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

0100200300400 Q1 2024: 204Q1 2024Q2 2024: 236Q2 2024Q3 2024: 256Q3 2024Q4 2024: 271Q4 2024Q1 2025: 252Q1 2025Q2 2025: 264Q2 2025Q3 2025: 272Q3 2025Q4 2025: 309Q4 2025Q1 2026: 302Q1 2026Q2 2026: 290Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions36$48.7M
Exits25$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
High Net Worth Advisory Group LLC 0.18% No change 6,400 $669K
Sigma Planning Corp 0.02% Add +3.5% 6,393 $669K
Captrust Financial Advisors 0.00% Add +1.5% 6,255 $654K
KKM Financial LLC 0.22% New 6,086 $636K
HBW Advisory Services LLC 0.08% Add +30.2% 5,951 $622K
Oppenheimer & Co. Inc. 0.01% Add +15.8% 5,931 $620K
Quartz Partners, LLC 0.28% New 5,925 $620K
Mercer Global Advisors Inc. 0.00% Add +6.9% 5,514 $577K
Atria Wealth Solutions, Inc. 0.01% Reduce -20.7% 5,466 $572K
Franklin Resources Inc. 0.00% No change 5,420 $567K
PKS Advisory Services, LLC 0.14% Add +17.1% 5,380 $563K
Peapack Gladstone Financial Corp. 0.01% Reduce -1.9% 5,310 $555K
Citigroup Inc. 0.00% Add +90.0% 5,281 $552K
Schnieders Capital Management LLC 0.10% No change 5,200 $544K
EP Wealth Advisors, LLC 0.00% Reduce -6.6% 4,996 $522K
FSA Investment Group, LLC 0.38% Add +0.6% 4,947 $517K
Evanson Asset Management, LLC 0.03% Add +0.1% 4,759 $498K
Creative Planning 0.00% Reduce -12.8% 4,682 $490K
Empirical Asset Management, LLC 0.15% Reduce -0.0% 4,495 $470K
Fort Washington Investment Advisors Inc. 0.00% No change 4,300 $450K
Madden Advisory Services, Inc. 0.19% No change 4,279 $447K
Capital Advisors, Ltd. LLC 0.05% Add +0.3% 4,235 $443K
Brookwood Investment Group LLC 0.07% Reduce -2.4% 4,139 $433K
Synovus Financial Corp. 0.01% Add +0.2% 4,079 $427K
Fiduciary Alliance LLC 0.03% Reduce -7.4% 3,954 $413K
CIBC Private Wealth Group LLC 0.00% Reduce -9.5% 3,804 $398K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -48.1% 3,557 $372K
Lighthouse Financial LLC 0.28% No change 3,500 $366K
Kesler, Norman & Wride, LLC 0.06% New 3,458 $362K
Bank of New York Mellon Corp 0.00% Add +38.8% 3,396 $355K
Apexium Financial, LP 0.02% No change 3,372 $353K
CW Advisors, LLC 0.00% Add +13.9% 3,333 $349K
Brookstone Capital Management 0.00% Add +9.3% 3,325 $348K
Cottonwood Capital Advisors, LLC 0.23% Reduce -5.2% 3,277 $343K
Money Concepts Capital Corp. 0.02% Add +25.5% 3,227 $337K
Adams Wealth Management 0.06% Reduce -91.6% 3,177 $332K
CacheTech Inc. 0.06% Reduce -91.6% 3,177 $332K
Forbes Financial Planning, Inc. 0.22% Reduce -6.9% 3,164 $331K
Johnson Investment Counsel Inc. 0.00% Add +24.2% 3,133 $328K
Summit Financial, LLC 0.01% Add +6.8% 3,100 $324K
Bank of Montreal 0.00% Reduce -15.3% 2,998 $314K
Royal Fund Management, LLC 0.03% Add +0.4% 2,990 $313K
Prime Capital Investment Advisors, LLC 0.00% Reduce -23.8% 2,900 $303K
Carl P. Sherr & Co., LLC 0.15% Reduce -7.4% 2,895 $303K
Focus Financial Network, Inc. 0.01% Add +0.1% 2,858 $299K
Field & Main Bank 0.09% Reduce -1.1% 2,720 $284K
