iShares US Utilities ETFIDUETF
13F holders, Q3 2025 (September 30)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 |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.4% | 6,625 | $735K |
| Independence Bank of Kentucky | 0.09% | Reduce -0.8% | 6,592 | $731K |
| Sigma Planning Corp | 0.02% | Add +1.3% | 6,478 | $718K |
| High Net Worth Advisory Group LLC | 0.17% | No change | 6,400 | $710K |
| Captrust Financial Advisors | 0.00% | Add +1.6% | 6,355 | $705K |
| Mutual Advisors, LLC | 0.02% | Reduce -8.3% | 6,043 | $689K |
| KKM Financial LLC | 0.21% | No change | 6,086 | $675K |
| Mercer Global Advisors Inc. | 0.00% | Add +10.1% | 6,069 | $673K |
| HBW Advisory Services LLC | 0.07% | Add +1.0% | 6,013 | $667K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.1% | 5,940 | $659K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 5,310 | $589K |
| Schnieders Capital Management, Llc. | 0.09% | — | 5,200 | $577K |
| Creative Planning | 0.00% | Add +7.7% | 5,040 | $559K |
| FSA Investment Group, LLC | 0.35% | Add +0.6% | 4,974 | $556K |
| Grant Private Wealth Management Inc | 0.33% | New | 4,879 | $541K |
| Evanson Asset Management, LLC | 0.03% | Add +0.1% | 4,765 | $528K |
| Empirical Asset Management, LLC | 0.14% | Reduce -0.3% | 4,482 | $497K |
| Rockefeller Capital Management L.P. | 0.00% | New | 4,467 | $495K |
| Capital Advisors, Ltd. LLC | 0.05% | Add +0.3% | 4,246 | $471K |
| Madden Advisory Services, Inc. | 0.19% | Reduce -3.1% | 4,146 | $460K |
| Qube Research & Technologies Ltd | 0.00% | Add +92.1% | 4,122 | $457K |
| Synovus Financial Corp. | 0.01% | Add +0.3% | 4,090 | $454K |
| Fiduciary Alliance LLC | 0.03% | Add +1.2% | 4,001 | $444K |
| Money Concepts Capital Corp. | 0.03% | Add +21.6% | 3,924 | $435K |
| Brookwood Investment Group LLC | 0.06% | Reduce -6.2% | 3,882 | $431K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -11.6% | 3,800 | $421K |
| Bank of New York Mellon Corp | 0.00% | Add +11.5% | 3,788 | $420K |
| Lighthouse Financial LLC | 0.26% | No change | 3,500 | $388K |
| Brookstone Capital Management | 0.00% | Add +4.1% | 3,460 | $384K |
| Summit Financial, LLC | 0.01% | Add +9.2% | 3,384 | $375K |
| Apexium Financial, LP | 0.02% | No change | 3,372 | $374K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.5% | 3,367 | $373K |
| Cottonwood Capital Advisors, LLC | 0.27% | Add +0.9% | 3,308 | $367K |
| HRT Financial LP | 0.00% | Reduce -66.1% | 3,272 | $362K |
| Johnson Investment Counsel Inc. | 0.00% | Add +1.6% | 3,183 | $353K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 3,130 | $347K |
| Forbes Financial Planning, Inc. | 0.23% | Reduce -1.5% | 3,117 | $346K |
| Renaissance Technologies | 0.00% | New | 3,100 | $344K |
| HSBC Holdings PLC | 0.00% | New | 3,000 | $333K |
| Bank of Montreal | 0.00% | No change | 2,998 | $332K |
| Greenspring Advisors, LLC | 0.06% | — | 2,923 | $324K |
| Focus Financial Network, Inc. | 0.01% | Add +2.2% | 2,920 | $324K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.5% | 2,914 | $323K |
| Carl P. Sherr & Co., LLC | 0.15% | No change | 2,895 | $321K |
| Cibc World Market Inc. | 0.00% | New | 2,889 | $320K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -19.0% | 2,881 | $319K |
| Smith, Moore & Co. | 0.02% | New | 2,870 | $318K |
| Wedbush Securities Inc. | 0.01% | New | 2,707 | $300K |
| Field & Main Bank | 0.09% | Reduce -0.6% | 2,705 | $300K |
| Moors & Cabot, Inc. | 0.01% | Add +0.2% | 2,692 | $299K |
| Commerce Bank | 0.00% | No change | 2,595 | $288K |
| GAMCO Investors | 0.00% | No change | 2,575 | $286K |
| Cornerstone Management, Inc. | 0.05% | No change | 2,559 | $284K |
| Heritage Trust Co | 0.03% | No change | 2,558 | $284K |
