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 |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -1.5% | 7,796 | $845K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -7.9% | 7,395 | $801K |
| Quantinno Capital Management LP | 0.00% | Reduce -5.6% | 7,356 | $797K |
| Mutual Advisors, LLC | 0.02% | Add +19.7% | 7,236 | $784K |
| PKS Advisory Services, LLC | 0.18% | Add +8.0% | 7,199 | $780K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.2% | 7,088 | $768K |
| KKM Financial LLC | 0.13% | Add +14.4% | 6,965 | $755K |
| Garrison Point Advisors, LLC | 0.33% | Reduce -0.3% | 6,918 | $750K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +0.6% | 6,885 | $746K |
| Mullooly Asset Management, Inc. | 0.27% | Reduce -1.7% | 6,840 | $741K |
| Bank of New York Mellon Corp | 0.00% | Add +78.7% | 6,768 | $733K |
| Smartleaf Asset Management LLC | 0.03% | New | 6,699 | $731K |
| Mariner, LLC | 0.00% | Reduce -15.3% | 6,478 | $702K |
| High Net Worth Advisory Group LLC | 0.16% | No change | 6,400 | $694K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 6,361 | $689K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.7% | 6,351 | $688K |
| Lifeworks Advisors, LLC | 0.09% | Reduce -51.4% | 6,339 | $687K |
| Independence Bank of Kentucky | 0.08% | Reduce -4.7% | 6,282 | $681K |
| Sei Investments Co. | 0.00% | Add +163.8% | 6,188 | $671K |
| HBW Advisory Services LLC | 0.07% | Reduce -0.6% | 5,980 | $648K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.3% | 5,920 | $641K |
| Apollon Wealth Management, LLC | 0.01% | New | 5,826 | $631K |
| NewEdge Advisors, LLC | 0.00% | Reduce -76.2% | 5,743 | $622K |
| Jump Financial, LLC | 0.01% | New | 5,643 | $611K |
| Retirement Management Systems Inc. | 0.16% | — | 5,640 | $611K |
| Westerkirk Capital Inc. | 0.06% | Reduce -53.7% | 5,451 | $591K |
| Schnieders Capital Management, Llc. | 0.09% | No change | 5,200 | $563K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -7.5% | 4,910 | $532K |
| Creative Planning | 0.00% | Reduce -2.7% | 4,902 | $531K |
| Grant Private Wealth Management Inc | 0.32% | Reduce -0.8% | 4,841 | $525K |
| Evanson Asset Management, LLC | 0.03% | Add +0.1% | 4,772 | $517K |
| Empirical Asset Management, LLC | 0.14% | Add +0.6% | 4,507 | $488K |
| Fiduciary Alliance LLC | 0.03% | Add +12.5% | 4,500 | $488K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.5% | 4,487 | $486K |
| Capital Advisors, Ltd. LLC | 0.05% | Add +0.3% | 4,258 | $461K |
| Madden Advisory Services, Inc. | 0.18% | Reduce -0.8% | 4,115 | $446K |
| Cottonwood Capital Advisors, LLC | 0.32% | Add +24.2% | 4,110 | $445K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 4,104 | $445K |
| Money Concepts Capital Corp. | 0.02% | Add +3.3% | 4,055 | $439K |
| United Capital Financial Advisors, LLC | 0.00% | New | 3,890 | $422K |
| Brookwood Investment Group LLC | 0.05% | No change | 3,882 | $421K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 3,800 | $412K |
| Hancock Whitney Corp. | 0.01% | New | 3,758 | $407K |
| Cibc World Market Inc. | 0.00% | Add +28.1% | 3,700 | $401K |
| Adams Wealth Management | 0.08% | Add +38.7% | 3,526 | $382K |
| CacheTech Inc. | 0.07% | Add +38.7% | 3,526 | $382K |
| Smith, Moore & Co. | 0.03% | Add +22.5% | 3,516 | $381K |
| Lighthouse Financial LLC | 0.25% | No change | 3,500 | $379K |
| WealthCare Asset Management, LLC | 0.35% | — | 3,375 | $377K |
