Skip to content
Disclosery

IDU ISHARES TR

Follow

U.S. UTILITS ETF (fund)

270 managers (272 13F filers) reported a position in IDU shares at 2025-09-30, 7,913,607 shares in all. 38 filers opened a position and 29 filers sold out during the quarter.

Managers
270
13F filers
272
New
38
Added
94
Reduced
62
Sold out
29
Shares held by filers
7,913,607

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Nalls Sherbakoff Group, LLC1,191$132K0.09%013F-HRTimeline
Rise Advisors, LLC1,132$126K0.05%-14213F-HRTimeline
AdvisorNet Financial, Inc1,108$123K0.01%+613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,001$111K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.980$109K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC951$106K<0.01%-4,33013F-HRTimelineGroup
CWM, LLCin group CWM, LLC882$98K<0.01%+13413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.880$97.6K<0.01%+49013F-HRTimelineGroup
Advisory Services Network, LLC823$91.3K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC800$88.7K<0.01%013F-HRTimeline
Sterling Capital Management LLC770$85.4K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL752$83.4K0.02%013F-HRTimeline
MATHER GROUP, LLC.732$81.2K<0.01%new13F-HRTimeline
Glenmede Investment Management, LP700$77.6K<0.01%013F-HRTimeline
MGB Wealth Management, LLC690$76.5K0.02%013F-HRTimeline
UMB Bank, n.a.675$74.9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Avion Wealth660$73K0.02%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors600$66.5K0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…591$65.5K0.01%+313F-HRTimeline
SOA Wealth Advisors, LLC.544$60.3K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL543$60.2K<0.01%013F-HRTimeline
Security National Bank500$55.5K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.490$54.6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC490$54.3K<0.01%+10013F-HRTimelineGroup
Davis Capital Management466$51.7K0.04%13F-HRTimeline
Sound Income Strategies, LLC434$49.6K<0.01%+20213F-HRTimeline
IFP Advisors, Inc405$44.9K<0.01%+28013F-HR/ATimeline
MATRIX PRIVATE CAPITAL GROUP LLC400$44.4K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC370$41K<0.01%013F-HRTimeline
Hilltop National Bank366$40.6K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners360$39.9K0.01%013F-HRTimelineGroup
Rice Partnership, LLC358$39.7K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC356$39.5K0.01%013F-HRTimeline
MAI Capital Management349$38.7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC325$36K<0.01%+213F-HRTimeline
BOKF, NAin group BOKF, NA320$35.5K<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.310$34.4K0.01%013F-HRTimeline
WealthShield Partners, LLC306$33.9K<0.01%013F-HRTimeline
TSFG, LLC300$33K0.01%013F-HRTimeline
Creekmur Asset Management LLC260$28.8K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC233$25.8K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/233$25.8K<0.01%+6513F-HRTimelineGroup
Front Row Advisors LLC218$24.2K0.01%-3413F-HRTimeline
Provenance Wealth Advisors, LLC214$23.7K<0.01%013F-HRTimeline
Anchor Investment Management, LLC201$22.3K<0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC200$22.2K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…200$22.1K<0.01%+11513F-HRTimeline
Compass Financial Services Inc190$21.1K0.01%+113F-HRTimeline
First Command Advisory Services, Inc.183$20.3K<0.01%013F-HRTimeline
Missouri Trust & Investment Co175$19.4K0.01%013F-HRTimeline
McIlrath & Eck, LLC166$18.4K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp150$16.6K<0.01%013F-HRTimelineGroup
Delos Wealth Advisors, LLC150$16.6K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC101$11.2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$11K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH79$8.76K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC74$8.21K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC62$6.88K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC58$6.53K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC56$6.24K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO55$6.1K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.55$6.1K0.01%013F-HR/ATimeline
Winthrop Capital Management, LLC53$6K<0.01%013F-HRTimeline
Archer Investment Corp41$4.59K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC39$4.33K<0.01%-713F-HRTimeline
Financial Life Planners32$3.55K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC25$2.77K<0.01%013F-HRTimeline
Versant Capital Management, Inc22$2.41K<0.01%013F-HRTimeline
Root Financial Partners, LLC15$1.66K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA11$1.22K<0.01%013F-HRTimeline