| Adams Wealth Management | 0.06% | Reduce -20.0% | 2,543 | $282K |
| CacheTech Inc. | 0.06% | Reduce -20.0% | 2,543 | $282K |
| Centaurus Financial, Inc. | 0.01% | New | 2,469 | $274K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.1% | 2,467 | $274K |
| Washington Trust Bank | 0.02% | No change | 2,466 | $273K |
| North Star Investment Management Corp. | 0.02% | No change | 2,458 | $273K |
| Weaver Consulting Group | 0.07% | Reduce -6.3% | 2,444 | $271K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +20.9% | 2,419 | $268K |
| Brown Advisory Inc. | 0.00% | No change | 2,400 | $266K |
| Childress Capital Advisors, LLC | 0.05% | New | 2,392 | $265K |
| Sei Investments Co. | 0.00% | New | 2,346 | $260K |
| Gotham Asset Management | 0.00% | No change | 2,287 | $254K |
| Advisory Alpha, LLC | 0.01% | New | 2,266 | $252K |
| Fifth Third Securities, Inc. | 0.02% | New | 2,253 | $250K |
| Valmark Advisers, Inc. | 0.00% | Add +15.3% | 2,252 | $250K |
| TPG Advisors LLC | 0.16% | No change | 2,245 | $249K |
| NTV Asset Management LLC | 0.03% | No change | 2,240 | $248K |
| Quartz Partners, LLC | 0.09% | Reduce -62.8% | 2,204 | $244K |
| Allworth Financial LP | 0.00% | Add +0.1% | 2,202 | $244K |
| Hilltop Holdings Inc. | 0.01% | Reduce -3.4% | 2,196 | $244K |
| Keystone Wealth Services, LLC | 0.05% | No change | 2,120 | $235K |
| Midwest Trust Co | 0.00% | Add +9.1% | 2,092 | $232K |
| Vertex Planning Partners, LLC | 0.04% | Add +0.2% | 2,085 | $231K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -7.4% | 2,060 | $228K |
| Corient Private Wealth LP | 0.00% | Reduce -90.8% | 2,060 | $228K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.1% | 2,034 | $226K |
| Picton Mahoney Asset Management | 0.00% | Add +42.9% | 2,000 | $222K |
| Modera Wealth Management, LLC | 0.00% | No change | 1,971 | $219K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 1,967 | $218K |
| Caprock Group, LLC | 0.01% | — | 2,001 | $216K |
| Discipline Wealth Solutions, LLC | 0.06% | Reduce -16.2% | 1,937 | $215K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 1,912 | $212K |
| Cambridge Financial Group, LLC | 0.07% | New | 1,891 | $210K |
| IHT Wealth Management, LLC | 0.01% | New | 1,858 | $206K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,848 | $205K |
| Avantax Planning Partners, Inc. | 0.01% | New | 1,835 | $204K |
| US Bancorp \de | 0.00% | Add +21.1% | 1,831 | $203K |
| Nova Wealth Management, Inc. | 0.14% | Reduce -2.8% | 1,751 | $194K |
| CENTRAL TRUST Co | 0.00% | No change | 1,664 | $185K |
| Advanced Asset Management Advisors Inc | 0.05% | No change | 1,608 | $178K |
| Farther Finance Advisors, LLC | 0.00% | Add +36.0% | 1,601 | $178K |
| CX Institutional | 0.01% | Reduce -21.8% | 1,570 | $174K |
| Global Retirement Partners, LLC | 0.00% | Add +763.7% | 1,477 | $164K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,475 | $164K |
| Principal Securities, Inc. | 0.00% | Reduce -9.9% | 1,358 | $151K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -3.5% | 1,251 | $139K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 1,244 | $138K |
| Nalls Sherbakoff Group, LLC | 0.09% | No change | 1,191 | $132K |
| Rise Advisors, LLC | 0.04% | Reduce -11.2% | 1,132 | $126K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.5% | 1,108 | $123K |
| Capital Analysts, LLC | 0.00% | No change | 1,001 | $111K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 980 | $109K |
| Citigroup Inc. | 0.00% | Reduce -82.0% | 951 | $106K |
| Cwm, LLC | 0.00% | Add +17.9% | 882 | $98K |
| BlackRock, Inc. | 0.00% | Add +125.6% | 880 | $98K |
| Advisory Services Network, LLC | 0.00% | New | 823 | $91K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 800 | $89K |
