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Disclosery

IDU ISHARES TR

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U.S. UTILITS ETF (fund)

253 managers (254 13F filers) reported a position in IDU shares at 2025-03-31, 7,106,989 shares in all. 29 filers opened a position and 45 filers sold out during the quarter.

Managers
253
13F filers
254
New
29
Added
71
Reduced
78
Sold out
45
Shares held by filers
7,106,989

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FIL Ltdin group FIL Ltd1,088,428$110M0.1%new13F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC635,090$64.4M0.04%new13F-HRTimelineGroup
Destination Wealth Management618,761$62.8M1.98%-2,84213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY523,518$53.1M<0.01%-46,99613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/498,980$50.6M<0.01%+97,35413F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC455,420$46.2M1.1%-3,24513F-HRTimelineGroup
LPL Financial LLC257,854$26.2M0.01%+15,99513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA223,207$22.6M0.01%-24,07813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC188,962$19.2M0.01%+38813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC127,872$13M0.02%+2,51513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN126,304$12.8M<0.01%+12,89013F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC113,827$11.5M0.9%+19113F-HRTimeline
MinichMacGregor Wealth Management, LLC113,149$11.5M2.57%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding74,577$7.56M-32,851Timeline
ARRIEN INVESTMENTS, INC.70,908$7.19M5.16%-64413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC60,580$6.14M<0.01%-11,01513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP60,254$6.11M0.01%+6,36413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC60,213$6.11M<0.01%-31,21713F-HR/ATimelineGroup
COUNTRY CLUB BANK59,544$5.97M0.4%-82113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,141$5.19M0.01%-12,32313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP47,497$4.82M0.01%-9,20313F-HRTimelineGroup
UBS Group AGin group UBS Group AG46,845$4.75M<0.01%+2,59313F-HRTimelineGroup
Cambridge Investment Research Advisors,…42,163$4.28M0.01%-44,67513F-HRTimeline
AE Wealth Management LLC41,465$4.21M0.04%-68,26413F-HRTimeline
Adams Wealth Management38,006$3.85M0.76%new13F-HRTimeline
CacheTech Inc.38,006$3.85M0.75%new13F-HRTimeline
Arete Wealth Advisors, LLC37,486$3.8M0.29%new13F-HRTimeline
MML INVESTORS SERVICES, LLC37,273$3.78M0.01%-7013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,696$3.72M0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding36,528$3.7M-9,173Timeline
Cetera Investment Advisers33,990$3.45M0.01%-30,81213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,267$3.07M<0.01%+6,94413F-HRTimelineGroup
CROBAN30,173$3.06M2.82%-64213F-HRTimeline
Midwest Professional Planners, LTD.27,803$2.82M0.88%+1,30813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…27,741$2.81M<0.01%+1,63313F-HRTimelineGroup
CPR Investments Inc.26,363$2.67M2.37%+1,70013F-HRTimeline
J.W. COLE ADVISORS, INC.25,416$2.58M0.08%+21,23413F-HRTimeline
Private Advisor Group, LLC24,043$2.44M0.01%-3,63913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,275$2.36M<0.01%+1,15713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.23,106$2.34M<0.01%-5,35113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC22,710$2.3M0.08%-37,43713F-HRTimeline
Family Firm, Inc.22,248$2.26M0.5%-53513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,187$2.25M<0.01%+6,69813F-HRTimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV21,810$2.21M0.48%+1,43513F-HRTimeline
Prospera Financial Services Inc21,799$2.21M0.05%-22513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…20,813$2.11M0.03%+3,97713F-HRTimelineGroup
First Citizens Financial Corp20,728$2.1M1.19%+33013F-HRTimeline
NewEdge Advisors, LLC20,611$2.09M0.01%-38713F-HRTimeline
BOS Asset Management, LLC19,297$1.96M0.67%-15013F-HRTimeline
Waverly Advisors, LLC19,004$1.93M0.02%+313F-HRTimeline
Geneos Wealth Management Inc.18,976$1.92M0.03%+14,23213F-HRTimeline
Wealthstar Advisors, LLC18,704$1.9M0.87%+1,40213F-HRTimeline
EVERETT HARRIS & CO /CA/18,584$1.88M0.02%-28613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,381$1.86M<0.01%-13,02913F-HR/ATimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…17,422$1.77M0.54%-2,55213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.17,273$1.75M0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,972$1.72M<0.01%-1,29413F-HRTimelineGroup
D.A. DAVIDSON & CO.16,834$1.71M0.01%-46413F-HRTimeline
