IDU ISHARES TR
FollowU.S. UTILITS ETF (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in IDU shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| BOS Asset Management, LLC | 18,045 | $1.82M | 0.43% | -53 | 13F-HRTimeline |
| First Citizens Financial Corp | 16,729 | $1.69M | 0.71% | -57 | 13F-HRTimeline |
| Weaver Consulting Group | 3,296 | $332K | 0.06% | -150 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 2,169 | $219K | <0.01% | +249 | 13F-HRTimeline |
| CX Institutional | 1,566 | $158K | <0.01% | +4 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 656 | $66.2K | <0.01% | -104 | 13F-HRTimeline |
| Davis Capital Management | 466 | $47K | 0.03% | 0 | 13F-HRTimeline |
| ARMSTRONG ADVISORY GROUP, INC | 50 | $5.04K | <0.01% | -5 | 13F-HRTimeline |
| Versant Capital Management, Inc | 22 | $2.23K | <0.01% | 0 | 13F-HRTimeline |