| Brookstone Capital Management | 0.00% | Reduce -1.1% | 3,422 | $371K |
| Summit Financial, LLC | 0.01% | No change | 3,384 | $367K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -49.0% | 3,379 | $366K |
| Johnson Investment Counsel Inc. | 0.00% | Add +3.1% | 3,283 | $356K |
| Quartz Partners, LLC | 0.13% | Add +44.4% | 3,183 | $345K |
| Legacy Wealth Partners, LLC | 0.09% | — | 3,122 | $338K |
| Advisory Alpha, LLC | 0.01% | Add +36.8% | 3,100 | $336K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -8.8% | 3,069 | $333K |
| Carl P. Sherr & Co., LLC | 0.14% | No change | 2,895 | $318K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.5% | 2,929 | $317K |
| Royal Fund Management, LLC | 0.03% | New | 2,928 | $317K |
| Focus Financial Network, Inc. | 0.01% | Add +0.0% | 2,921 | $316K |
| Lido Advisors, LLC | 0.00% | New | 2,886 | $316K |
| Centaurus Financial, Inc. | 0.01% | Add +17.2% | 2,893 | $313K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +18.5% | 2,866 | $311K |
| Forbes Financial Planning, Inc. | 0.18% | Reduce -8.3% | 2,857 | $310K |
| Fifth Third Securities, Inc. | 0.02% | Add +25.8% | 2,834 | $307K |
| Thrivent Financial for Lutherans | 0.00% | Add +12.0% | 2,764 | $299K |
| Laurel Oak Wealth Management, LLC | 0.05% | — | 2,756 | $299K |
| Wedbush Securities Inc. | 0.01% | Add +1.5% | 2,747 | $298K |
| EP Wealth Advisors, LLC | 0.00% | — | 2,693 | $292K |
| Moors & Cabot, Inc. | 0.01% | No change | 2,692 | $292K |
| Beacon Capital Management, LLC | 0.04% | New | 2,678 | $290K |
| Field & Main Bank | 0.08% | Reduce -1.1% | 2,675 | $290K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 2,629 | $285K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -36.4% | 2,621 | $284K |
| Commerce Bank | 0.00% | No change | 2,595 | $281K |
| Greenspring Advisors, LLC | 0.02% | Reduce -11.5% | 2,587 | $280K |
| Brown Advisory Inc. | 0.00% | Add +7.5% | 2,579 | $279K |
| GAMCO Investors | 0.00% | No change | 2,575 | $279K |
| Cornerstone Management, Inc. | 0.05% | No change | 2,559 | $277K |
| Heritage Trust Co | 0.03% | No change | 2,558 | $277K |
| Focused Alpha, LLC | 0.08% | — | 2,542 | $275K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -12.7% | 2,514 | $272K |
| Washington Trust Bank | 0.02% | No change | 2,466 | $267K |
| North Star Investment Management Corp. | 0.02% | No change | 2,458 | $266K |
| Weaver Consulting Group | 0.06% | Add +0.0% | 2,445 | $265K |
| Childress Capital Advisors, LLC | 0.04% | No change | 2,392 | $259K |
| Neuberger Berman Group LLC | 0.00% | New | 2,392 | $259K |
| Cary Street Partners Financial LLC | 0.01% | Add +16.1% | 2,391 | $259K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,384 | $258K |
| Founders Financial Securities LLC | 0.01% | New | 2,353 | $255K |
| Valmark Advisers, Inc. | 0.00% | Add +0.4% | 2,262 | $245K |
| Hilltop Holdings Inc. | 0.01% | Add +2.5% | 2,250 | $244K |
| TPG Advisors LLC | 0.15% | No change | 2,245 | $243K |
| Merit Financial Group, LLC | 0.00% | New | 2,243 | $243K |
| NTV Asset Management LLC | 0.03% | No change | 2,240 | $243K |
| AQR Capital Management | 0.00% | New | 2,211 | $240K |
| Allworth Financial LP | 0.00% | Add +0.1% | 2,203 | $239K |
| Keystone Wealth Services, LLC | 0.05% | No change | 2,120 | $230K |
| Midwest Trust Co | 0.00% | No change | 2,092 | $227K |
