iShares US Utilities ETFIDUETF
13F holders, Q2 2026 (June 30)290holders −12
25new positions
32sold out
4famous investors
$114.66avg. 13F price*
At the end of Q2 2026, 290 institutions reported holding iShares US Utilities ETF (IDU) in their 13F filings, down 12 from Q1 2026. 25 opened new positions and 32 sold out. The largest holders were Destination Wealth Management ($69.3M), Morgan Stanley ($66.5M) and Bank of America Corp. ($61.0M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $21.6M |
| Exits | 32 | $285.6M |
All 13F filers, Q1 2026 → Q2 2026: 554,064 shares bought and 3,367,036 shares sold, net −2,812,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 290 holders
| Destination Wealth Management | 1.62% | Reduce -0.2% | 605,045 | $69.3M |
| Morgan Stanley | 0.00% | Reduce -1.6% | 580,329 | $66.5M |
| Bank of America Corp. | 0.00% | Add +2.3% | 531,947 | $61.0M |
| LPL Financial LLC | 0.01% | Add +8.8% | 401,558 | $46.0M |
| Royal Bank of Canada | 0.00% | Add +36.1% | 203,313 | $23.3M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -59.1% | 173,885 | $19.9M |
| Wells Fargo & Company | 0.00% | Reduce -10.5% | 171,781 | $19.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.6% | 127,590 | $14.6M |
| LBMC Investment Advisors, LLC | 0.67% | Add +0.4% | 107,355 | $12.3M |
| Cetera Investment Advisers | 0.01% | Add +50.5% | 102,592 | $11.8M |
| Susquehanna International Group, LLP | 0.01% | Add +219.5% | 96,376 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.9% | 95,061 | $10.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.2% | 88,178 | $10.1M |
| Osaic Holdings, Inc. | 0.01% | Add +18.5% | 86,376 | $9.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -13.5% | 85,917 | $9.8M |
| Arrien Investments, Inc. | 4.07% | Add +2.1% | 70,480 | $8.1M |
| Sovran Advisors, LLC | 0.56% | Add +232.8% | 65,724 | $7.6M |
| PGIM Custom Harvest LLC | 0.09% | Reduce -85.3% | 64,158 | $7.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.5% | 58,261 | $6.7M |
| Truist Financial Corp. | 0.01% | Reduce -14.8% | 54,033 | $6.2M |
| First National Bank of Omaha | 0.17% | Add +7.9% | 52,616 | $6.1M |
| UBS Group AG | 0.00% | Add +0.1% | 52,695 | $6.0M |
| Forte Asset Management LLC | 2.46% | Reduce -24.2% | 52,430 | $6.0M |
| MML Investors Services, LLC | 0.01% | Add +14.6% | 50,061 | $5.7M |
| Jones Financial Companies LLLP | 0.00% | Add +7.2% | 48,299 | $5.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.9% | 45,058 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.5% | 44,649 | $5.1M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.4% | 35,806 | $4.1M |
| Prospera Financial Services Inc | 0.06% | Add +0.9% | 34,638 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Add +38.7% | 32,856 | $3.8M |
| Prudential PLC | 0.03% | New | 32,900 | $3.8M |
| Croban | 1.64% | Add +2.8% | 32,554 | $3.7M |
| Quadrature Capital Ltd | 0.03% | New | 31,294 | $3.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -4.6% | 30,881 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.06% | New | 28,490 | $3.3M |
| XTX Topco Ltd | 0.04% | New | 28,079 | $3.2M |
| Stephens Inc. | 0.03% | Add +4.1% | 24,128 | $2.8M |
| Arete Wealth Advisors, LLC | 0.18% | Reduce -60.8% | 23,579 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +4.8% | 23,025 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -19.7% | 22,891 | $2.6M |
| D. E. Shaw & Co. | 0.00% | New | 21,826 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.7% | 21,036 | $2.4M |
| Advisors Management Group Inc. | 0.40% | Add +0.0% | 20,986 | $2.4M |
| Citadel Advisors | 0.00% | Add +863.9% | 20,771 | $2.4M |
| Corient Private Wealth LP | 0.00% | Reduce -4.2% | 20,212 | $2.3M |
| Wealthstar Advisors, LLC | 1.08% | Reduce -1.4% | 19,001 | $2.2M |
| BOS Asset Management, LLC | 0.48% | Add +0.7% | 18,098 | $2.1M |
