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 |
| Captrust Financial Advisors | 0.00% | Add +21.5% | 6,250 | $638K |
| Yeomans Consulting Group, Inc. | 0.24% | Add +173.6% | 6,230 | $636K |
| Wealth Management Associates, Inc. | 0.27% | Add +2.4% | 6,001 | $612K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 5,735 | $585K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.9% | 5,572 | $573K |
| Laidlaw Wealth Management LLC | 0.27% | Reduce -3.1% | 5,299 | $541K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.9% | 5,244 | $535K |
| Schnieders Capital Management LLC | 0.10% | No change | 5,200 | $531K |
| Good Life Advisors, LLC | 0.03% | Add +99.1% | 5,080 | $518K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.0% | 5,040 | $514K |
| HBW Advisory Services LLC | 0.07% | Add +4.1% | 5,018 | $512K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 4,900 | $500K |
| EP Wealth Advisors, LLC | 0.00% | Add +7.2% | 4,784 | $488K |
| Bison Wealth, LLC | 0.08% | Reduce -6.9% | 4,759 | $486K |
| Evanson Asset Management, LLC | 0.03% | Reduce -2.8% | 4,739 | $483K |
| FMR LLC | 0.00% | Reduce -24.3% | 4,570 | $466K |
| Mutual Advisors, LLC | 0.01% | Reduce -3.4% | 4,407 | $454K |
| GTS Securities LLC | 0.01% | Reduce -78.3% | 4,419 | $451K |
| Empirical Asset Management, LLC | 0.16% | Add +11.7% | 4,400 | $449K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 4,224 | $431K |
| Madden Advisory Services, Inc. | 0.20% | Reduce -1.7% | 4,218 | $430K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.1% | 4,177 | $426K |
| Arkadios Wealth Advisors | 0.02% | Reduce -4.0% | 4,143 | $423K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,122 | $421K |
| Synovus Financial Corp. | 0.00% | Add +0.3% | 4,040 | $412K |
| Central Bank & Trust Co. | 0.06% | No change | 3,954 | $403K |
| Quantinno Capital Management LP | 0.01% | New | 3,802 | $388K |
| Carl P. Sherr & Co., LLC | 0.20% | No change | 3,737 | $381K |
| Cottonwood Capital Advisors, LLC | 0.27% | Reduce -19.5% | 3,660 | $373K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,649 | $372K |
| WealthCare Investment Partners, LLC | 0.16% | New | 3,598 | $361K |
| Creative Planning | 0.00% | New | 3,422 | $349K |
| Forbes Financial Planning, Inc. | 0.25% | Reduce -15.0% | 3,399 | $347K |
| Apexium Financial, LP | 0.02% | Reduce -2.9% | 3,372 | $344K |
| Jane Street Group, LLC | 0.00% | Add +0.3% | 3,245 | $331K |
| Summit Financial, LLC | 0.01% | Reduce -2.1% | 3,234 | $330K |
| Axxcess Wealth Management, LLC | 0.01% | Add +15.4% | 3,182 | $325K |
| Field & Main Bank | 0.11% | Reduce -1.0% | 3,110 | $317K |
| Bank of Montreal | 0.00% | Reduce -42.8% | 3,123 | $317K |
| Wealthspire Advisors, LLC | 0.00% | No change | 3,095 | $316K |
| Weaver Consulting Group | 0.10% | No change | 3,008 | $307K |
| WESPAC Advisors, LLC | 0.22% | Reduce -0.2% | 2,958 | $302K |
| Moors & Cabot, Inc. | 0.01% | Reduce -1.5% | 2,897 | $296K |
| Blackston Financial Advisory Group, LLC | 0.15% | New | 2,879 | $294K |
| Saxony Capital Management, LLC | 0.27% | Reduce -55.3% | 2,876 | $293K |
| Focus Financial Network, Inc. | 0.01% | Add +0.3% | 2,869 | $293K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 2,851 | $291K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -0.8% | 2,844 | $290K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 2,775 | $283K |
| Johnson Investment Counsel Inc. | 0.00% | Add +17.0% | 2,753 | $281K |
| NTV Asset Management LLC | 0.04% | No change | 2,740 | $280K |
| North Star Investment Management Corp. | 0.02% | No change | 2,658 | $271K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,639 | $269K |
| Argent Financial Group, Inc. | 0.03% | — | 2,558 | $261K |
| Aveo Capital Partners, LLC | 0.03% | No change | 2,506 | $256K |
| Washington Trust Bank | 0.02% | No change | 2,466 | $252K |
| Legacy Capital Group California, Inc. | 0.08% | New | 2,405 | $245K |
| Glenmede Trust Co. NA | 0.00% | New | 2,400 | $245K |
| Brown Advisory Inc. | 0.00% | No change | 2,400 | $245K |
| IHT Wealth Management, LLC | 0.01% | New | 2,375 | $242K |
| Valmark Advisers, Inc. | 0.00% | Add +0.4% | 2,363 | $241K |
| Thrivent Financial for Lutherans | 0.00% | New | 2,349 | $240K |
| MAI Capital Management | 0.00% | No change | 2,319 | $237K |
| Commerce Bank | 0.00% | No change | 2,304 | $235K |
| TPG Advisors LLC | 0.18% | New | 2,245 | $229K |
| REDW Wealth LLC | 0.06% | New | 2,234 | $228K |
| First Financial Bank - Trust Division | 0.02% | New | 2,200 | $224K |
| Hilltop Holdings Inc. | 0.01% | New | 2,192 | $224K |
| Well Done, LLC | 0.04% | New | 2,156 | $220K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.6% | 2,140 | $218K |
| Optiver Holding B.V. | 0.01% | New | 2,130 | $217K |
| Keystone Wealth Services, LLC | 0.06% | New | 2,120 | $216K |
| Callan Family Office, LLC | 0.04% | New | 2,100 | $214K |
| Rede Wealth, LLC | 0.08% | New | 2,074 | $212K |
| Vertex Planning Partners, LLC | 0.05% | New | 2,065 | $211K |
| Trilogy Capital Inc. | 0.01% | New | 2,017 | $206K |
