iShares US Utilities ETFIDUETF
13F holders, Q3 2024 (September 30)256holders +20
41new positions
20sold out
1famous investor
$102.02avg. 13F price*
At the end of Q3 2024, 256 institutions reported holding iShares US Utilities ETF (IDU) in their 13F filings, up 20 from Q2 2024. 41 opened new positions and 20 sold out. The largest holders were HSBC Holdings PLC ($106.0M), Destination Wealth Management ($64.9M) and Morgan Stanley ($59.4M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $141.9M |
| Exits | 20 | $7.8M |
All 13F filers, Q2 2024 → Q3 2024: 2,209,377 shares bought and 1,181,053 shares sold, net +1,028,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 256 holders
| HSBC Holdings PLC | 0.07% | New | 1,038,674 | $106.0M |
| Destination Wealth Management | 2.01% | Reduce -1.0% | 636,567 | $64.9M |
| Morgan Stanley | 0.00% | Add +2.5% | 582,121 | $59.4M |
| PGIM Custom Harvest LLC | 0.94% | Add +2.2% | 457,014 | $46.6M |
| FIL Ltd | 0.04% | Reduce -70.7% | 419,904 | $42.8M |
| Bank of America Corp. | 0.00% | Add +5.5% | 410,845 | $41.9M |
| LPL Financial LLC | 0.01% | Add +53.6% | 276,124 | $28.2M |
| Bensler, LLC | 2.91% | Add +19.7% | 225,859 | $23.0M |
| Royal Bank of Canada | 0.00% | Add +72.0% | 215,063 | $21.9M |
| Wells Fargo & Company | 0.00% | Add +92.0% | 142,958 | $14.6M |
| Apollon Wealth Management, LLC | 0.38% | Add +1289.0% | 132,123 | $13.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.4% | 124,310 | $12.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +2.3% | 124,208 | $12.7M |
| LBMC Investment Advisors, LLC | 0.94% | Reduce -1.9% | 116,030 | $11.8M |
| AE Wealth Management LLC | 0.10% | Add +196.2% | 113,022 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +27.8% | 98,205 | $10.0M |
| Pinkerton Wealth, LLC | 1.41% | Reduce -1.6% | 95,021 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +34.5% | 89,728 | $9.2M |
| Townsquare Capital LLC | 0.11% | Add +7.2% | 87,610 | $8.9M |
| Norden Group LLC | 1.05% | Add +7.3% | 87,538 | $8.9M |
| Moloney Securities Asset Management, LLC | 1.15% | Add +3.9% | 83,394 | $8.5M |
| Gimbal Financial | 5.17% | New | 77,247 | $8.0M |
| Arrien Investments, Inc. | 5.42% | Add +1.8% | 73,661 | $7.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.6% | 65,986 | $6.7M |
| Country Club Bank | 0.43% | Reduce -2.7% | 63,277 | $6.4M |
| Second Half Financial Partners, LLC | 3.39% | New | 62,711 | $6.4M |
| Three Seasons Wealth, LLC | 3.20% | Add +17.0% | 59,600 | $6.1M |
| Independent Financial Group, LLC | 0.22% | Add +11.4% | 59,023 | $6.0M |
| Truist Financial Corp. | 0.01% | Add +39.2% | 57,445 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Add +9.0% | 54,985 | $5.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.1% | 53,443 | $5.5M |
| Brookstone Capital Management | 0.08% | Reduce -2.6% | 51,214 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Add +41.6% | 49,543 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +1.3% | 46,656 | $4.8M |
| Sharp Wealth Advisory, LLC | 3.51% | Add +11.5% | 44,583 | $4.5M |
| UBS Group AG | 0.00% | Add +15.3% | 43,347 | $4.4M |
| Crumly & Associates Inc. | 1.14% | New | 40,548 | $4.1M |
| Citadel Advisors | 0.00% | Add +281.7% | 40,334 | $4.1M |
| RPS Advisory Solutions LLC | 2.94% | Add +32.8% | 40,278 | $4.1M |
| MML Investors Services, LLC | 0.01% | Add +12.1% | 35,460 | $3.6M |
| Flow Traders U.S. LLC | 0.18% | Add +487.1% | 35,000 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -9.3% | 31,705 | $3.2M |
| CoreCap Advisors, LLC | 0.15% | New | 31,680 | $3.2M |
| Balboa Wealth Partners | 0.78% | Reduce -0.1% | 30,427 | $3.1M |
| Cetera Investment Advisers | 0.01% | Add +9.4% | 29,051 | $3.0M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +2.7% | 28,692 | $2.9M |
