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Disclosery

IDU ISHARES TR

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U.S. UTILITS ETF (fund)

288 managers (290 13F filers) reported a position in IDU shares at 2026-06-30, 5,516,038 shares in all. 25 filers opened a position and 32 filers sold out during the quarter.

Managers
288
13F filers
290
New
25
Added
91
Reduced
75
Sold out
32
Shares held by filers
5,516,038

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
CX Institutional1,562$179K0.01%-1313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,552$178K<0.01%+13013F-HRTimelineGroup
Forum Finance Group S.A.1,915$177K0.06%013F-HRTimeline
Global Retirement Partners, LLC1,523$175K<0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,514$174K<0.01%+213F-HRTimelineGroup
Nova Wealth Management, Inc.1,480$170K0.09%-19113F-HRTimeline
Atlantic Edge Private Wealth Management…1,470$168K0.03%013F-HRTimeline
AE Wealth Management LLC1,302$149K<0.01%-67,38813F-HRTimeline
N.E.W. Advisory Services LLC1,244$143K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,179$135K0.1%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,052$121K<0.01%+5113F-HRTimelineGroup
FAS Wealth Partners, Inc.980$112K0.01%013F-HRTimeline
Milestone Investment Advisors LLC940$108K0.02%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS883$101K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC800$91.7K<0.01%013F-HRTimeline
Sterling Capital Management LLC770$88.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC760$87.1K<0.01%+41813F-HRTimeline
Strategic Investment Solutions, Inc. /IL752$86.2K0.02%013F-HRTimeline
MATHER GROUP, LLC.724$83K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC705$80.8K<0.01%-50513F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA700$80.2K<0.01%013F-HRTimelineGroup
SHP Wealth Management700$80.2K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL683$78.3K<0.01%+14013F-HRTimeline
UMB Bank, n.a.675$77.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ENTRUST FINANCIAL LLC669$76.6K0.05%013F-HRTimeline
Avion Wealth660$75K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC651$74.6K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.630$72.2K0.01%+25013F-HRTimeline
TRUST CO OF VERMONT603$69.1K<0.01%13F-HRTimeline
Capital Investment Advisory Services, L…601$68.9K<0.01%+313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors600$68.8K0.01%013F-HRTimelineGroup
AlphaCore Capital LLC575$65.9K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC515$59K0.04%013F-HRTimeline
Security National Bank500$57.3K0.01%013F-HRTimeline
Davis Capital Management466$53.4K0.03%013F-HRTimeline
IFP Advisors, Inc411$47.1K<0.01%+613F-HRTimeline
SOA Wealth Advisors, LLC.407$46.6K0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC400$45.8K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC370$42.4K<0.01%013F-HRTimeline
Hilltop National Bank366$41.9K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners366$41.9K<0.01%new13F-HRTimelineGroup
Rice Partnership, LLC358$41K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC356$40.8K0.01%013F-HRTimeline
SIGNATUREFD, LLC344$39.4K<0.01%+213F-HRTimeline
IFG Advisory, LLC338$38.8K<0.01%new13F-HRTimeline
Asset Dedication, LLC325$37.2K<0.01%new13F-HRTimeline
WealthShield Partners, LLC306$35.1K0.01%013F-HRTimeline
TSFG, LLC300$34K<0.01%013F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC295$33.8K<0.01%013F-HRTimelineGroup
Strive Financial Group ,LLC274$31.4K0.01%013F-HR/ATimeline
Larson Financial Group LLC251$28.7K<0.01%+213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC233$26.7K<0.01%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC214$24.5K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd212$24.3K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC206$23.7K0.01%013F-HRTimeline
Anchor Investment Management, LLC205$23.4K<0.01%+213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC200$22.9K<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.183$21K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/165$18.9K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC154$17.6K0.01%+12513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp150$17.2K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC149$17.1K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC145$16.6K<0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC131$15K<0.01%new13F-HRTimeline
Investors Portfolio Services LLC103$11.9K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC101$11.6K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…100$11.3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$11K<0.01%013F-HRTimeline
HM PAYSON & CO90$10.3K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH79$9.05K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC74$8.48K<0.01%013F-HRTimeline
High Point Wealth Management, LLC74$8.44K0.01%+113F-HRTimeline
Smartleaf Asset Management LLC67$7.79K<0.01%013F-HRTimeline
Front Row Advisors LLC68$7.55K<0.01%-15013F-HRTimeline
Golden State Wealth Management, LLC59$6.87K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC57$6.56K<0.01%013F-HRTimeline
Triumph Capital Management56$6.42K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO55$6.3K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC55$6.3K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.55$6.3K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC53$6K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC49$5.62K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.43$4.93K<0.01%013F-HRTimeline
Archer Investment Corp42$4.83K<0.01%013F-HR/ATimeline
Financial Life Planners33$3.73K<0.01%+113F-HRTimeline
Aptus Capital Advisors, LLC25$2.87K<0.01%013F-HRTimeline
Versant Capital Management, Inc22$2.53K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA11$1.26K<0.01%013F-HRTimeline