iShares US Utilities ETFIDUETF
13F holders, Q1 2025 (March 31)252holders −19
29new positions
45sold out
3famous investors
$101.39avg. 13F price*
At the end of Q1 2025, 252 institutions reported holding iShares US Utilities ETF (IDU) in their 13F filings, down 19 from Q4 2024. 29 opened new positions and 45 sold out. The largest holders were FIL Ltd ($110.4M), HSBC Holdings PLC ($64.4M) and Destination Wealth Management ($62.8M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $211.1M |
| Exits | 45 | $110.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,308,242 shares bought and 1,764,371 shares sold, net +543,871 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 252 holders
| FIL Ltd | 0.10% | New | 1,088,428 | $110.4M |
| HSBC Holdings PLC | 0.04% | New | 635,090 | $64.4M |
| Destination Wealth Management | 1.98% | Reduce -0.5% | 618,761 | $62.8M |
| Morgan Stanley | 0.00% | Reduce -8.2% | 523,518 | $53.1M |
| Bank of America Corp. | 0.00% | Add +24.2% | 498,980 | $50.6M |
| PGIM Custom Harvest LLC | 1.10% | Reduce -0.7% | 455,420 | $46.2M |
| LPL Financial LLC | 0.01% | Add +6.6% | 257,854 | $26.2M |
| Royal Bank of Canada | 0.01% | Reduce -9.7% | 223,207 | $22.6M |
| Raymond James Financial Inc. | 0.01% | Add +0.2% | 188,962 | $19.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.0% | 127,872 | $13.0M |
| Wells Fargo & Company | 0.00% | Add +11.4% | 126,304 | $12.8M |
| LBMC Investment Advisors, LLC | 0.90% | Add +0.2% | 113,827 | $11.5M |
| MinichMacGregor Wealth Management, LLC | 2.57% | New | 113,149 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.2% | 74,577 | $7.6M |
| Arrien Investments, Inc. | 5.16% | Reduce -0.9% | 70,908 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.4% | 60,580 | $6.1M |
| Truist Financial Corp. | 0.01% | Add +11.8% | 60,254 | $6.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -34.1% | 60,213 | $6.1M |
| Country Club Bank | 0.40% | Reduce -1.4% | 59,544 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -19.4% | 51,141 | $5.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -16.2% | 47,497 | $4.8M |
| UBS Group AG | 0.00% | Add +5.9% | 46,845 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -51.5% | 42,163 | $4.3M |
| AE Wealth Management LLC | 0.04% | Reduce -62.2% | 41,465 | $4.2M |
| Adams Wealth Management | 0.76% | New | 38,006 | $3.9M |
| CacheTech Inc. | 0.75% | New | 38,006 | $3.9M |
| Arete Wealth Advisors, LLC | 0.29% | New | 37,486 | $3.8M |
| MML Investors Services, LLC | 0.01% | Reduce -0.2% | 37,273 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | New | 36,696 | $3.7M |
| Cetera Investment Advisers | 0.01% | Reduce -47.5% | 33,990 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.18% | Reduce -8.4% | 32,653 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +29.8% | 30,267 | $3.1M |
| Croban | 2.82% | Reduce -2.1% | 30,173 | $3.1M |
| Midwest Professional Planners, LTD. | 0.88% | Add +4.9% | 27,803 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.3% | 27,741 | $2.8M |
| CPR Investments Inc. | 2.37% | Add +6.9% | 26,363 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +507.8% | 25,416 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -13.2% | 24,043 | $2.4M |
| Corient Private Wealth LP | 0.00% | Add +5.2% | 23,275 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -18.8% | 23,106 | $2.3M |
| Independent Financial Group, LLC | 0.08% | Reduce -62.2% | 22,710 | $2.3M |