HighTower Advisors, LLC16,502$1.67M<0.01%+58313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,951$1.6M<0.01%+1,06913F-HR/ATimelineGroup
GTS SECURITIES LLC15,673$1.59M0.07%+1,73413F-HRTimeline
Essex LLC15,604$1.58M0.34%-26613F-HRTimeline
Sharkey, Howes & Javer15,484$1.57M0.22%+15713F-HRTimeline
Steward Partners Investment Advisory, L…15,111$1.53M0.01%+4,76013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…15,000$1.52M0.02%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,980$1.42M<0.01%-38413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,771$1.4M0.01%-29413F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO13,525$1.37M0.32%+213F-HRTimeline
WealthCare Investment Partners, LLC13,942$1.37M0.58%+6,27413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,226$1.34M<0.01%+79613F-HRTimelineGroup
Sowell Financial Services LLC11,746$1.19M0.05%-9013F-HRTimeline
Jaffetilchin Investment Partners, LLC10,737$1.09M0.08%+2,23813F-HRTimeline
Armstrong, Fleming & Moore, Inc10,235$1.04M1.26%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,760$990K0.01%+1,26013F-HRTimelineGroup
Financial Advocates Investment Manageme…9,276$941K0.07%-25813F-HRTimeline
Mullooly Asset Management, Inc.9,223$935K0.42%13F-HR/ATimeline
Sanctuary Advisors, LLC8,981$911K0.01%+1,80613F-HRTimeline
FMR LLCin group FMR LLC8,368$849K<0.01%+2,91313F-HRTimelineGroup
Sunbelt Securities, Inc.7,975$809K0.07%-1,06313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,947$806K0.02%-60513F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,938$805K0.02%013F-HRTimeline
Simmons Bankin group Simmons Bank7,903$802K0.06%-2,50713F-HRTimelineGroup
COMERICA BANK7,579$769K<0.01%-1,59713F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP7,300$740K0.02%013F-HRTimelineGroup
Capital Investment Advisors, LLC7,126$723K0.01%-22813F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG7,100$720K0.01%-6,55413F-HRTimelineGroup
FLOW TRADERS U.S. LLC7,000$710K0.03%new13F-HRTimeline
Buck Wealth Strategies, LLC6,908$701K0.13%new13F-HRTimeline
Atria Wealth Solutions, Inc.6,896$699K0.01%-4,53413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,864$696K0.03%+45913F-HRTimeline
Wealth Management Associates, Inc.6,851$695K0.3%+61413F-HRTimeline
B. Riley Wealth Advisors, Inc.6,849$695K0.02%new13F-HRTimeline
GARRISON POINT ADVISORS, LLC6,848$695K0.34%-12013F-HRTimeline
Independence Bank of Kentucky6,719$681K0.11%-14513F-HRTimeline
High Net Worth Advisory Group LLC6,400$649K0.18%013F-HRTimeline
Mutual Advisors, LLC6,355$639K0.02%+3,02213F-HRTimeline
Sigma Planning Corp6,179$627K0.02%+22413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,164$625K<0.01%-8613F-HRTimeline
Arkadios Wealth Advisors5,567$565K0.02%+1,74713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,420$550K<0.01%013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP5,410$549K0.01%-12513F-HRTimeline
Creative Planningin group Creative Planning5,369$545K<0.01%+1,39913F-HRTimelineGroup
EP Wealth Advisors, LLC5,351$543K<0.01%-10013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC5,200$527K0.11%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,158$523K<0.01%-2213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,122$519K0.01%+10413F-HRTimelineGroup
FSA Investment Group, LLC4,919$499K0.42%+2813F-HRTimeline
Evanson Asset Management, LLC4,753$482K0.03%+613F-HRTimeline
PKS Advisory Services, LLC4,595$466K0.13%+1,89913F-HRTimeline
HBW ADVISORY SERVICES LLC4,572$464K0.07%-6013F-HRTimeline
Empirical Asset Management, LLC4,497$456K0.16%+5213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…4,300$436K<0.01%-20013F-HRTimeline
Madden Advisory Services, Inc.4,279$434K0.2%+513F-HRTimeline
Fiduciary Alliance LLC4,272$433K0.04%new13F-HRTimeline
Brookwood Investment Group LLC4,241$430K0.07%13F-HRTimeline
Capital Advisors, Ltd. LLC4,224$428K0.06%013F-HRTimeline
Grant Private Wealth Management Inc4,176$424K0.46%new13F-HRTimeline
Quantinno Capital Management LP4,081$414K<0.01%+50213F-HRTimeline
SYNOVUS FINANCIAL CORP4,070$413K0.01%+1613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,037$409K<0.01%-69713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,204$395K<0.01%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC3,807$386K<0.01%+88013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,742$380K0.01%+1,46813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,540$359K<0.01%013F-HRTimelineGroup
Lighthouse Financial LLC3,500$355K0.31%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC3,456$350K0.26%-20713F-HRTimeline
Forbes Financial Planning, Inc.3,399$345K0.26%013F-HRTimeline
