iShares US Utilities ETFIDUETF
13F holders, Q1 2024 (March 31)204holders
1famous investor
$84.51avg. 13F price*
At the end of Q1 2024, 204 institutions reported holding iShares US Utilities ETF (IDU) in their 13F filings. The largest holders were Destination Wealth Management ($55.2M), Morgan Stanley ($45.2M) and PGIM Custom Harvest LLC ($38.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares US Utilities ETF
- CUSIP
- 464287697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $11.2M |
| Exits | 21 | $9.2M |
Ownership 204 holders
| Destination Wealth Management | 1.83% | Add +4.1% | 652,590 | $55.2M |
| Morgan Stanley | 0.00% | Add +1.7% | 534,855 | $45.2M |
| PGIM Custom Harvest LLC | 0.95% | Reduce -1.4% | 454,267 | $38.4M |
| Bank of America Corp. | 0.00% | Reduce -23.5% | 379,063 | $32.0M |
| LPL Financial LLC | 0.01% | Reduce -0.4% | 161,036 | $13.6M |
| Manufacturers Life Insurance Company, The | 0.01% | No change | 121,908 | $10.3M |
| LBMC Investment Advisors, LLC | 0.87% | Reduce -1.0% | 118,470 | $10.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.1% | 112,149 | $9.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +4.0% | 101,617 | $8.6M |
| Royal Bank of Canada | 0.00% | Add +3.7% | 100,055 | $8.5M |
| Wells Fargo & Company | 0.00% | Reduce -5.5% | 72,011 | $6.1M |
| Bank of New York Mellon Corp | 0.00% | New | 69,261 | $5.9M |
| Arrien Investments, Inc. | 4.59% | Add +76.2% | 68,756 | $5.8M |
| Country Club Bank | 0.39% | Reduce -8.5% | 66,103 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.2% | 61,362 | $5.2M |
| Gimbal Financial | 2.86% | New | 41,308 | $3.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.3% | 40,790 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.8% | 40,319 | $3.4M |
| Truist Financial Corp. | 0.01% | Reduce -3.0% | 39,861 | $3.4M |
| UBS Group AG | 0.00% | Reduce -4.4% | 39,106 | $3.3M |
| Bellwether Advisors, LLC | 0.65% | Reduce -41.9% | 35,095 | $3.0M |
| AE Wealth Management LLC | 0.03% | Reduce -2.0% | 34,924 | $3.0M |
| MML Investors Services, LLC | 0.01% | Reduce -1.1% | 32,629 | $2.8M |
| Raymond James & Associates | 0.00% | Add +2.1% | 29,409 | $2.5M |
| Lincoln National Corp. | 0.04% | Add +64.8% | 28,592 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.0% | 28,350 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +1.4% | 27,675 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +6.0% | 26,618 | $2.2M |
| Independent Financial Group, LLC | 0.10% | Reduce -1.0% | 26,302 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.6% | 26,029 | $2.2M |
| Wakefield Asset Management LLLP | 0.71% | Add +3.2% | 24,383 | $2.1M |
| Family Firm, Inc. | 0.49% | Reduce -0.6% | 23,847 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.4% | 22,458 | $1.9M |
| Prospera Financial Services Inc | 0.06% | Reduce -1.6% | 22,334 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +155.1% | 21,499 | $1.8M |
| BOS Asset Management, LLC | 0.94% | Reduce -9.1% | 21,270 | $1.8M |
| Royal Fund Management, LLC | 0.21% | Add +12.3% | 21,115 | $1.8M |
| D.A. Davidson & Co. | 0.02% | Reduce -4.8% | 20,884 | $1.8M |
| Derbend Asset Management | 0.86% | Add +0.1% | 20,626 | $1.7M |
| First Citizens Financial Corp | 1.03% | Reduce -0.6% | 20,586 | $1.7M |
| Everett Harris & Co. | 0.02% | Reduce -0.5% | 18,910 | $1.6M |
| Kellett Wealth Advisors, LLC | 1.09% | Add +56.9% | 18,690 | $1.6M |
| Advisors Management Group Inc. | 0.39% | Add +3.6% | 18,568 | $1.6M |
| Essex LLC | 0.36% | Reduce -6.0% | 18,562 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -14.8% | 18,466 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.7% | 18,077 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -6.7% | 18,009 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -16.2% | 16,936 | $1.4M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -4.0% | 16,896 | $1.4M |
