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Disclosery

IDU ISHARES TR

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U.S. UTILITS ETF (fund)

301 managers (302 13F filers) reported a position in IDU shares at 2026-03-31, 8,371,521 shares in all. 33 filers opened a position and 41 filers sold out during the quarter.

Managers
301
13F filers
302
New
33
Added
96
Reduced
81
Sold out
41
Shares held by filers
8,371,521

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Helium Advisors LLC1,775$206K0.2%new13F-HRTimeline
OneDigital Investment Advisors LLC1,753$204K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,740$203K<0.01%-6913F-HRTimeline
Tyche Wealth Partners LLC1,746$203K0.03%new13F-HRTimeline
Washington Trust Bank1,729$201K0.01%-73713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Nova Wealth Management, Inc.1,671$194K0.13%+25113F-HRTimeline
CENTRAL TRUST Co1,664$193K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,649$191K0.01%+613F-HRTimeline
Advanced Asset Management Advisors Inc1,608$187K0.05%013F-HRTimeline
CX Institutional1,575$183K0.01%-14713F-HRTimeline
Forum Finance Group S.A.1,915$179K0.1%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,512$176K<0.01%-32113F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,470$171K0.04%-513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,422$165K<0.01%+29013F-HRTimelineGroup
N.E.W. Advisory Services LLC1,244$144K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,210$140K<0.01%+50613F-HRTimelineGroup
Nalls Sherbakoff Group, LLC1,179$137K0.1%013F-HRTimeline
CWM, LLCin group CWM, LLC1,152$134K<0.01%+35013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,001$116K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.980$114K0.01%013F-HRTimeline
Milestone Investment Advisors LLC940$109K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC800$93.7K<0.01%013F-HRTimeline
Advisory Services Network, LLC793$92.1K<0.01%new13F-HRTimeline
Sterling Capital Management LLC770$89.4K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL752$87.3K0.02%013F-HRTimeline
MATHER GROUP, LLC.724$84.1K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA700$81.3K<0.01%013F-HRTimelineGroup
SHP Wealth Management700$81.3K0.01%013F-HRTimeline
UMB Bank, n.a.675$78.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ENTRUST FINANCIAL LLC669$77.6K0.05%013F-HRTimeline
Avion Wealth660$76K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC651$75.6K<0.01%+26113F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors600$69.7K0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…598$69.4K0.01%+313F-HRTimeline
AlphaCore Capital LLC575$66.8K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL543$63K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC515$59.8K0.05%-14113F-HRTimeline
Security National Bank500$58.1K0.01%013F-HRTimeline
Davis Capital Management466$54.1K0.04%013F-HRTimeline
Sound Income Strategies, LLC438$51K<0.01%+213F-HRTimeline
SOA Wealth Advisors, LLC.407$47.3K0.01%-13713F-HRTimeline
IFP Advisors, Inc405$47K<0.01%-4913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC400$46.4K0.02%013F-HRTimeline
Westside Investment Management, Inc.380$44.1K0.01%+18013F-HRTimeline
Beaird Harris Wealth Management, LLC370$43K<0.01%013F-HRTimeline
Hilltop National Bank366$42.5K0.01%013F-HRTimeline
Rice Partnership, LLC358$41.6K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC356$41.3K0.01%013F-HRTimeline
MAI Capital Management349$40.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC342$39.7K<0.01%-31,25613F-HRTimeline
SIGNATUREFD, LLC342$39.7K<0.01%+213F-HRTimeline
WealthShield Partners, LLC306$35.5K<0.01%013F-HRTimeline
TSFG, LLC300$35K0.01%013F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC295$34.3K<0.01%13F-HRTimelineGroup
Strive Financial Group ,LLC274$32K0.02%013F-HRTimeline
Larson Financial Group LLC249$29K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC233$27.1K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC218$25.3K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC214$24.8K<0.01%013F-HRTimeline
Synergy Investment Management, LLC206$24K0.01%new13F-HRTimeline
Anchor Investment Management, LLC203$23.6K<0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC200$23.2K<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.183$21.2K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…175$20.3K<0.01%new13F-HRTimelineGroup
Missouri Trust & Investment Co175$20.3K0.01%013F-HRTimeline
McIlrath & Eck, LLC166$19.3K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/165$19.1K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp150$17.4K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC149$17.3K0.01%-7113F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$12K<0.01%013F-HRTimeline
Investors Portfolio Services LLC103$11.9K0.01%+113F-HRTimeline
VSM Wealth Advisory, LLC101$11.7K<0.01%013F-HRTimeline
Capital Advisor Network LLC101$11.7K0.02%13F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…100$11.7K<0.01%013F-HRTimeline
HM PAYSON & CO90$10.4K<0.01%013F-HRTimeline
Operose Advisors LLC86$9.98K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH79$9.17K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC74$8.59K<0.01%013F-HRTimeline
High Point Wealth Management, LLC73$8.51K0.01%013F-HRTimeline
Smartleaf Asset Management LLC67$7.79K<0.01%-6,63213F-HRTimeline
Merkkuri Wealth Advisors LLC64$7.44K<0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC62$7.2K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC59$6.92K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC57$6.61K<0.01%013F-HRTimeline
Triumph Capital Management56$6.5K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC55$6.39K<0.01%-1913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO55$6.39K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.55$6.39K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC53$6K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC49$5.69K<0.01%+2613F-HRTimeline
LANARK FINANCIAL, INC.43$4.99K<0.01%new13F-HRTimeline
Archer Investment Corp42$4.87K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC36$4.18K<0.01%new13F-HRTimeline
Financial Life Planners32$3.76K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC29$3.35K<0.01%-12313F-HRTimeline
Aptus Capital Advisors, LLC25$2.9K<0.01%013F-HRTimeline
Versant Capital Management, Inc22$2.55K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA11$1.28K<0.01%013F-HRTimeline
Root Financial Partners, LLC6$697<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$232<0.01%-2,62713F-HRTimelineGroup
Nemes Rush Group LLC1$116<0.01%new13F-HRTimeline