| Neuberger Berman Group LLC | 0.00% | New | 2,000 | $204K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | Reduce -2.6% | 1,675 | $171K |
| CENTRAL TRUST Co | 0.00% | No change | 1,664 | $170K |
| Advisors Preferred, LLC | 0.03% | New | 1,596 | $164K |
| US Bancorp \de | 0.00% | No change | 1,546 | $158K |
| Principal Securities, Inc. | 0.00% | Reduce -43.6% | 1,444 | $147K |
| Advanced Asset Management Advisors Inc | 0.04% | No change | 1,608 | $141K |
| Allworth Financial LP | 0.00% | Add +0.1% | 1,357 | $138K |
| Harbour Investments, Inc. | 0.00% | Add +87.6% | 1,343 | $137K |
| Signaturefd, LLC | 0.00% | Reduce -1.8% | 1,224 | $125K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.8% | 1,082 | $110K |
| Spire Wealth Management | 0.00% | Reduce -11.9% | 1,000 | $102K |
| Capital Analysts, LLC | 0.00% | Add +11.2% | 1,001 | $102K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 980 | $100K |
| Annapolis Financial Services, LLC | 0.03% | No change | 974 | $99K |
| Rise Advisors, LLC | 0.05% | Add +0.6% | 974 | $99K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 946 | $96K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -65.1% | 830 | $85K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 800 | $82K |
| Sterling Capital Management LLC | 0.00% | — | 770 | $79K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +7.4% | 752 | $77K |
| Cwm, LLC | 0.00% | No change | 748 | $76K |
| Mather Group, Llc. | 0.00% | No change | 732 | $75K |
| Avion Wealth | 0.02% | No change | 720 | $73K |
| MGB Wealth Management, LLC | 0.03% | No change | 690 | $70K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 669 | $68K |
| Citigroup Inc. | 0.00% | Add +2.5% | 621 | $63K |
| Blair William & Co. | 0.00% | No change | 620 | $63K |
| Arax Advisory Partners | 0.01% | Reduce -8.7% | 601 | $61K |
| Colonial Trust Co / SC | 0.01% | No change | 600 | $61K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.7% | 577 | $59K |
| UMB Bank, n.a. | 0.00% | Reduce -19.3% | 565 | $58K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 544 | $55K |
| Security National Bank | 0.01% | No change | 500 | $51K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 490 | $50K |
| Davis Capital Management | 0.04% | No change | 466 | $48K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 408 | $41K |
| Matrix Private Capital Group LLC | 0.02% | No change | 400 | $41K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 396 | $40K |
| Concord Wealth Partners | 0.01% | Reduce -8.8% | 381 | $39K |
| Hilltop National Bank | 0.01% | No change | 376 | $38K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 356 | $36K |
| International Assets Investment Management, LLC | 0.00% | Add +0.3% | 331 | $34K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 325 | $33K |
| Front Row Advisors LLC | 0.01% | No change | 320 | $33K |
| Westside Investment Management, Inc. | 0.01% | No change | 310 | $32K |
| WealthShield Partners, LLC | 0.00% | No change | 306 | $31K |
| Tsfg, LLC | 0.01% | No change | 300 | $31K |
| St Germain D J Co. Inc. | 0.00% | No change | 300 | $31K |
| Mendota Financial Group, LLC | 0.01% | No change | 290 | $30K |
| Creekmur Asset Management LLC | 0.01% | No change | 260 | $27K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.5% | 222 | $23K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 214 | $22K |
| Anchor Investment Management, LLC | 0.00% | No change | 200 | $20K |
| Ancora Advisors LLC | 0.00% | No change | 200 | $20K |
| First Command Advisory Services, Inc. | 0.00% | No change | 183 | $19K |
| Global Retirement Partners, LLC | 0.00% | No change | 171 | $17K |
| McIlrath & Eck, LLC | 0.00% | No change | 166 | $17K |
| SouthState Bank Corp | 0.00% | No change | 150 | $15K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -10.7% | 134 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 122 | $12K |
| Beacon Capital Management, LLC | 0.00% | Add +1.0% | 101 | $10K |
| Delos Wealth Advisors, LLC | 0.01% | New | 100 | $10K |
| Avior Wealth Management, LLC | 0.00% | No change | 100 | $10K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 87 | $9K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 80 | $8K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 62 | $6K |
| Oarsman Capital, Inc. | 0.00% | New | 60 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 55 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 55 | $6K |
| Archer Investment Corp | 0.00% | No change | 40 | $4K |
| Planned Solutions, Inc. | 0.00% | New | 38 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 21 | $2K |
| Claris Advisors, LLC / Mo / | 0.00% | New | 20 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 6 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 8 | $818 |
| Earned Wealth Advisors, LLC | 0.00% | New | 8 | $816 |
| Providence Capital Advisors, LLC | 0.00% | New | 4 | $408 |
| NorthRock Partners, LLC | 0.00% | New | 2 | $205 |
| GeoWealth Management, LLC | 0.00% | New | 1 | $91 |
"% of holder's portfolio" is IDU's weight in each manager's 13F, not the share of iShares US Utilities ETF the manager owns.