iShares US Utilities ETFIDUETF
13F holders, Q2 2024 (June 30)236holders +32
36new positions
16sold out
2famous investors
$87.91avg. 13F price*
At the end of Q2 2024, 236 institutions reported holding iShares US Utilities ETF (IDU) in their 13F filings, up 32 from Q1 2024. 36 opened new positions and 16 sold out. The largest holders were FIL Ltd ($126.0M), Destination Wealth Management ($56.5M) and Morgan Stanley ($49.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $150.4M |
| Exits | 16 | $19.2M |
All 13F filers, Q1 2024 → Q2 2024: 2,222,030 shares bought and 344,377 shares sold, net +1,877,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 236 holders
| FIL Ltd | 0.12% | New | 1,433,783 | $126.0M |
| Destination Wealth Management | 1.87% | Reduce -1.4% | 643,131 | $56.5M |
| Morgan Stanley | 0.00% | Add +6.2% | 567,779 | $49.9M |
| PGIM Custom Harvest LLC | 0.88% | Reduce -1.5% | 447,348 | $39.3M |
| Bank of America Corp. | 0.00% | Add +2.7% | 389,324 | $34.2M |
| Bensler, LLC | 2.23% | Add +2671.9% | 188,659 | $16.6M |
| LPL Financial LLC | 0.01% | Add +11.7% | 179,813 | $15.8M |
| Royal Bank of Canada | 0.00% | Add +25.0% | 125,058 | $11.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +11.3% | 124,841 | $11.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +19.5% | 121,434 | $10.7M |
| LBMC Investment Advisors, LLC | 0.90% | Reduce -0.2% | 118,250 | $10.4M |
| Pinkerton Wealth, LLC | 1.31% | Add +17.2% | 96,615 | $8.5M |
| Townsquare Capital LLC | 0.10% | Add +1.9% | 81,716 | $7.2M |
| Norden Group LLC | 1.45% | Add +2.7% | 81,562 | $7.2M |
| Moloney Securities Asset Management, LLC | 1.03% | Add +63.2% | 80,236 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.2% | 76,830 | $6.8M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 74,471 | $6.5M |
| Arrien Investments, Inc. | 4.97% | Add +5.3% | 72,375 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +156.2% | 66,695 | $5.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.2% | 66,366 | $5.8M |
| Country Club Bank | 0.40% | Reduce -1.6% | 65,041 | $5.8M |
| Brookstone Capital Management | 0.08% | New | 52,608 | $4.8M |
| Independent Financial Group, LLC | 0.19% | Reduce -2.4% | 52,990 | $4.7M |
| Three Seasons Wealth, LLC | 2.48% | New | 50,951 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Add +25.1% | 50,452 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +20.1% | 49,007 | $4.3M |
| Concurrent Investment Advisors, LLC | 0.13% | Reduce -22.3% | 46,077 | $4.0M |
| Truist Financial Corp. | 0.01% | Add +3.5% | 41,266 | $3.6M |
| Sharp Wealth Advisory, LLC | 3.01% | Reduce -19.6% | 39,983 | $3.5M |
| AE Wealth Management LLC | 0.03% | Add +9.3% | 38,156 | $3.4M |
| UBS Group AG | 0.00% | Reduce -3.8% | 37,610 | $3.3M |
| Bellwether Advisors, LLC | 0.65% | Add +0.7% | 35,344 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +128.6% | 34,977 | $3.1M |
| Susquehanna International Group, LLP | 0.01% | Add +166.6% | 34,969 | $3.1M |
| MML Investors Services, LLC | 0.01% | Reduce -3.0% | 31,644 | $2.8M |
| Balboa Wealth Partners | 0.71% | Reduce -0.9% | 30,461 | $2.7M |
| RPS Advisory Solutions LLC | 2.46% | — | 30,335 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +0.9% | 27,935 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.8% | 26,992 | $2.4M |
| Cetera Investment Advisers | 0.01% | Add +23.5% | 26,551 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -5.1% | 25,271 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +27.0% | 23,458 | $2.1M |
| Family Firm, Inc. | 0.45% | Reduce -3.3% | 23,065 | $2.0M |
| Prospera Financial Services Inc | 0.05% | Reduce -0.0% | 22,332 | $2.0M |
| Royal Fund Management, LLC | 0.26% | Add +2.3% | 21,605 | $1.9M |
