iShares US Utilities ETFIDUETF
13F holders, Q4 2024 (December 31)271holders +15
25new positions
23sold out
4famous investors
$96.29avg. 13F price*
At the end of Q4 2024, 271 institutions reported holding iShares US Utilities ETF (IDU) in their 13F filings, up 15 from Q3 2024. 25 opened new positions and 23 sold out. The largest holders were Destination Wealth Management ($59.8M), Morgan Stanley ($54.9M) and PGIM Custom Harvest LLC ($44.1M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares US Utilities ETF
- CUSIP
- 464287697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $15.5M |
| Exits | 23 | $171.3M |
All 13F filers, Q3 2024 → Q4 2024: 518,433 shares bought and 1,880,185 shares sold, net −1,361,752 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| Destination Wealth Management | 1.87% | Reduce -2.4% | 621,603 | $59.8M |
| Morgan Stanley | 0.00% | Reduce -2.0% | 570,514 | $54.9M |
| PGIM Custom Harvest LLC | 0.86% | Add +0.4% | 458,665 | $44.1M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 401,626 | $38.6M |
| Royal Bank of Canada | 0.01% | Add +15.0% | 247,285 | $23.8M |
| Bensler, LLC | 2.78% | Add +7.6% | 243,010 | $23.4M |
| LPL Financial LLC | 0.01% | Reduce -12.4% | 241,859 | $23.3M |
| True Freedom Investing, LLC | 9.41% | — | 225,289 | $21.7M |
| Raymond James Financial Inc. | 0.01% | — | 188,574 | $18.1M |
| Apollon Wealth Management, LLC | 0.28% | Reduce -4.5% | 126,126 | $12.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.8% | 125,357 | $12.1M |
| LBMC Investment Advisors, LLC | 0.86% | Reduce -2.1% | 113,636 | $10.9M |
| Wells Fargo & Company | 0.00% | Reduce -20.7% | 113,414 | $10.9M |
| AE Wealth Management LLC | 0.09% | Reduce -2.9% | 109,729 | $10.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.2% | 105,272 | $10.1M |
| Pinkerton Wealth, LLC | 1.47% | Add +10.7% | 105,167 | $10.1M |
| Townsquare Capital LLC | 0.10% | Add +6.4% | 93,179 | $9.0M |
| Norden Group LLC | 1.01% | Add +5.9% | 92,732 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +71.1% | 91,430 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -3.2% | 86,838 | $8.4M |
| Moloney Securities Asset Management, LLC | 1.09% | Add +0.8% | 84,082 | $8.1M |
| Arrien Investments, Inc. | 5.11% | Reduce -2.9% | 71,552 | $7.2M |
| Second Half Financial Partners, LLC | 3.44% | Add +16.9% | 73,280 | $7.1M |
| Ameriprise Financial Inc. | 0.00% | Add +44.5% | 71,595 | $6.9M |
| Three Seasons Wealth, LLC | 3.21% | Add +14.9% | 68,510 | $6.6M |
| Bank of New York Mellon Corp | 0.00% | Add +0.4% | 66,235 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +123.1% | 64,802 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +15.4% | 63,464 | $6.1M |
| Country Club Bank | 0.39% | Reduce -4.6% | 60,365 | $5.8M |
| Independent Financial Group, LLC | 0.19% | Add +1.9% | 60,147 | $5.8M |
| Two Sigma Investments, LP | 0.01% | New | 56,700 | $5.5M |
| Truist Financial Corp. | 0.01% | Reduce -6.2% | 53,890 | $5.2M |
| Brookstone Capital Management | 0.07% | Reduce -0.4% | 51,014 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +7.6% | 50,212 | $4.8M |
| RPS Advisory Solutions LLC | 2.79% | Add +15.8% | 46,641 | $4.5M |
| Sharp Wealth Advisory, LLC | 3.33% | Add +2.4% | 45,639 | $4.4M |
| UBS Group AG | 0.00% | Add +2.1% | 44,252 | $4.3M |
| CoreCap Advisors, LLC | 0.17% | Add +22.6% | 38,848 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +5.3% | 37,343 | $3.6M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +24.3% | 35,668 | $3.4M |
| Jane Street Group, LLC | 0.00% | Add +868.0% | 31,410 | $3.0M |
| Croban | 2.91% | — | 30,815 | $3.0M |
| D. E. Shaw & Co. | 0.00% | New | 28,457 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Add +20.4% | 27,682 | $2.7M |
