
Beacon Pointe Advisors, LLC17,048$1.95M0.01%-1,93413F-HRTimeline
First Citizens Financial Corp16,786$1.92M0.8%-2013F-HRTimeline
D.A. DAVIDSON & CO.16,281$1.87M0.01%+8713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,207$1.86M0.05%+16,20513F-HRTimelineGroup
WealthCare Investment Partners, LLC15,455$1.77M0.43%+1,86413F-HRTimeline
HighTower Advisors, LLC14,216$1.63M<0.01%+23513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding13,542$1.55M+1,840Timeline
Essex LLC13,540$1.55M0.24%-32413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,427$1.55M<0.01%+1,83513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,175$1.51M<0.01%+1,54413F-HRTimelineGroup
Arax Advisory Partners13,159$1.51M0.01%+9,97713F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI12,960$1.49M0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.11,772$1.35M0.03%-1,42213F-HRTimeline
HOLDERNESS INVESTMENTS CO10,388$1.19M0.2%-2,59713F-HRTimeline
FMR LLCin group FMR LLC10,225$1.17M<0.01%+2,00113F-HRTimelineGroup
Quantinno Capital Management LP9,041$1.04M<0.01%+24713F-HRTimeline
Sigma Planning Corp8,473$971K0.02%-37113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,296$951K<0.01%-33213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources8,280$949K<0.01%013F-HRTimelineGroup
Wealth Management Associates, Inc.8,147$934K0.26%+15613F-HRTimeline
Westerkirk Capital Inc.8,065$924K0.09%+2,61413F-HRTimeline
Arkadios Wealth Advisors7,981$915K0.01%-58013F-HRTimeline
TD Waterhouse Canada Inc.8,055$911K<0.01%+4,89713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,943$910K0.02%-5413F-HRTimeline
Ridge Creek Global, Inc7,824$897K0.7%013F-HRTimeline
PKS Advisory Services, LLC7,813$895K0.14%+45513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,807$895K0.02%-1,96013F-HRTimeline
Simmons Bankin group Simmons Bank7,736$887K0.05%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS7,379$846K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC7,130$817K0.09%new13F-HRTimeline
Capital Investment Advisors, LLC7,048$808K0.01%-2013F-HRTimeline
IMC-Chicago, LLC7,000$802K0.01%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,960$798K0.02%+3913F-HRTimeline
Saxony Capital Management, LLC6,898$791K0.36%new13F-HRTimeline
HBW ADVISORY SERVICES LLC6,882$789K0.07%+54813F-HRTimeline
Mullooly Asset Management, Inc.6,871$787K0.24%+1513F-HRTimeline
Sharkey, Howes & Javer6,857$786K0.09%+813F-HRTimeline
GARRISON POINT ADVISORS, LLC6,675$765K0.31%-20813F-HRTimeline
High Net Worth Advisory Group LLC6,400$734K0.16%013F-HRTimeline
NewEdge Advisors, LLC6,383$732K<0.01%+69413F-HRTimeline
Atria Investments, Inc6,255$717K0.01%-5,15713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,220$713K<0.01%+50213F-HR/ATimeline
Independence Bank of Kentucky6,032$691K0.08%-13013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,899$676K0.01%-3513F-HRTimelineGroup
HRT FINANCIAL LP5,847$670K<0.01%-66213F-HRTimeline
Retirement Management Systems Inc.5,537$635K0.13%+17913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,494$630K<0.01%-2,62913F-HRTimelineGroup
FLOW TRADERS U.S. LLC5,398$619K0.03%new13F-HRTimeline
Mutual Advisors, LLC5,227$599K0.01%-53213F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.5,200$596K0.08%013F-HRTimeline
Merit Financial Group, LLC5,169$592K<0.01%+1,07313F-HR/ATimeline
Creative Planningin group Creative Planning5,139$589K<0.01%+43713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,131$588K<0.01%+1813F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP4,860$557K0.01%-5013F-HRTimeline
Evanson Financial, LLC4,785$548K0.03%13F-HRTimeline
WEDBUSH SECURITIES INC4,762$546K0.01%+10013F-HRTimeline
Fiduciary Alliance LLC4,731$542K0.04%+813F-HRTimeline
S&A Financial Services, Inc.4,553$522K0.32%-27213F-HRTimeline
Legacy Wealth Partners, LLC4,311$494K0.11%+1,18913F-HRTimeline
Capital Advisors, Ltd. LLC4,279$490K0.05%+1113F-HRTimeline
Empirical Asset Management, LLC4,260$488K0.11%-26213F-HRTimeline
NTV Asset Management LLC4,240$486K0.05%013F-HRTimeline
Grant Private Wealth Management Inc4,127$473K0.2%013F-HRTimeline
Quartz Partners, LLC4,114$472K0.15%-2713F-HRTimeline
HANCOCK WHITNEY CORP4,109$471K0.01%013F-HRTimeline
Madden Advisory Services, Inc.4,104$470K0.17%-613F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC4,104$470K0.28%-713F-HRTimeline
Brookwood Investment Group LLC4,079$467K0.05%-3413F-HRTimeline
Integrated Wealth Concepts LLC4,050$464K<0.01%+1,26213F-HRTimeline
Adams Wealth Management4,019$461K0.09%+29913F-HRTimeline
CacheTech Inc.4,019$461K0.07%+29913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,922$450K<0.01%-10613F-HRTimelineGroup
Virtue Capital Management, LLC3,848$441K0.06%new13F-HRTimeline
