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Disclosery

IDU ISHARES TR

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U.S. UTILITS ETF (fund)

264 managers (266 13F filers) reported a position in IDU shares at 2025-06-30, 6,574,894 shares in all. 36 filers opened a position and 26 filers sold out during the quarter.

Managers
264
13F filers
266
New
36
Added
90
Reduced
61
Sold out
26
Shares held by filers
6,574,894

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/938,296$98.1M0.01%+439,31613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY675,609$70.6M<0.01%+152,09113F-HRTimelineGroup
Destination Wealth Management614,088$64.2M1.88%-4,67313F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC459,832$48.1M0.99%+4,41213F-HRTimelineGroup
LPL Financial LLC313,133$32.7M0.01%+55,27913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA261,168$27.3M0.01%+37,96113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC205,135$21.5M0.01%+16,17313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN161,365$16.9M<0.01%+35,06113F-HRTimelineGroup
Camarda Financial Advisors, LLC127,449$13.3M5.24%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC112,844$11.8M0.84%-98313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC108,139$11.3M0.01%-19,73313F-HRTimeline
MinichMacGregor Wealth Management, LLC106,597$11.1M2.38%-6,55213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC94,858$9.92M<0.01%+20,28113F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding88,093$9.21M+86,666Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.87,941$9.2M0.02%+36,80013F-HR/ATimelineGroup
AE Wealth Management LLC81,696$8.54M0.06%+40,23113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP75,499$7.89M0.01%+15,24513F-HRTimelineGroup
ARRIEN INVESTMENTS, INC.69,431$7.26M4.59%-1,47713F-HRTimeline
FORTE ASSET MANAGEMENT LLC68,495$7.16M3.65%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC68,151$7.13M<0.01%+7,57113F-HRTimelineGroup
Prospera Financial Services Inc66,362$6.94M0.13%+44,56313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding58,167$6.08M+21,639Timeline
Cambridge Investment Research Advisors,…53,327$5.58M0.02%+11,16413F-HRTimeline
Summit Financial Consulting LLC52,933$5.54M4.97%new13F-HRTimeline
UBS Group AGin group UBS Group AG48,517$5.07M<0.01%+1,67213F-HRTimelineGroup
COUNTRY CLUB BANK46,548$4.85M0.3%-12,99613F-HRTimeline
MML INVESTORS SERVICES, LLC44,273$4.63M0.01%+7,00013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…40,110$4.19M<0.01%+9,84313F-HRTimelineGroup
Cetera Investment Advisers40,104$4.19M0.01%+6,11413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC38,231$4M<0.01%-21,98213F-HRTimelineGroup
Arete Wealth Advisors, LLC37,698$3.94M0.28%+21213F-HRTimeline
CROBAN30,532$3.19M2.73%+35913F-HRTimeline
Steward Partners Investment Advisory, L…28,575$2.99M0.02%+13,46413F-HRTimeline
Midwest Professional Planners, LTD.28,188$2.95M0.78%+38513F-HRTimeline
CPR Investments Inc.27,352$2.86M2.22%+98913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,844$2.81M<0.01%+8,46313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,796$2.8M<0.01%-94513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.26,642$2.79M0.06%+1,22613F-HRTimeline
Private Advisor Group, LLC26,052$2.72M0.01%+2,00913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,728$2.38M0.07%+1813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,450$2.35M<0.01%-82513F-HR/ATimelineGroup
Family Firm, Inc.22,364$2.34M0.56%+11613F-HRTimeline
Wealthstar Advisors, LLC22,040$2.3M0.87%+3,33613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,991$2.3M0.01%+4,71813F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV21,805$2.28M0.43%-513F-HRTimeline
NewEdge Advisors, LLC20,855$2.18M0.01%+24413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…20,713$2.17M0.03%-10013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,344$2.13M<0.01%-1,84313F-HRTimelineGroup
Waverly Advisors, LLC19,007$1.99M0.02%+313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,783$1.96M<0.01%+2,83213F-HRTimelineGroup
EVERETT HARRIS & CO /CA/18,514$1.94M0.02%-7013F-HRTimeline
BOS Asset Management, LLC18,231$1.91M0.61%-1,06613F-HRTimeline
First Citizens Financial Corp17,961$1.88M1.03%-2,76713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,972$1.77M<0.01%013F-HRTimelineGroup
EWG Elevate Inc.16,811$1.76M0.54%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,550$1.73M<0.01%+3,32413F-HRTimelineGroup
HighTower Advisors, LLC16,466$1.72M<0.01%-3613F-HRTimeline
D.A. DAVIDSON & CO.16,074$1.68M0.01%-76013F-HRTimeline