| Sterling Capital Management LLC | 0.00% | No change | 770 | $85K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 752 | $83K |
| Mather Group, Llc. | 0.00% | New | 732 | $81K |
| Glenmede Investment Management, LP | 0.00% | No change | 700 | $78K |
| MGB Wealth Management, LLC | 0.02% | No change | 690 | $77K |
| UMB Bank, n.a. | 0.00% | No change | 675 | $75K |
| Avion Wealth | 0.02% | No change | 660 | $73K |
| Colonial Trust Co / SC | 0.01% | No change | 600 | $67K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.5% | 591 | $66K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 544 | $60K |
| Blair William & Co. | 0.00% | No change | 543 | $60K |
| Security National Bank | 0.01% | No change | 500 | $55K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 490 | $55K |
| Assetmark, Inc. | 0.00% | Add +25.6% | 490 | $54K |
| Davis Capital Management | 0.04% | — | 466 | $52K |
| Sound Income Strategies, LLC | 0.00% | Add +87.1% | 434 | $50K |
| IFP Advisors, Inc | 0.00% | Add +224.0% | 405 | $45K |
| Matrix Private Capital Group LLC | 0.02% | No change | 400 | $44K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 370 | $41K |
| Hilltop National Bank | 0.01% | No change | 366 | $41K |
| Concord Wealth Partners | 0.01% | No change | 360 | $40K |
| Rice Partnership, LLC | 0.01% | New | 358 | $40K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 356 | $39K |
| MAI Capital Management | 0.00% | No change | 349 | $39K |
| Fifth Third Bancorp | 0.00% | New | 348 | $39K |
| Signaturefd, LLC | 0.00% | Add +0.6% | 325 | $36K |
| Bokf, NA | 0.00% | New | 320 | $35K |
| Westside Investment Management, Inc. | 0.01% | No change | 310 | $34K |
| WealthShield Partners, LLC | 0.00% | No change | 306 | $34K |
| Tsfg, LLC | 0.01% | No change | 300 | $33K |
| Creekmur Asset Management LLC | 0.00% | No change | 260 | $29K |
| St Germain D J Co. Inc. | 0.00% | No change | 233 | $26K |
| National Bank of Canada | 0.00% | Add +38.7% | 233 | $26K |
| Front Row Advisors LLC | 0.01% | Reduce -13.5% | 218 | $24K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 214 | $24K |
| Anchor Investment Management, LLC | 0.00% | Add +0.5% | 201 | $22K |
| Ancora Advisors LLC | 0.00% | No change | 200 | $22K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +135.3% | 200 | $22K |
| Compass Financial Services Inc | 0.01% | Add +0.5% | 190 | $21K |
| First Command Advisory Services, Inc. | 0.00% | No change | 183 | $20K |
| Missouri Trust & Investment Co | 0.01% | No change | 175 | $19K |
| McIlrath & Eck, LLC | 0.00% | No change | 166 | $18K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 150 | $17K |
| SouthState Bank Corp | 0.00% | No change | 150 | $17K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 101 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 100 | $11K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 79 | $9K |
| Rialto Wealth Management, LLC | 0.00% | No change | 74 | $8K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 62 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 58 | $7K |
| Founders Financial Alliance, LLC | 0.00% | No change | 56 | $6K |
| Evolution Wealth Management Inc. | 0.01% | No change | 55 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 55 | $6K |
| Winthrop Capital Management, LLC | 0.00% | No change | 53 | $6K |
| Archer Investment Corp | 0.00% | No change | 41 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -15.2% | 39 | $4K |
| Financial Life Planners | 0.00% | New | 32 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 25 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 22 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 15 | $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.