| Waverly Advisors, LLC | 0.01% | Add +1.4% | 18,043 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +16.7% | 17,957 | $2.1M |
| Everett Harris & Co. | 0.03% | Reduce -0.6% | 17,934 | $2.1M |
| Harbour Investments, Inc. | 0.03% | Add +5.3% | 17,909 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -10.2% | 17,048 | $2.0M |
| First Citizens Financial Corp | 0.80% | Reduce -0.1% | 16,786 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Add +0.5% | 16,281 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +810250.0% | 16,207 | $1.9M |
| WealthCare Investment Partners, LLC | 0.43% | Add +13.7% | 15,455 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +1.7% | 14,216 | $1.6M |
| Fifth Third Bancorp | 0.00% | Add +28.4% | 13,809 | $1.6M |
| Essex LLC | 0.24% | Reduce -2.3% | 13,540 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.8% | 13,427 | $1.5M |
| Bank of Montreal | 0.00% | Add +13.3% | 13,175 | $1.5M |
| Arax Advisory Partners | 0.01% | Add +313.5% | 13,159 | $1.5M |
| Zurich Insurance Group Ltd | 0.01% | No change | 12,960 | $1.5M |
| Fifth Third Securities, Inc. | 0.08% | Add +2.4% | 11,830 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.8% | 11,796 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -10.8% | 11,772 | $1.3M |
| Holderness Investments Co. | 0.20% | Reduce -20.0% | 10,388 | $1.2M |
| FMR LLC | 0.00% | Add +24.3% | 10,225 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +2.8% | 9,041 | $1.0M |
| Sigma Planning Corp | 0.02% | Reduce -4.2% | 8,473 | $971K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.9% | 8,296 | $951K |
| Franklin Resources Inc. | 0.00% | No change | 8,280 | $949K |
| Wealth Management Associates, Inc. | 0.26% | Add +1.9% | 8,147 | $934K |
| Westerkirk Capital Inc. | 0.09% | Add +48.0% | 8,065 | $924K |
| Arkadios Wealth Advisors | 0.01% | Reduce -6.8% | 7,981 | $915K |
| TD Waterhouse Canada Inc. | 0.00% | Add +155.1% | 8,055 | $911K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -0.7% | 7,943 | $910K |
| Ridge Creek Global, Inc | 0.70% | No change | 7,824 | $897K |
| PKS Advisory Services, LLC | 0.14% | Add +6.2% | 7,813 | $895K |
| Independent Financial Group, LLC | 0.02% | Reduce -20.1% | 7,807 | $895K |
| Simmons Bank | 0.05% | No change | 7,736 | $887K |
| Captrust Financial Advisors | 0.00% | No change | 7,379 | $846K |
| Buck Wealth Strategies, LLC | 0.09% | New | 7,130 | $817K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.3% | 7,048 | $808K |
| IMC-Chicago, LLC | 0.01% | No change | 7,000 | $802K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.6% | 6,960 | $798K |
| Saxony Capital Management, LLC | 0.36% | New | 6,898 | $791K |
| HBW Advisory Services LLC | 0.07% | Add +8.7% | 6,882 | $789K |
| Mullooly Asset Management, Inc. | 0.24% | Add +0.2% | 6,871 | $787K |
| Sharkey, Howes & Javer | 0.09% | Add +0.1% | 6,857 | $786K |
| Garrison Point Advisors, LLC | 0.31% | Reduce -3.0% | 6,675 | $765K |
| High Net Worth Advisory Group LLC | 0.16% | No change | 6,400 | $734K |
| NewEdge Advisors, LLC | 0.00% | Add +12.2% | 6,383 | $732K |
| Atria Investments, Inc | 0.01% | Reduce -45.2% | 6,255 | $717K |
| Mercer Global Advisors Inc. | 0.00% | Add +8.8% | 6,220 | $713K |
| Independence Bank of Kentucky | 0.08% | Reduce -2.1% | 6,032 | $691K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.6% | 5,899 | $676K |
| HRT Financial LP | 0.00% | Reduce -10.2% | 5,847 | $670K |
| Retirement Management Systems Inc. | 0.13% | Add +3.3% | 5,537 | $635K |
| Bank of New York Mellon Corp | 0.00% | Reduce -32.4% | 5,494 | $630K |
| Flow Traders U.S. LLC | 0.03% | New | 5,398 | $619K |
| Mutual Advisors, LLC | 0.01% | Reduce -9.2% | 5,227 | $599K |
| Schnieders Capital Management, Llc. | 0.08% | No change | 5,200 | $596K |
| Merit Financial Group, LLC | 0.00% | Add +26.2% | 5,169 | $592K |
