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 |
| HBW Advisory Services LLC | 0.07% | New | 4,821 | $424K |
| Mutual Advisors, LLC | 0.01% | Reduce -17.4% | 4,561 | $416K |
| Cottonwood Capital Advisors, LLC | 0.31% | Reduce -1.6% | 4,549 | $403K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.4% | 4,567 | $401K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,461 | $392K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -20.6% | 4,384 | $385K |
| Arkadios Wealth Advisors | 0.03% | Add +5.1% | 4,317 | $379K |
| Madden Advisory Services, Inc. | 0.19% | Reduce -0.1% | 4,291 | $377K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 4,224 | $371K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -8.1% | 4,173 | $367K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,122 | $362K |
| Gsa Capital Partners LLP | 0.03% | New | 4,101 | $360K |
| Synovus Financial Corp. | 0.00% | Reduce -4.0% | 4,028 | $354K |
| Central Bank & Trust Co. | 0.05% | New | 3,954 | $347K |
| Empirical Asset Management, LLC | 0.13% | Reduce -2.5% | 3,939 | $346K |
| Carl P. Sherr & Co., LLC | 0.18% | No change | 3,737 | $328K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.2% | 3,649 | $322K |
| D. E. Shaw & Co. | 0.00% | New | 3,487 | $306K |
| Apexium Financial, LP | 0.02% | Reduce -0.2% | 3,472 | $305K |
| Smartleaf Asset Management LLC | 0.05% | Add +17.5% | 3,419 | $303K |
| Forbes Financial Planning, Inc. | 0.23% | Add +17.6% | 3,999 | $299K |
| Summit Financial, LLC | 0.01% | Add +35.9% | 3,304 | $290K |
| Sunbelt Securities, Inc. | 0.03% | Add +101.9% | 3,269 | $287K |
| Jane Street Group, LLC | 0.00% | New | 3,234 | $284K |
| Field & Main Bank | 0.10% | Reduce -0.6% | 3,140 | $276K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.9% | 3,095 | $272K |
| Weaver Consulting Group | 0.09% | No change | 3,008 | $264K |
| WESPAC Advisors, LLC | 0.20% | Reduce -65.5% | 2,964 | $260K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.8% | 2,860 | $259K |
| Moors & Cabot, Inc. | 0.01% | Add +1.0% | 2,942 | $259K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.0% | 2,867 | $252K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -5.0% | 2,851 | $251K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 2,775 | $244K |
| Axxcess Wealth Management, LLC | 0.01% | New | 2,758 | $242K |
| NTV Asset Management LLC | 0.03% | No change | 2,740 | $241K |
| Retirement Planning Group, LLC | 0.01% | Add +0.1% | 2,673 | $235K |
| North Star Investment Management Corp. | 0.02% | No change | 2,658 | $234K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,639 | $232K |
| Principal Securities, Inc. | 0.01% | Add +48.8% | 2,562 | $225K |
| Heritage Trust Co | 0.03% | No change | 2,558 | $225K |
| Good Life Advisors, LLC | 0.02% | New | 2,552 | $224K |
| Aveo Capital Partners, LLC | 0.03% | New | 2,506 | $220K |
| Cerity Partners LLC | 0.00% | New | 2,500 | $220K |
| Two Sigma Securities, LLC | 0.01% | New | 2,467 | $217K |
| Washington Trust Bank | 0.02% | No change | 2,466 | $217K |
| Brown Advisory Inc. | 0.00% | No change | 2,400 | $211K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -23.7% | 2,380 | $209K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -86.1% | 2,353 | $207K |
| Valmark Advisers, Inc. | 0.00% | New | 2,353 | $207K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -16.1% | 2,342 | $206K |
| Jones Financial Companies LLLP | 0.00% | Add +197.3% | 2,322 | $204K |
| MAI Capital Management | 0.00% | New | 2,319 | $204K |
| Commerce Bank | 0.00% | New | 2,304 | $202K |
| Yeomans Consulting Group, Inc. | 0.08% | New | 2,277 | $200K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -8.4% | 2,138 | $188K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | No change | 1,720 | $151K |
| CENTRAL TRUST Co | 0.00% | No change | 1,664 | $146K |
| Advanced Asset Management Advisors Inc | 0.04% | No change | 1,608 | $141K |
| US Bancorp \de | 0.00% | Add +5.8% | 1,546 | $136K |
| Allworth Financial LP | 0.00% | Add +0.1% | 1,355 | $123K |
| Signaturefd, LLC | 0.00% | Add +0.9% | 1,247 | $110K |
| Spire Wealth Management | 0.00% | New | 1,135 | $100K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.5% | 1,053 | $93K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 980 | $86K |
| Annapolis Financial Services, LLC | 0.03% | No change | 974 | $86K |
| Rise Advisors, LLC | 0.05% | Add +0.5% | 968 | $85K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +0.1% | 946 | $83K |
