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 |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.0% | 5,718 | $664K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.9% | 5,689 | $661K |
| Astoria Portfolio Advisors LLC. | 0.14% | New | 5,502 | $642K |
| Westerkirk Capital Inc. | 0.07% | No change | 5,451 | $633K |
| Retirement Management Systems Inc. | 0.15% | Reduce -5.0% | 5,358 | $622K |
| Schnieders Capital Management, Llc. | 0.10% | No change | 5,200 | $604K |
| Rockefeller Capital Management L.P. | 0.00% | Add +13.9% | 5,113 | $594K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 4,910 | $570K |
| S&A Financial Services, Inc. | 0.38% | — | 4,825 | $560K |
| Evanson Asset Management, LLC | 0.03% | Add +0.1% | 4,778 | $555K |
| Fiduciary Alliance LLC | 0.03% | Add +5.0% | 4,723 | $549K |
| Creative Planning | 0.00% | Reduce -4.1% | 4,702 | $546K |
| Wedbush Securities Inc. | 0.02% | Add +69.7% | 4,662 | $541K |
| Money Concepts Capital Corp. | 0.03% | Add +12.9% | 4,578 | $532K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -21.5% | 4,572 | $531K |
| Kesler, Norman & Wride, LLC | 0.09% | Reduce -46.1% | 4,564 | $530K |
| Empirical Asset Management, LLC | 0.14% | Add +0.3% | 4,522 | $525K |
| TD Waterhouse Canada Inc. | 0.00% | Add +544.5% | 3,158 | $497K |
| Capital Advisors, Ltd. LLC | 0.06% | Add +0.2% | 4,268 | $496K |
| NTV Asset Management LLC | 0.05% | Add +89.3% | 4,240 | $492K |
| Hancock Whitney Corp. | 0.01% | Add +9.3% | 4,109 | $486K |
| Quartz Partners, LLC | 0.19% | Add +30.1% | 4,141 | $481K |
| Grant Private Wealth Management Inc | 0.25% | Reduce -14.8% | 4,127 | $479K |
| Brookwood Investment Group LLC | 0.06% | Add +6.0% | 4,113 | $478K |
| Cottonwood Capital Advisors, LLC | 0.34% | Add +0.0% | 4,111 | $477K |
| Madden Advisory Services, Inc. | 0.19% | Reduce -0.1% | 4,110 | $477K |
| Merit Financial Group, LLC | 0.00% | Add +82.6% | 4,096 | $476K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -1.9% | 4,028 | $468K |
| Mariner, LLC | 0.00% | Reduce -41.2% | 3,811 | $443K |
| Smith, Moore & Co. | 0.03% | Add +8.3% | 3,806 | $442K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 3,800 | $441K |
| Adams Wealth Management | 0.09% | Add +5.5% | 3,720 | $432K |
| CacheTech Inc. | 0.08% | Add +5.5% | 3,720 | $432K |
| Brookstone Capital Management | 0.00% | Add +8.6% | 3,715 | $431K |
| Renaissance Technologies | 0.00% | New | 3,700 | $430K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +42.2% | 3,576 | $416K |
| Lighthouse Financial LLC | 0.25% | No change | 3,500 | $406K |
| Johnson Investment Counsel Inc. | 0.00% | Add +5.6% | 3,468 | $403K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -13.3% | 3,372 | $391K |
| Summit Financial, LLC | 0.00% | Reduce -1.8% | 3,324 | $386K |
| Beacon Capital Management, LLC | 0.07% | Add +23.6% | 3,311 | $384K |
| Thrivent Financial for Lutherans | 0.00% | Add +18.7% | 3,282 | $381K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.2% | 3,272 | $380K |
| Arax Advisory Partners | 0.01% | Add +1020.4% | 3,182 | $369K |
| Legacy Wealth Partners, LLC | 0.09% | No change | 3,122 | $362K |
| Advisory Alpha, LLC | 0.01% | Add +0.7% | 3,120 | $362K |
| CIBC Bancorp USA Inc. | 0.00% | — | 3,062 | $356K |
| Commerce Bank | 0.00% | Add +16.6% | 3,025 | $351K |