Moors & Cabot, Inc. 0.01% Add +1.6% 2,686 $281K
Weaver Consulting Group 0.08% No change 2,608 $273K
Commerce Bank 0.00% Add +12.6% 2,595 $271K
GAMCO Investors 0.00% New 2,575 $269K
Cornerstone Management, Inc. 0.05% New 2,559 $268K
Heritage Trust Co 0.03% No change 2,558 $267K
Susquehanna International Group, LLP 0.00% Reduce -93.1% 2,524 $264K
Blackston Financial Advisory Group, LLC 0.16% Reduce -4.7% 2,518 $263K
Thrivent Financial for Lutherans 0.00% New 2,520 $263K
Washington Trust Bank 0.02% No change 2,466 $258K
North Star Investment Management Corp. 0.02% No change 2,458 $257K
Brown Advisory Inc. 0.00% No change 2,400 $251K
Discipline Wealth Solutions, LLC 0.09% Reduce -2.2% 2,311 $242K
Gotham Asset Management 0.00% No change 2,287 $239K
Hilltop Holdings Inc. 0.02% No change 2,274 $238K
TPG Advisors LLC 0.17% No change 2,245 $235K
NTV Asset Management LLC 0.03% Reduce -18.3% 2,240 $234K
Cary Street Partners Financial LLC 0.01% New 2,225 $233K
Allworth Financial LP 0.00% Add +57.4% 2,200 $230K
Qube Research & Technologies Ltd 0.00% Add +99.8% 2,146 $224K
Keystone Wealth Services, LLC 0.05% No change 2,120 $222K
Founders Financial Securities LLC 0.02% New 2,103 $220K
Vertex Planning Partners, LLC 0.05% Reduce -12.4% 2,081 $218K
Rede Wealth, LLC 0.08% No change 2,074 $217K
Citadel Advisors 0.00% No change 2,052 $215K
First Heartland Consultants, Inc. 0.02% Reduce -0.3% 2,033 $213K
CX Institutional 0.01% Add +23.6% 2,008 $210K
GTS Securities LLC 0.01% Reduce -87.2% 2,005 $210K
O'shaughnessy Asset Management, LLC 0.00% No change 2,001 $209K
Modera Wealth Management, LLC 0.00% New 1,971 $206K
Coastal Bridge Advisors, LLC 0.02% New 1,967 $206K
Valmark Advisers, Inc. 0.00% New 1,953 $204K
Two Sigma Securities, LLC 0.02% New 1,920 $201K
Midwest Trust Co 0.00% — 1,917 $200K
Nova Wealth Management, Inc. 0.14% Reduce -2.4% 1,802 $188K
CENTRAL TRUST Co 0.00% No change 1,664 $174K
Advanced Asset Management Advisors Inc 0.05% No change 1,608 $168K
US Bancorp \de 0.00% Reduce -12.9% 1,512 $158K
Principal Securities, Inc. 0.00% Add +5.7% 1,508 $158K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 1,475 $154K
Picton Mahoney Asset Management 0.00% Add +16.7% 1,400 $146K
Ameritas Advisory Services, LLC 0.01% New 1,296 $136K
Rise Advisors, LLC 0.05% Add +12.4% 1,274 $133K
N.E.W. Advisory Services LLC 0.01% No change 1,244 $130K
Nalls Sherbakoff Group, LLC 0.09% No change 1,191 $125K
Farther Finance Advisors, LLC 0.00% Add +34.0% 1,177 $123K
AdvisorNet Financial, Inc 0.01% Add +0.6% 1,102 $115K
Capital Analysts, LLC 0.00% No change 1,001 $105K
FAS Wealth Partners, Inc. 0.01% No change 980 $102K
Bartlett & Co. Wealth Management LLC 0.00% No change 800 $84K
Sterling Capital Management LLC 0.00% No change 770 $81K
Strategic Investment Solutions, Inc. 0.02% No change 752 $79K
Cwm, LLC 0.00% No change 748 $78K
Glenmede Investment Management, LP 0.00% — 700 $73K
MGB Wealth Management, LLC 0.02% No change 690 $72K
UMB Bank, n.a. 0.00% Reduce -43.8% 675 $71K
