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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 2025-09-30, 7,913,607 shares in all. 38 filers opened a position and 29 filers sold out during the quarter.

Managers
270
13F filers
272
New
38
Added
94
Reduced
62
Sold out
29
Shares held by filers
7,913,607

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/989,938$110M0.01%+51,64213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY695,720$77.2M<0.01%+20,11113F-HR/ATimelineGroup
Destination Wealth Management610,713$67.7M1.87%-3,37513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC458,681$50.9M0.77%-1,15113F-HRTimelineGroup
Steward Partners Investment Advisory, L…381,290$42.3M0.24%+352,71513F-HRTimeline
LPL Financial LLC361,121$40M0.01%+47,98813F-HRTimeline
PINKERTON WEALTH, LLC337,842$37.5M4.03%new13F-HRTimeline
True Freedom Investing, LLC231,733$25.7M9.18%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN228,780$25.4M0.01%+67,41513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC213,408$23.7M0.01%+8,27313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA179,199$19.9M<0.01%-81,96913F-HRTimelineGroup
Cresset Asset Management, LLC158,476$17.6M0.08%new13F-HR/ATimeline
Camarda Financial Advisors, LLC121,475$13.5M4.97%-5,97413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC118,733$13.2M0.02%+10,59413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC110,709$12.3M0.78%-2,13513F-HRTimeline
MinichMacGregor Wealth Management, LLC106,035$11.8M2.29%-56213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC100,330$11.1M<0.01%+5,47213F-HRTimelineGroup
AE Wealth Management LLC95,948$10.6M0.07%+14,25213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.91,094$9.95M0.01%+3,15313F-HRTimelineGroup
Cambridge Investment Research Advisors,…85,803$9.52M0.03%+32,47613F-HRTimeline
Moloney Securities Asset Management, LLC83,105$9.22M1.1%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC76,583$8.49M4.17%new13F-HRTimeline
ARRIEN INVESTMENTS, INC.69,801$7.74M4.53%+37013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP69,413$7.7M0.01%-6,08613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC69,284$7.68M<0.01%+1,13313F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC68,959$7.65M3.68%+46413F-HRTimeline
Prospera Financial Services Inc63,106$7M0.12%-3,25613F-HRTimeline
Cetera Investment Advisers62,132$6.89M0.01%+22,02813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding59,122$6.56M+955Timeline
Summit Financial Consulting LLC59,033$6.55M5.23%+6,10013F-HRTimeline
CoreCap Advisors, LLC49,941$5.54M0.2%+49,54513F-HRTimeline
UBS Group AGin group UBS Group AG48,962$5.43M<0.01%+44513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC46,728$5.18M0.01%+2,45513F-HRTimeline
COUNTRY CLUB BANK46,526$5.15M0.31%-2213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…42,708$4.74M<0.01%+2,59813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,852$4.31M0.03%+24,87713F-HRTimelineGroup
Private Advisor Group, LLC32,715$3.63M0.02%+6,66313F-HRTimeline
CROBAN30,759$3.41M2.27%+22713F-HRTimeline
Midwest Professional Planners, LTD.28,162$3.12M0.76%-2613F-HRTimeline
CPR Investments Inc.27,731$3.08M2.12%+37913F-HRTimeline
J.W. COLE ADVISORS, INC.27,576$3.06M0.06%+93413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,971$2.99M<0.01%+17513F-HRTimelineGroup
USA FINANCIAL FORMULAS25,815$2.86M0.5%new13F-HRTimeline
Balboa Wealth Partners25,742$2.85M0.49%new13F-HRTimeline
NewEdge Advisors, LLC24,164$2.68M0.01%+3,30913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…22,813$2.53M0.03%+2,10013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,857$2.52M<0.01%+4,07413F-HRTimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV21,188$2.35M0.41%-61713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,599$2.28M0.05%-2,12913F-HRTimeline
BOS Asset Management, LLC19,448$2.16M0.61%+1,21713F-HRTimeline
Waverly Advisors, LLC19,190$2.13M0.02%+18313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,907$2.1M<0.01%+16,85513F-HRTimelineGroup
Wealthstar Advisors, LLC18,720$2.08M0.82%-3,32013F-HRTimeline
EVERETT HARRIS & CO /CA/18,214$2.02M0.02%-30013F-HRTimeline
First Citizens Financial Corp17,898$1.98M0.98%-6313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,492$1.94M<0.01%-20,73913F-HRTimelineGroup
EWG Elevate Inc.17,383$1.93M0.6%+57213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,302$1.92M<0.01%+33013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,935$1.88M<0.01%+38513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,394$1.82M<0.01%-3,95013F-HR/ATimelineGroup