| HSBC Holdings PLC | 0.00% | Reduce -99.6% | 3,000 | $348K |
| Synergy Asset Management, LLC | 0.04% | Add +59.8% | 2,971 | $345K |
| Forbes Financial Planning, Inc. | 0.20% | Add +2.6% | 2,931 | $340K |
| Moors & Cabot, Inc. | 0.01% | Add +7.7% | 2,898 | $337K |
| Carl P. Sherr & Co., LLC | 0.16% | No change | 2,895 | $336K |
| Lido Advisors, LLC | 0.00% | Add +0.3% | 2,895 | $336K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.5% | 2,886 | $335K |
| Integrated Wealth Concepts LLC | 0.00% | New | 2,788 | $324K |
| EP Wealth Advisors, LLC | 0.00% | No change | 2,693 | $313K |
| Laurel Oak Wealth Management, LLC | 0.05% | Reduce -3.1% | 2,671 | $310K |
| Field & Main Bank | 0.09% | Reduce -2.4% | 2,610 | $303K |
| Royal Fund Management, LLC | 0.03% | Reduce -10.9% | 2,609 | $303K |
| Brown Advisory Inc. | 0.00% | No change | 2,579 | $299K |
| GAMCO Investors | 0.00% | No change | 2,575 | $299K |
| Cornerstone Management, Inc. | 0.05% | No change | 2,559 | $297K |
| Heritage Trust Co | 0.03% | No change | 2,558 | $297K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 2,550 | $296K |
| Greenspring Advisors, LLC | 0.02% | Reduce -1.5% | 2,549 | $296K |
| North Star Investment Management Corp. | 0.02% | No change | 2,458 | $285K |
| Weaver Consulting Group | 0.07% | Add +0.0% | 2,446 | $284K |
| Childress Capital Advisors, LLC | 0.05% | No change | 2,392 | $278K |
| Neuberger Berman Group LLC | 0.00% | No change | 2,392 | $278K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -1.3% | 2,352 | $273K |
| Valmark Advisers, Inc. | 0.00% | Add +0.4% | 2,271 | $264K |
| TPG Advisors LLC | 0.16% | No change | 2,245 | $261K |
| AQR Capital Management | 0.00% | No change | 2,211 | $257K |
| Allworth Financial LP | 0.00% | Add +0.1% | 2,205 | $256K |
| Picton Mahoney Asset Management | 0.00% | Add +29.4% | 2,200 | $255K |
| DAVENPORT & Co LLC | 0.00% | New | 2,196 | $255K |
| Citadel Advisors | 0.00% | Reduce -95.3% | 2,155 | $250K |
| Keystone Wealth Services, LLC | 0.05% | No change | 2,120 | $246K |
| Caprock Group, LLC | 0.01% | Add +4.9% | 2,099 | $244K |
| Gotham Asset Management | 0.00% | New | 2,096 | $243K |
| Midwest Trust Co | 0.00% | No change | 2,092 | $243K |
| Rede Wealth, LLC | 0.09% | No change | 2,074 | $241K |
| IHT Wealth Management, LLC | 0.01% | Add +5.4% | 2,072 | $241K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.1% | 2,063 | $239K |
| XML Financial, LLC | 0.02% | New | 2,021 | $235K |
| Beacon Financial Advisory LLC | 0.05% | New | 2,018 | $234K |
| Investor's Fiduciary Advisor Network, LLC | 0.07% | New | 2,000 | $232K |
| Modera Wealth Management, LLC | 0.00% | No change | 1,971 | $229K |
| Discipline Wealth Solutions, LLC | 0.02% | Add +1.6% | 1,958 | $227K |
| Sun Group Wealth Partners | 0.18% | Add +2.3% | 1,944 | $226K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -1.6% | 1,936 | $225K |
| Signature Estate & Investment Advisors LLC | 0.00% | Add +0.4% | 1,926 | $224K |
| Davis R M Inc. | 0.00% | New | 1,900 | $221K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.3% | 1,865 | $217K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 1,851 | $215K |
| GTS Securities LLC | 0.01% | New | 1,850 | $215K |
| Wealthspire Advisors, LLC | 0.00% | No change | 1,848 | $215K |
