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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions38$116.9M
Exits29$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.