Apexium Financial, LP3,372$342K0.02%013F-HRTimeline
Carl P. Sherr & Co., LLC3,125$317K0.17%013F-HRTimeline
Wealthspire Advisors, LLC3,095$314K<0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,041$308K<0.01%-47,97313F-HRTimelineGroup
Royal Fund Management, LLC2,977$302K0.04%-4213F-HRTimeline
CW Advisors, LLC2,926$296K<0.01%new13F-HRTimeline
Summit Financial, LLC2,904$295K0.01%+113F-HRTimeline
Focus Financial Network, Inc.2,855$290K0.01%-1713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,780$282K<0.01%+1,56013F-HRTimelineGroup
Field & Main Bank2,750$279K0.1%-31013F-HRTimeline
NTV Asset Management LLC2,740$278K0.04%013F-HRTimeline
Moors & Cabot, Inc.2,643$268K0.01%-23713F-HRTimeline
Blackston Financial Advisory Group, LLC2,642$268K0.18%-10213F-HR/ATimeline
Weaver Consulting Group2,608$265K0.08%013F-HRTimeline
Keeley-Teton Advisors, LLC2,575$261K0.03%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,571$261K0.02%new13F-HRTimeline
Heritage Trust Co2,558$259K0.03%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,523$256K<0.01%+17013F-HRTimeline
Washington Trust Bank2,466$250K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RPS ADVISORY SOLUTIONS LLC2,463$250K0.18%-44,17813F-HRTimeline
North Star Investment Management Corp.2,458$249K0.02%-20013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,447$248K<0.01%-63,78813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC2,400$243K<0.01%013F-HRTimelineGroup
Independent Solutions Wealth Management…2,389$242K0.05%+513F-HRTimeline
Vertex Planning Partners, LLC2,376$241K0.05%+513F-HRTimeline
Discipline Wealth Solutions, LLC2,362$240K0.11%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC2,334$237K0.03%new13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK2,304$234K<0.01%013F-HRTimelineGroup
Gotham Asset Management, LLC2,287$232K<0.01%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,274$231K0.01%013F-HRTimelineGroup
TPG Advisors LLC2,245$228K0.18%013F-HRTimeline
Mariner, LLCin group Mariner, LLC2,222$225K<0.01%new13F-HRTimelineGroup
Keystone Wealth Services, LLC2,120$215K0.06%013F-HRTimeline
Rede Wealth, LLC2,074$210K0.07%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,052$208K<0.01%-4,07813F-HRTimelineGroup
OneDigital Investment Advisors LLC2,042$207K<0.01%-1,22513F-HRTimeline
First Heartland Consultants, Inc.2,038$207K0.02%-24013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,001$203K<0.01%013F-HRTimeline
Caprock Group, LLC2,001$203K0.01%new13F-HRTimeline
Nova Wealth Management, Inc.1,847$187K0.16%-1,15213F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\1,737$176K<0.01%+19113F-HRTimelineGroup
CENTRAL TRUST Co1,664$169K<0.01%013F-HRTimeline
CX Institutional1,625$165K0.01%new13F-HRTimeline
Advanced Asset Management Advisors Inc1,608$163K0.04%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,475$150K0.05%-5013F-HRTimeline
Allworth Financial LP1,398$141K<0.01%+113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,427$137K<0.01%+2013F-HRTimelineGroup
N.E.W. Advisory Services LLC1,244$126K0.01%new13F-HRTimeline
UMB Bank, n.a.1,200$122K<0.01%+63513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PICTON MAHONEY ASSET MANAGEMENT1,200$121K<0.01%+30013F-HRTimeline
Nalls Sherbakoff Group, LLC1,191$121K0.1%13F-HRTimeline
Rise Advisors, LLC1,133$115K0.05%+15313F-HRTimeline
AdvisorNet Financial, Inc1,096$111K0.01%+613F-HRTimeline
Qube Research & Technologies Ltd1,074$109K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,001$102K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,000$101K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.980$99.4K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC945$95.9K0.02%-113F-HRTimeline
Laurel Wealth Advisors LLC900$91.3K0.01%+23113F-HRTimeline
Farther Finance Advisors, LLC878$89.3K<0.01%+78913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC800$81.1K<0.01%013F-HRTimeline
Sterling Capital Management LLC770$78.1K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL752$76.3K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC748$76K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.732$74.2K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA700$71K<0.01%-70013F-HRTimelineGroup
MGB Wealth Management, LLC690$70K0.03%013F-HRTimeline
Avion Wealth660$63K0.02%013F-HRTimeline
Arax Advisory Partners601$61K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors600$60.9K0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…584$59.3K0.01%+313F-HRTimeline
SOA Wealth Advisors, LLC.544$55.2K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL543$55.1K<0.01%-7713F-HRTimeline