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Disclosery

IDU ISHARES TR

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U.S. UTILITS ETF (fund)

307 managers (309 13F filers) reported a position in IDU shares at 2025-12-31, 8,948,164 shares in all. 41 filers opened a position and 17 filers sold out during the quarter.

Managers
307
13F filers
309
New
41
Added
104
Reduced
71
Sold out
17
Shares held by filers
8,948,164

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/916,734$99.3M0.01%-73,20413F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC728,611$79M0.04%+725,61113F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY657,781$71.3M<0.01%-37,93913F-HR/ATimelineGroup
Destination Wealth Management608,539$65.9M1.73%-2,17413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC454,813$49.3M0.73%-3,86813F-HRTimelineGroup
LPL Financial LLC411,813$44.6M0.01%+50,69213F-HRTimeline
Steward Partners Investment Advisory, L…404,651$43.8M0.24%+23,36113F-HRTimeline
PINKERTON WEALTH, LLC366,993$39.8M4.08%+29,15113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN235,177$25.5M<0.01%+6,39713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC223,040$24.2M0.01%+9,63213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA178,696$19.4M<0.01%-50313F-HRTimelineGroup
Cresset Asset Management, LLC177,430$19.2M0.08%+18,95413F-HRTimeline
True Freedom Investing, LLC161,938$17.5M1.2%-69,79513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC127,535$13.8M<0.01%+110,04313F-HR/ATimelineGroup
Camarda Financial Advisors, LLC122,102$13.2M5.04%+62713F-HRTimeline
MinichMacGregor Wealth Management, LLC110,594$12M2.17%+4,55913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC110,305$12M0.74%-40413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC106,500$11.5M<0.01%+6,17013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC96,566$10.5M0.01%-22,16713F-HRTimeline
AE Wealth Management LLC95,929$10.4M0.06%-1913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.91,451$9.92M0.01%+35713F-HRTimelineGroup
Cambridge Investment Research Advisors,…90,167$9.77M0.03%+4,36413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC87,985$9.52M<0.01%+18,70113F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC82,098$8.9M4.2%+5,51513F-HRTimeline
ARRIEN INVESTMENTS, INC.70,374$7.63M4.3%+57313F-HRTimeline
FORTE ASSET MANAGEMENT LLC69,680$7.55M3.43%+72113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP67,862$7.35M0.01%-1,55113F-HRTimelineGroup
Summit Financial Consulting LLC65,479$7.1M5.15%+6,44613F-HRTimeline
Cetera Investment Advisers61,583$6.67M0.01%-54913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding56,750$6.15M-2,372Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,200$5.44M<0.01%new13F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA48,212$5.26M0.16%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG48,074$5.21M<0.01%-88813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC47,913$5.19M0.01%+1,18513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.47,658$5.16M0.04%+8,80613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC46,028$4.99M<0.01%+27,12113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43,568$4.72M<0.01%+86013F-HR/ATimelineGroup
Private Advisor Group, LLC40,820$4.42M0.02%+8,10513F-HRTimeline
Three Seasons Wealth, LLC39,553$4.29M0.41%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,220$4.25M0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc37,262$4.04M0.07%-25,84413F-HRTimeline
Arete Wealth Advisors, LLC35,509$3.85M0.27%new13F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35,317$3.83M<0.01%+12,46013F-HRTimelineGroup
CoreCap Advisors, LLC31,598$3.42M0.12%-18,34313F-HRTimeline
CROBAN31,295$3.39M1.63%+53613F-HRTimeline
Lifestyle Asset Management, Inc.28,852$3.13M1.02%+14,14513F-HRTimeline
J.W. COLE ADVISORS, INC.28,655$3.04M0.07%+1,07913F-HRTimeline
CPR Investments Inc.27,539$2.98M2%-19213F-HRTimeline
Balboa Wealth Partners25,244$2.74M0.45%-49813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,681$2.67M<0.01%-2,29013F-HRTimelineGroup
Wealthstar Advisors, LLC24,666$2.67M1.46%+5,94613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,382$2.64M0.06%+3,78313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…23,363$2.53M0.03%+55013F-HRTimelineGroup
USA FINANCIAL FORMULAS23,319$2.53M0.46%-2,49613F-HRTimeline
FLOW TRADERS U.S. LLC22,681$2.46M0.08%new13F-HRTimeline
Beacon Pointe Advisors, LLC21,562$2.34M0.02%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,433$2.32M<0.01%+19,37313F-HR/ATimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV20,764$2.25M0.41%-42413F-HRTimeline