| Midwest Professional Planners, LTD. | 0.76% | Reduce -2.1% | 26,495 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.9% | 26,108 | $2.5M |
| CPR Investments Inc. | 2.14% | New | 24,663 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.3% | 23,323 | $2.2M |
| Balboa Wealth Partners | 0.51% | Reduce -23.5% | 23,266 | $2.2M |
| Family Firm, Inc. | 0.49% | Reduce -0.8% | 22,783 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -8.3% | 22,118 | $2.1M |
| Prospera Financial Services Inc | 0.05% | Add +0.1% | 22,024 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +0.7% | 20,998 | $2.0M |
| First Citizens Financial Corp | 1.07% | Reduce -0.8% | 20,398 | $2.0M |
| Advisors Management Group Inc. | 0.46% | Add +7.1% | 20,375 | $2.0M |
| Wakefield Asset Management LLLP | 0.65% | Add +0.2% | 19,974 | $1.9M |
| BOS Asset Management, LLC | 0.67% | Reduce -0.1% | 19,447 | $1.9M |
| Waverly Advisors, LLC | 0.03% | Add +0.1% | 19,001 | $1.8M |
| Everett Harris & Co. | 0.02% | No change | 18,870 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +26.2% | 18,266 | $1.8M |
| Wealthstar Advisors, LLC | 0.72% | — | 17,302 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -5.7% | 17,298 | $1.7M |
| Stephens Inc. | 0.02% | Add +15.1% | 16,836 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +49.3% | 15,919 | $1.5M |
| Essex LLC | 0.32% | Reduce -4.3% | 15,870 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +54.8% | 15,489 | $1.5M |
| Clear Creek Financial Management, LLC | 0.16% | Add +28.7% | 15,437 | $1.5M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -4.4% | 15,328 | $1.5M |
| Sharkey, Howes & Javer | 0.21% | Add +16.0% | 15,327 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +60.2% | 14,882 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +31.1% | 14,364 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.7% | 14,065 | $1.4M |
| GTS Securities LLC | 0.07% | Add +215.4% | 13,939 | $1.3M |
| J. Safra Sarasin Holding AG | 0.02% | Add +79.8% | 13,654 | $1.3M |
| Holderness Investments Co. | 0.29% | Reduce -2.9% | 13,523 | $1.3M |
| Koshinski Asset Management, Inc. | 0.11% | Add +20.9% | 13,521 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +36.7% | 12,430 | $1.2M |
| Sowell Financial Services LLC | 0.06% | Reduce -17.6% | 11,836 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -17.7% | 11,430 | $1.1M |
| Simmons Bank | 0.07% | Reduce -0.7% | 10,410 | $1.0M |
| Navellier & Associates Inc. | 0.12% | Add +17.8% | 10,370 | $998K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +151.1% | 10,351 | $996K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +15.7% | 10,033 | $965K |
| Financial Advocates Investment Management | 0.05% | New | 9,534 | $917K |
| Comerica Bank | 0.00% | Reduce -8.2% | 9,176 | $883K |
| Sunbelt Securities, Inc. | 0.08% | Add +0.1% | 9,038 | $870K |
| Yeomans Consulting Group, Inc. | 0.31% | Add +38.7% | 8,642 | $831K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -3.8% | 8,552 | $823K |
| Equitable Holdings, Inc. | 0.01% | Add +22.1% | 8,500 | $818K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -2.5% | 8,499 | $818K |
| EWG Elevate Inc. | 0.25% | Reduce -22.4% | 8,486 | $816K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +200.8% | 7,938 | $764K |
| Belpointe Asset Management LLC | 0.05% | Reduce -5.8% | 7,828 | $761K |
| WealthCare Investment Partners, LLC | 0.32% | Add +113.1% | 7,668 | $741K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.4% | 7,175 | $719K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -6.0% | 7,354 | $708K |
| Allstate Corp. | 0.02% | No change | 7,300 | $702K |
| Garrison Point Advisors, LLC | 0.32% | Reduce -0.2% | 6,968 | $670K |