| Rede Wealth, LLC | 0.08% | New | 2,074 | $225K |
| First Heartland Consultants, Inc. | 0.02% | Add +1.4% | 2,062 | $223K |
| Caprock Group, LLC | 0.00% | No change | 2,001 | $217K |
| Modera Wealth Management, LLC | 0.00% | No change | 1,971 | $214K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 1,967 | $213K |
| IHT Wealth Management, LLC | 0.01% | Add +5.8% | 1,966 | $213K |
| Discipline Wealth Solutions, LLC | 0.04% | Reduce -0.5% | 1,927 | $209K |
| Signature Estate & Investment Advisors LLC | 0.00% | Add +0.3% | 1,918 | $208K |
| Cambridge Financial Group, LLC | 0.07% | No change | 1,891 | $206K |
| Sun Group Wealth Partners | 0.17% | — | 1,900 | $206K |
| Synergy Asset Management, LLC | 0.02% | New | 1,859 | $201K |
| Meridian Wealth Management, LLC | 0.01% | New | 1,859 | $201K |
| Wealthspire Advisors, LLC | 0.00% | No change | 1,848 | $200K |
| US Bancorp \de | 0.00% | Add +0.1% | 1,833 | $199K |
| Farther Finance Advisors, LLC | 0.00% | Add +13.0% | 1,809 | $196K |
| CX Institutional | 0.01% | Add +9.7% | 1,722 | $187K |
| Picton Mahoney Asset Management | 0.00% | Reduce -15.0% | 1,700 | $184K |
| CENTRAL TRUST Co | 0.00% | No change | 1,664 | $180K |
| AdvisorNet Financial, Inc | 0.01% | Add +48.3% | 1,643 | $178K |
| Advanced Asset Management Advisors Inc | 0.05% | No change | 1,608 | $174K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,475 | $160K |
| Nova Wealth Management, Inc. | 0.11% | Reduce -18.9% | 1,420 | $154K |
| Global Retirement Partners, LLC | 0.00% | Reduce -11.2% | 1,312 | $142K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 1,244 | $135K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,212 | $131K |
| Nalls Sherbakoff Group, LLC | 0.09% | Reduce -1.0% | 1,179 | $128K |
| BlackRock, Inc. | 0.00% | Add +28.6% | 1,132 | $123K |
| Capital Analysts, LLC | 0.00% | No change | 1,001 | $108K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 980 | $106K |
| Milestone Investment Advisors LLC | 0.02% | New | 940 | $102K |
| Laurel Wealth Advisors LLC | 0.01% | New | 900 | $98K |
| Cwm, LLC | 0.00% | Reduce -9.1% | 802 | $87K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 800 | $87K |
| Sterling Capital Management LLC | 0.00% | No change | 770 | $83K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 752 | $81K |
| Citigroup Inc. | 0.00% | Reduce -26.0% | 704 | $76K |
| SHP Wealth Management | 0.01% | — | 700 | $76K |
| Glenmede Trust Co. NA | 0.00% | — | 700 | $76K |
| MGB Wealth Management, LLC | 0.02% | No change | 690 | $75K |
| UMB Bank, n.a. | 0.00% | No change | 675 | $73K |
| Entrust Financial LLC | 0.05% | — | 669 | $72K |
| Blueline Advisors LLC | 0.06% | — | 656 | $71K |
| Avion Wealth | 0.01% | No change | 660 | $71K |
| Colonial Trust Co / SC | 0.01% | No change | 600 | $65K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.7% | 595 | $64K |
| AlphaCore Capital LLC | 0.00% | New | 575 | $62K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 544 | $59K |
| Blair William & Co. | 0.00% | No change | 543 | $59K |
| Security National Bank | 0.01% | No change | 500 | $54K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 490 | $53K |
| Davis Capital Management | 0.03% | No change | 466 | $50K |
| IFP Advisors, Inc | 0.00% | Add +12.1% | 454 | $49K |
| Sound Income Strategies, LLC | 0.00% | Add +0.5% | 436 | $48K |
| Matrix Private Capital Group LLC | 0.02% | No change | 400 | $43K |