BOS Asset Management, LLC19,323$2.09M0.56%-12513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,154$2.08M<0.01%+2,76013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,438$2M<0.01%+1,50313F-HRTimelineGroup
Sanctuary Advisors, LLC18,118$1.96M0.01%+3,89013F-HRTimeline
EVERETT HARRIS & CO /CA/18,039$1.95M0.02%-17513F-HRTimeline
Waverly Advisors, LLC17,800$1.93M0.02%-1,39013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,611$1.91M<0.01%+30913F-HRTimelineGroup
First Citizens Financial Corp16,826$1.82M0.9%-1,07213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,012$1.74M<0.01%+2,66013F-HRTimeline
HighTower Advisors, LLC16,030$1.74M<0.01%-14713F-HRTimeline
D.A. DAVIDSON & CO.15,435$1.67M0.01%-53913F-HRTimeline
WealthCare Investment Partners, LLC14,909$1.63M0.48%-10813F-HRTimeline
HARBOUR INVESTMENTS, INC.15,013$1.63M0.03%+1,35013F-HRTimeline
Essex LLC13,896$1.51M0.27%-17513F-HRTimeline
Geneos Wealth Management Inc.13,713$1.49M0.04%-51913F-HRTimeline
Koshinski Asset Management, Inc.13,535$1.47M0.09%new13F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI12,960$1.41M0.01%013F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO12,983$1.41M0.29%-64713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,553$1.36M<0.01%+9,55513F-HRTimelineGroup
Nikulski Financial, Inc.11,929$1.29M0.31%+56613F-HRTimeline
Yeomans Consulting Group, Inc.11,586$1.26M0.37%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC10,860$1.18M0.07%+4513F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…10,000$1.08M0.01%new13F-HRTimelineGroup
MLP3, LLC9,770$1.06M1.16%13F-HRTimeline
COMERICA BANK9,432$1.02M<0.01%+39013F-HRTimeline
Atria Investments, Inc9,374$1.02M0.01%+75213F-HRTimeline
Sovran Advisors, LLC8,422$932K0.08%+25313F-HRTimeline
Kesler, Norman & Wride, LLC8,473$918K0.16%new13F-HRTimeline
Sharkey, Howes & Javer8,330$903K0.11%-3,31413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,280$897K<0.01%013F-HRTimelineGroup
Brendel Financial Advisors LLC8,019$869K0.43%-56013F-HRTimeline
Simmons Bankin group Simmons Bank8,001$867K0.06%+22513F-HRTimelineGroup
Sigma Planning Corp7,984$865K0.02%+1,50613F-HRTimeline
Wealth Management Associates, Inc.7,914$858K0.3%+16713F-HRTimeline
FMR LLCin group FMR LLC7,884$854K<0.01%+28913F-HRTimelineGroup
Buck Wealth Strategies, LLC7,876$853K0.11%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,860$852K0.02%013F-HRTimeline
Foundations Investment Advisors, LLC7,844$850K0.01%+52013F-HRTimeline
Ridge Creek Global, Inc7,824$848K0.71%13F-HRTimeline
Arkadios Wealth Advisors7,803$846K0.02%+39513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,796$845K<0.01%+22413F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC7,796$845K0.02%-11613F-HRTimeline
Sunbelt Securities, Inc.7,395$801K0.05%-63113F-HRTimeline
Quantinno Capital Management LP7,356$797K<0.01%-43613F-HRTimeline
Mutual Advisors, LLC7,236$784K0.02%+1,19313F-HRTimeline
PKS Advisory Services, LLC7,199$780K0.18%+53413F-HRTimeline
Capital Investment Advisors, LLC7,088$768K0.01%-1513F-HRTimeline
KKM Financial LLC6,965$755K0.13%+87913F-HRTimeline
GARRISON POINT ADVISORS, LLC6,918$750K0.33%-2013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,885$746K0.03%+4013F-HRTimeline
Mullooly Asset Management, Inc.6,840$741K0.27%-11713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,768$733K<0.01%+2,98013F-HRTimelineGroup
Smartleaf Asset Management LLC6,699$731K0.03%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC6,478$702K<0.01%-1,17113F-HRTimelineGroup
High Net Worth Advisory Group LLC6,400$694K0.16%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,361$689K<0.01%+613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,351$688K<0.01%+28213F-HRTimeline
Lifeworks Advisors, LLC6,339$687K0.09%-6,71413F-HRTimeline
Independence Bank of Kentucky6,282$681K0.08%-31013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,188$671K<0.01%+3,84213F-HRTimelineGroup
HBW ADVISORY SERVICES LLC5,980$648K0.07%-3313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,920$641K0.01%-2013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,826$631K0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC5,743$622K<0.01%-18,42113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC5,643$611K0.01%new13F-HRTimelineGroup
Retirement Management Systems Inc.5,640$611K0.16%13F-HRTimeline
Westerkirk Capital Inc.5,451$591K0.06%-6,32913F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.5,200$563K0.09%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP4,910$532K0.01%-40013F-HRTimeline
Creative Planningin group Creative Planning4,902$531K<0.01%-13813F-HRTimelineGroup