| Family Firm, Inc. | 0.50% | Reduce -2.4% | 22,248 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +43.2% | 22,187 | $2.3M |
| Advisors Management Group Inc. | 0.48% | Add +7.0% | 21,810 | $2.2M |
| Prospera Financial Services Inc | 0.05% | Reduce -1.0% | 21,799 | $2.2M |
| Stephens Inc. | 0.03% | Add +23.6% | 20,813 | $2.1M |
| First Citizens Financial Corp | 1.19% | Add +1.6% | 20,728 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.8% | 20,611 | $2.1M |
| BOS Asset Management, LLC | 0.68% | Reduce -0.8% | 19,297 | $2.0M |
| Waverly Advisors, LLC | 0.02% | Add +0.0% | 19,004 | $1.9M |
| Wealthstar Advisors, LLC | 0.87% | Add +8.1% | 18,704 | $1.9M |
| Everett Harris & Co. | 0.02% | Reduce -1.5% | 18,584 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -41.5% | 18,381 | $1.9M |
| Wakefield Asset Management LLLP | 0.54% | Reduce -12.8% | 17,422 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | New | 17,273 | $1.8M |
| Cerity Partners LLC | 0.00% | Reduce -7.1% | 16,972 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.7% | 16,834 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +3.7% | 16,502 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +7.2% | 15,951 | $1.6M |
| GTS Securities LLC | 0.07% | Add +12.4% | 15,673 | $1.6M |
| Essex LLC | 0.34% | Reduce -1.7% | 15,604 | $1.6M |
| Sharkey, Howes & Javer | 0.22% | Add +1.0% | 15,484 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +46.0% | 15,111 | $1.5M |
| Clal Insurance Enterprises Holdings Ltd | 0.02% | New | 15,000 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.7% | 13,980 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.1% | 13,771 | $1.4M |
| Holderness Investments Co. | 0.32% | Add +0.0% | 13,525 | $1.4M |
| WealthCare Investment Partners, LLC | 0.58% | Add +81.8% | 13,942 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +6.4% | 13,226 | $1.3M |
| Sowell Financial Services LLC | 0.05% | Reduce -0.8% | 11,746 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +26.3% | 10,737 | $1.1M |
| Armstrong, Fleming & Moore, Inc | 1.26% | New | 10,235 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +14.8% | 9,760 | $990K |
| Financial Advocates Investment Management | 0.07% | Reduce -2.7% | 9,276 | $941K |
| Mullooly Asset Management, Inc. | 0.42% | — | 9,223 | $935K |
| Sanctuary Advisors, LLC | 0.01% | Add +25.2% | 8,981 | $911K |
| FMR LLC | 0.00% | Add +53.4% | 8,368 | $849K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -11.8% | 7,975 | $809K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -7.1% | 7,947 | $806K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 7,938 | $805K |
| Simmons Bank | 0.06% | Reduce -24.1% | 7,903 | $802K |
| Comerica Bank | 0.00% | Reduce -17.4% | 7,579 | $769K |
| Allstate Corp. | 0.02% | No change | 7,300 | $740K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.1% | 7,126 | $723K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -48.0% | 7,100 | $720K |
| Flow Traders U.S. LLC | 0.03% | New | 7,000 | $710K |
| Buck Wealth Strategies, LLC | 0.13% | New | 6,908 | $701K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -39.7% | 6,896 | $699K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +7.2% | 6,864 | $696K |
| Wealth Management Associates, Inc. | 0.30% | Add +9.8% | 6,851 | $695K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 6,849 | $695K |
| Garrison Point Advisors, LLC | 0.34% | Reduce -1.7% | 6,848 | $695K |
