iShares US Utilities ETFIDUETF
13F holders, Q2 2025 (June 30)264holders +12
36new positions
25sold out
4famous investors
$104.56avg. 13F price*
At the end of Q2 2025, 264 institutions reported holding iShares US Utilities ETF (IDU) in their 13F filings, up 12 from Q1 2025. 36 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($98.1M), Morgan Stanley ($70.6M) and Destination Wealth Management ($64.2M). 4 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares US Utilities ETF
- CUSIP
- 464287697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $48.7M |
| Exits | 25 | $185.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,537,964 shares bought and 2,052,915 shares sold, net −514,951 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| Bank of America Corp. | 0.01% | Add +88.0% | 938,296 | $98.1M |
| Morgan Stanley | 0.00% | Add +29.1% | 675,609 | $70.6M |
| Destination Wealth Management | 1.88% | Reduce -0.8% | 614,088 | $64.2M |
| PGIM Custom Harvest LLC | 0.99% | Add +1.0% | 459,832 | $48.1M |
| LPL Financial LLC | 0.01% | Add +21.4% | 313,133 | $32.7M |
| Royal Bank of Canada | 0.01% | Add +17.0% | 261,168 | $27.3M |
| Raymond James Financial Inc. | 0.01% | Add +8.6% | 205,135 | $21.5M |
| Wells Fargo & Company | 0.00% | Add +27.8% | 161,365 | $16.9M |
| Camarda Financial Advisors, LLC | 5.24% | New | 127,449 | $13.3M |
| LBMC Investment Advisors, LLC | 0.84% | Reduce -0.9% | 112,844 | $11.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -15.4% | 108,139 | $11.3M |
| MinichMacGregor Wealth Management, LLC | 2.38% | Reduce -5.8% | 106,597 | $11.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +27.2% | 94,858 | $9.9M |
| Osaic Holdings, Inc. | 0.02% | Add +72.0% | 87,941 | $9.2M |
| Principal Financial Group Inc. | 0.00% | New | 86,585 | $9.1M |
| AE Wealth Management LLC | 0.06% | Add +97.0% | 81,696 | $8.5M |
| Truist Financial Corp. | 0.01% | Add +25.3% | 75,499 | $7.9M |
| Arrien Investments, Inc. | 4.59% | Reduce -2.1% | 69,431 | $7.3M |
| Forte Asset Management LLC | 3.65% | New | 68,495 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Add +12.5% | 68,151 | $7.1M |
| Prospera Financial Services Inc | 0.13% | Add +204.4% | 66,362 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +26.5% | 53,327 | $5.6M |
| Summit Financial Consulting LLC | 4.97% | New | 52,933 | $5.5M |
| UBS Group AG | 0.00% | Add +3.6% | 48,517 | $5.1M |
| Stratos Wealth Advisors, LLC | 0.26% | Add +42.9% | 46,655 | $4.9M |
| Country Club Bank | 0.30% | Reduce -21.8% | 46,548 | $4.8M |
| MML Investors Services, LLC | 0.01% | Add +18.8% | 44,273 | $4.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +32.5% | 40,110 | $4.2M |
| Cetera Investment Advisers | 0.01% | Add +18.0% | 40,104 | $4.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -36.5% | 38,231 | $4.0M |
| Arete Wealth Advisors, LLC | 0.28% | Add +0.6% | 37,698 | $3.9M |
| Croban | 2.73% | Add +1.2% | 30,532 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +89.1% | 28,575 | $3.0M |
| Midwest Professional Planners, LTD. | 0.78% | Add +1.4% | 28,188 | $2.9M |
| CPR Investments Inc. | 2.22% | Add +3.8% | 27,352 | $2.9M |
| Jane Street Group, LLC | 0.00% | Add +46.0% | 26,844 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.4% | 26,796 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +4.8% | 26,642 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +8.4% | 26,052 | $2.7M |
| Independent Financial Group, LLC | 0.07% | Add +0.1% | 22,728 | $2.4M |
| Corient Private Wealth LP | 0.00% | Reduce -3.5% | 22,450 | $2.3M |
| Family Firm, Inc. | 0.56% | Add +0.5% | 22,364 | $2.3M |
| Wealthstar Advisors, LLC | 0.87% | Add +17.8% | 22,040 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +27.3% | 21,991 | $2.3M |