HighTower Advisors, LLC16,177$1.79M<0.01%-28913F-HRTimeline
D.A. DAVIDSON & CO.15,974$1.77M0.01%-10013F-HRTimeline
WealthCare Investment Partners, LLC15,017$1.68M0.54%-34913F-HRTimeline
Lifestyle Asset Management, Inc.14,707$1.63M0.56%new13F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…14,682$1.63M0.44%-48613F-HRTimelineGroup
Geneos Wealth Management Inc.14,232$1.58M0.04%013F-HRTimeline
Sanctuary Advisors, LLC14,228$1.58M0.01%+1,48413F-HR/ATimeline
Essex LLC14,071$1.56M0.28%-55913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,352$1.52M<0.01%+40713F-HRTimeline
HARBOUR INVESTMENTS, INC.13,663$1.52M0.03%+4,67213F-HRTimeline
HOLDERNESS INVESTMENTS CO13,630$1.51M0.31%+213F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI12,960$1.48M0.01%new13F-HRTimelineGroup
Lifeworks Advisors, LLC13,053$1.45M0.19%+4,17313F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP12,047$1.34M0.03%-2,00013F-HRTimelineGroup
Westerkirk Capital Inc.11,780$1.31M0.15%new13F-HRTimeline
Sharkey, Howes & Javer11,644$1.29M0.17%-53613F-HRTimeline
Nikulski Financial, Inc.11,363$1.26M0.32%013F-HRTimeline
Jaffetilchin Investment Partners, LLC10,815$1.2M0.07%+3213F-HRTimeline
COMERICA BANK9,042$1M<0.01%-2,31213F-HRTimeline
Atria Investments, Inc8,622$956K0.01%+73013F-HRTimeline
Brendel Financial Advisors LLC8,579$951K0.49%new13F-HRTimeline
Sovran Advisors, LLC8,169$920K0.08%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,280$918K<0.01%+2,86013F-HRTimelineGroup
Sunbelt Securities, Inc.8,026$890K0.06%-1,01213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,912$877K0.02%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,860$872K0.02%-7813F-HRTimeline
Quantinno Capital Management LP7,792$864K<0.01%+1,33713F-HRTimeline
Simmons Bankin group Simmons Bank7,776$862K0.06%-413F-HRTimelineGroup
Wealth Management Associates, Inc.7,747$859K0.3%+47813F-HRTimeline
Mariner, LLCin group Mariner, LLC7,649$848K<0.01%-5,17913F-HRTimelineGroup
FMR LLCin group FMR LLC7,595$842K<0.01%+22613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,572$840K<0.01%-7,00313F-HRTimelineGroup
Arkadios Wealth Advisors7,408$822K0.02%+41213F-HRTimeline
Foundations Investment Advisors, LLC7,324$812K0.01%new13F-HRTimeline
Capital Investment Advisors, LLC7,103$788K0.01%-2513F-HRTimeline
Mullooly Asset Management, Inc.6,957$771K0.3%-1,01513F-HRTimeline
GARRISON POINT ADVISORS, LLC6,938$769K0.32%-1013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,845$759K0.03%+3813F-HRTimeline
PKS Advisory Services, LLC6,665$739K0.15%+1,28513F-HRTimeline
Gladstone Institutional Advisory LLC6,625$735K0.03%+2413F-HRTimeline
Independence Bank of Kentucky6,592$731K0.09%-5513F-HRTimeline
Sigma Planning Corp6,478$718K0.02%+8513F-HRTimeline
High Net Worth Advisory Group LLC6,400$710K0.17%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,355$705K<0.01%+10013F-HRTimeline
Mutual Advisors, LLC6,043$689K0.02%-54813F-HRTimeline
KKM Financial LLC6,086$675K0.21%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,069$673K<0.01%+55513F-HRTimeline
HBW ADVISORY SERVICES LLC6,013$667K0.08%+6213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,940$659K0.01%+913F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP5,310$589K0.01%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.5,200$577K0.1%13F-HRTimeline
Creative Planningin group Creative Planning5,040$559K<0.01%+35813F-HRTimelineGroup
FSA Investment Group, LLC4,974$556K0.35%+2713F-HRTimeline
Grant Private Wealth Management Inc4,879$541K0.33%new13F-HRTimeline
Evanson Asset Management, LLC4,765$528K0.03%+613F-HRTimeline
Empirical Asset Management, LLC4,482$497K0.14%-1313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,467$495K<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC4,246$471K0.05%+1113F-HRTimeline
Madden Advisory Services, Inc.4,146$460K0.18%-13313F-HRTimeline
Qube Research & Technologies Ltd4,122$457K<0.01%+1,97613F-HRTimeline
SYNOVUS FINANCIAL CORP4,090$454K0.01%+1113F-HRTimeline
Fiduciary Alliance LLC4,001$444K0.03%+4713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,924$435K0.03%+69713F-HRTimeline
Brookwood Investment Group LLC3,882$431K0.06%-25713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…3,800$421K<0.01%-50013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,788$420K<0.01%+39213F-HRTimelineGroup
Lighthouse Financial LLC3,500$388K0.26%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,460$384K<0.01%+13513F-HRTimelineGroup