| Avantax Planning Partners, Inc. | 0.01% | New | 1,835 | $213K |
| &partners | 0.00% | New | 1,833 | $213K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 1,803 | $209K |
| Helium Advisors LLC | 0.20% | New | 1,775 | $206K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,753 | $204K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.8% | 1,740 | $203K |
| Tyche Wealth Partners LLC | 0.03% | New | 1,746 | $203K |
| Washington Trust Bank | 0.01% | Reduce -29.9% | 1,729 | $201K |
| Nova Wealth Management, Inc. | 0.13% | Add +17.7% | 1,671 | $194K |
| CENTRAL TRUST Co | 0.00% | No change | 1,664 | $193K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.4% | 1,649 | $191K |
| Advanced Asset Management Advisors Inc | 0.05% | No change | 1,608 | $187K |
| CX Institutional | 0.01% | Reduce -8.5% | 1,575 | $183K |
| Forum Finance Group S.A. | 0.10% | — | 1,915 | $179K |
| US Bancorp \de | 0.00% | Reduce -17.5% | 1,512 | $176K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | Reduce -0.3% | 1,470 | $171K |
| BlackRock, Inc. | 0.00% | Add +25.6% | 1,422 | $165K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 1,244 | $144K |
| Citigroup Inc. | 0.00% | Add +71.9% | 1,210 | $140K |
| Nalls Sherbakoff Group, LLC | 0.10% | No change | 1,179 | $137K |
| Cwm, LLC | 0.00% | Add +43.6% | 1,152 | $134K |
| Capital Analysts, LLC | 0.00% | No change | 1,001 | $116K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 980 | $114K |
| Milestone Investment Advisors LLC | 0.03% | No change | 940 | $109K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 800 | $94K |
| Advisory Services Network, LLC | 0.00% | New | 793 | $92K |
| Sterling Capital Management LLC | 0.00% | No change | 770 | $89K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 752 | $87K |
| Mather Group, Llc. | 0.00% | New | 724 | $84K |
| SHP Wealth Management | 0.01% | No change | 700 | $81K |
| Glenmede Trust Co. NA | 0.00% | No change | 700 | $81K |
| UMB Bank, n.a. | 0.00% | No change | 675 | $78K |
| Entrust Financial LLC | 0.05% | No change | 669 | $78K |
| Avion Wealth | 0.02% | No change | 660 | $76K |
| Assetmark, Inc. | 0.00% | Add +66.9% | 651 | $76K |
| Colonial Trust Co / SC | 0.01% | No change | 600 | $70K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.5% | 598 | $69K |
| AlphaCore Capital LLC | 0.00% | No change | 575 | $67K |
| Blair William & Co. | 0.00% | No change | 543 | $63K |
| Blueline Advisors LLC | 0.05% | Reduce -21.5% | 515 | $60K |
| Security National Bank | 0.01% | No change | 500 | $58K |
| Davis Capital Management | 0.04% | No change | 466 | $54K |
| Sound Income Strategies, LLC | 0.00% | Add +0.5% | 438 | $51K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -25.2% | 407 | $47K |
| IFP Advisors, Inc | 0.00% | Reduce -10.8% | 405 | $47K |
| Matrix Private Capital Group LLC | 0.02% | No change | 400 | $46K |
| Westside Investment Management, Inc. | 0.01% | Add +90.0% | 380 | $44K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 370 | $43K |
| Hilltop National Bank | 0.01% | No change | 366 | $42K |
| Rice Partnership, LLC | 0.01% | No change | 358 | $42K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 356 | $41K |
| MAI Capital Management | 0.00% | No change | 349 | $41K |
| CoreCap Advisors, LLC | 0.00% | Reduce -98.9% | 342 | $40K |