| Midwest Professional Planners, LTD. | 0.84% | New | 27,066 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.4% | 26,610 | $2.7M |
| Raymond James & Associates | 0.00% | Add +28.5% | 25,068 | $2.6M |
| Corient Private Wealth LP | 0.00% | Reduce -4.5% | 24,131 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.0% | 22,988 | $2.3M |
| Family Firm, Inc. | 0.51% | Reduce -0.5% | 22,957 | $2.3M |
| Prospera Financial Services Inc | 0.06% | Reduce -1.5% | 21,994 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.0% | 20,946 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +12.4% | 20,861 | $2.1M |
| First Citizens Financial Corp | 1.11% | Reduce -0.0% | 20,571 | $2.1M |
| Wakefield Asset Management LLLP | 0.66% | Add +0.7% | 19,940 | $2.0M |
| BOS Asset Management, LLC | 0.74% | Reduce -7.1% | 19,466 | $2.0M |
| Advisors Management Group Inc. | 0.46% | Add +2.3% | 19,022 | $1.9M |
| Waverly Advisors, LLC | 0.04% | Reduce -8.0% | 18,988 | $1.9M |
| Everett Harris & Co. | 0.02% | Reduce -0.2% | 18,870 | $1.9M |
| D.A. Davidson & Co. | 0.02% | Reduce -2.5% | 18,336 | $1.9M |
| Essex LLC | 0.35% | Reduce -4.7% | 16,575 | $1.7M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.2% | 16,041 | $1.6M |
| Stephens Inc. | 0.02% | No change | 14,625 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +478.9% | 14,472 | $1.5M |
| Sowell Financial Services LLC | 0.07% | New | 14,358 | $1.5M |
| Holderness Investments Co. | 0.31% | Add +0.0% | 13,919 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +9.6% | 13,888 | $1.4M |
| Sharkey, Howes & Javer | 0.19% | New | 13,211 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +180.7% | 12,820 | $1.3M |
| Clear Creek Financial Management, LLC | 0.14% | Add +4.1% | 11,994 | $1.2M |
| Fulcrum Equity Management | 0.99% | New | 11,497 | $1.2M |
| Koshinski Asset Management, Inc. | 0.10% | Add +3.8% | 11,182 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +35.9% | 10,956 | $1.1M |
| EWG Elevate Inc. | 0.45% | Reduce -46.7% | 10,941 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 10,660 | $1.1M |
| Simmons Bank | 0.08% | No change | 10,485 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +30.6% | 10,005 | $1.0M |
| Comerica Bank | 0.00% | Reduce -16.7% | 9,993 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +300.2% | 9,292 | $943K |
| Stifel Financial Corp. | 0.00% | Add +30.1% | 9,093 | $928K |
| Royal Fund Management, LLC | 0.07% | Reduce -58.3% | 9,015 | $921K |
| Sunbelt Securities, Inc. | 0.09% | Add +176.1% | 9,026 | $921K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +4.0% | 8,892 | $907K |
| Navellier & Associates Inc. | 0.12% | New | 8,807 | $898K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +0.4% | 8,715 | $889K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +97.8% | 8,672 | $885K |
| Belpointe Asset Management LLC | 0.05% | Add +415250.0% | 8,307 | $847K |
| Capital Investment Advisors, LLC | 0.02% | Add +0.0% | 7,822 | $798K |
| Sanctuary Advisors, LLC | 0.00% | New | 7,508 | $778K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 7,594 | $775K |
| Allstate Corp. | 0.07% | No change | 7,300 | $745K |
| Garrison Point Advisors, LLC | 0.44% | No change | 6,985 | $713K |
| Independence Bank of Kentucky | 0.15% | Add +2.4% | 6,979 | $712K |
| Equitable Holdings, Inc. | 0.01% | Add +30.1% | 6,962 | $710K |
| High Net Worth Advisory Group LLC | 0.18% | No change | 6,400 | $653K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +7.2% | 6,302 | $643K |
| OneDigital Investment Advisors LLC | 0.01% | New | 6,279 | $641K |
| Sigma Planning Corp | 0.02% | Add +13.1% | 6,254 | $638K |
"% of holder's portfolio" is IDU's weight in each manager's 13F, not the share of iShares US Utilities ETF the manager owns.