Summit Financial, LLC3,384$375K0.01%+28413F-HRTimeline
Apexium Financial, LP3,372$374K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,367$373K<0.01%-43713F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC3,308$367K0.27%+3113F-HRTimeline
HRT FINANCIAL LP3,272$362K<0.01%-6,38513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,183$353K<0.01%+5013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,130$347K0.02%new13F-HRTimeline
Forbes Financial Planning, Inc.3,117$346K0.23%-4713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC3,100$344K<0.01%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,000$333K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,998$332K<0.01%013F-HRTimelineGroup
Greenspring Advisors, LLC2,923$324K0.06%13F-HRTimeline
Focus Financial Network, Inc.2,920$324K0.01%+6213F-HRTimeline
Prime Capital Investment Advisors, LLC2,914$323K<0.01%+1413F-HRTimeline
Carl P. Sherr & Co., LLC2,895$321K0.15%013F-HRTimeline
CIBC WORLD MARKET INC.2,889$320K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.2,881$319K0.02%-67613F-HRTimeline
SMITH, MOORE & CO.2,870$318K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC2,707$300K0.01%new13F-HRTimeline
Field & Main Bank2,705$300K0.09%-1513F-HRTimeline
Moors & Cabot, Inc.2,692$299K0.01%+613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding2,601$288KnewTimeline
COMMERCE BANKin group COMMERCE BANK2,595$288K<0.01%013F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)2,575$286K<0.01%013F-HRTimelineGroup
Cornerstone Management, Inc.2,559$284K0.05%013F-HRTimeline
Heritage Trust Co2,558$284K0.03%013F-HRTimeline
Adams Wealth Management2,543$282K0.06%-63413F-HRTimeline
CacheTech Inc.2,543$282K0.06%-63413F-HRTimeline
CENTAURUS FINANCIAL, INC.2,469$274K0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,467$274K<0.01%-5313F-HRTimelineGroup
Washington Trust Bank2,466$273K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
North Star Investment Management Corp.2,458$273K0.02%013F-HRTimeline
Weaver Consulting Group2,444$271K0.07%-16413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,419$268K<0.01%+41813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,400$266K<0.01%013F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC2,392$265K0.05%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,346$260K<0.01%new13F-HRTimelineGroup
Gotham Asset Management, LLC2,287$254K<0.01%013F-HRTimeline
Advisory Alpha, LLC2,266$252K0.01%new13F-HRTimeline
Valmark Advisers, Inc.2,252$250K<0.01%+29913F-HRTimeline
TPG Advisors LLC2,245$249K0.16%013F-HRTimeline
NTV Asset Management LLC2,240$248K0.03%013F-HRTimeline
Quartz Partners, LLC2,204$244K0.09%-3,72113F-HRTimeline
Allworth Financial LP2,202$244K<0.01%+213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,196$244K0.01%-7813F-HRTimelineGroup
Keystone Wealth Services, LLC2,120$235K0.05%013F-HRTimeline
Midwest Trust Co2,092$232K<0.01%+17513F-HRTimeline
Vertex Planning Partners, LLC2,085$231K0.04%+413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,060$228K0.01%-16513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP2,060$228K<0.01%-20,39013F-HRTimelineGroup
First Heartland Consultants, Inc.2,034$226K0.02%+113F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,000$222K<0.01%+60013F-HRTimeline
Modera Wealth Management, LLC1,971$219K<0.01%013F-HRTimeline
Coastal Bridge Advisors, LLC1,967$218K0.02%013F-HRTimeline
Caprock Group, LLC2,001$216K0.01%13F-HRTimeline
Discipline Wealth Solutions, LLC1,937$215K0.06%-37413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,912$212K<0.01%new13F-HRTimelineGroup
Cambridge Financial Group, LLC1,891$210K0.07%new13F-HRTimeline
IHT Wealth Management, LLC1,858$206K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC1,848$205K<0.01%new13F-HRTimeline
Avantax Planning Partners, Inc.1,835$204K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,831$203K<0.01%+31913F-HRTimelineGroup
Nova Wealth Management, Inc.1,751$194K0.14%-5113F-HRTimeline
CENTRAL TRUST Co1,664$185K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc1,608$178K0.05%013F-HRTimeline
Farther Finance Advisors, LLC1,601$178K<0.01%+42413F-HRTimeline
CX Institutional1,570$174K0.01%-43813F-HRTimeline
Global Retirement Partners, LLC1,477$164K<0.01%+1,30613F-HRTimeline
Atlantic Edge Private Wealth Management…1,475$164K0.04%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,358$151K-86,735Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,251$139K0.01%-4513F-HRTimelineGroup
N.E.W. Advisory Services LLC1,244$138K0.01%013F-HRTimeline