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Disclosery

IDU ISHARES TR

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U.S. UTILITS ETF (fund)

264 managers (266 13F filers) reported a position in IDU shares at 2025-06-30, 6,574,894 shares in all. 36 filers opened a position and 26 filers sold out during the quarter.

Managers
264
13F filers
266
New
36
Added
90
Reduced
61
Sold out
26
Shares held by filers
6,574,894

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Choate Investment Advisors670$70.1K<0.01%new13F-HRTimeline
Avion Wealth660$69K0.02%013F-HR/ATimeline
Arax Advisory Partners601$62.8K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors600$62.7K0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…588$61.5K0.01%+413F-HRTimeline
Strategic Wealth Partners, Ltd.566$59.2K<0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.544$56.9K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL543$56.8K<0.01%013F-HRTimeline
Security National Bank500$52.3K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.490$51.3K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC400$41.8K0.02%013F-HRTimeline
CoreCap Advisors, LLC396$41.4K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC390$40.8K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.390$40.8K<0.01%+15013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC370$38.7K<0.01%013F-HRTimeline
Hilltop National Bank366$38.3K0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners360$37.6K0.01%+213F-HRTimelineGroup
Cherry Tree Wealth Management, LLC356$37.2K0.01%013F-HRTimeline
MAI Capital Management349$36.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC323$33.8K<0.01%+2713F-HRTimeline
Westside Investment Management, Inc.310$32.4K0.01%013F-HRTimeline
WealthShield Partners, LLC306$32K<0.01%013F-HRTimeline
TSFG, LLC300$31K0.01%013F-HRTimeline
Creekmur Asset Management LLC260$27.2K<0.01%013F-HRTimeline
Front Row Advisors LLC252$26.4K0.01%-6813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC236$24.7K<0.01%new13F-HR/ATimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC233$24.4K<0.01%-6713F-HRTimelineGroup
Sound Income Strategies, LLC232$24.3K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC214$22.4K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC200$20.9K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC200$20.9K<0.01%013F-HRTimeline
Compass Financial Services Inc189$19.8K0.01%+113F-HRTimeline
First Command Advisory Services, Inc.183$19.1K<0.01%013F-HRTimeline
Missouri Trust & Investment Co175$18.3K0.01%013F-HRTimeline
Global Retirement Partners, LLC171$17.9K<0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/168$17.5K<0.01%013F-HR/ATimelineGroup
McIlrath & Eck, LLC166$17.4K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC150$15.7K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp150$15.7K<0.01%013F-HRTimelineGroup
WEST PACES ADVISORS INC.144$15.1K<0.01%new13F-HRTimeline
IFP Advisors, Inc125$13.1K<0.01%-5013F-HRTimeline
Beacon Capital Management, LLC102$10.7K<0.01%+113F-HRTimeline
VSM Wealth Advisory, LLC101$10.6K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$10K<0.01%013F-HRTimeline
Blume Capital Management, Inc.90$9.41K<0.01%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.87$9.18K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…85$8.87K<0.01%-17513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH79$8.26K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC74$7.74K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC62$6.48K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC58$6.13K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC53$6K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC56$5.86K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO55$5.75K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.55$5.75K0.01%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC46$4.81K<0.01%new13F-HRTimeline
Archer Investment Corp41$4.31K<0.01%013F-HRTimeline
Bellwether Advisors, LLC29$3.03K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC25$2.61K<0.01%013F-HRTimeline
Versant Capital Management, Inc22$2.26K<0.01%+113F-HRTimeline
Brooklyn Investment Group19$1.99K<0.01%new13F-HR/ATimeline
PRIVATE TRUST CO NA11$1.15K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC0$23<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.