| Creative Planning | 0.00% | Add +9.3% | 5,139 | $589K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 5,131 | $588K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -1.0% | 4,860 | $557K |
| Evanson Financial, LLC | 0.03% | — | 4,785 | $548K |
| Wedbush Securities Inc. | 0.01% | Add +2.1% | 4,762 | $546K |
| Fiduciary Alliance LLC | 0.04% | Add +0.2% | 4,731 | $542K |
| S&A Financial Services, Inc. | 0.32% | Reduce -5.6% | 4,553 | $522K |
| Legacy Wealth Partners, LLC | 0.11% | Add +38.1% | 4,311 | $494K |
| Capital Advisors, Ltd. LLC | 0.05% | Add +0.3% | 4,279 | $490K |
| Empirical Asset Management, LLC | 0.11% | Reduce -5.8% | 4,260 | $488K |
| NTV Asset Management LLC | 0.05% | No change | 4,240 | $486K |
| Grant Private Wealth Management Inc | 0.20% | No change | 4,127 | $473K |
| Quartz Partners, LLC | 0.15% | Reduce -0.7% | 4,114 | $472K |
| Hancock Whitney Corp. | 0.01% | No change | 4,109 | $471K |
| Madden Advisory Services, Inc. | 0.17% | Reduce -0.1% | 4,104 | $470K |
| Cottonwood Capital Advisors, LLC | 0.28% | Reduce -0.2% | 4,104 | $470K |
| Brookwood Investment Group LLC | 0.05% | Reduce -0.8% | 4,079 | $467K |
| Adams Wealth Management | 0.09% | Add +8.0% | 4,019 | $461K |
| CacheTech Inc. | 0.07% | Add +8.0% | 4,019 | $461K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -2.6% | 3,922 | $450K |
| Virtue Capital Management, LLC | 0.06% | New | 3,848 | $441K |
| Vise Technologies, Inc. | 0.00% | New | 3,805 | $436K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 3,800 | $436K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +2.9% | 3,678 | $428K |
| Brookstone Capital Management | 0.00% | Reduce -3.8% | 3,573 | $409K |
| Lighthouse Financial LLC | 0.21% | No change | 3,500 | $401K |
| Thrivent Financial for Lutherans | 0.00% | Add +5.1% | 3,448 | $395K |
| Weaver Consulting Group | 0.08% | Add +40.9% | 3,446 | $395K |
| Smith, Moore & Co. | 0.03% | Reduce -10.3% | 3,416 | $392K |
| AQR Capital Management | 0.00% | Add +52.6% | 3,373 | $387K |
| Mariner, LLC | 0.00% | Reduce -12.5% | 3,333 | $382K |
| Summit Financial, LLC | 0.00% | Add +0.0% | 3,325 | $381K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -5.5% | 3,278 | $376K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.4% | 3,256 | $373K |
| Sei Investments Co. | 0.00% | Reduce -49.5% | 3,212 | $368K |
| Midwest Trust Co | 0.00% | Add +46.9% | 3,072 | $352K |
| Advisory Alpha, LLC | 0.01% | Reduce -1.6% | 3,070 | $352K |
| CIBC Bancorp USA Inc. | 0.00% | No change | 3,062 | $351K |
| Commerce Bank | 0.00% | No change | 3,025 | $347K |
| HSBC Holdings PLC | 0.00% | No change | 3,000 | $344K |
| Carl P. Sherr & Co., LLC | 0.14% | No change | 2,895 | $332K |
| Integrated Wealth Concepts LLC | 0.00% | Add +3.0% | 2,871 | $329K |
| Simplicity Wealth,LLC | 0.01% | New | 2,860 | $328K |
| Forbes Financial Planning, Inc. | 0.18% | Reduce -2.5% | 2,859 | $328K |
| Moors & Cabot, Inc. | 0.01% | Reduce -3.4% | 2,799 | $321K |
| Money Concepts Capital Corp. | 0.01% | Reduce -39.3% | 2,779 | $319K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -6.0% | 2,713 | $311K |
| Laurel Oak Wealth Management, LLC | 0.04% | No change | 2,671 | $306K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.9% | 2,643 | $303K |
| Greenspring Advisors, LLC | 0.02% | Add +1.5% | 2,587 | $296K |
| Field & Main Bank | 0.06% | Reduce -1.1% | 2,580 | $296K |
| Brown Advisory Inc. | 0.00% | No change | 2,579 | $296K |
| Cornerstone Management, Inc. | 0.04% | No change | 2,559 | $293K |
| Heritage Trust Co | 0.03% | No change | 2,558 | $293K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | No change | 2,550 | $292K |
| North Star Investment Management Corp. | 0.02% | No change | 2,458 | $282K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +0.0% | 2,353 | $270K |
| Royal Fund Management, LLC | 0.02% | Reduce -10.1% | 2,345 | $269K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -51.4% | 2,223 | $255K |
