iShares US Utilities ETFIDUETF
13F holders, Q1 2026 (March 31)302holders −7
33new positions
41sold out
5famous investors
$115.61avg. 13F price*
At the end of Q1 2026, 302 institutions reported holding iShares US Utilities ETF (IDU) in their 13F filings, down 7 from Q4 2025. 33 opened new positions and 41 sold out. The largest holders were FIL Ltd ($212.2M), Destination Wealth Management ($70.4M) and Morgan Stanley ($68.5M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $225.2M |
| Exits | 41 | $115.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,263,745 shares bought and 2,827,047 shares sold, net −563,302 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 302 holders
| FIL Ltd | 0.16% | New | 1,827,771 | $212.2M |
| Destination Wealth Management | 1.83% | Reduce -0.4% | 606,250 | $70.4M |
| Morgan Stanley | 0.00% | Reduce -10.4% | 589,607 | $68.5M |
| Bank of America Corp. | 0.00% | Reduce -43.3% | 520,030 | $60.4M |
| Pinkerton Wealth, LLC | 5.04% | Add +39.4% | 511,682 | $55.4M |
| PGIM Custom Harvest LLC | 0.79% | Reduce -4.1% | 436,338 | $50.7M |
| Steward Partners Investment Advisory, LLC | 0.25% | Add +5.0% | 424,713 | $49.3M |
| LPL Financial LLC | 0.01% | Reduce -10.3% | 369,210 | $42.9M |
| Wells Fargo & Company | 0.00% | Reduce -18.4% | 192,011 | $22.3M |
| Royal Bank of Canada | 0.00% | Reduce -16.4% | 149,406 | $17.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -36.0% | 142,753 | $16.6M |
| LBMC Investment Advisors, LLC | 0.76% | Reduce -3.1% | 106,885 | $12.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.1% | 99,962 | $11.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.8% | 99,294 | $11.5M |
| Ameriprise Financial Inc. | 0.00% | Add +9.2% | 96,069 | $11.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -20.3% | 72,865 | $8.5M |
| Forte Asset Management LLC | 3.52% | Reduce -0.7% | 69,171 | $8.0M |
| Arrien Investments, Inc. | 4.35% | Reduce -1.9% | 69,056 | $8.0M |
| AE Wealth Management LLC | 0.04% | Reduce -28.4% | 68,690 | $8.0M |
| Cetera Investment Advisers | 0.01% | Add +10.7% | 68,169 | $7.9M |
| Truist Financial Corp. | 0.01% | Reduce -6.6% | 63,407 | $7.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -51.2% | 62,294 | $7.2M |
| Arete Wealth Advisors, LLC | 0.52% | Add +69.3% | 60,100 | $7.0M |
| UBS Group AG | 0.00% | Add +9.5% | 52,652 | $6.1M |
| First National Bank of Omaha | 0.17% | Add +1.1% | 48,748 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -49.2% | 45,785 | $5.3M |
| Two Sigma Investments, LP | 0.00% | New | 45,600 | $5.3M |
| Jones Financial Companies LLLP | 0.00% | Add +27.6% | 45,049 | $5.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.5% | 44,226 | $5.1M |
| MML Investors Services, LLC | 0.01% | Reduce -8.8% | 43,685 | $5.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +100.4% | 36,303 | $4.2M |
| Prospera Financial Services Inc | 0.06% | Reduce -7.9% | 34,322 | $4.0M |
| Croban | 1.73% | Add +1.2% | 31,658 | $3.7M |
| Equitable Holdings, Inc. | 0.02% | Reduce -32.1% | 32,381 | $3.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.1% | 30,162 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -30.2% | 28,509 | $3.3M |
| CPR Investments Inc. | 2.02% | Reduce -5.3% | 26,088 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Add +23.7% | 23,687 | $2.8M |
| Stephens Inc. | 0.03% | Reduce -0.8% | 23,181 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.7% | 22,547 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +19.2% | 21,975 | $2.6M |
| Advisors Management Group Inc. | 0.44% | Add +1.0% | 20,980 | $2.4M |
| Corient Private Wealth LP | 0.00% | Reduce -1.5% | 21,104 | $2.4M |
| Sovran Advisors, LLC | 0.18% | Add +134.5% | 19,752 | $2.3M |
| Wealthstar Advisors, LLC | 1.33% | Reduce -21.9% | 19,273 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -12.0% | 18,982 | $2.2M |