| Signaturefd, LLC | 0.00% | Add +0.6% | 342 | $40K |
| WealthShield Partners, LLC | 0.00% | No change | 306 | $36K |
| Tsfg, LLC | 0.01% | No change | 300 | $35K |
| Vanguard National Trust Co | 0.00% | — | 295 | $34K |
| Strive Financial Group ,LLC | 0.02% | No change | 274 | $32K |
| Larson Financial Group LLC | 0.00% | New | 249 | $29K |
| St Germain D J Co. Inc. | 0.00% | No change | 233 | $27K |
| Front Row Advisors LLC | 0.01% | No change | 218 | $25K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 214 | $25K |
| Synergy Investment Management, LLC | 0.01% | New | 206 | $24K |
| Anchor Investment Management, LLC | 0.00% | Add +0.5% | 203 | $24K |
| Ancora Advisors LLC | 0.00% | No change | 200 | $23K |
| First Command Advisory Services, Inc. | 0.00% | No change | 183 | $21K |
| Missouri Trust & Investment Co | 0.01% | No change | 175 | $20K |
| Russell Investments Group, Ltd. | 0.00% | New | 175 | $20K |
| McIlrath & Eck, LLC | 0.00% | No change | 166 | $19K |
| National Bank of Canada | 0.00% | No change | 165 | $19K |
| SouthState Bank Corp | 0.00% | No change | 150 | $17K |
| Tucker Asset Management LLC | 0.01% | Reduce -32.3% | 149 | $17K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 100 | $12K |
| Investors Portfolio Services LLC | 0.01% | Add +1.0% | 103 | $12K |
| Capital Advisor Network LLC | 0.02% | — | 101 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 101 | $12K |
| International Assets Investment Management, LLC | 0.00% | No change | 100 | $12K |
| HM Payson & Co. | 0.00% | No change | 90 | $10K |
| Operose Advisors LLC | 0.00% | New | 86 | $10K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 79 | $9K |
| Rialto Wealth Management, LLC | 0.00% | No change | 74 | $9K |
| High Point Wealth Management, LLC | 0.01% | No change | 73 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -99.0% | 67 | $8K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 64 | $7K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 62 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 59 | $7K |
| Founders Financial Alliance, LLC | 0.00% | No change | 57 | $7K |
| Triumph Capital Management | 0.00% | No change | 56 | $7K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -25.7% | 55 | $6K |
| Evolution Wealth Management Inc. | 0.00% | No change | 55 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 55 | $6K |
| Winthrop Capital Management, LLC | 0.00% | No change | 53 | $6K |
| Evermay Wealth Management LLC | 0.00% | Add +113.0% | 49 | $6K |
| Lanark Financial, Inc. | 0.00% | New | 43 | $5K |
| Archer Investment Corp | 0.00% | No change | 42 | $5K |
| Destiny Wealth Partners, LLC | 0.00% | New | 36 | $4K |
| Financial Life Planners | 0.00% | New | 32 | $4K |
| Signature Equity Partners, LLC | 0.00% | Reduce -80.9% | 29 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 25 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 22 | $3K |
| Private Trust Co. NA | 0.00% | No change | 11 | $1K |
| Root Financial Partners, LLC | 0.00% | No change | 6 | $697 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 2 | $232 |
| Nemes Rush Group LLC | 0.00% | New | 1 | $116 |
"% of holder's portfolio" is IDU's weight in each manager's 13F, not the share of iShares US Utilities ETF the manager owns.