| Independence Bank of Kentucky | 0.11% | Reduce -2.1% | 6,719 | $681K |
| High Net Worth Advisory Group LLC | 0.18% | No change | 6,400 | $649K |
| Mutual Advisors, LLC | 0.02% | Add +90.7% | 6,355 | $639K |
| Sigma Planning Corp | 0.02% | Add +3.8% | 6,179 | $627K |
| Captrust Financial Advisors | 0.00% | Reduce -1.4% | 6,164 | $625K |
| Arkadios Wealth Advisors | 0.02% | Add +45.7% | 5,567 | $565K |
| Franklin Resources Inc. | 0.00% | No change | 5,420 | $550K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -2.3% | 5,410 | $549K |
| Creative Planning | 0.00% | Add +35.2% | 5,369 | $545K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.8% | 5,351 | $543K |
| Schnieders Capital Management LLC | 0.11% | No change | 5,200 | $527K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.4% | 5,158 | $523K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.1% | 5,122 | $519K |
| FSA Investment Group, LLC | 0.42% | Add +0.6% | 4,919 | $499K |
| Evanson Asset Management, LLC | 0.03% | Add +0.1% | 4,753 | $482K |
| Geneos Wealth Management Inc. | 0.02% | No change | 4,744 | $481K |
| PKS Advisory Services, LLC | 0.13% | Add +70.4% | 4,595 | $466K |
| HBW Advisory Services LLC | 0.07% | Reduce -1.3% | 4,572 | $464K |
| Empirical Asset Management, LLC | 0.16% | Add +1.2% | 4,497 | $456K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -4.4% | 4,300 | $436K |
| Madden Advisory Services, Inc. | 0.20% | Add +0.1% | 4,279 | $434K |
| Fiduciary Alliance LLC | 0.04% | New | 4,272 | $433K |
| Brookwood Investment Group LLC | 0.07% | — | 4,241 | $430K |
| Capital Advisors, Ltd. LLC | 0.06% | No change | 4,224 | $428K |
| Grant Private Wealth Management Inc | 0.46% | New | 4,176 | $424K |
| Quantinno Capital Management LP | 0.00% | Add +14.0% | 4,081 | $414K |
| Synovus Financial Corp. | 0.01% | Add +0.4% | 4,070 | $413K |
| Baird Financial Group, Inc. | 0.00% | Reduce -14.7% | 4,037 | $409K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,204 | $395K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -61.4% | 3,875 | $393K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +30.1% | 3,807 | $386K |
| Harbour Investments, Inc. | 0.01% | Add +64.6% | 3,742 | $380K |
| Bank of Montreal | 0.00% | No change | 3,540 | $359K |
| Lighthouse Financial LLC | 0.31% | No change | 3,500 | $355K |
| Cottonwood Capital Advisors, LLC | 0.26% | Reduce -5.7% | 3,456 | $350K |
| Forbes Financial Planning, Inc. | 0.26% | No change | 3,399 | $345K |
| Apexium Financial, LP | 0.02% | No change | 3,372 | $342K |
| Carl P. Sherr & Co., LLC | 0.17% | No change | 3,125 | $317K |
| Wealthspire Advisors, LLC | 0.00% | No change | 3,095 | $314K |
| Brookstone Capital Management | 0.00% | Reduce -94.0% | 3,041 | $308K |
| Royal Fund Management, LLC | 0.04% | Reduce -1.4% | 2,977 | $302K |
| CW Advisors, LLC | 0.00% | New | 2,926 | $296K |
| Summit Financial, LLC | 0.01% | Add +0.0% | 2,904 | $295K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.6% | 2,855 | $290K |
| Citigroup Inc. | 0.00% | Add +127.9% | 2,780 | $282K |
| Field & Main Bank | 0.10% | Reduce -10.1% | 2,750 | $279K |
| NTV Asset Management LLC | 0.04% | No change | 2,740 | $278K |
| Moors & Cabot, Inc. | 0.01% | Reduce -8.2% | 2,643 | $268K |
| Blackston Financial Advisory Group, LLC | 0.18% | Reduce -3.7% | 2,642 | $268K |
| Weaver Consulting Group | 0.08% | No change | 2,608 | $265K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 2,575 | $261K |
