iShares US Utilities ETFIDUETF
13F holders, Q3 2025 (September 30)272holders +8
38new positions
29sold out
4famous investors
$110.89avg. 13F price*
At the end of Q3 2025, 272 institutions reported holding iShares US Utilities ETF (IDU) in their 13F filings, up 8 from Q2 2025. 38 opened new positions and 29 sold out. The largest holders were Bank of America Corp. ($109.8M), Morgan Stanley ($77.2M) and Destination Wealth Management ($67.7M). 4 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $116.9M |
| Exits | 29 | $26.7M |
All 13F filers, Q2 2025 → Q3 2025: 1,844,157 shares bought and 452,684 shares sold, net +1,391,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 272 holders
| Bank of America Corp. | 0.01% | Add +5.5% | 989,938 | $109.8M |
| Morgan Stanley | 0.00% | Add +3.0% | 695,720 | $77.2M |
| Destination Wealth Management | 1.87% | Reduce -0.6% | 610,713 | $67.7M |
| PGIM Custom Harvest LLC | 0.77% | Reduce -0.3% | 458,681 | $50.9M |
| Steward Partners Investment Advisory, LLC | 0.24% | Add +1234.3% | 381,290 | $42.3M |
| LPL Financial LLC | 0.01% | Add +15.3% | 361,121 | $40.0M |
| Pinkerton Wealth, LLC | 4.03% | New | 337,842 | $37.5M |
| True Freedom Investing, LLC | 9.18% | New | 231,733 | $25.7M |
| Wells Fargo & Company | 0.01% | Add +41.8% | 228,780 | $25.4M |
| Raymond James Financial Inc. | 0.01% | Add +4.0% | 213,408 | $23.7M |
| Royal Bank of Canada | 0.00% | Reduce -31.4% | 179,199 | $19.9M |
| Cresset Asset Management, LLC | 0.08% | New | 158,476 | $17.6M |
| Camarda Financial Advisors, LLC | 4.97% | Reduce -4.7% | 121,475 | $13.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +9.8% | 118,733 | $13.2M |
| LBMC Investment Advisors, LLC | 0.78% | Reduce -1.9% | 110,709 | $12.3M |
| MinichMacGregor Wealth Management, LLC | 2.29% | Reduce -0.5% | 106,035 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.8% | 100,330 | $11.1M |
| AE Wealth Management LLC | 0.07% | Add +17.4% | 95,948 | $10.6M |
| Osaic Holdings, Inc. | 0.01% | Add +3.6% | 91,094 | $9.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +60.9% | 85,803 | $9.5M |
| Moloney Securities Asset Management, LLC | 1.10% | New | 83,105 | $9.2M |
| RPS Advisory Solutions LLC | 4.17% | New | 76,583 | $8.5M |
| Arrien Investments, Inc. | 4.53% | Add +0.5% | 69,801 | $7.7M |
| Truist Financial Corp. | 0.01% | Reduce -8.1% | 69,413 | $7.7M |
| Ameriprise Financial Inc. | 0.00% | Add +1.7% | 69,284 | $7.7M |
| Forte Asset Management LLC | 3.68% | Add +0.7% | 68,959 | $7.6M |
| Prospera Financial Services Inc | 0.12% | Reduce -4.9% | 63,106 | $7.0M |
| Cetera Investment Advisers | 0.01% | Add +54.9% | 62,132 | $6.9M |
| Summit Financial Consulting LLC | 5.23% | Add +11.5% | 59,033 | $6.5M |
| CoreCap Advisors, LLC | 0.20% | Add +12511.4% | 49,941 | $5.5M |
| UBS Group AG | 0.00% | Add +0.9% | 48,962 | $5.4M |
| MML Investors Services, LLC | 0.01% | Add +5.5% | 46,728 | $5.2M |
| Stratos Wealth Advisors, LLC | 0.25% | Reduce -0.2% | 46,542 | $5.2M |
| Country Club Bank | 0.30% | Reduce -0.1% | 46,526 | $5.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.5% | 42,708 | $4.7M |
| Equitable Holdings, Inc. | 0.03% | Add +178.0% | 38,852 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Add +25.6% | 32,715 | $3.6M |
| Croban | 2.27% | Add +0.7% | 30,759 | $3.4M |
| Midwest Professional Planners, LTD. | 0.76% | Reduce -0.1% | 28,162 | $3.1M |
| CPR Investments Inc. | 2.12% | Add +1.4% | 27,731 | $3.1M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +3.5% | 27,576 | $3.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.7% | 26,971 | $3.0M |
| USA Financial Formulas | 0.50% | New | 25,815 | $2.9M |
| Balboa Wealth Partners | 0.49% | New | 25,742 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Add +15.9% | 24,164 | $2.7M |