WealthCare Investment Partners, LLC15,366$1.61M0.58%+1,42413F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…15,168$1.59M0.44%-2,25413F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…15,000$1.57M0.02%013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.14,995$1.57M<0.01%-8,11113F-HRTimelineGroup
Essex LLC14,630$1.53M0.3%-97413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,575$1.52M0.01%+80413F-HRTimelineGroup
Geneos Wealth Management Inc.14,232$1.49M0.04%-4,74413F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP14,047$1.47M0.11%+6,74713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,975$1.46M0.01%+4,21513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,727$1.44M0.04%new13F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO13,628$1.43M0.31%+10313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,945$1.36M<0.01%-1,03513F-HRTimeline
Mariner, LLCin group Mariner, LLC12,828$1.34M<0.01%+10,60613F-HRTimelineGroup
Sanctuary Advisors, LLC12,744$1.33M0.01%+3,76313F-HRTimeline
Sharkey, Howes & Javer12,180$1.27M0.17%-3,30413F-HRTimeline
Nikulski Financial, Inc.11,363$1.19M0.33%new13F-HRTimeline
COMERICA BANK11,354$1.19M<0.01%+3,77513F-HRTimeline
Sowell Financial Services LLC11,302$1.18M0.05%-44413F-HRTimeline
Jaffetilchin Investment Partners, LLC10,783$1.13M0.07%+4613F-HRTimeline
Buck Wealth Strategies, LLC10,256$1.07M0.16%+3,34813F-HRTimeline
HRT FINANCIAL LP9,657$1.01M<0.01%new13F-HRTimeline
Yeomans Consulting Group, Inc.9,616$1.01M0.42%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.8,991$940K0.02%+5,24913F-HRTimeline
Lifeworks Advisors, LLC8,880$929K0.14%new13F-HRTimeline
Sunbelt Securities, Inc.9,038$870K0.08%+1,06313F-HRTimeline
Mullooly Asset Management, Inc.7,972$833K0.35%-1,25113F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,938$830K0.02%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,912$827K0.02%-3513F-HRTimeline
Atria Investments, Inc7,892$825K0.01%new13F-HRTimeline
Simmons Bankin group Simmons Bank7,780$814K0.06%-12313F-HRTimelineGroup
FMR LLCin group FMR LLC7,369$771K<0.01%-99913F-HRTimelineGroup
Compound Planning, Inc.7,305$764K0.03%new13F-HRTimeline
Wealth Management Associates, Inc.7,269$760K0.3%+41813F-HRTimeline
Capital Investment Advisors, LLC7,128$745K0.01%+213F-HR/ATimeline
Arkadios Wealth Advisors6,996$732K0.02%+1,42913F-HRTimeline
GARRISON POINT ADVISORS, LLC6,948$727K0.33%+10013F-HRTimeline
Mutual Advisors, LLC6,591$712K0.02%+23613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,807$712K0.03%-5713F-HRTimeline
Independence Bank of Kentucky6,647$695K0.1%-7213F-HRTimeline
Gladstone Institutional Advisory LLC6,601$690K0.03%new13F-HRTimeline
Quantinno Capital Management LP6,455$675K<0.01%+2,37413F-HRTimeline
High Net Worth Advisory Group LLC6,400$669K0.18%013F-HRTimeline
Sigma Planning Corp6,393$669K0.02%+21413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,255$654K<0.01%+9113F-HRTimeline
KKM Financial LLC6,086$636K0.22%new13F-HRTimeline
HBW ADVISORY SERVICES LLC5,951$622K0.08%+1,37913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,931$620K0.01%+80913F-HRTimelineGroup
Quartz Partners, LLC5,925$620K0.28%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,514$577K<0.01%+35613F-HRTimeline
Atria Wealth Solutions, Inc.5,466$572K0.01%-1,43013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,420$567K<0.01%013F-HRTimelineGroup
PKS Advisory Services, LLC5,380$563K0.14%+78513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,310$555K0.01%-10013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,281$552K<0.01%+2,50113F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT LLC5,200$544K0.1%013F-HRTimeline
EP Wealth Advisors, LLC4,996$522K<0.01%-35513F-HRTimeline
FSA Investment Group, LLC4,947$517K0.38%+2813F-HRTimeline
Evanson Asset Management, LLC4,759$498K0.03%+613F-HRTimeline
Creative Planningin group Creative Planning4,682$490K<0.01%-68713F-HRTimelineGroup
Empirical Asset Management, LLC4,495$470K0.15%-213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…4,300$450K<0.01%013F-HRTimeline
Madden Advisory Services, Inc.4,279$447K0.19%013F-HRTimeline
Capital Advisors, Ltd. LLC4,235$443K0.05%+1113F-HRTimeline
Brookwood Investment Group LLC4,139$433K0.07%-10213F-HRTimeline
SYNOVUS FINANCIAL CORP4,079$427K0.01%+913F-HRTimeline
Fiduciary Alliance LLC3,954$413K0.03%-31813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,804$398K<0.01%-40013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.3,557$372K0.02%-3,29213F-HRTimeline
Lighthouse Financial LLC3,500$366K0.28%013F-HRTimeline
