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Disclosery

IDU ISHARES TR

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U.S. UTILITS ETF (fund)

307 managers (309 13F filers) reported a position in IDU shares at 2025-12-31, 8,948,164 shares in all. 41 filers opened a position and 17 filers sold out during the quarter.

Managers
307
13F filers
309
New
41
Added
104
Reduced
71
Sold out
17
Shares held by filers
8,948,164

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
First Heartland Consultants, Inc.2,062$223K0.02%+2813F-HRTimeline
Caprock Group, LLC2,001$217K<0.01%013F-HRTimeline
Modera Wealth Management, LLC1,971$214K<0.01%013F-HRTimeline
Coastal Bridge Advisors, LLC1,967$213K0.02%013F-HRTimeline
IHT Wealth Management, LLC1,966$213K0.01%+10813F-HRTimeline
Discipline Wealth Solutions, LLC1,927$209K0.04%-1013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,918$208K<0.01%+613F-HRTimelineGroup
Cambridge Financial Group, LLC1,891$206K0.07%013F-HRTimeline
Sun Group Wealth Partners1,900$206K0.17%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,859$201K0.02%new13F-HRTimelineGroup
Meridian Wealth Management, LLC1,859$201K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC1,848$200K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,833$199K<0.01%+213F-HRTimelineGroup
Farther Finance Advisors, LLC1,809$196K<0.01%+20813F-HRTimeline
CX Institutional1,722$187K0.01%+15213F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT1,700$184K<0.01%-30013F-HRTimeline
CENTRAL TRUST Co1,664$180K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,643$178K0.01%+53513F-HRTimeline
Advanced Asset Management Advisors Inc1,608$174K0.05%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,475$160K0.04%013F-HRTimeline
Nova Wealth Management, Inc.1,420$154K0.11%-33113F-HRTimeline
Global Retirement Partners, LLC1,312$142K<0.01%-16513F-HRTimeline
N.E.W. Advisory Services LLC1,244$135K0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,212$131K0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC1,179$128K0.09%-1213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,132$123K<0.01%+25213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,001$108K<0.01%013F-HR/ATimelineGroup
FAS Wealth Partners, Inc.980$106K0.01%013F-HRTimeline
Milestone Investment Advisors LLC940$102K0.02%new13F-HRTimeline
Laurel Wealth Advisors LLC900$97.5K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC802$87K<0.01%-8013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC800$86.7K<0.01%013F-HRTimeline
Sterling Capital Management LLC770$83.4K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL752$81.5K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC704$76.3K<0.01%-24713F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA700$75.9K<0.01%13F-HRTimelineGroup
SHP Wealth Management700$75.9K0.01%13F-HRTimeline
MGB Wealth Management, LLC690$74.8K0.02%013F-HRTimeline
UMB Bank, n.a.675$73.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ENTRUST FINANCIAL LLC669$72.4K0.05%13F-HRTimeline
BLUELINE ADVISORS LLC656$71.1K0.06%13F-HRTimeline
Avion Wealth660$71K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors600$65K0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…595$64.4K<0.01%+413F-HRTimeline
AlphaCore Capital LLC575$62.3K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.544$58.9K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL543$58.8K<0.01%013F-HRTimeline
Security National Bank500$54.2K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.490$53K<0.01%013F-HRTimeline
Davis Capital Management466$50.5K0.03%013F-HRTimeline
IFP Advisors, Inc454$49.2K<0.01%+4913F-HRTimeline
Sound Income Strategies, LLC436$48K<0.01%+213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC400$43.3K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC390$42.3K<0.01%-10013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC370$40.1K<0.01%013F-HRTimeline
Hilltop National Bank366$39.7K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners362$39.2K0.01%+213F-HRTimelineGroup
Rice Partnership, LLC358$38.8K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC356$38.6K0.01%013F-HRTimeline
MAI Capital Management349$37.8K<0.01%013F-HRTimeline
RMG Wealth Management LLC170$37.3K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC340$36.8K<0.01%+1513F-HRTimeline
BOKF, NAin group BOKF, NA320$34.7K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC306$33.2K<0.01%013F-HRTimeline
TSFG, LLC300$33K<0.01%013F-HRTimeline
Arax Advisory Partners284$30.8K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC274$29.7K0.02%13F-HR/ATimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC233$25.2K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC220$23.8K0.01%new13F-HRTimeline
Front Row Advisors LLC218$23.6K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC214$23.2K<0.01%013F-HRTimeline
Anchor Investment Management, LLC202$21.9K<0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC200$21.7K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.200$21.7K<0.01%-11013F-HRTimeline
Compass Financial Services Inc192$20.8K0.01%+213F-HRTimeline
First Command Advisory Services, Inc.183$19.8K<0.01%013F-HRTimeline
Missouri Trust & Investment Co175$19K0.01%013F-HRTimeline
McIlrath & Eck, LLC166$18K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/165$17.8K<0.01%-6813F-HRTimelineGroup
Signature Equity Partners, LLC152$16.5K0.01%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp150$16.3K<0.01%013F-HRTimelineGroup
Commonwealth Retirement Investments LLC131$14.2K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…120$13K<0.01%13F-HRTimeline
Investors Portfolio Services LLC102$11.1K0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$11K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC101$10.9K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…100$10.8K<0.01%new13F-HRTimeline
HM PAYSON & CO90$9.75K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…85$9.19K<0.01%-11513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH79$8.56K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC74$8.02K<0.01%+3513F-HRTimeline
Rialto Wealth Management, LLC74$8.02K<0.01%013F-HRTimeline
High Point Wealth Management, LLC73$7.9K0.01%13F-HRTimeline
Jackson Hole Capital Partners, LLC62$6.72K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC59$6.42K<0.01%+113F-HRTimeline
Founders Financial Alliance, LLC57$6.14K<0.01%+113F-HRTimeline
Triumph Capital Management56$6.07K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC53$6K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO55$5.96K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.55$5.96K<0.01%013F-HRTimeline
Archer Investment Corp42$4.52K<0.01%+113F-HRTimeline
Aptus Capital Advisors, LLC25$2.71K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC23$2.49K<0.01%new13F-HRTimeline
Versant Capital Management, Inc22$2.37K<0.01%013F-HRTimeline
Reflection Asset Management16$1.71K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA11$1.19K<0.01%013F-HRTimeline
Root Financial Partners, LLC6$650<0.01%-913F-HRTimeline