| Capital Analysts, LLC | 0.00% | No change | 900 | $79K |
| Tyler-Stone Wealth Management | 0.03% | No change | 812 | $71K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 800 | $70K |
| Cwm, LLC | 0.00% | Reduce -67.5% | 748 | $66K |
| MGB Wealth Management, LLC | 0.02% | No change | 690 | $63K |
| Avion Wealth | 0.02% | No change | 720 | $63K |
| Harbour Investments, Inc. | 0.00% | Add +2.9% | 716 | $63K |
| Mather Group, Llc. | 0.00% | No change | 732 | $62K |
| UMB Bank, n.a. | 0.00% | Add +79.5% | 700 | $62K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +0.4% | 702 | $61K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 669 | $59K |
| Arax Advisory Partners | 0.01% | Add +108.2% | 658 | $58K |
| Strategic Investment Solutions, Inc. | 0.02% | — | 700 | $55K |
| Blair William & Co. | 0.00% | Add +342.9% | 620 | $54K |
| Citigroup Inc. | 0.00% | Reduce -10.0% | 606 | $53K |
| Colonial Trust Co / SC | 0.01% | No change | 600 | $53K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.3% | 573 | $50K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 544 | $48K |
| Wetzel Investment Advisors, Inc. | 0.03% | No change | 541 | $46K |
| Security National Bank | 0.01% | No change | 500 | $44K |
| TD Waterhouse Canada Inc. | 0.00% | Add +390.0% | 490 | $43K |
| Davis Capital Management | 0.04% | No change | 466 | $41K |
| Concord Wealth Partners | 0.01% | Add +10.9% | 418 | $37K |
| Coppell Advisory Solutions LLC | 0.01% | — | 408 | $36K |
| Matrix Private Capital Group LLC | 0.02% | No change | 400 | $35K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 396 | $35K |
| Kelly Financial Services LLC | 0.01% | Reduce -16.3% | 389 | $34K |
| Hilltop National Bank | 0.01% | No change | 376 | $33K |
| Chris Bulman Inc | 0.02% | — | 371 | $33K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 356 | $31K |
| International Assets Investment Management, LLC | 0.00% | New | 330 | $29K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 325 | $29K |
| Front Row Advisors LLC | 0.01% | No change | 320 | $28K |
| Westside Investment Management, Inc. | 0.01% | Add +19.2% | 310 | $27K |
| WealthShield Partners, LLC | 0.00% | No change | 306 | $27K |
| St Germain D J Co. Inc. | 0.00% | No change | 300 | $26K |
| Tsfg, LLC | 0.01% | No change | 300 | $26K |
| Mendota Financial Group, LLC | 0.01% | No change | 290 | $25K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -11.1% | 280 | $25K |
| Creekmur Asset Management LLC | 0.01% | New | 260 | $23K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.5% | 221 | $19K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 214 | $19K |
| Anchor Investment Management, LLC | 0.00% | No change | 200 | $18K |
| Ancora Advisors LLC | 0.00% | No change | 200 | $18K |
| First Command Advisory Services, Inc. | 0.00% | No change | 183 | $16K |
| Clearstead Advisors, LLC | 0.00% | Add +0.6% | 173 | $15K |
| Global Retirement Partners, LLC | 0.00% | Reduce -62.0% | 171 | $15K |
| McIlrath & Eck, LLC | 0.00% | No change | 166 | $15K |
| SouthState Bank Corp | 0.00% | No change | 150 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 150 | $13K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 134 | $12K |
| IFP Advisors, Inc | 0.00% | No change | 122 | $11K |
| Fifth Third Bancorp | 0.00% | New | 102 | $9K |
| Beacon Capital Management, LLC | 0.00% | No change | 100 | $9K |
| Penserra Capital Management LLC | 0.00% | New | 90 | $8K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | No change | 87 | $8K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 80 | $7K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 70 | $6K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 62 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 55 | $5K |
| Founders Financial Alliance, LLC | 0.00% | Add +1.9% | 55 | $5K |
| Archer Investment Corp | 0.00% | No change | 40 | $4K |
| Realta Investment Advisors | 0.00% | Reduce -79.8% | 40 | $4K |
| HM Payson & Co. | 0.00% | New | 25 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 21 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 6 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -97.9% | 8 | $698 |
| Belpointe Asset Management LLC | 0.00% | New | 2 | $174 |
| Avior Wealth Management, LLC | 0.00% | No change | 100 | $100 |
"% of holder's portfolio" is IDU's weight in each manager's 13F, not the share of iShares US Utilities ETF the manager owns.