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Disclosery

IDU ISHARES TR

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U.S. UTILITS ETF (fund)

270 managers (272 13F filers) reported a position in IDU shares at 2024-12-31, 6,764,513 shares in all. 25 filers opened a position and 23 filers sold out during the quarter.

Managers
270
13F filers
272
New
25
Added
87
Reduced
70
Sold out
23
Shares held by filers
6,764,513

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CWM, LLCin group CWM, LLC748$72K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.732$70.4K<0.01%013F-HRTimeline
MGB Wealth Management, LLC690$66.4K0.02%013F-HRTimeline
Laurel Wealth Advisors LLC669$64.3K0.01%013F-HRTimeline
Avion Wealth660$63K0.02%-6013F-HRTimeline
BLAIR WILLIAM & CO/IL620$59.6K<0.01%013F-HRTimeline
Arax Advisory Partners601$57.8K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors600$57.7K0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…581$55.9K0.01%+413F-HRTimeline
UMB Bank, n.a.565$54.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SOA Wealth Advisors, LLC.544$52.3K0.01%013F-HR/ATimeline
Security National Bank500$48.1K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.490$47K<0.01%013F-HRTimeline
Davis Capital Management466$44.8K0.04%013F-HRTimeline
Capital A Wealth Management, LLC458$44.1K0.07%13F-HRTimeline
Coppell Advisory Solutions LLC408$39.3K0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC400$38.5K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC396$38.1K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners381$36.6K0.01%013F-HRTimelineGroup
Hilltop National Bank366$35.2K0.01%-1013F-HRTimeline
Cherry Tree Wealth Management, LLC356$34.3K0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC325$31.3K0.01%013F-HRTimeline
Front Row Advisors LLC320$30.8K0.01%013F-HRTimeline
Westside Investment Management, Inc.310$29.8K0.01%013F-HRTimeline
WealthShield Partners, LLC306$29.4K<0.01%013F-HRTimeline
TSFG, LLC300$29K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC300$28.9K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…300$28.8K<0.01%-53013F-HRTimeline
Mendota Financial Group, LLC290$27.9K0.02%013F-HRTimeline
Creekmur Asset Management LLC260$25K0.01%013F-HRTimeline
First Horizon Advisors, Inc.222$21.4K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC214$20.6K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…200$19.9K<0.01%+20013F-HRTimeline
Synergy Investment Management, LLC207$19.9K0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC200$19.2K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC200$19.2K<0.01%013F-HRTimeline
Compass Financial Services Inc187$18K0.01%13F-HRTimeline
First Command Advisory Services, Inc.183$17.6K<0.01%013F-HRTimeline
Missouri Trust & Investment Co175$16.8K0.01%new13F-HRTimeline
Global Retirement Partners, LLC171$16.5K<0.01%013F-HRTimeline
McIlrath & Eck, LLC166$16K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC150$14.4K0.01%+5013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp150$14.4K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC142$13.7K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC140$13K<0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.134$13K0.01%013F-HRTimeline
IFP Advisors, Inc122$11.7K<0.01%013F-HRTimeline
Beacon Capital Management, LLC101$9.69K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/100$9.6K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC89$8.57K<0.01%+8113F-HRTimeline
CarsonAllaria Wealth Management, Ltd.87$8.45K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH79$7.6K<0.01%-113F-HRTimeline
VSM Wealth Advisory, LLC76$7.31K<0.01%13F-HRTimeline
Rialto Wealth Management, LLC74$7.12K<0.01%13F-HRTimeline
Jackson Hole Capital Partners, LLC62$5.96K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.60$5.77K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC57$5.57K<0.01%13F-HRTimeline
Founders Financial Alliance, LLC55$5.33K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO55$5.29K<0.01%013F-HRTimelineGroup
Winthrop Capital Management, LLC53$5K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.44$4.23K<0.01%new13F-HRTimelineGroup
Archer Investment Corp41$3.92K<0.01%+113F-HRTimeline
Bellwether Advisors, LLC29$2.79K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC25$2.4K<0.01%new13F-HRTimeline
Versant Capital Management, Inc21$2.06K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA11$1.06K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$1K<0.01%-513F-HRTimelineGroup
Avior Wealth Management, LLC100$100<0.01%013F-HRTimeline
GeoWealth Management, LLC1$86<0.01%013F-HRTimeline
Clearstead Advisors, LLC0$33<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.