Vise Technologies, Inc.3,805$436K<0.01%new13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…3,800$436K<0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,678$428K0.02%+10213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,573$409K<0.01%-14213F-HRTimelineGroup
Lighthouse Financial LLC3,500$401K0.21%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,448$395K<0.01%+16613F-HRTimelineGroup
Weaver Consulting Group3,446$395K0.08%+1,00013F-HRTimeline
SMITH, MOORE & CO.3,416$392K0.03%-39013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,373$387K<0.01%+1,16213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,333$382K<0.01%-47813F-HRTimelineGroup
Summit Financial, LLC3,325$381K<0.01%+113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,278$376K<0.01%-19013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,256$373K<0.01%-11613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,212$368K<0.01%-3,14313F-HRTimelineGroup
Midwest Trust Co3,072$352K<0.01%+98013F-HRTimeline
Advisory Alpha, LLC3,070$352K0.01%-5013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,062$351K<0.01%013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK3,025$347K<0.01%013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,000$344K<0.01%013F-HRTimelineGroup
Carl P. Sherr & Co., LLC2,895$332K0.14%013F-HRTimeline
Simplicity Wealth,LLC2,860$328K0.01%new13F-HRTimeline
Forbes Financial Planning, Inc.2,859$328K0.18%-7213F-HRTimeline
Moors & Cabot, Inc.2,799$321K0.01%-9913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,779$319K0.01%-1,79913F-HRTimeline
Prime Capital Investment Advisors, LLC2,713$311K<0.01%-17313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,671$306K0.04%013F-HRTimeline
EP Wealth Advisors, LLC2,643$303K<0.01%-5013F-HRTimeline
Greenspring Advisors, LLC2,587$296K0.02%+3813F-HRTimeline
Field & Main Bank2,580$296K0.06%-3013F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,579$296K<0.01%013F-HRTimelineGroup
Cornerstone Management, Inc.2,559$293K0.04%013F-HRTimeline
Heritage Trust Co2,558$293K0.03%013F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA2,550$292K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.2,458$282K0.02%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth2,353$270K<0.01%+113F-HRTimelineGroup
Royal Fund Management, LLC2,345$269K0.02%-26413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,223$255K<0.01%-2,34913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC2,217$254K<0.01%-67813F-HRTimelineGroup
Allworth Financial LP2,207$253K<0.01%+213F-HRTimeline
DAVENPORT & Co LLC2,206$253K<0.01%+1013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,200$252K<0.01%013F-HRTimeline
TPG Advisors LLC2,175$249K0.14%-7013F-HRTimeline
XML Financial, LLC2,173$249K0.02%+15213F-HRTimeline
Keystone Wealth Services, LLC2,120$243K0.05%013F-HRTimeline
Valmark Advisers, Inc.2,111$242K<0.01%-16013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,100$241K<0.01%new13F-HRTimelineGroup
Gotham Asset Management, LLC2,096$240K<0.01%013F-HRTimeline
Rede Wealth, LLC2,074$238K0.08%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,057$236K<0.01%+20613F-HRTimelineGroup
First Heartland Consultants, Inc.2,051$235K0.02%-1213F-HRTimeline
Caprock Group, LLC2,028$232K<0.01%-7113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,021$232K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,001$229K<0.01%-1,27113F-HRTimeline
Beacon Financial Advisory LLC1,998$229K0.05%-2013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,976$226K<0.01%new13F-HRTimeline
Modera Wealth Management, LLC1,971$226K<0.01%013F-HRTimeline
IHT Wealth Management, LLC1,960$225K<0.01%-11213F-HRTimeline
Sun Group Wealth Partners1,944$223K0.15%013F-HRTimeline
Coastal Bridge Advisors, LLC1,936$222K0.01%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,932$221K<0.01%+613F-HRTimelineGroup
Gladstone Institutional Advisory LLC1,928$221K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,920$220K<0.01%+18013F-HRTimeline
DAVIS R M INC1,900$218K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC1,888$216K<0.01%+4013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…1,880$215K<0.01%new13F-HRTimelineGroup
Meridian Wealth Management, LLC1,872$215K0.01%+713F-HRTimeline
&PARTNERS1,858$213K<0.01%+2513F-HRTimeline
Avantax Planning Partners, Inc.1,835$210K0.01%013F-HRTimeline
SAXON INTERESTS, INC.1,823$209K0.06%new13F-HRTimeline
Helium Advisors LLC1,781$204K0.17%+613F-HRTimeline
OneDigital Investment Advisors LLC1,753$201K<0.01%013F-HRTimeline
Tyche Wealth Partners LLC1,746$200K0.03%013F-HRTimeline
CENTRAL TRUST Co1,664$191K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,655$190K0.01%+613F-HRTimeline
Advanced Asset Management Advisors Inc1,608$184K0.05%013F-HRTimeline