| Advisors Management Group Inc. | 0.43% | Reduce -0.0% | 21,805 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +1.2% | 20,855 | $2.2M |
| Stephens Inc. | 0.03% | Reduce -0.5% | 20,713 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.3% | 20,344 | $2.1M |
| Waverly Advisors, LLC | 0.02% | Add +0.0% | 19,007 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +17.8% | 18,783 | $2.0M |
| Everett Harris & Co. | 0.02% | Reduce -0.4% | 18,514 | $1.9M |
| BOS Asset Management, LLC | 0.61% | Reduce -5.5% | 18,231 | $1.9M |
| First Citizens Financial Corp | 1.03% | Reduce -13.3% | 17,961 | $1.9M |
| Cerity Partners LLC | 0.00% | No change | 16,972 | $1.8M |
| EWG Elevate Inc. | 0.54% | New | 16,811 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +25.1% | 16,550 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.2% | 16,466 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -4.5% | 16,074 | $1.7M |
| WealthCare Investment Partners, LLC | 0.58% | Add +10.2% | 15,366 | $1.6M |
| Wakefield Asset Management LLLP | 0.44% | Reduce -12.9% | 15,168 | $1.6M |
| Clal Insurance Enterprises Holdings Ltd | 0.02% | No change | 15,000 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -35.1% | 14,995 | $1.6M |
| Essex LLC | 0.30% | Reduce -6.2% | 14,630 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.8% | 14,575 | $1.5M |
| Geneos Wealth Management Inc. | 0.04% | Add +200.0% | 14,232 | $1.5M |
| Allstate Corp. | 0.11% | Add +92.4% | 14,047 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +43.2% | 13,975 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 13,727 | $1.4M |
| Holderness Investments Co. | 0.31% | Add +0.8% | 13,628 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.4% | 12,945 | $1.4M |
| Mariner, LLC | 0.00% | Add +477.3% | 12,828 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +41.9% | 12,744 | $1.3M |
| Sharkey, Howes & Javer | 0.17% | Reduce -21.3% | 12,180 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +197.1% | 11,512 | $1.2M |
| Nikulski Financial, Inc. | 0.33% | New | 11,363 | $1.2M |
| Comerica Bank | 0.00% | Add +49.8% | 11,354 | $1.2M |
| Sowell Financial Services LLC | 0.05% | Reduce -3.8% | 11,302 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +0.4% | 10,783 | $1.1M |
| Buck Wealth Strategies, LLC | 0.16% | Add +48.5% | 10,256 | $1.1M |
| HRT Financial LP | 0.00% | New | 9,657 | $1.0M |
| Yeomans Consulting Group, Inc. | 0.42% | New | 9,616 | $1.0M |
| Harbour Investments, Inc. | 0.02% | Add +140.3% | 8,991 | $940K |
| Lifeworks Advisors, LLC | 0.14% | New | 8,880 | $929K |
| Sunbelt Securities, Inc. | 0.08% | Add +13.3% | 9,038 | $870K |
| Mullooly Asset Management, Inc. | 0.35% | Reduce -13.6% | 7,972 | $833K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 7,938 | $830K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -0.4% | 7,912 | $827K |
| Atria Investments, Inc | 0.01% | New | 7,892 | $825K |
| Simmons Bank | 0.06% | Reduce -1.6% | 7,780 | $814K |
| FMR LLC | 0.00% | Reduce -11.9% | 7,369 | $771K |
| Compound Planning, Inc. | 0.03% | New | 7,305 | $764K |
| Wealth Management Associates, Inc. | 0.30% | Add +6.1% | 7,269 | $760K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 7,128 | $745K |
| Arkadios Wealth Advisors | 0.02% | Add +25.7% | 6,996 | $732K |
| Garrison Point Advisors, LLC | 0.33% | Add +1.5% | 6,948 | $727K |
| Mutual Advisors, LLC | 0.02% | Add +3.7% | 6,591 | $712K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -0.8% | 6,807 | $712K |
| Independence Bank of Kentucky | 0.10% | Reduce -1.1% | 6,647 | $695K |
| Gladstone Institutional Advisory LLC | 0.03% | New | 6,601 | $690K |
| Quantinno Capital Management LP | 0.00% | Add +58.2% | 6,455 | $675K |
"% of holder's portfolio" is IDU's weight in each manager's 13F, not the share of iShares US Utilities ETF the manager owns.