| Money Concepts Capital Corp. | 0.02% | New | 2,571 | $261K |
| Heritage Trust Co | 0.03% | No change | 2,558 | $259K |
| Johnson Investment Counsel Inc. | 0.00% | Add +7.2% | 2,523 | $256K |
| Washington Trust Bank | 0.03% | No change | 2,466 | $250K |
| RPS Advisory Solutions LLC | 0.18% | Reduce -94.7% | 2,463 | $250K |
| North Star Investment Management Corp. | 0.02% | Reduce -7.5% | 2,458 | $249K |
| Bank of New York Mellon Corp | 0.00% | Reduce -96.3% | 2,447 | $248K |
| Brown Advisory Inc. | 0.00% | No change | 2,400 | $243K |
| Independent Solutions Wealth Management, LLC | 0.05% | Add +0.2% | 2,389 | $242K |
| Vertex Planning Partners, LLC | 0.05% | Add +0.2% | 2,376 | $241K |
| Discipline Wealth Solutions, LLC | 0.11% | New | 2,362 | $240K |
| Advisors Preferred, LLC | 0.03% | New | 2,334 | $237K |
| Commerce Bank | 0.00% | No change | 2,304 | $234K |
| Gotham Asset Management | 0.00% | New | 2,287 | $232K |
| Hilltop Holdings Inc. | 0.01% | No change | 2,274 | $231K |
| TPG Advisors LLC | 0.18% | No change | 2,245 | $228K |
| Mariner, LLC | 0.00% | New | 2,222 | $225K |
| Keystone Wealth Services, LLC | 0.06% | No change | 2,120 | $215K |
| Rede Wealth, LLC | 0.07% | New | 2,074 | $210K |
| Citadel Advisors | 0.00% | Reduce -66.5% | 2,052 | $208K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -37.5% | 2,042 | $207K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -10.5% | 2,038 | $207K |
| Caprock Group, LLC | 0.01% | New | 2,001 | $203K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,001 | $203K |
| Nova Wealth Management, Inc. | 0.16% | Reduce -38.4% | 1,847 | $187K |
| US Bancorp \de | 0.00% | Add +12.3% | 1,737 | $176K |
| CENTRAL TRUST Co | 0.00% | No change | 1,664 | $169K |
| CX Institutional | 0.01% | New | 1,625 | $165K |
| Advanced Asset Management Advisors Inc | 0.04% | No change | 1,608 | $163K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | Reduce -3.3% | 1,475 | $150K |
| Allworth Financial LP | 0.00% | Add +0.1% | 1,398 | $141K |
| Principal Securities, Inc. | 0.00% | Add +1.4% | 1,427 | $137K |
| N.E.W. Advisory Services LLC | 0.01% | New | 1,244 | $126K |
| UMB Bank, n.a. | 0.00% | Add +112.4% | 1,200 | $122K |
| Picton Mahoney Asset Management | 0.00% | Add +33.3% | 1,200 | $121K |
| Nalls Sherbakoff Group, LLC | 0.10% | — | 1,191 | $121K |
| Rise Advisors, LLC | 0.05% | Add +15.6% | 1,133 | $115K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.6% | 1,096 | $111K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,074 | $109K |
| Capital Analysts, LLC | 0.00% | No change | 1,001 | $102K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $101K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 980 | $99K |
| Carolinas Wealth Consulting LLC | 0.02% | Reduce -0.1% | 945 | $96K |
| Laurel Wealth Advisors LLC | 0.01% | Add +34.5% | 900 | $91K |
| Farther Finance Advisors, LLC | 0.00% | Add +886.5% | 878 | $89K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 800 | $81K |
| Sterling Capital Management LLC | 0.00% | No change | 770 | $78K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 752 | $76K |
| Cwm, LLC | 0.00% | No change | 748 | $76K |
| Mather Group, Llc. | 0.00% | No change | 732 | $74K |
| Glenmede Trust Co. NA | 0.00% | Reduce -50.0% | 700 | $71K |
| MGB Wealth Management, LLC | 0.03% | No change | 690 | $70K |
| Avion Wealth | 0.02% | No change | 660 | $63K |
| Arax Advisory Partners | 0.00% | No change | 601 | $61K |
