iShares US Utilities ETFIDUETF
13F holders, Q4 2025 (December 31)309holders +37
41new positions
17sold out
3famous investors
$108.37avg. 13F price*
At the end of Q4 2025, 309 institutions reported holding iShares US Utilities ETF (IDU) in their 13F filings, up 37 from Q3 2025. 41 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($99.3M), HSBC Holdings PLC ($79.0M) and Morgan Stanley ($71.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares US Utilities ETF
- CUSIP
- 464287697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $39.9M |
| Exits | 17 | $9.0M |
All 13F filers, Q3 2025 → Q4 2025: 1,540,975 shares bought and 398,170 shares sold, net +1,142,805 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 309 holders
| Bank of America Corp. | 0.01% | Reduce -7.4% | 916,734 | $99.3M |
| HSBC Holdings PLC | 0.04% | Add +24187.0% | 728,611 | $79.0M |
| Morgan Stanley | 0.00% | Reduce -5.5% | 657,781 | $71.3M |
| Destination Wealth Management | 1.73% | Reduce -0.4% | 608,539 | $65.9M |
| PGIM Custom Harvest LLC | 0.73% | Reduce -0.8% | 454,813 | $49.3M |
| LPL Financial LLC | 0.01% | Add +14.0% | 411,813 | $44.6M |
| Steward Partners Investment Advisory, LLC | 0.24% | Add +6.1% | 404,651 | $43.8M |
| Pinkerton Wealth, LLC | 4.08% | Add +8.6% | 366,993 | $39.8M |
| Wells Fargo & Company | 0.01% | Add +2.8% | 235,177 | $25.5M |
| Raymond James Financial Inc. | 0.01% | Add +4.5% | 223,040 | $24.2M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 178,696 | $19.4M |
| Cresset Asset Management, LLC | 0.08% | Add +12.0% | 177,430 | $19.2M |
| True Freedom Investing, LLC | 1.20% | Reduce -30.1% | 161,938 | $17.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +629.1% | 127,535 | $13.8M |
| Camarda Financial Advisors, LLC | 5.04% | Add +0.5% | 122,102 | $13.2M |
| MinichMacGregor Wealth Management, LLC | 2.17% | Add +4.3% | 110,594 | $12.0M |
| LBMC Investment Advisors, LLC | 0.74% | Reduce -0.4% | 110,305 | $12.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.2% | 106,500 | $11.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -18.7% | 96,566 | $10.5M |
| AE Wealth Management LLC | 0.06% | Reduce -0.0% | 95,929 | $10.4M |
| Osaic Holdings, Inc. | 0.01% | Add +0.4% | 91,451 | $9.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.1% | 90,167 | $9.8M |
| Ameriprise Financial Inc. | 0.00% | Add +27.0% | 87,985 | $9.5M |
| RPS Advisory Solutions LLC | 4.20% | Add +7.2% | 82,098 | $8.9M |
| Arrien Investments, Inc. | 4.30% | Add +0.8% | 70,374 | $7.6M |
| Forte Asset Management LLC | 3.43% | Add +1.1% | 69,680 | $7.6M |
| Truist Financial Corp. | 0.01% | Reduce -2.2% | 67,862 | $7.4M |
| Summit Financial Consulting LLC | 5.15% | Add +10.9% | 65,479 | $7.1M |
| Cetera Investment Advisers | 0.01% | Reduce -0.9% | 61,583 | $6.7M |
| BNP Paribas Financial Markets | 0.00% | New | 50,200 | $5.4M |
| First National Bank of Omaha | 0.16% | New | 48,212 | $5.3M |
| UBS Group AG | 0.00% | Reduce -1.8% | 48,074 | $5.2M |
| MML Investors Services, LLC | 0.01% | Add +2.5% | 47,913 | $5.2M |
| Equitable Holdings, Inc. | 0.04% | Add +22.7% | 47,658 | $5.2M |
| Stratos Wealth Advisors, LLC | 0.24% | Reduce -0.3% | 46,377 | $5.0M |
| Citadel Advisors | 0.00% | Add +143.4% | 46,028 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.0% | 43,568 | $4.7M |
| Private Advisor Group, LLC | 0.02% | Add +24.8% | 40,820 | $4.4M |
| Three Seasons Wealth, LLC | 0.41% | New | 39,553 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | New | 39,220 | $4.2M |
| Prospera Financial Services Inc | 0.07% | Reduce -41.0% | 37,262 | $4.0M |
| Arete Wealth Advisors, LLC | 0.27% | New | 35,509 | $3.8M |
| Jones Financial Companies LLLP | 0.00% | Add +54.5% | 35,317 | $3.8M |
| CoreCap Advisors, LLC | 0.12% | Reduce -36.7% | 31,598 | $3.4M |