| Assetmark, Inc. | 0.00% | Reduce -20.4% | 390 | $42K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 370 | $40K |
| Hilltop National Bank | 0.01% | No change | 366 | $40K |
| Concord Wealth Partners | 0.01% | Add +0.6% | 362 | $39K |
| Rice Partnership, LLC | 0.01% | No change | 358 | $39K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 356 | $39K |
| MAI Capital Management | 0.00% | No change | 349 | $38K |
| RMG Wealth Management LLC | 0.00% | New | 170 | $37K |
| Signaturefd, LLC | 0.00% | Add +4.6% | 340 | $37K |
| Bokf, NA | 0.00% | No change | 320 | $35K |
| WealthShield Partners, LLC | 0.00% | No change | 306 | $33K |
| Tsfg, LLC | 0.00% | No change | 300 | $33K |
| Arax Advisory Partners | 0.00% | New | 284 | $31K |
| Strive Financial Group ,LLC | 0.02% | — | 274 | $30K |
| St Germain D J Co. Inc. | 0.00% | No change | 233 | $25K |
| Tucker Asset Management LLC | 0.01% | New | 220 | $24K |
| Front Row Advisors LLC | 0.01% | No change | 218 | $24K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 214 | $23K |
| Anchor Investment Management, LLC | 0.00% | Add +0.5% | 202 | $22K |
| Westside Investment Management, Inc. | 0.00% | Reduce -35.5% | 200 | $22K |
| Ancora Advisors LLC | 0.00% | No change | 200 | $22K |
| Compass Financial Services Inc | 0.01% | Add +1.1% | 192 | $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 |
| National Bank of Canada | 0.00% | Reduce -29.2% | 165 | $18K |
| Signature Equity Partners, LLC | 0.01% | — | 152 | $16K |
| SouthState Bank Corp | 0.00% | No change | 150 | $16K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 131 | $14K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 120 | $13K |
| Investors Portfolio Services LLC | 0.01% | — | 102 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 100 | $11K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 101 | $11K |
| International Assets Investment Management, LLC | 0.00% | New | 100 | $11K |
| HM Payson & Co. | 0.00% | New | 90 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -57.5% | 85 | $9K |
| Fifth Third Bancorp | 0.00% | Reduce -75.9% | 84 | $9K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 79 | $9K |
| Rialto Wealth Management, LLC | 0.00% | No change | 74 | $8K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +89.7% | 74 | $8K |
| High Point Wealth Management, LLC | 0.01% | — | 73 | $8K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 62 | $7K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.7% | 59 | $6K |
| Founders Financial Alliance, LLC | 0.00% | Add +1.8% | 57 | $6K |
| Triumph Capital Management | 0.00% | New | 56 | $6K |
| Winthrop Capital Management, LLC | 0.00% | No change | 53 | $6K |
| Evolution Wealth Management Inc. | 0.00% | No change | 55 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 55 | $6K |
| Archer Investment Corp | 0.00% | Add +2.4% | 42 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 25 | $3K |
| Evermay Wealth Management LLC | 0.00% | New | 23 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 22 | $2K |
| Reflection Asset Management | 0.00% | — | 16 | $2K |
| Private Trust Co. NA | 0.00% | No change | 11 | $1K |
| Root Financial Partners, LLC | 0.00% | Reduce -60.0% | 6 | $650 |
"% of holder's portfolio" is IDU's weight in each manager's 13F, not the share of iShares US Utilities ETF the manager owns.