| Colonial Trust Co / SC | 0.01% | No change | 600 | $61K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.5% | 584 | $59K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 544 | $55K |
| Blair William & Co. | 0.00% | Reduce -12.4% | 543 | $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 | $47K |
| Capital A Wealth Management, LLC | 0.05% | No change | 458 | $46K |
| Matrix Private Capital Group LLC | 0.02% | No change | 400 | $41K |
| CoreCap Advisors, LLC | 0.00% | Reduce -99.0% | 396 | $40K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -6.6% | 370 | $38K |
| Concord Wealth Partners | 0.01% | Reduce -6.0% | 358 | $36K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 356 | $36K |
| MAI Capital Management | 0.00% | Reduce -82.6% | 349 | $35K |
| Front Row Advisors LLC | 0.01% | No change | 320 | $32K |
| Westside Investment Management, Inc. | 0.01% | No change | 310 | $31K |
| WealthShield Partners, LLC | 0.00% | No change | 306 | $31K |
| St Germain D J Co. Inc. | 0.00% | No change | 300 | $30K |
| Signaturefd, LLC | 0.00% | Reduce -76.3% | 296 | $30K |
| Tsfg, LLC | 0.01% | No change | 300 | $30K |
| Creekmur Asset Management LLC | 0.01% | No change | 260 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -13.3% | 260 | $26K |
| Coldstream Capital Management Inc. | 0.00% | New | 242 | $25K |
| BlackRock, Inc. | 0.00% | Add +445.4% | 240 | $24K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 214 | $22K |
| Synergy Investment Management, LLC | 0.01% | Reduce -0.5% | 206 | $21K |
| Anchor Investment Management, LLC | 0.00% | No change | 200 | $20K |
| Ancora Advisors LLC | 0.00% | No change | 200 | $20K |
| Compass Financial Services Inc | 0.01% | Add +0.5% | 188 | $19K |
| First Command Advisory Services, Inc. | 0.00% | No change | 183 | $19K |
| Missouri Trust & Investment Co | 0.01% | No change | 175 | $18K |
| IFP Advisors, Inc | 0.00% | Add +43.4% | 175 | $18K |
| National Bank of Canada | 0.00% | Add +68.0% | 168 | $17K |
| McIlrath & Eck, LLC | 0.00% | No change | 166 | $17K |
| SouthState Bank Corp | 0.00% | No change | 150 | $15K |
| Tucker Asset Management LLC | 0.00% | No change | 142 | $14K |
| Columbia River Financial Group, LLC | 0.01% | New | 125 | $12K |
| Beacon Capital Management, LLC | 0.00% | No change | 101 | $10K |
| VSM Wealth Advisory, LLC | 0.00% | Add +32.9% | 101 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -25.4% | 100 | $10K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 87 | $9K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 79 | $8K |
| Rialto Wealth Management, LLC | 0.00% | No change | 74 | $8K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 62 | $6K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.8% | 58 | $6K |
| Founders Financial Alliance, LLC | 0.00% | Add +1.8% | 56 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 55 | $6K |
| Winthrop Capital Management, LLC | 0.00% | No change | 53 | $5K |
| Archer Investment Corp | 0.00% | No change | 41 | $4K |
| Creative Financial Designs Inc. | 0.00% | New | 38 | $4K |
| Bellwether Advisors, LLC | 0.00% | No change | 29 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 25 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 21 | $2K |
| Private Trust Co. NA | 0.00% | No change | 11 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
"% of holder's portfolio" is IDU's weight in each manager's 13F, not the share of iShares US Utilities ETF the manager owns.