iShares US Utilities ETFIDUETF
13F holders, Q2 2026 (June 30)290holders −12
25new positions
32sold out
4famous investors
$114.66avg. 13F price*
At the end of Q2 2026, 290 institutions reported holding iShares US Utilities ETF (IDU) in their 13F filings, down 12 from Q1 2026. 25 opened new positions and 32 sold out. The largest holders were Destination Wealth Management ($69.3M), Morgan Stanley ($66.5M) and Bank of America Corp. ($61.0M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares US Utilities ETF
- CUSIP
- 464287697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $21.6M |
| Exits | 32 | $285.6M |
All 13F filers, Q1 2026 → Q2 2026: 554,064 shares bought and 3,367,036 shares sold, net −2,812,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 290 holders
| Destination Wealth Management | 1.62% | Reduce -0.2% | 605,045 | $69.3M |
| Morgan Stanley | 0.00% | Reduce -1.6% | 580,329 | $66.5M |
| Bank of America Corp. | 0.00% | Add +2.3% | 531,947 | $61.0M |
| LPL Financial LLC | 0.01% | Add +8.8% | 401,558 | $46.0M |
| Royal Bank of Canada | 0.00% | Add +36.1% | 203,313 | $23.3M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -59.1% | 173,885 | $19.9M |
| Wells Fargo & Company | 0.00% | Reduce -10.5% | 171,781 | $19.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.6% | 127,590 | $14.6M |
| LBMC Investment Advisors, LLC | 0.67% | Add +0.4% | 107,355 | $12.3M |
| Cetera Investment Advisers | 0.01% | Add +50.5% | 102,592 | $11.8M |
| Susquehanna International Group, LLP | 0.01% | Add +219.5% | 96,376 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.9% | 95,061 | $10.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.2% | 88,178 | $10.1M |
| Osaic Holdings, Inc. | 0.01% | Add +18.5% | 86,376 | $9.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -13.5% | 85,917 | $9.8M |
| Arrien Investments, Inc. | 4.07% | Add +2.1% | 70,480 | $8.1M |
| Sovran Advisors, LLC | 0.56% | Add +232.8% | 65,724 | $7.6M |
| PGIM Custom Harvest LLC | 0.09% | Reduce -85.3% | 64,158 | $7.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.5% | 58,261 | $6.7M |
| Truist Financial Corp. | 0.01% | Reduce -14.8% | 54,033 | $6.2M |
| First National Bank of Omaha | 0.17% | Add +7.9% | 52,616 | $6.1M |
| UBS Group AG | 0.00% | Add +0.1% | 52,695 | $6.0M |
| Forte Asset Management LLC | 2.46% | Reduce -24.2% | 52,430 | $6.0M |
| MML Investors Services, LLC | 0.01% | Add +14.6% | 50,061 | $5.7M |
| Jones Financial Companies LLLP | 0.00% | Add +7.2% | 48,299 | $5.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.9% | 45,058 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.5% | 44,649 | $5.1M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.4% | 35,806 | $4.1M |
| Prospera Financial Services Inc | 0.06% | Add +0.9% | 34,638 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Add +38.7% | 32,856 | $3.8M |
| Prudential PLC | 0.03% | New | 32,900 | $3.8M |
| Croban | 1.64% | Add +2.8% | 32,554 | $3.7M |
| Quadrature Capital Ltd | 0.03% | New | 31,294 | $3.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -4.6% | 30,881 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.06% | New | 28,490 | $3.3M |
| XTX Topco Ltd | 0.04% | New | 28,079 | $3.2M |
| Stephens Inc. | 0.03% | Add +4.1% | 24,128 | $2.8M |
| Arete Wealth Advisors, LLC | 0.18% | Reduce -60.8% | 23,579 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +4.8% | 23,025 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -19.7% | 22,891 | $2.6M |
| D. E. Shaw & Co. | 0.00% | New | 21,826 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.7% | 21,036 | $2.4M |
| Advisors Management Group Inc. | 0.40% | Add +0.0% | 20,986 | $2.4M |
| Citadel Advisors | 0.00% | Add +863.9% | 20,771 | $2.4M |
| Corient Private Wealth LP | 0.00% | Reduce -4.2% | 20,212 | $2.3M |