Grant Private Wealth Management Inc4,841$525K0.32%-3813F-HRTimeline
Evanson Asset Management, LLC4,772$517K0.03%+713F-HRTimeline
Empirical Asset Management, LLC4,507$488K0.14%+2513F-HRTimeline
Fiduciary Alliance LLC4,500$488K0.03%+49913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,487$486K<0.01%+2013F-HR/ATimelineGroup
Capital Advisors, Ltd. LLC4,258$461K0.05%+1213F-HRTimeline
Madden Advisory Services, Inc.4,115$446K0.18%-3113F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC4,110$445K0.32%+80213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,104$445K<0.01%13F-HR/ATimelineGroup
MONEY CONCEPTS CAPITAL CORP4,055$439K0.02%+13113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,890$422K<0.01%new13F-HRTimelineGroup
Brookwood Investment Group LLC3,882$421K0.05%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…3,800$412K<0.01%013F-HRTimeline
HANCOCK WHITNEY CORP3,758$407K0.01%new13F-HRTimeline
CIBC WORLD MARKET INC.3,700$401K<0.01%+81113F-HRTimeline
Adams Wealth Management3,526$382K0.08%+98313F-HRTimeline
CacheTech Inc.3,526$382K0.07%+98313F-HRTimeline
SMITH, MOORE & CO.3,516$381K0.03%+64613F-HRTimeline
Lighthouse Financial LLC3,500$379K0.25%013F-HRTimeline
WealthCare Asset Management, LLC3,375$377K0.35%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,422$371K<0.01%-3813F-HRTimelineGroup
Summit Financial, LLC3,384$367K0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC3,379$366K0.01%-3,24613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,283$356K<0.01%+10013F-HRTimeline
Quartz Partners, LLC3,183$345K0.13%+97913F-HRTimeline
Legacy Wealth Partners, LLC3,122$338K0.09%13F-HRTimeline
Advisory Alpha, LLC3,100$336K0.01%+83413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,069$333K<0.01%-29813F-HRTimelineGroup
Carl P. Sherr & Co., LLC2,895$318K0.14%013F-HRTimeline
Prime Capital Investment Advisors, LLC2,929$317K<0.01%+1513F-HRTimeline
Royal Fund Management, LLC2,928$317K0.03%new13F-HRTimeline
Focus Financial Network, Inc.2,921$316K0.01%+113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,886$316K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding2,918$316K+317Timeline
CENTAURUS FINANCIAL, INC.2,893$313K0.01%+42413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,866$311K<0.01%+44713F-HRTimeline
Forbes Financial Planning, Inc.2,857$310K0.18%-26013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,764$299K<0.01%+29713F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC2,756$299K0.05%13F-HRTimeline
WEDBUSH SECURITIES INC2,747$298K0.01%+4013F-HRTimeline
EP Wealth Advisors, LLC2,693$292K<0.01%13F-HRTimeline
Moors & Cabot, Inc.2,692$292K0.01%013F-HRTimeline
Beacon Capital Management, LLC2,678$290K0.04%new13F-HRTimeline
Field & Main Bank2,675$290K0.08%-3013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,629$285K0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd2,621$284K<0.01%-1,50113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,595$281K<0.01%013F-HRTimelineGroup
Greenspring Advisors, LLC2,587$280K0.02%-33613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,579$279K<0.01%+17913F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)2,575$279K<0.01%013F-HRTimelineGroup
Cornerstone Management, Inc.2,559$277K0.05%013F-HRTimeline
Heritage Trust Co2,558$277K0.03%013F-HRTimeline
FOCUSED ALPHA, LLC2,542$275K0.08%13F-HRTimeline
B. Riley Wealth Advisors, Inc.2,514$272K0.01%-36713F-HRTimeline
Washington Trust Bank2,466$267K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
North Star Investment Management Corp.2,458$266K0.02%013F-HRTimeline
Weaver Consulting Group2,445$265K0.06%+113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,392$259K<0.01%new13F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC2,392$259K0.04%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,391$259K0.01%+33113F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth2,384$258K<0.01%new13F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC2,353$255K0.02%new13F-HRTimeline
Valmark Advisers, Inc.2,262$245K<0.01%+1013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,250$244K0.01%+5413F-HRTimelineGroup
TPG Advisors LLC2,245$243K0.15%013F-HRTimeline
Merit Financial Group, LLC2,243$243K<0.01%new13F-HRTimeline
NTV Asset Management LLC2,240$243K0.03%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,211$240K<0.01%new13F-HRTimelineGroup
Allworth Financial LP2,203$239K<0.01%+113F-HRTimeline
Keystone Wealth Services, LLC2,120$230K0.05%013F-HRTimeline
Midwest Trust Co2,092$227K<0.01%013F-HRTimeline
Rede Wealth, LLC2,074$225K0.08%new13F-HRTimeline