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Disclosery

IDU ISHARES TR

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U.S. UTILITS ETF (fund)

270 managers (272 13F filers) reported a position in IDU shares at 2024-12-31, 6,764,513 shares in all. 25 filers opened a position and 23 filers sold out during the quarter.

Managers
270
13F filers
272
New
25
Added
87
Reduced
70
Sold out
23
Shares held by filers
6,764,513

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Destination Wealth Management621,603$59.8M1.87%-14,96413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY570,514$54.9M<0.01%-11,60713F-HR/ATimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC458,665$44.1M0.86%+1,65113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/401,626$38.6M<0.01%-9,21913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA247,285$23.8M0.01%+32,22213F-HRTimelineGroup
Bensler, LLC243,010$23.4M2.78%+17,15113F-HRTimeline
LPL Financial LLC241,859$23.3M0.01%-34,26513F-HRTimeline
True Freedom Investing, LLC225,289$21.7M9.41%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC188,574$18.1M0.01%13F-HR/ATimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC126,126$12.1M0.28%-5,99713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC125,357$12.1M0.02%+1,04713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC113,636$10.9M0.86%-2,39413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN113,414$10.9M<0.01%-29,54413F-HRTimelineGroup
AE Wealth Management LLC109,729$10.6M0.09%-3,29313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding107,428$10.3M+7,083Timeline
PINKERTON WEALTH, LLC105,167$10.1M1.47%+10,14613F-HRTimeline
TOWNSQUARE CAPITAL LLC93,179$8.96M0.1%+5,56913F-HRTimeline
NORDEN GROUP LLC92,732$8.92M1.01%+5,19413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC91,430$8.8M<0.01%+37,98713F-HRTimelineGroup
Cambridge Investment Research Advisors,…86,838$8.36M0.03%-2,89013F-HRTimeline
Moloney Securities Asset Management, LLC84,082$8.09M1.09%+68813F-HRTimeline
ARRIEN INVESTMENTS, INC.71,552$7.17M5.11%-2,10913F-HRTimeline
Second Half Financial Partners, LLC73,280$7.05M3.44%+10,56913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC71,595$6.89M<0.01%+22,05213F-HRTimelineGroup
Three Seasons Wealth, LLC68,510$6.59M3.21%+8,91013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp66,235$6.37M<0.01%+24913F-HRTimelineGroup
Cetera Investment Advisers64,802$6.23M0.01%+35,75113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,464$6.11M0.01%+8,47913F-HR/ATimelineGroup
COUNTRY CLUB BANK60,365$5.81M0.39%-2,91213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC60,147$5.79M0.19%+1,12413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP56,700$5.46M0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP53,890$5.18M0.01%-3,55513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management51,014$4.91M0.07%-20013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,212$4.83M0.13%+3,55613F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC46,641$4.49M2.79%+6,36313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding45,701$4.4M+8,337Timeline
Sharp Wealth Advisory, LLC45,639$4.39M3.33%+1,05613F-HRTimeline
UBS Group AGin group UBS Group AG44,252$4.26M<0.01%+90513F-HRTimelineGroup
CoreCap Advisors, LLC38,848$3.74M0.17%+7,16813F-HRTimeline
MML INVESTORS SERVICES, LLC37,343$3.59M0.01%+1,88313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,410$3.02M<0.01%+28,16513F-HRTimelineGroup
CROBAN30,815$2.96M2.91%13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.28,457$2.74M<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC27,682$2.66M0.01%+4,69413F-HRTimeline
Midwest Professional Planners, LTD.26,495$2.55M0.76%-57113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,108$2.51M<0.01%-50213F-HRTimelineGroup
CPR Investments Inc.24,663$2.37M2.14%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,323$2.24M<0.01%+2,37713F-HRTimelineGroup
Balboa Wealth Partners23,266$2.24M0.51%-7,16113F-HRTimeline
Family Firm, Inc.22,783$2.19M0.49%-17413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,118$2.13M<0.01%-2,01313F-HRTimelineGroup
Prospera Financial Services Inc22,024$2.12M0.05%+3013F-HRTimeline
NewEdge Advisors, LLC20,998$2.02M0.01%+13713F-HRTimeline
First Citizens Financial Corp20,398$1.96M1.07%-17313F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV20,375$1.96M0.46%+1,35313F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…19,974$1.92M0.65%+3413F-HRTimelineGroup
BOS Asset Management, LLC19,447$1.87M0.67%-1913F-HRTimeline
Waverly Advisors, LLC19,001$1.83M0.03%+1313F-HRTimeline