Choate Investment Advisors 0.00% New 670 $70K
Avion Wealth 0.02% No change 660 $69K
Arax Advisory Partners 0.00% No change 601 $63K
Colonial Trust Co / SC 0.01% No change 600 $63K
Capital Investment Advisory Services, LLC 0.01% Add +0.7% 588 $61K
Strategic Wealth Partners, Ltd. 0.00% — 566 $59K
SOA Wealth Advisors, LLC. 0.01% No change 544 $57K
Blair William & Co. 0.00% No change 543 $57K
Security National Bank 0.01% No change 500 $52K
TD Waterhouse Canada Inc. 0.00% No change 490 $51K
Matrix Private Capital Group LLC 0.02% No change 400 $42K
CoreCap Advisors, LLC 0.00% No change 396 $41K
Assetmark, Inc. 0.00% New 390 $41K
BlackRock, Inc. 0.00% Add +62.5% 390 $41K
Beaird Harris Wealth Management, LLC 0.00% No change 370 $39K
Hilltop National Bank 0.01% — 366 $38K
Concord Wealth Partners 0.01% Add +0.6% 360 $38K
Cherry Tree Wealth Management, LLC 0.01% No change 356 $37K
MAI Capital Management 0.00% No change 349 $36K
Signaturefd, LLC 0.00% Add +9.1% 323 $34K
Westside Investment Management, Inc. 0.01% No change 310 $32K
WealthShield Partners, LLC 0.00% No change 306 $32K
Tsfg, LLC 0.01% No change 300 $31K
Creekmur Asset Management LLC 0.00% No change 260 $27K
Front Row Advisors LLC 0.01% Reduce -21.3% 252 $26K
Elevation Point Wealth Partners, LLC 0.00% New 236 $25K
St Germain D J Co. Inc. 0.00% Reduce -22.3% 233 $24K
Sound Income Strategies, LLC 0.00% New 232 $24K
Provenance Wealth Advisors, LLC 0.00% No change 214 $22K
Anchor Investment Management, LLC 0.00% No change 200 $21K
Ancora Advisors LLC 0.00% No change 200 $21K
Compass Financial Services Inc 0.01% Add +0.5% 189 $20K
First Command Advisory Services, Inc. 0.00% No change 183 $19K
Missouri Trust & Investment Co 0.01% No change 175 $18K
Global Retirement Partners, LLC 0.00% — 171 $18K
National Bank of Canada 0.00% No change 168 $18K
McIlrath & Eck, LLC 0.00% No change 166 $17K
Delos Wealth Advisors, LLC 0.01% New 150 $16K
SouthState Bank Corp 0.00% No change 150 $16K
West Paces Advisors Inc. 0.00% New 144 $15K
IFP Advisors, Inc 0.00% Reduce -28.6% 125 $13K
Beacon Capital Management, LLC 0.00% Add +1.0% 102 $11K
VSM Wealth Advisory, LLC 0.00% No change 101 $11K
Hazlett, Burt & Watson, Inc. 0.00% No change 100 $10K
Blume Capital Management, Inc. 0.00% New 90 $9K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 87 $9K
Federation des caisses Desjardins du Quebec 0.00% Reduce -67.3% 85 $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% No change 58 $6K
Winthrop Capital Management, LLC 0.00% No change 53 $6K
Founders Financial Alliance, LLC 0.00% No change 56 $6K
Evolution Wealth Management Inc. 0.01% — 55 $6K
Brown Brothers Harriman & Co. 0.00% No change 55 $6K
Armstrong Advisory Group, Inc. 0.00% New 46 $5K
Archer Investment Corp 0.00% No change 41 $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% Add +4.8% 22 $2K
Brooklyn Investment Group 0.00% New 19 $2K
Private Trust Co. NA 0.00% No change 11 $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.