| Stephens Inc. | 0.03% | Add +10.1% | 22,813 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +21.7% | 22,857 | $2.5M |
| Advisors Management Group Inc. | 0.41% | Reduce -2.8% | 21,188 | $2.4M |
| Independent Financial Group, LLC | 0.05% | Reduce -9.4% | 20,599 | $2.3M |
| BOS Asset Management, LLC | 0.61% | Add +6.7% | 19,448 | $2.2M |
| Waverly Advisors, LLC | 0.02% | Add +1.0% | 19,190 | $2.1M |
| Citadel Advisors | 0.00% | Add +821.4% | 18,907 | $2.1M |
| Wealthstar Advisors, LLC | 0.82% | Reduce -15.1% | 18,720 | $2.1M |
| Everett Harris & Co. | 0.03% | Reduce -1.6% | 18,214 | $2.0M |
| First Citizens Financial Corp | 0.98% | Reduce -0.3% | 17,898 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -54.3% | 17,492 | $1.9M |
| EWG Elevate Inc. | 0.60% | Add +3.4% | 17,383 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +1.9% | 17,302 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 16,935 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.4% | 16,394 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.8% | 16,177 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.6% | 15,974 | $1.8M |
| WealthCare Investment Partners, LLC | 0.54% | Reduce -2.3% | 15,017 | $1.7M |
| Lifestyle Asset Management, Inc. | 0.56% | New | 14,707 | $1.6M |
| Wakefield Asset Management LLLP | 0.44% | Reduce -3.2% | 14,682 | $1.6M |
| Geneos Wealth Management Inc. | 0.04% | No change | 14,232 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +11.6% | 14,228 | $1.6M |
| Essex LLC | 0.28% | Reduce -3.8% | 14,071 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.1% | 13,352 | $1.5M |
| Harbour Investments, Inc. | 0.03% | Add +52.0% | 13,663 | $1.5M |
| Holderness Investments Co. | 0.31% | Add +0.0% | 13,630 | $1.5M |
| Zurich Insurance Group Ltd | 0.01% | New | 12,960 | $1.5M |
| Lifeworks Advisors, LLC | 0.19% | Add +47.0% | 13,053 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +9.3% | 12,580 | $1.4M |
| Allstate Corp. | 0.03% | Reduce -14.2% | 12,047 | $1.3M |
| Westerkirk Capital Inc. | 0.15% | New | 11,780 | $1.3M |
| Sharkey, Howes & Javer | 0.17% | Reduce -4.4% | 11,644 | $1.3M |
| Nikulski Financial, Inc. | 0.32% | No change | 11,363 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +0.3% | 10,815 | $1.2M |
| Comerica Bank | 0.00% | Reduce -20.4% | 9,042 | $1.0M |
| Atria Investments, Inc | 0.01% | Add +9.3% | 8,622 | $956K |
| Brendel Financial Advisors LLC | 0.49% | New | 8,579 | $951K |
| Sovran Advisors, LLC | 0.08% | New | 8,169 | $920K |
| Franklin Resources Inc. | 0.00% | Add +52.8% | 8,280 | $918K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -11.2% | 8,026 | $890K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | No change | 7,912 | $877K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -1.0% | 7,860 | $872K |
| Quantinno Capital Management LP | 0.00% | Add +20.7% | 7,792 | $864K |
| Simmons Bank | 0.06% | Reduce -0.1% | 7,776 | $862K |
| Wealth Management Associates, Inc. | 0.30% | Add +6.6% | 7,747 | $859K |
| Mariner, LLC | 0.00% | Reduce -40.4% | 7,649 | $848K |
| FMR LLC | 0.00% | Add +3.1% | 7,595 | $842K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -48.0% | 7,572 | $840K |
| Arkadios Wealth Advisors | 0.02% | Add +5.9% | 7,408 | $822K |
| Foundations Investment Advisors, LLC | 0.01% | New | 7,324 | $812K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.3% | 7,103 | $788K |
| Mullooly Asset Management, Inc. | 0.30% | Reduce -12.7% | 6,957 | $771K |
| Garrison Point Advisors, LLC | 0.32% | Reduce -0.1% | 6,938 | $769K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +0.6% | 6,845 | $759K |
| PKS Advisory Services, LLC | 0.17% | Add +23.9% | 6,665 | $739K |
"% of holder's portfolio" is IDU's weight in each manager's 13F, not the share of iShares US Utilities ETF the manager owns.