EVERETT HARRIS & CO /CA/18,870$1.82M0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,266$1.76M<0.01%+3,79413F-HRTimelineGroup
Wealthstar Advisors, LLC17,302$1.66M0.72%13F-HRTimeline
D.A. DAVIDSON & CO.17,298$1.66M0.01%-1,03813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…16,836$1.62M0.02%+2,21113F-HRTimelineGroup
HighTower Advisors, LLC15,919$1.53M<0.01%+5,25913F-HRTimeline
Essex LLC15,870$1.53M0.32%-70513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,489$1.49M<0.01%+5,48413F-HRTimelineGroup
Clear Creek Financial Management, LLC15,437$1.49M0.16%+3,44313F-HRTimeline
GREAT LAKES ADVISORS, LLC15,328$1.47M0.01%-71313F-HRTimeline
Sharkey, Howes & Javer15,327$1.47M0.21%+2,11613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,882$1.43M<0.01%+5,59013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,364$1.38M<0.01%+3,40813F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,065$1.35M0.01%+1,24513F-HRTimelineGroup
GTS SECURITIES LLC13,939$1.34M0.07%+9,52013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG13,654$1.31M0.02%+6,06013F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO13,523$1.3M0.29%-39613F-HRTimeline
Koshinski Asset Management, Inc.13,521$1.3M0.12%+2,33913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,430$1.2M<0.01%+3,33713F-HRTimelineGroup
Sowell Financial Services LLC11,836$1.14M0.06%-2,52213F-HRTimeline
Atria Wealth Solutions, Inc.11,430$1.1M0.01%-2,45813F-HRTimeline
Simmons Bankin group Simmons Bank10,410$1M0.07%-7513F-HRTimelineGroup
NAVELLIER & ASSOCIATES INC10,370$998K0.12%+1,56313F-HRTimeline
Steward Partners Investment Advisory, L…10,351$996K0.01%+6,22913F-HRTimeline
Financial Advocates Investment Manageme…9,534$917K0.05%new13F-HRTimeline
COMERICA BANK9,176$883K<0.01%-81713F-HR/ATimeline
Sunbelt Securities, Inc.9,038$870K0.08%+1213F-HRTimeline
Yeomans Consulting Group, Inc.8,642$831K0.31%+2,41213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC8,552$823K0.02%-34013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,500$818K0.01%+1,53813F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC8,499$818K0.06%-21613F-HRTimeline
EWG Elevate Inc.8,486$816K0.25%-2,45513F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,938$764K0.02%+5,29913F-HRTimeline
Belpointe Asset Management LLC7,828$761K0.05%-47913F-HRTimeline
WealthCare Investment Partners, LLC7,668$741K0.32%+4,07013F-HRTimeline
Sanctuary Advisors, LLC7,175$719K<0.01%-33313F-HRTimeline
Capital Investment Advisors, LLC7,354$708K0.01%-46813F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP7,300$702K0.02%013F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC6,968$670K0.32%-1713F-HRTimeline
Independence Bank of Kentucky6,864$660K0.1%-11513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,405$616K0.03%+10313F-HRTimeline
High Net Worth Advisory Group LLC6,400$616K0.17%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,365$612K0.03%new13F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS6,250$601K<0.01%013F-HRTimeline
Wealth Management Associates, Inc.6,237$600K0.26%+23613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,130$590K<0.01%-34,20413F-HRTimelineGroup
Sigma Planning Corp5,955$573K0.02%-29913F-HRTimeline
Aveo Capital Partners, LLC5,809$559K0.06%+3,30313F-HRTimeline
HRT FINANCIAL LP5,770$555K<0.01%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,535$533K0.01%-20013F-HRTimeline
FMR LLCin group FMR LLC5,455$525K<0.01%+88513F-HRTimelineGroup
EP Wealth Advisors, LLC5,451$524K<0.01%+66713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,420$521K<0.01%new13F-HRTimelineGroup
Laidlaw Wealth Management LLC5,299$510K0.22%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC5,200$500K0.1%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,180$498K<0.01%-39213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,018$483K0.01%-2213F-HRTimelineGroup
FSA Investment Group, LLC4,891$471K0.41%13F-HRTimeline
Evanson Asset Management, LLC4,747$457K0.03%+813F-HRTimeline
Geneos Wealth Management Inc.4,744$456K0.02%-50013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,734$455K<0.01%new13F-HRTimelineGroup
HBW ADVISORY SERVICES LLC4,632$446K0.05%-38613F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…4,500$433K<0.01%-40013F-HRTimeline
Empirical Asset Management, LLC4,445$428K0.14%+4513F-HRTimeline
Madden Advisory Services, Inc.4,274$411K0.19%+5613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,204$407K<0.01%+55513F-HRTimelineGroup
Capital Advisors, Ltd. LLC4,224$406K0.05%013F-HRTimeline
J.W. COLE ADVISORS, INC.4,182$402K0.02%+513F-HRTimeline
SYNOVUS FINANCIAL CORP4,054$390K<0.01%+1413F-HRTimeline