| BOS Asset Management, LLC | 0.86% | Reduce -1.4% | 20,961 | $1.8M |
| Waverly Advisors, LLC | 0.04% | New | 20,636 | $1.8M |
| First Citizens Financial Corp | 1.07% | Reduce -0.1% | 20,576 | $1.8M |
| EWG Elevate Inc. | 0.66% | New | 20,540 | $1.8M |
| GTS Securities LLC | 0.04% | New | 20,398 | $1.8M |
| Intrinsic Edge Capital Management LLC | 0.17% | New | 20,000 | $1.8M |
| Wakefield Asset Management LLLP | 0.61% | Reduce -18.8% | 19,805 | $1.7M |
| Raymond James & Associates | 0.00% | Reduce -33.7% | 19,508 | $1.7M |
| Everett Harris & Co. | 0.02% | No change | 18,910 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -9.9% | 18,816 | $1.7M |
| Advisors Management Group Inc. | 0.41% | Add +0.2% | 18,602 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +2.6% | 18,553 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.4% | 18,543 | $1.6M |
| Essex LLC | 0.34% | Reduce -6.3% | 17,392 | $1.5M |
| Great Lakes Advisors, LLC | 0.01% | Add +0.6% | 16,079 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -13.7% | 14,625 | $1.3M |
| Holderness Investments Co. | 0.29% | Add +1.3% | 13,917 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -29.7% | 12,667 | $1.1M |
| Comerica Bank | 0.00% | Reduce -0.0% | 11,996 | $1.1M |
| San Luis Wealth Advisors LLC | 0.24% | New | 11,562 | $1.0M |
| Clear Creek Financial Management, LLC | 0.12% | Add +0.5% | 11,523 | $1.0M |
| Koshinski Asset Management, Inc. | 0.09% | New | 10,776 | $954K |
| HighTower Advisors, LLC | 0.00% | Add +2.9% | 10,624 | $938K |
| Citadel Advisors | 0.00% | Reduce -21.7% | 10,568 | $929K |
| Simmons Bank | 0.07% | No change | 10,485 | $921K |
| Apollon Wealth Management, LLC | 0.03% | Add +160.8% | 9,512 | $836K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +0.3% | 8,680 | $763K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +1.2% | 8,552 | $752K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.7% | 8,060 | $708K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -3.3% | 7,819 | $687K |
| JPMorgan Chase & Co. | 0.00% | Reduce -34.4% | 7,662 | $673K |
| J. Safra Sarasin Holding AG | 0.01% | — | 7,594 | $667K |
| Allstate Corp. | 0.05% | New | 7,300 | $642K |
| Stifel Financial Corp. | 0.00% | Add +79.0% | 6,990 | $614K |
| Garrison Point Advisors, LLC | 0.41% | Add +4.1% | 6,985 | $614K |
| Independence Bank of Kentucky | 0.16% | Reduce -1.8% | 6,819 | $599K |
| Saxony Capital Management, LLC | 0.62% | New | 6,435 | $566K |
| High Net Worth Advisory Group LLC | 0.17% | No change | 6,400 | $562K |
| FMR LLC | 0.00% | Add +148.7% | 6,034 | $530K |
| Flow Traders U.S. LLC | 0.03% | New | 5,961 | $524K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +19.3% | 5,881 | $517K |
| Wealth Management Associates, Inc. | 0.24% | No change | 5,861 | $515K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 5,735 | $504K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.7% | 5,624 | $494K |
| Bank of Montreal | 0.00% | No change | 5,461 | $489K |
| Sigma Planning Corp | 0.02% | Reduce -8.6% | 5,528 | $486K |
| Laidlaw Wealth Management LLC | 0.26% | No change | 5,467 | $480K |
| Equitable Holdings, Inc. | 0.01% | Add +30.8% | 5,353 | $470K |
| Geneos Wealth Management Inc. | 0.02% | Add +1.9% | 5,344 | $470K |
| Schnieders Capital Management LLC | 0.09% | No change | 5,200 | $457K |
| Captrust Financial Advisors | 0.00% | Reduce -0.3% | 5,143 | $452K |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.7% | 5,042 | $443K |
| Bison Wealth, LLC | 0.07% | No change | 5,114 | $432K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 4,900 | $431K |
| Evanson Asset Management, LLC | 0.03% | No change | 4,876 | $429K |
"% of holder's portfolio" is IDU's weight in each manager's 13F, not the share of iShares US Utilities ETF the manager owns.