| Everett Harris & Co. | 0.03% | No change | 18,039 | $2.1M |
| BOS Asset Management, LLC | 0.53% | Reduce -7.0% | 17,966 | $2.1M |
| Waverly Advisors, LLC | 0.02% | Add +0.0% | 17,803 | $2.1M |
| Harbour Investments, Inc. | 0.03% | Add +13.3% | 17,009 | $2.0M |
| First Citizens Financial Corp | 0.92% | Reduce -0.1% | 16,806 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Add +4.9% | 16,194 | $1.9M |
| Sunbelt Securities, Inc. | 0.11% | Add +109.9% | 15,521 | $1.8M |
| Cerity Partners LLC | 0.00% | Reduce -12.6% | 15,391 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -12.8% | 13,981 | $1.6M |
| Essex LLC | 0.28% | Reduce -0.2% | 13,864 | $1.6M |
| Koshinski Asset Management, Inc. | 0.10% | No change | 13,535 | $1.6M |
| WealthCare Investment Partners, LLC | 0.43% | Reduce -8.8% | 13,591 | $1.6M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -3.8% | 13,194 | $1.5M |
| Holderness Investments Co. | 0.30% | Add +0.0% | 12,985 | $1.5M |
| Zurich Insurance Group Ltd | 0.01% | No change | 12,960 | $1.5M |
| Nikulski Financial, Inc. | 0.34% | Add +0.0% | 11,932 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -27.6% | 11,592 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +12.8% | 11,702 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -7.3% | 11,631 | $1.4M |
| Fifth Third Securities, Inc. | 0.09% | Add +307.5% | 11,549 | $1.3M |
| Independent Advisor Alliance | 0.01% | New | 11,522 | $1.3M |
| Atria Investments, Inc | 0.01% | Add +21.7% | 11,412 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +0.0% | 10,861 | $1.3M |
| Fifth Third Bancorp | 0.00% | Add +12706.0% | 10,757 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Reduce -59.9% | 9,767 | $1.1M |
| MLP3, LLC | 1.19% | Reduce -5.1% | 9,268 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +10.8% | 8,844 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +19.6% | 8,794 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Add +10.7% | 8,628 | $1.0M |
| Arkadios Wealth Advisors | 0.02% | Add +9.7% | 8,561 | $994K |
| Franklin Resources Inc. | 0.00% | No change | 8,280 | $961K |
| FMR LLC | 0.00% | Add +4.3% | 8,224 | $955K |
| Bank of New York Mellon Corp | 0.00% | Add +20.0% | 8,123 | $943K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +2.6% | 7,997 | $929K |
| Wealth Management Associates, Inc. | 0.32% | Add +1.0% | 7,991 | $928K |
| Ridge Creek Global, Inc | 0.77% | No change | 7,824 | $908K |
| Simmons Bank | 0.06% | Reduce -3.3% | 7,736 | $898K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -3.1% | 7,614 | $884K |
| Captrust Financial Advisors | 0.00% | Add +16.0% | 7,379 | $857K |
| PKS Advisory Services, LLC | 0.20% | Add +2.2% | 7,358 | $854K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.3% | 7,068 | $821K |
| IMC-Chicago, LLC | 0.01% | New | 7,000 | $813K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +0.5% | 6,921 | $804K |
| Garrison Point Advisors, LLC | 0.36% | Reduce -0.5% | 6,883 | $799K |
| Mullooly Asset Management, Inc. | 0.29% | Add +0.2% | 6,856 | $796K |
| Sharkey, Howes & Javer | 0.11% | Reduce -17.8% | 6,849 | $795K |
| HRT Financial LP | 0.00% | New | 6,509 | $755K |
| KKM Financial LLC | 0.13% | No change | 6,965 | $755K |
| High Net Worth Advisory Group LLC | 0.17% | No change | 6,400 | $743K |
| Sei Investments Co. | 0.00% | Add +2.7% | 6,355 | $738K |
| HBW Advisory Services LLC | 0.08% | Add +5.9% | 6,334 | $735K |
| Independence Bank of Kentucky | 0.09% | Reduce -1.9% | 6,162 | $715K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.2% | 5,934 | $689K |
| Mutual Advisors, LLC | 0.01% | Reduce -20.4% | 5,759 | $669K |
"% of holder's portfolio" is IDU's weight in each manager's 13F, not the share of iShares US Utilities ETF the manager owns.