| Lido Advisors, LLC | 0.00% | Reduce -23.4% | 2,217 | $254K |
| Allworth Financial LP | 0.00% | Add +0.1% | 2,207 | $253K |
| DAVENPORT & Co LLC | 0.00% | Add +0.5% | 2,206 | $253K |
| Picton Mahoney Asset Management | 0.00% | No change | 2,200 | $252K |
| TPG Advisors LLC | 0.14% | Reduce -3.1% | 2,175 | $249K |
| XML Financial, LLC | 0.02% | Add +7.5% | 2,173 | $249K |
| Keystone Wealth Services, LLC | 0.05% | No change | 2,120 | $243K |
| Valmark Advisers, Inc. | 0.00% | Reduce -7.0% | 2,111 | $242K |
| Jane Street Group, LLC | 0.00% | New | 2,100 | $241K |
| Gotham Asset Management | 0.00% | No change | 2,096 | $240K |
| Rede Wealth, LLC | 0.08% | No change | 2,074 | $238K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +11.1% | 2,057 | $236K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -0.6% | 2,051 | $235K |
| Caprock Group, LLC | 0.00% | Reduce -3.4% | 2,028 | $232K |
| Principal Securities, Inc. | 0.00% | New | 2,021 | $232K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -38.8% | 2,001 | $229K |
| Beacon Financial Advisory LLC | 0.05% | Reduce -1.0% | 1,998 | $229K |
| Mission Wealth Management, LP | 0.00% | New | 1,976 | $226K |
| Modera Wealth Management, LLC | 0.00% | No change | 1,971 | $226K |
| IHT Wealth Management, LLC | 0.00% | Reduce -5.4% | 1,960 | $225K |
| Sun Group Wealth Partners | 0.15% | No change | 1,944 | $223K |
| Coastal Bridge Advisors, LLC | 0.01% | No change | 1,936 | $222K |
| Signature Estate & Investment Advisors LLC | 0.00% | Add +0.3% | 1,932 | $221K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 1,928 | $221K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.3% | 1,920 | $220K |
| Davis R M Inc. | 0.00% | No change | 1,900 | $218K |
| Wealthspire Advisors, LLC | 0.00% | Add +2.2% | 1,888 | $216K |
| Cary Street Partners Financial LLC | 0.00% | New | 1,880 | $215K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.4% | 1,872 | $215K |
| &partners | 0.00% | Add +1.4% | 1,858 | $213K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 1,835 | $210K |
| Saxon Interests, Inc. | 0.06% | New | 1,823 | $209K |
| Helium Advisors LLC | 0.17% | Add +0.3% | 1,781 | $204K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 1,753 | $201K |
| Stratos Investment Management, LLC | 0.01% | New | 1,746 | $200K |
| Tyche Wealth Partners LLC | 0.03% | No change | 1,746 | $200K |
| CENTRAL TRUST Co | 0.00% | No change | 1,664 | $191K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.4% | 1,655 | $190K |
| Advanced Asset Management Advisors Inc | 0.05% | No change | 1,608 | $184K |
| CX Institutional | 0.01% | Reduce -0.8% | 1,562 | $179K |
| BlackRock, Inc. | 0.00% | Add +9.1% | 1,552 | $178K |
| Forum Finance Group S.A. | 0.06% | No change | 1,915 | $177K |
| Global Retirement Partners, LLC | 0.00% | — | 1,523 | $175K |
| US Bancorp \de | 0.00% | Add +0.1% | 1,514 | $174K |
| Nova Wealth Management, Inc. | 0.09% | Reduce -11.4% | 1,480 | $170K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 1,470 | $168K |
| AE Wealth Management LLC | 0.00% | Reduce -98.1% | 1,302 | $149K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 1,244 | $143K |
| Nalls Sherbakoff Group, LLC | 0.10% | No change | 1,179 | $135K |
| Capital Analysts, LLC | 0.00% | Add +5.1% | 1,052 | $121K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 980 | $112K |
| Milestone Investment Advisors LLC | 0.02% | No change | 940 | $108K |
| Fiduciary Financial Advisors | 0.01% | New | 883 | $101K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 800 | $92K |
| Sterling Capital Management LLC | 0.00% | No change | 770 | $88K |
| CoreCap Advisors, LLC | 0.00% | Add +122.2% | 760 | $87K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 752 | $86K |
| Mather Group, Llc. | 0.00% | No change | 724 | $83K |
| Citigroup Inc. | 0.00% | Reduce -41.7% | 705 | $81K |
| SHP Wealth Management | 0.01% | No change | 700 | $80K |