| Great Lakes Advisors, LLC | 0.01% | Add +2.5% | 15,988 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -63.3% | 15,299 | $1.3M |
| Holderness Investments Co. | 0.28% | Add +0.1% | 13,738 | $1.2M |
| Citadel Advisors | 0.00% | Add +52.5% | 13,496 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.3% | 13,117 | $1.1M |
| Comerica Bank | 0.00% | Add +0.5% | 11,999 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Add +8.0% | 11,682 | $987K |
| Simmons Bank | 0.07% | Reduce -11.6% | 10,485 | $886K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.7% | 10,330 | $872K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +31.2% | 8,653 | $731K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -1.2% | 8,452 | $714K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.4% | 8,088 | $684K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.3% | 8,007 | $677K |
| Independence Bank of Kentucky | 0.18% | Reduce -6.2% | 6,944 | $587K |
| Bensler, LLC | 0.08% | Add +74.7% | 6,806 | $575K |
| Garrison Point Advisors, LLC | 0.36% | Add +0.8% | 6,710 | $567K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.9% | 6,516 | $551K |
| High Net Worth Advisory Group LLC | 0.17% | No change | 6,400 | $541K |
| Wealth Management Associates, Inc. | 0.24% | Add +1.3% | 5,861 | $515K |
| Sigma Planning Corp | 0.02% | Add +74.3% | 6,048 | $511K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -0.9% | 5,735 | $485K |
| Mutual Advisors, LLC | 0.01% | Add +7.5% | 5,525 | $467K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.3% | 5,518 | $466K |
| Bank of Montreal | 0.00% | Reduce -54.1% | 5,461 | $465K |
| Laidlaw Wealth Management LLC | 0.26% | Reduce -34.6% | 5,467 | $462K |
| Geneos Wealth Management Inc. | 0.02% | No change | 5,244 | $443K |
| Schnieders Capital Management LLC | 0.09% | No change | 5,200 | $440K |
| Captrust Financial Advisors | 0.00% | Add +1.2% | 5,159 | $436K |
| Bison Wealth, LLC | 0.07% | Reduce -2.4% | 5,114 | $432K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +14.1% | 4,928 | $417K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 4,900 | $414K |
| Evanson Asset Management, LLC | 0.03% | No change | 4,876 | $412K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -11.1% | 4,770 | $403K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -17.8% | 4,541 | $384K |
| Cottonwood Capital Advisors, LLC | 0.30% | Reduce -10.5% | 4,624 | $379K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.5% | 4,461 | $377K |
| Madden Advisory Services, Inc. | 0.19% | Reduce -3.6% | 4,295 | $363K |
| Eagle Strategies LLC | 0.08% | New | 4,252 | $359K |
| Capital Advisors, Ltd. LLC | 0.05% | Reduce -2.0% | 4,224 | $357K |
| Synovus Financial Corp. | 0.00% | Reduce -0.5% | 4,194 | $355K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.5% | 4,122 | $348K |
| Arkadios Wealth Advisors | 0.03% | Reduce -9.5% | 4,106 | $347K |
| Equitable Holdings, Inc. | 0.00% | Reduce -0.9% | 4,094 | $346K |
| Empirical Asset Management, LLC | 0.16% | New | 4,039 | $341K |
| Stifel Financial Corp. | 0.00% | Reduce -10.8% | 3,905 | $330K |
| Carl P. Sherr & Co., LLC | 0.18% | No change | 3,737 | $316K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.3% | 3,732 | $314K |
| Apexium Financial, LP | 0.02% | Reduce -0.2% | 3,478 | $294K |
| Forbes Financial Planning, Inc. | 0.25% | No change | 3,399 | $287K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +39.1% | 3,724 | $276K |
| Field & Main Bank | 0.10% | Reduce -11.2% | 3,160 | $267K |
"% of holder's portfolio" is IDU's weight in each manager's 13F, not the share of iShares US Utilities ETF the manager owns.