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Disclosery

IDU ISHARES TR

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U.S. UTILITS ETF (fund)

253 managers (254 13F filers) reported a position in IDU shares at 2025-03-31, 7,106,989 shares in all. 29 filers opened a position and 45 filers sold out during the quarter.

Managers
253
13F filers
254
New
29
Added
71
Reduced
78
Sold out
45
Shares held by filers
7,106,989

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Security National Bank500$50.7K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.490$49.8K<0.01%013F-HRTimeline
Davis Capital Management466$47.3K0.04%013F-HRTimeline
Capital A Wealth Management, LLC458$46.5K0.05%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC400$40.6K0.02%013F-HRTimeline
CoreCap Advisors, LLC396$40.2K<0.01%-38,45213F-HRTimeline
Beaird Harris Wealth Management, LLC370$37.5K<0.01%-2613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners358$36.3K0.01%-2313F-HRTimelineGroup
Cherry Tree Wealth Management, LLC356$36.1K0.01%013F-HRTimeline
MAI Capital Management349$35.4K<0.01%-1,65313F-HRTimeline
Front Row Advisors LLC320$32.5K0.01%013F-HRTimeline
Westside Investment Management, Inc.310$31.4K0.01%013F-HRTimeline
WealthShield Partners, LLC306$31K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC300$30.4K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC296$30.1K<0.01%-95513F-HRTimeline
TSFG, LLC300$30K0.01%013F-HRTimeline
Creekmur Asset Management LLC260$26.4K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…260$26.2K<0.01%-4013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC242$24.5K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.240$24.3K<0.01%+19613F-HRTimelineGroup
Provenance Wealth Advisors, LLC214$21.7K<0.01%013F-HRTimeline
Synergy Investment Management, LLC206$20.9K0.01%-113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC200$20.3K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC200$20.3K<0.01%013F-HRTimeline
Compass Financial Services Inc188$19.1K0.01%+113F-HRTimeline
First Command Advisory Services, Inc.183$18.6K<0.01%013F-HRTimeline
Missouri Trust & Investment Co175$17.7K0.01%013F-HRTimeline
IFP Advisors, Inc175$17.7K<0.01%+5313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/168$17K<0.01%+6813F-HRTimelineGroup
McIlrath & Eck, LLC166$16.8K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp150$15.2K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC142$14.4K<0.01%013F-HRTimeline
Columbia River Financial Group, LLC125$12K0.01%new13F-HRTimeline
Beacon Capital Management, LLC101$10.3K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC101$10.2K<0.01%+2513F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$10K<0.01%-3413F-HRTimeline
CarsonAllaria Wealth Management, Ltd.87$8.91K0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH79$8.01K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC74$7.51K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC62$6.29K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC58$5.91K<0.01%+113F-HR/ATimeline
Founders Financial Alliance, LLC56$5.65K<0.01%+113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO55$5.58K<0.01%013F-HRTimelineGroup
Winthrop Capital Management, LLC53$5K<0.01%013F-HRTimeline
Archer Investment Corp41$4.15K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38$3.85K<0.01%new13F-HRTimeline
Bellwether Advisors, LLC29$2.94K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC25$2.54K<0.01%013F-HRTimeline
Versant Capital Management, Inc21$2.18K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA11$1.12K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$1K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC0$35<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-20013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.