| Independence Bank of Kentucky | 0.10% | Reduce -1.6% | 6,864 | $660K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +1.6% | 6,405 | $616K |
| High Net Worth Advisory Group LLC | 0.17% | No change | 6,400 | $616K |
| StoneX Group Inc. | 0.03% | New | 6,365 | $612K |
| Captrust Financial Advisors | 0.00% | No change | 6,250 | $601K |
| Wealth Management Associates, Inc. | 0.26% | Add +3.9% | 6,237 | $600K |
| Citadel Advisors | 0.00% | Reduce -84.8% | 6,130 | $590K |
| Sigma Planning Corp | 0.02% | Reduce -4.8% | 5,955 | $573K |
| Aveo Capital Partners, LLC | 0.06% | Add +131.8% | 5,809 | $559K |
| HRT Financial LP | 0.00% | New | 5,770 | $555K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -3.5% | 5,535 | $533K |
| FMR LLC | 0.00% | Add +19.4% | 5,455 | $525K |
| EP Wealth Advisors, LLC | 0.00% | Add +13.9% | 5,451 | $524K |
| Franklin Resources Inc. | 0.00% | New | 5,420 | $521K |
| Laidlaw Wealth Management LLC | 0.22% | No change | 5,299 | $510K |
| Schnieders Capital Management LLC | 0.10% | No change | 5,200 | $500K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.0% | 5,180 | $498K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.4% | 5,018 | $483K |
| FSA Investment Group, LLC | 0.41% | — | 4,891 | $471K |
| Evanson Asset Management, LLC | 0.03% | Add +0.2% | 4,747 | $457K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -9.5% | 4,744 | $456K |
| Baird Financial Group, Inc. | 0.00% | New | 4,734 | $455K |
| HBW Advisory Services LLC | 0.05% | Reduce -7.7% | 4,632 | $446K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -8.2% | 4,500 | $433K |
| Empirical Asset Management, LLC | 0.14% | Add +1.0% | 4,445 | $428K |
| Madden Advisory Services, Inc. | 0.19% | Add +1.3% | 4,274 | $411K |
| CIBC Private Wealth Group LLC | 0.00% | Add +15.2% | 4,204 | $407K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 4,224 | $406K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.1% | 4,182 | $402K |
| Synovus Financial Corp. | 0.01% | Add +0.3% | 4,054 | $390K |
| Creative Planning | 0.00% | Add +16.0% | 3,970 | $382K |
| Bison Wealth, LLC | 0.08% | Reduce -17.4% | 3,931 | $378K |
| Arkadios Wealth Advisors | 0.02% | Reduce -7.8% | 3,820 | $368K |
| PKS Advisory Services, LLC | 0.09% | — | 2,696 | $356K |
| Cottonwood Capital Advisors, LLC | 0.25% | Add +0.1% | 3,663 | $352K |
| Quantinno Capital Management LP | 0.00% | Reduce -5.9% | 3,579 | $344K |
| WESPAC Advisors, LLC | 0.25% | Add +20.4% | 3,562 | $343K |
| Bank of Montreal | 0.00% | Add +13.3% | 3,540 | $341K |
| Lighthouse Financial LLC | 0.27% | — | 3,500 | $337K |
| Mutual Advisors, LLC | 0.01% | Reduce -24.4% | 3,333 | $333K |
| Forbes Financial Planning, Inc. | 0.16% | No change | 3,399 | $327K |
| Apexium Financial, LP | 0.02% | No change | 3,372 | $324K |
| Choreo, LLC | 0.00% | New | 3,348 | $322K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -19.9% | 2,278 | $319K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -48.0% | 3,267 | $314K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.7% | 3,161 | $304K |
| Carl P. Sherr & Co., LLC | 0.16% | Reduce -16.4% | 3,125 | $301K |
| Wealthspire Advisors, LLC | 0.00% | No change | 3,095 | $298K |
| Saxony Capital Management, LLC | 0.26% | Add +7.4% | 3,088 | $297K |
| Field & Main Bank | 0.10% | Reduce -1.6% | 3,060 | $294K |
| Royal Fund Management, LLC | 0.03% | Reduce -66.5% | 3,019 | $291K |
| Nova Wealth Management, Inc. | 0.25% | — | 2,999 | $289K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +2.7% | 2,927 | $282K |
| Summit Financial, LLC | 0.01% | Reduce -10.2% | 2,903 | $279K |
| Moors & Cabot, Inc. | 0.01% | Reduce -0.6% | 2,880 | $277K |
| Focus Financial Network, Inc. | 0.01% | Add +0.1% | 2,872 | $276K |
