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Disclosery

IDU ISHARES TR

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U.S. UTILITS ETF (fund)

301 managers (302 13F filers) reported a position in IDU shares at 2026-03-31, 8,371,521 shares in all. 33 filers opened a position and 41 filers sold out during the quarter.

Managers
301
13F filers
302
New
33
Added
96
Reduced
81
Sold out
41
Shares held by filers
8,371,521

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Ltd1,827,771$212M0.16%new13F-HRTimelineGroup
Destination Wealth Management606,250$70.4M1.83%-2,28913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY589,607$68.5M<0.01%-68,17413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/520,030$60.4M<0.01%-396,70413F-HRTimelineGroup
PINKERTON WEALTH, LLC511,682$55.4M5.04%+144,68913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC436,338$50.7M0.79%-18,47513F-HRTimelineGroup
Steward Partners Investment Advisory, L…424,713$49.3M0.25%+20,06213F-HRTimeline
LPL Financial LLC369,210$42.9M0.01%-42,60313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN192,011$22.3M<0.01%-43,16613F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA149,406$17.3M<0.01%-29,29013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC142,753$16.6M0.01%-80,28713F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC106,885$12.4M0.76%-3,42013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC99,962$11.6M<0.01%-6,53813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC99,294$11.5M0.02%+2,72813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC96,069$11.2M<0.01%+8,08413F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.72,865$8.47M0.01%-18,58613F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC69,171$8.03M3.52%-50913F-HRTimeline
ARRIEN INVESTMENTS, INC.69,056$8.02M4.35%-1,31813F-HRTimeline
AE Wealth Management LLC68,690$7.98M0.04%-27,23913F-HRTimeline
Cetera Investment Advisers68,169$7.92M0.01%+6,58613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP63,407$7.36M0.01%-4,45513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC62,294$7.23M<0.01%-65,24113F-HRTimelineGroup
Arete Wealth Advisors, LLC60,100$6.98M0.52%+24,59113F-HR/ATimeline
UBS Group AGin group UBS Group AG52,652$6.11M<0.01%+4,57813F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA48,748$5.67M0.17%+53613F-HRTimelineGroup
Cambridge Investment Research Advisors,…45,785$5.32M0.01%-44,38213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP45,600$5.29M<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP45,049$5.2M<0.01%+9,73213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,226$5.14M<0.01%+65813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC43,685$5.07M0.01%-4,22813F-HRTimeline
Sanctuary Advisors, LLC36,303$4.22M0.02%+18,18513F-HRTimeline
Prospera Financial Services Inc34,322$3.99M0.06%-2,94013F-HRTimeline
CROBAN31,658$3.68M1.73%+36313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.32,381$3.51M0.02%-15,27713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,162$3.5M<0.01%-9,05813F-HRTimelineGroup
Private Advisor Group, LLC28,509$3.31M0.02%-12,31113F-HRTimeline
CPR Investments Inc.26,088$3.03M2.02%-1,45113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,687$2.75M<0.01%+4,53313F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…23,181$2.69M0.03%-18213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22,547$2.62M<0.01%-2,13413F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding22,306$2.59M+19,388Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,975$2.55M<0.01%+3,53713F-HRTimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV20,980$2.44M0.44%+21613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,104$2.43M<0.01%-32913F-HRTimelineGroup
Sovran Advisors, LLC19,752$2.34M0.18%+11,33013F-HRTimeline
Wealthstar Advisors, LLC19,273$2.24M1.33%-5,39313F-HRTimeline
Beacon Pointe Advisors, LLC18,982$2.2M0.01%-2,58013F-HRTimeline
EVERETT HARRIS & CO /CA/18,039$2.09M0.03%013F-HRTimeline
BOS Asset Management, LLC17,966$2.09M0.53%-1,35713F-HRTimeline
Waverly Advisors, LLC17,803$2.07M0.02%+313F-HRTimeline
HARBOUR INVESTMENTS, INC.17,009$1.98M0.03%+1,99613F-HRTimeline
First Citizens Financial Corp16,806$1.95M0.92%-2013F-HRTimeline
D.A. DAVIDSON & CO.16,194$1.88M0.01%+75913F-HRTimeline
Sunbelt Securities, Inc.15,521$1.8M0.11%+8,12613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,391$1.79M<0.01%-2,22013F-HRTimelineGroup
HighTower Advisors, LLC13,981$1.62M<0.01%-2,04913F-HRTimeline
Essex LLC13,864$1.61M0.28%-3213F-HRTimeline
Koshinski Asset Management, Inc.13,535$1.57M0.1%013F-HRTimeline