| Wealthstar Advisors, LLC | 1.08% | Reduce -1.4% | 19,001 | $2.2M |
| BOS Asset Management, LLC | 0.48% | Add +0.7% | 18,098 | $2.1M |
| Waverly Advisors, LLC | 0.01% | Add +1.4% | 18,043 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +16.7% | 17,957 | $2.1M |
| Everett Harris & Co. | 0.03% | Reduce -0.6% | 17,934 | $2.1M |
| Harbour Investments, Inc. | 0.03% | Add +5.3% | 17,909 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -10.2% | 17,048 | $2.0M |
| First Citizens Financial Corp | 0.80% | Reduce -0.1% | 16,786 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Add +0.5% | 16,281 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +810250.0% | 16,207 | $1.9M |
| WealthCare Investment Partners, LLC | 0.43% | Add +13.7% | 15,455 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +1.7% | 14,216 | $1.6M |
| Fifth Third Bancorp | 0.00% | Add +28.4% | 13,809 | $1.6M |
| Essex LLC | 0.24% | Reduce -2.3% | 13,540 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.8% | 13,427 | $1.5M |
| Bank of Montreal | 0.00% | Add +13.3% | 13,175 | $1.5M |
| Arax Advisory Partners | 0.01% | Add +313.5% | 13,159 | $1.5M |
| Zurich Insurance Group Ltd | 0.01% | No change | 12,960 | $1.5M |
| Fifth Third Securities, Inc. | 0.08% | Add +2.4% | 11,830 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.8% | 11,796 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -10.8% | 11,772 | $1.3M |
| Holderness Investments Co. | 0.20% | Reduce -20.0% | 10,388 | $1.2M |
| FMR LLC | 0.00% | Add +24.3% | 10,225 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +2.8% | 9,041 | $1.0M |
| Sigma Planning Corp | 0.02% | Reduce -4.2% | 8,473 | $971K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.9% | 8,296 | $951K |
| Franklin Resources Inc. | 0.00% | No change | 8,280 | $949K |
| Wealth Management Associates, Inc. | 0.26% | Add +1.9% | 8,147 | $934K |
| Westerkirk Capital Inc. | 0.09% | Add +48.0% | 8,065 | $924K |
| Arkadios Wealth Advisors | 0.01% | Reduce -6.8% | 7,981 | $915K |
| TD Waterhouse Canada Inc. | 0.00% | Add +155.1% | 8,055 | $911K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -0.7% | 7,943 | $910K |
| Ridge Creek Global, Inc | 0.70% | No change | 7,824 | $897K |
| PKS Advisory Services, LLC | 0.14% | Add +6.2% | 7,813 | $895K |
| Independent Financial Group, LLC | 0.02% | Reduce -20.1% | 7,807 | $895K |
| Simmons Bank | 0.05% | No change | 7,736 | $887K |
| Captrust Financial Advisors | 0.00% | No change | 7,379 | $846K |
| Buck Wealth Strategies, LLC | 0.09% | New | 7,130 | $817K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.3% | 7,048 | $808K |
| IMC-Chicago, LLC | 0.01% | No change | 7,000 | $802K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.6% | 6,960 | $798K |
| Saxony Capital Management, LLC | 0.36% | New | 6,898 | $791K |
| HBW Advisory Services LLC | 0.07% | Add +8.7% | 6,882 | $789K |
| Mullooly Asset Management, Inc. | 0.24% | Add +0.2% | 6,871 | $787K |
| Sharkey, Howes & Javer | 0.09% | Add +0.1% | 6,857 | $786K |
| Garrison Point Advisors, LLC | 0.31% | Reduce -3.0% | 6,675 | $765K |
| High Net Worth Advisory Group LLC | 0.16% | No change | 6,400 | $734K |
| NewEdge Advisors, LLC | 0.00% | Add +12.2% | 6,383 | $732K |
| Atria Investments, Inc | 0.01% | Reduce -45.2% | 6,255 | $717K |
| Mercer Global Advisors Inc. | 0.00% | Add +8.8% | 6,220 | $713K |
| Independence Bank of Kentucky | 0.08% | Reduce -2.1% | 6,032 | $691K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.6% | 5,899 | $676K |
| HRT Financial LP | 0.00% | Reduce -10.2% | 5,847 | $670K |
| Retirement Management Systems Inc. | 0.13% | Add +3.3% | 5,537 | $635K |
| Bank of New York Mellon Corp | 0.00% | Reduce -32.4% | 5,494 | $630K |
"% of holder's portfolio" is IDU's weight in each manager's 13F, not the share of iShares US Utilities ETF the manager owns.