| Blackston Financial Advisory Group, LLC | 0.13% | Reduce -4.7% | 2,744 | $264K |
| NTV Asset Management LLC | 0.03% | No change | 2,740 | $264K |
| North Star Investment Management Corp. | 0.02% | No change | 2,658 | $256K |
| Weaver Consulting Group | 0.08% | Reduce -13.3% | 2,608 | $251K |
| Renaissance Technologies | 0.00% | New | 2,600 | $250K |
| Keeley-Teton Advisors, LLC | 0.03% | Reduce -7.2% | 2,575 | $248K |
| Heritage Trust Co | 0.03% | — | 2,558 | $246K |
| Good Life Advisors, LLC | 0.02% | Reduce -50.5% | 2,517 | $242K |
| Fisher Asset Management | 0.00% | New | 2,493 | $240K |
| Washington Trust Bank | 0.02% | No change | 2,466 | $237K |
| Brown Advisory Inc. | 0.00% | No change | 2,400 | $231K |
| Independent Solutions Wealth Management, LLC | 0.05% | New | 2,384 | $229K |
| Valmark Advisers, Inc. | 0.00% | Add +0.5% | 2,374 | $228K |
| Vertex Planning Partners, LLC | 0.05% | Add +14.8% | 2,371 | $228K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -14.5% | 2,353 | $226K |
| Neuberger Berman Group LLC | 0.00% | Add +15.3% | 2,306 | $222K |
| Commerce Bank | 0.00% | No change | 2,304 | $222K |
| Well Done, LLC | 0.04% | No change | 2,156 | $220K |
| Harbour Investments, Inc. | 0.01% | Add +69.3% | 2,274 | $219K |
| Hilltop Holdings Inc. | 0.01% | Add +3.7% | 2,274 | $219K |
| TPG Advisors LLC | 0.17% | No change | 2,245 | $216K |
| First Financial Bank - Trust Division | 0.02% | No change | 2,200 | $212K |
| 1492 Capital Management LLC | 0.10% | New | 2,190 | $210K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.8% | 2,156 | $207K |
| Keystone Wealth Services, LLC | 0.05% | No change | 2,120 | $204K |
| MAI Capital Management | 0.00% | Reduce -13.7% | 2,002 | $193K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2,001 | $193K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,817 | $175K |
| CENTRAL TRUST Co | 0.00% | No change | 1,664 | $160K |
| Advanced Asset Management Advisors Inc | 0.04% | No change | 1,608 | $155K |
| US Bancorp \de | 0.00% | No change | 1,546 | $149K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | Reduce -9.0% | 1,525 | $147K |
| Allworth Financial LP | 0.00% | Add +3.0% | 1,397 | $139K |
| Principal Securities, Inc. | 0.00% | Reduce -2.6% | 1,407 | $135K |
| Glenmede Trust Co. NA | 0.00% | Reduce -41.7% | 1,400 | $135K |
| Signaturefd, LLC | 0.00% | Add +2.2% | 1,251 | $120K |
| Citigroup Inc. | 0.00% | Add +96.5% | 1,220 | $117K |
| New Wave Wealth Advisors LLC | 0.05% | New | 1,214 | $117K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.7% | 1,090 | $105K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $96K |
| Capital Analysts, LLC | 0.00% | No change | 1,001 | $96K |
| Rise Advisors, LLC | 0.05% | Add +0.6% | 980 | $94K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 980 | $94K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 946 | $91K |
| Picton Mahoney Asset Management | 0.00% | New | 900 | $87K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 800 | $77K |
| Sterling Capital Management LLC | 0.00% | No change | 770 | $74K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 752 | $72K |
| Cwm, LLC | 0.00% | No change | 748 | $72K |
| Mather Group, Llc. | 0.00% | No change | 732 | $70K |
| MGB Wealth Management, LLC | 0.02% | No change | 690 | $66K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 669 | $64K |
| Avion Wealth | 0.02% | Reduce -8.3% | 660 | $63K |
| Blair William & Co. | 0.00% | No change | 620 | $60K |
| Arax Advisory Partners | 0.00% | No change | 601 | $58K |
| Colonial Trust Co / SC | 0.01% | No change | 600 | $58K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.7% | 581 | $56K |
| UMB Bank, n.a. | 0.00% | No change | 565 | $54K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 544 | $52K |