Kesler, Norman & Wride, LLC3,458$362K0.06%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,396$355K<0.01%+94913F-HRTimelineGroup
Apexium Financial, LP3,372$353K0.02%013F-HRTimeline
CW Advisors, LLC3,333$349K<0.01%+40713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,325$348K<0.01%+28413F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC3,277$343K0.23%-17913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,227$337K0.02%+65613F-HRTimeline
Adams Wealth Management3,177$332K0.06%-34,82913F-HRTimeline
CacheTech Inc.3,177$332K0.06%-34,82913F-HRTimeline
Forbes Financial Planning, Inc.3,164$331K0.22%-23513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,133$328K<0.01%+61013F-HRTimeline
Summit Financial, LLC3,100$324K0.01%+19613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,998$314K<0.01%-54213F-HRTimelineGroup
Royal Fund Management, LLC2,990$313K0.03%+1313F-HRTimeline
Prime Capital Investment Advisors, LLC2,900$303K<0.01%-90713F-HRTimeline
Carl P. Sherr & Co., LLC2,895$303K0.15%-23013F-HRTimeline
Focus Financial Network, Inc.2,858$299K0.01%+313F-HRTimeline
Field & Main Bank2,720$284K0.09%-3013F-HRTimeline
Moors & Cabot, Inc.2,686$281K0.01%+4313F-HRTimeline
Weaver Consulting Group2,608$273K0.08%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,595$271K<0.01%+29113F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)2,575$269K<0.01%new13F-HRTimelineGroup
Cornerstone Management, Inc.2,559$268K0.05%new13F-HRTimeline
Heritage Trust Co2,558$267K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,524$264K<0.01%-34,17213F-HRTimelineGroup
Blackston Financial Advisory Group, LLC2,518$263K0.16%-12413F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,520$263K<0.01%new13F-HR/ATimelineGroup
Washington Trust Bank2,466$258K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
North Star Investment Management Corp.2,458$257K0.02%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,400$251K<0.01%013F-HRTimelineGroup
Discipline Wealth Solutions, LLC2,311$242K0.09%-5113F-HRTimeline
Gotham Asset Management, LLC2,287$239K<0.01%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,274$238K0.02%013F-HRTimelineGroup
TPG Advisors LLC2,245$235K0.17%013F-HRTimeline
NTV Asset Management LLC2,240$234K0.03%-50013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,225$233K0.01%new13F-HRTimelineGroup
Allworth Financial LP2,200$230K<0.01%+80213F-HRTimeline
Qube Research & Technologies Ltd2,146$224K<0.01%+1,07213F-HRTimeline
Keystone Wealth Services, LLC2,120$222K0.05%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,103$220K0.02%new13F-HRTimeline
Vertex Planning Partners, LLC2,081$218K0.05%-29513F-HRTimeline
Rede Wealth, LLC2,074$217K0.08%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,052$215K<0.01%013F-HRTimelineGroup
First Heartland Consultants, Inc.2,033$213K0.02%-513F-HRTimeline
CX Institutional2,008$210K0.01%+38313F-HR/ATimeline
GTS SECURITIES LLC2,005$210K0.01%-13,66813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,001$209K<0.01%013F-HRTimeline
Modera Wealth Management, LLC1,971$206K<0.01%new13F-HRTimeline
Coastal Bridge Advisors, LLC1,967$206K0.02%new13F-HRTimeline
Valmark Advisers, Inc.1,953$204K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC1,920$201K0.02%new13F-HRTimeline
Midwest Trust Co1,917$200K<0.01%13F-HRTimeline
Nova Wealth Management, Inc.1,802$188K0.14%-4513F-HRTimeline
CENTRAL TRUST Co1,664$174K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc1,608$168K0.05%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,512$158K<0.01%-22513F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,475$154K0.04%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT1,400$146K<0.01%+20013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,296$136K0.01%new13F-HRTimelineGroup
Rise Advisors, LLC1,274$133K0.05%+14113F-HRTimeline
N.E.W. Advisory Services LLC1,244$130K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,191$125K0.09%013F-HRTimeline
Farther Finance Advisors, LLC1,177$123K<0.01%+29913F-HRTimeline
AdvisorNet Financial, Inc1,102$115K0.01%+613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,001$105K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.980$102K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC800$83.7K<0.01%013F-HRTimeline
Sterling Capital Management LLC770$80.5K<0.01%013F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL752$78.6K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC748$78K<0.01%013F-HRTimelineGroup
Glenmede Investment Management, LP700$73.2K<0.01%13F-HRTimeline
MGB Wealth Management, LLC690$72.2K0.02%013F-HRTimeline
UMB Bank, n.a.675$70.6K<0.01%-52513F-HR/ATimeline