WealthCare Investment Partners, LLC13,591$1.56M0.43%-1,31813F-HRTimeline
Geneos Wealth Management Inc.13,194$1.53M0.04%-51913F-HRTimeline
HOLDERNESS INVESTMENTS CO12,985$1.51M0.3%+213F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI12,960$1.5M0.01%013F-HRTimelineGroup
Nikulski Financial, Inc.11,932$1.39M0.34%+313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,592$1.36M<0.01%-4,42013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding11,702$1.36M-45,048Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,631$1.35M<0.01%-92213F-HRTimelineGroup
Independent Advisor Alliance11,522$1.34M0.01%new13F-HRTimeline
Atria Investments, Inc11,412$1.33M0.01%+2,03813F-HRTimeline
Jaffetilchin Investment Partners, LLC10,861$1.26M0.08%+113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,767$1.13M0.03%-14,61513F-HR/ATimeline
MLP3, LLC9,268$1.08M1.19%-50213F-HRTimeline
Sigma Planning Corp8,844$1.03M0.03%+86013F-HRTimeline
Quantinno Capital Management LP8,794$1.02M<0.01%+1,43813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,628$1M<0.01%+83213F-HRTimelineGroup
Arkadios Wealth Advisors8,561$994K0.02%+75813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,280$961K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC8,224$955K<0.01%+34013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,123$943K<0.01%+1,35513F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC7,997$929K0.02%+20113F-HRTimeline
Wealth Management Associates, Inc.7,991$928K0.32%+7713F-HRTimeline
Ridge Creek Global, Inc7,824$908K0.77%013F-HRTimeline
Simmons Bankin group Simmons Bank7,736$898K0.06%-26513F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC7,614$884K0.02%-24613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,379$857K<0.01%+1,01813F-HRTimeline
PKS Advisory Services, LLC7,358$854K0.2%+15913F-HRTimeline
Capital Investment Advisors, LLC7,068$821K0.01%-2013F-HR/ATimeline
IMC-Chicago, LLC7,000$813K0.01%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,921$804K0.03%+3613F-HRTimeline
GARRISON POINT ADVISORS, LLC6,883$799K0.36%-3513F-HRTimeline
Mullooly Asset Management, Inc.6,856$796K0.29%+1613F-HRTimeline
Sharkey, Howes & Javer6,849$795K0.11%-1,48113F-HRTimeline
HRT FINANCIAL LP6,509$755K<0.01%new13F-HRTimeline
KKM Financial LLC6,965$755K0.13%013F-HRTimeline
High Net Worth Advisory Group LLC6,400$743K0.17%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,355$738K<0.01%+16713F-HRTimelineGroup
HBW ADVISORY SERVICES LLC6,334$735K0.08%+35413F-HRTimeline
Independence Bank of Kentucky6,162$715K0.09%-12013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,934$689K0.01%+1413F-HRTimelineGroup
Mutual Advisors, LLC5,759$669K0.01%-1,47713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,718$664K<0.01%-63313F-HRTimeline
NewEdge Advisors, LLC5,689$661K<0.01%-5413F-HR/ATimeline
Astoria Portfolio Advisors LLC.5,502$642K0.14%new13F-HRTimeline
Westerkirk Capital Inc.5,451$633K0.07%013F-HRTimeline
Retirement Management Systems Inc.5,358$622K0.15%-28213F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.5,200$604K0.1%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,113$594K<0.01%+62613F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP4,910$570K0.01%013F-HRTimeline
S&A Financial Services, Inc.4,825$560K0.38%13F-HRTimeline
Evanson Asset Management, LLC4,778$555K0.03%+613F-HRTimeline
Fiduciary Alliance LLC4,723$549K0.03%+22313F-HRTimeline
Creative Planningin group Creative Planning4,702$546K<0.01%-20013F-HRTimelineGroup
WEDBUSH SECURITIES INC4,662$541K0.02%+1,91513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,578$532K0.03%+52313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,572$531K0.01%-1,25413F-HRTimelineGroup
Kesler, Norman & Wride, LLC4,564$530K0.09%-3,90913F-HRTimeline
Empirical Asset Management, LLC4,522$525K0.14%+1513F-HRTimeline
TD Waterhouse Canada Inc.3,158$497K<0.01%+2,66813F-HRTimeline
Capital Advisors, Ltd. LLC4,268$496K0.06%+1013F-HRTimeline
NTV Asset Management LLC4,240$492K0.05%+2,00013F-HRTimeline
HANCOCK WHITNEY CORP4,109$486K0.01%+35113F-HRTimeline
Quartz Partners, LLC4,141$481K0.19%+95813F-HRTimeline
Grant Private Wealth Management Inc4,127$479K0.25%-71413F-HRTimeline
Brookwood Investment Group LLC4,113$478K0.06%+23113F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC4,111$477K0.34%+113F-HRTimeline
Madden Advisory Services, Inc.4,110$477K0.19%-513F-HRTimeline
Merit Financial Group, LLC4,096$476K<0.01%+1,85313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,028$468K<0.01%-7613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,811$443K<0.01%-2,66713F-HRTimelineGroup