| Security National Bank | 0.01% | No change | 500 | $48K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 490 | $47K |
| Davis Capital Management | 0.04% | No change | 466 | $45K |
| Capital A Wealth Management, LLC | 0.07% | — | 458 | $44K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 408 | $39K |
| Matrix Private Capital Group LLC | 0.02% | No change | 400 | $38K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 396 | $38K |
| Concord Wealth Partners | 0.01% | No change | 381 | $37K |
| Hilltop National Bank | 0.01% | Reduce -2.7% | 366 | $35K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 356 | $34K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 325 | $31K |
| Front Row Advisors LLC | 0.01% | No change | 320 | $31K |
| Westside Investment Management, Inc. | 0.01% | No change | 310 | $30K |
| WealthShield Partners, LLC | 0.00% | No change | 306 | $29K |
| Tsfg, LLC | 0.01% | No change | 300 | $29K |
| St Germain D J Co. Inc. | 0.00% | No change | 300 | $29K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -63.9% | 300 | $29K |
| Mendota Financial Group, LLC | 0.02% | No change | 290 | $28K |
| Creekmur Asset Management LLC | 0.01% | No change | 260 | $25K |
| First Horizon Advisors, Inc. | 0.00% | No change | 222 | $21K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 214 | $21K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 200 | $20K |
| Synergy Investment Management, LLC | 0.01% | — | 207 | $20K |
| Anchor Investment Management, LLC | 0.00% | No change | 200 | $19K |
| Ancora Advisors LLC | 0.00% | No change | 200 | $19K |
| Compass Financial Services Inc | 0.01% | — | 187 | $18K |
| First Command Advisory Services, Inc. | 0.00% | No change | 183 | $18K |
| Missouri Trust & Investment Co | 0.01% | New | 175 | $17K |
| Global Retirement Partners, LLC | 0.00% | No change | 171 | $16K |
| McIlrath & Eck, LLC | 0.00% | No change | 166 | $16K |
| Delos Wealth Advisors, LLC | 0.01% | Add +50.0% | 150 | $14K |
| SouthState Bank Corp | 0.00% | No change | 150 | $14K |
| Tucker Asset Management LLC | 0.00% | New | 142 | $14K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 134 | $13K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 140 | $13K |
| IFP Advisors, Inc | 0.00% | No change | 122 | $12K |
| Avior Wealth Management, LLC | 0.00% | No change | 100 | $10K |
| Beacon Capital Management, LLC | 0.00% | No change | 101 | $10K |
| National Bank of Canada | 0.00% | New | 100 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +1012.5% | 89 | $9K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | No change | 87 | $8K |
| Boyd Watterson Asset Management LLC | 0.00% | Reduce -1.3% | 79 | $8K |
| VSM Wealth Advisory, LLC | 0.00% | — | 76 | $7K |
| Rialto Wealth Management, LLC | 0.00% | — | 74 | $7K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 62 | $6K |
| Oarsman Capital, Inc. | 0.00% | No change | 60 | $6K |
| Golden State Wealth Management, LLC | 0.00% | — | 57 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 55 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 55 | $5K |
| Winthrop Capital Management, LLC | 0.00% | New | 53 | $5K |
| BlackRock, Inc. | 0.00% | New | 44 | $4K |
| Archer Investment Corp | 0.00% | Add +2.5% | 41 | $4K |
| Bellwether Advisors, LLC | 0.00% | New | 29 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | New | 25 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 21 | $2K |
| Private Trust Co. NA | 0.00% | New | 11 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -83.3% | 1 | $1K |
| GeoWealth Management, LLC | 0.00% | No change | 1 | $86 |
"% of holder's portfolio" is IDU's weight in each manager's 13F, not the share of iShares US Utilities ETF the manager owns.