| Croban | 1.63% | Add +1.7% | 31,295 | $3.4M |
| Lifestyle Asset Management, Inc. | 1.02% | Add +96.2% | 28,852 | $3.1M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +3.9% | 28,655 | $3.0M |
| CPR Investments Inc. | 2.00% | Reduce -0.7% | 27,539 | $3.0M |
| Balboa Wealth Partners | 0.45% | Reduce -1.9% | 25,244 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.5% | 24,681 | $2.7M |
| Wealthstar Advisors, LLC | 1.46% | Add +31.8% | 24,666 | $2.7M |
| Independent Financial Group, LLC | 0.06% | Add +18.4% | 24,382 | $2.6M |
| Stephens Inc. | 0.03% | Add +2.4% | 23,363 | $2.5M |
| USA Financial Formulas | 0.46% | Reduce -9.7% | 23,319 | $2.5M |
| Flow Traders U.S. LLC | 0.08% | New | 22,681 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.02% | New | 21,562 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +940.4% | 21,433 | $2.3M |
| Advisors Management Group Inc. | 0.41% | Reduce -2.0% | 20,764 | $2.3M |
| BOS Asset Management, LLC | 0.56% | Reduce -0.6% | 19,323 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +16.8% | 19,154 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +8.9% | 18,438 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +27.3% | 18,118 | $2.0M |
| Everett Harris & Co. | 0.02% | Reduce -1.0% | 18,039 | $2.0M |
| Waverly Advisors, LLC | 0.02% | Reduce -7.2% | 17,800 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +1.8% | 17,611 | $1.9M |
| First Citizens Financial Corp | 0.90% | Reduce -6.0% | 16,826 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +19.9% | 16,012 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.9% | 16,030 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.4% | 15,435 | $1.7M |
| WealthCare Investment Partners, LLC | 0.48% | Reduce -0.7% | 14,909 | $1.6M |
| Harbour Investments, Inc. | 0.03% | Add +9.9% | 15,013 | $1.6M |
| Essex LLC | 0.27% | Reduce -1.2% | 13,896 | $1.5M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -3.6% | 13,713 | $1.5M |
| Koshinski Asset Management, Inc. | 0.09% | New | 13,535 | $1.5M |
| Zurich Insurance Group Ltd | 0.01% | No change | 12,960 | $1.4M |
| Holderness Investments Co. | 0.29% | Reduce -4.8% | 12,983 | $1.4M |
| Bank of Montreal | 0.00% | Add +318.7% | 12,553 | $1.4M |
| Nikulski Financial, Inc. | 0.31% | Add +5.0% | 11,929 | $1.3M |
| Yeomans Consulting Group, Inc. | 0.37% | New | 11,586 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +0.4% | 10,860 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -17.5% | 10,373 | $1.1M |
| Clal Insurance Enterprises Holdings Ltd | 0.01% | New | 10,000 | $1.1M |
| MLP3, LLC | 1.16% | — | 9,770 | $1.1M |
| Comerica Bank | 0.00% | Add +4.3% | 9,432 | $1.0M |
| Atria Investments, Inc | 0.01% | Add +8.7% | 9,374 | $1.0M |
| Sovran Advisors, LLC | 0.08% | Add +3.1% | 8,422 | $932K |
| Kesler, Norman & Wride, LLC | 0.16% | New | 8,473 | $918K |
| Sharkey, Howes & Javer | 0.11% | Reduce -28.5% | 8,330 | $903K |
| Franklin Resources Inc. | 0.00% | No change | 8,280 | $897K |
| Brendel Financial Advisors LLC | 0.43% | Reduce -6.5% | 8,019 | $869K |
| Simmons Bank | 0.06% | Add +2.9% | 8,001 | $867K |
| Sigma Planning Corp | 0.02% | Add +23.3% | 7,984 | $865K |
| Wealth Management Associates, Inc. | 0.30% | Add +2.2% | 7,914 | $858K |
| FMR LLC | 0.00% | Add +3.8% | 7,884 | $854K |
| Buck Wealth Strategies, LLC | 0.11% | New | 7,876 | $853K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 7,860 | $852K |
| Foundations Investment Advisors, LLC | 0.01% | Add +7.1% | 7,844 | $850K |
| Ridge Creek Global, Inc | 0.71% | — | 7,824 | $848K |
| Arkadios Wealth Advisors | 0.02% | Add +5.3% | 7,803 | $846K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.0% | 7,796 | $845K |
"% of holder's portfolio" is IDU's weight in each manager's 13F, not the share of iShares US Utilities ETF the manager owns.