SMITH, MOORE & CO.3,806$442K0.03%+29013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…3,800$441K<0.01%013F-HRTimeline
Adams Wealth Management3,720$432K0.09%+19413F-HRTimeline
CacheTech Inc.3,720$432K0.08%+19413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,715$431K<0.01%+29313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC3,700$430K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.3,576$416K0.03%+1,06213F-HRTimeline
Lighthouse Financial LLC3,500$406K0.25%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,468$403K<0.01%+18513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,372$391K<0.01%-51813F-HRTimelineGroup
Summit Financial, LLC3,324$386K<0.01%-6013F-HRTimeline
Beacon Capital Management, LLC3,311$384K0.07%+63313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,282$381K<0.01%+51813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,272$380K<0.01%+40613F-HRTimeline
Arax Advisory Partners3,182$369K0.01%+2,89813F-HRTimeline
Legacy Wealth Partners, LLC3,122$362K0.09%013F-HRTimeline
Advisory Alpha, LLC3,120$362K0.01%+2013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,062$356K<0.01%13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK3,025$351K<0.01%+43013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,000$348K<0.01%-725,61113F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,971$345K0.04%+1,11213F-HRTimelineGroup
Forbes Financial Planning, Inc.2,931$340K0.2%+7413F-HRTimeline
Moors & Cabot, Inc.2,898$337K0.01%+20613F-HRTimeline
Carl P. Sherr & Co., LLC2,895$336K0.16%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,895$336K<0.01%+913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,886$335K<0.01%-4313F-HRTimeline
Integrated Wealth Concepts LLC2,788$324K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC2,693$313K<0.01%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,671$310K0.05%-8513F-HRTimeline
Field & Main Bank2,610$303K0.09%-6513F-HRTimeline
Royal Fund Management, LLC2,609$303K0.03%-31913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,579$299K<0.01%013F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)2,575$299K<0.01%013F-HRTimelineGroup
Cornerstone Management, Inc.2,559$297K0.05%013F-HRTimeline
Heritage Trust Co2,558$297K0.03%013F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA2,550$296K<0.01%13F-HRTimelineGroup
Greenspring Advisors, LLC2,549$296K0.02%-3813F-HRTimeline
North Star Investment Management Corp.2,458$285K0.02%013F-HRTimeline
Weaver Consulting Group2,446$284K0.07%+113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,392$278K<0.01%013F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC2,392$278K0.05%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth2,352$273K<0.01%-3213F-HRTimelineGroup
Valmark Advisers, Inc.2,271$264K<0.01%+913F-HRTimeline
TPG Advisors LLC2,245$261K0.16%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,211$257K<0.01%013F-HRTimelineGroup
Allworth Financial LP2,205$256K<0.01%+213F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,200$255K<0.01%+50013F-HRTimeline
DAVENPORT & Co LLC2,196$255K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,155$250K<0.01%-43,87313F-HRTimelineGroup
Keystone Wealth Services, LLC2,120$246K0.05%013F-HRTimeline
Caprock Group, LLC2,099$244K0.01%+9813F-HRTimeline
Gotham Asset Management, LLC2,096$243K<0.01%new13F-HRTimeline
Midwest Trust Co2,092$243K<0.01%013F-HRTimeline
Rede Wealth, LLC2,074$241K0.09%013F-HRTimeline
IHT Wealth Management, LLC2,072$241K0.01%+10613F-HRTimeline
First Heartland Consultants, Inc.2,063$239K0.02%+113F-HRTimeline
XML Financial, LLC2,021$235K0.02%new13F-HRTimeline
Beacon Financial Advisory LLC2,018$234K0.05%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,000$232K0.07%new13F-HRTimeline
Modera Wealth Management, LLC1,971$229K<0.01%013F-HRTimeline
Discipline Wealth Solutions, LLC1,958$227K0.02%+3113F-HRTimeline
Sun Group Wealth Partners1,944$226K0.18%+4413F-HRTimeline
Coastal Bridge Advisors, LLC1,936$225K0.02%-3113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,926$224K<0.01%+813F-HRTimelineGroup
DAVIS R M INC1,900$221K<0.01%new13F-HRTimeline
Meridian Wealth Management, LLC1,865$217K0.01%+613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,851$215K<0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC1,850$215K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC1,848$215K<0.01%013F-HRTimeline
Avantax Planning Partners, Inc.1,835$213K0.01%new13F-HRTimeline
&PARTNERS1,833$213K<0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC1,803$209K<0.01%new13F-HRTimeline