| Glenmede Trust Co. NA | 0.00% | No change | 700 | $80K |
| Blair William & Co. | 0.00% | Add +25.8% | 683 | $78K |
| UMB Bank, n.a. | 0.00% | No change | 675 | $77K |
| Entrust Financial LLC | 0.05% | No change | 669 | $77K |
| Avion Wealth | 0.01% | No change | 660 | $75K |
| Assetmark, Inc. | 0.00% | No change | 651 | $75K |
| Westside Investment Management, Inc. | 0.01% | Add +65.8% | 630 | $72K |
| Trust Co. of Vermont | 0.00% | — | 603 | $69K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.5% | 601 | $69K |
| Colonial Trust Co / SC | 0.01% | No change | 600 | $69K |
| AlphaCore Capital LLC | 0.00% | No change | 575 | $66K |
| Blueline Advisors LLC | 0.04% | No change | 515 | $59K |
| Security National Bank | 0.01% | No change | 500 | $57K |
| Davis Capital Management | 0.03% | No change | 466 | $53K |
| IFP Advisors, Inc | 0.00% | Add +1.5% | 411 | $47K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 407 | $47K |
| Matrix Private Capital Group LLC | 0.02% | No change | 400 | $46K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 370 | $42K |
| Hilltop National Bank | 0.01% | No change | 366 | $42K |
| Concord Wealth Partners | 0.00% | New | 366 | $42K |
| Rice Partnership, LLC | 0.01% | No change | 358 | $41K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 356 | $41K |
| Signaturefd, LLC | 0.00% | Add +0.6% | 344 | $39K |
| IFG Advisory, LLC | 0.00% | New | 338 | $39K |
| Asset Dedication, LLC | 0.00% | New | 325 | $37K |
| WealthShield Partners, LLC | 0.01% | No change | 306 | $35K |
| Tsfg, LLC | 0.00% | No change | 300 | $34K |
| Vanguard National Trust Co | 0.00% | No change | 295 | $34K |
| Strive Financial Group ,LLC | 0.01% | No change | 274 | $31K |
| Larson Financial Group LLC | 0.00% | Add +0.8% | 251 | $29K |
| St Germain D J Co. Inc. | 0.00% | No change | 233 | $27K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 214 | $25K |
| Qube Research & Technologies Ltd | 0.00% | New | 212 | $24K |
| Synergy Investment Management, LLC | 0.01% | No change | 206 | $24K |
| Anchor Investment Management, LLC | 0.00% | Add +1.0% | 205 | $23K |
| Ancora Advisors LLC | 0.00% | No change | 200 | $23K |
| First Command Advisory Services, Inc. | 0.00% | No change | 183 | $21K |
| National Bank of Canada | 0.00% | No change | 165 | $19K |
| Signature Equity Partners, LLC | 0.01% | Add +431.0% | 154 | $18K |
| SouthState Bank Corp | 0.00% | No change | 150 | $17K |
| Tucker Asset Management LLC | 0.00% | No change | 149 | $17K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 145 | $17K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 131 | $15K |
| Investors Portfolio Services LLC | 0.01% | No change | 103 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 101 | $12K |
| International Assets Investment Management, LLC | 0.00% | No change | 100 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 100 | $11K |
| HM Payson & Co. | 0.00% | No change | 90 | $10K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 79 | $9K |
| Rialto Wealth Management, LLC | 0.00% | No change | 74 | $8K |
| High Point Wealth Management, LLC | 0.01% | Add +1.4% | 74 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 67 | $8K |
| Front Row Advisors LLC | 0.00% | Reduce -68.8% | 68 | $8K |
| 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 | $6K |
| Evolution Wealth Management Inc. | 0.00% | No change | 55 | $6K |
| Armstrong Advisory Group, 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% | No change | 49 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 43 | $5K |
| Archer Investment Corp | 0.00% | No change | 42 | $5K |
| Financial Life Planners | 0.00% | Add +3.1% | 33 | $4K |
| 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 |
"% of holder's portfolio" is IDU's weight in each manager's 13F, not the share of iShares US Utilities ETF the manager owns.