Creative Planningin group Creative Planning3,970$382K<0.01%+54813F-HRTimelineGroup
Bison Wealth, LLC3,931$378K0.08%-82813F-HRTimeline
Arkadios Wealth Advisors3,820$368K0.02%-32313F-HRTimeline
PKS Advisory Services, LLC2,696$356K0.09%13F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC3,663$352K0.25%+313F-HRTimeline
Quantinno Capital Management LP3,579$344K<0.01%-22313F-HRTimeline
WESPAC Advisors, LLC3,562$343K0.25%+60413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,540$341K<0.01%+41713F-HRTimelineGroup
Lighthouse Financial LLC3,500$337K0.27%13F-HRTimeline
Mutual Advisors, LLC3,333$333K0.01%-1,07413F-HRTimeline
Forbes Financial Planning, Inc.3,399$327K0.16%013F-HRTimeline
Apexium Financial, LP3,372$324K0.02%013F-HRTimeline
CHOREO, LLC3,348$322K<0.01%new13F-HRTimeline
First Heartland Consultants, Inc.2,278$319K0.03%-56613F-HRTimeline
OneDigital Investment Advisors LLC3,267$314K<0.01%-3,01213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,161$304K0.01%-2113F-HRTimeline
Carl P. Sherr & Co., LLC3,125$301K0.16%-61213F-HRTimeline
Wealthspire Advisors, LLC3,095$298K<0.01%013F-HRTimeline
Saxony Capital Management, LLC3,088$297K0.26%+21213F-HRTimeline
Field & Main Bank3,060$294K0.1%-5013F-HRTimeline
Royal Fund Management, LLC3,019$291K0.03%-5,99613F-HRTimeline
Nova Wealth Management, Inc.2,999$289K0.25%13F-HRTimeline
Prime Capital Investment Advisors, LLC2,927$282K<0.01%+7613F-HRTimeline
Summit Financial, LLC2,903$279K0.01%-33113F-HRTimeline
Moors & Cabot, Inc.2,880$277K0.01%-1713F-HRTimeline
Focus Financial Network, Inc.2,872$276K0.01%+313F-HRTimeline
Blackston Financial Advisory Group, LLC2,744$264K0.13%-13513F-HRTimeline
NTV Asset Management LLC2,740$264K0.03%013F-HRTimeline
North Star Investment Management Corp.2,658$256K0.02%013F-HRTimeline
Weaver Consulting Group2,608$251K0.08%-40013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,600$250K<0.01%new13F-HRTimeline
Keeley-Teton Advisors, LLC2,575$248K0.03%-20013F-HRTimeline
Heritage Trust Co2,558$246K0.03%13F-HRTimeline
Good Life Advisors, LLC2,517$242K0.02%-2,56313F-HRTimeline
Fisher Asset Management, LLC2,493$240K<0.01%new13F-HRTimeline
Washington Trust Bank2,466$237K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BROWN ADVISORY INCin group BROWN ADVISORY INC2,400$231K<0.01%013F-HRTimelineGroup
Independent Solutions Wealth Management…2,384$229K0.05%new13F-HRTimeline
Valmark Advisers, Inc.2,374$228K<0.01%+1113F-HRTimeline
Vertex Planning Partners, LLC2,371$228K0.05%+30613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,353$226K<0.01%-40013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,306$222K<0.01%+30613F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK2,304$222K<0.01%013F-HRTimelineGroup
Well Done, LLC2,156$220K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,274$219K0.01%+93113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,274$219K0.01%+8213F-HRTimelineGroup
TPG Advisors LLC2,245$216K0.17%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION2,200$212K0.02%013F-HRTimeline
1492 Capital Management LLC2,190$210K0.1%new13F-HRTimeline
Keystone Wealth Services, LLC2,120$204K0.05%013F-HRTimeline
MAI Capital Management2,002$193K<0.01%-31713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,001$193K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,817$175K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co1,664$160K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc1,608$155K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,546$149K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,525$147K0.05%-15013F-HRTimeline
Allworth Financial LP1,397$139K<0.01%+4013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,407$135K<0.01%-3713F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,400$135K<0.01%-1,00013F-HRTimelineGroup
SIGNATUREFD, LLC1,251$120K<0.01%+2713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,220$117K<0.01%+59913F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC1,214$117K0.05%new13F-HRTimeline
AdvisorNet Financial, Inc1,090$105K0.01%+813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,000$96.2K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,001$96K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC980$94.3K0.05%+613F-HRTimeline
FAS Wealth Partners, Inc.980$94.3K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC946$90.9K0.02%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT900$87K<0.01%new13F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC800$77K<0.01%013F-HRTimeline
Sterling Capital Management LLC770$74.1K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL752$72.3K0.02%013F-HRTimeline