iShares U.S. Utilities ETF - COMMON STOCK (IDU)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
IDU
Shares outstanding
13,777,570
Price per share
$108.36
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
7,917,951
Total reported value
$877,959,336
% of total 13F portfolios
0.01%
Share change
+1,399,652
Value change
+$156,918,802
Number of holders
270
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
As of 30 Sep 2025, iShares U.S. Utilities ETF - COMMON STOCK (IDU) has 270 institutional shareholders filing 13F forms. They hold 7,917,951 shares. of 13,777,570 outstanding shares (57%) .

Top 25 institutional shareholders own 44% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
BANK OF AMERICA CORP /DE/ 7.2% 989,938 +5.5% 0.01% $109,784,156
MORGAN STANLEY 5% 695,720 +3% 0% $77,155,477
Destination Wealth Management 4.4% 610,713 -0.55% 1.9% $67,728,075
PGIM Custom Harvest LLC 3.3% 458,681 -0.25% 0.77% $50,867,697
Steward Partners Investment Advisory, LLC 2.8% 381,290 +1234% 0.24% $42,285,027
LPL Financial LLC 2.6% 361,121 +15% 0.01% $40,048,269
PINKERTON WEALTH, LLC 2.5% 337,842 4% $37,466,678
SHERMAN PORFOLIOS, LLC 1.7% 231,733 9.2% $25,699,190
WELLS FARGO & COMPANY/MN 1.7% 228,780 +42% 0.01% $25,371,760
RAYMOND JAMES FINANCIAL INC 1.5% 213,408 +4% 0.01% $23,666,998
ROYAL BANK OF CANADA 1.3% 179,199 -31% 0% $19,873,000
Cresset Asset Management, LLC 1.2% 169,520 0.07% $18,799,747
Camarda Financial Advisors, LLC 0.88% 121,475 -4.7% 5% $13,471,578
COMMONWEALTH EQUITY SERVICES, LLC 0.86% 118,733 +9.8% 0.02% $13,167,000
LBMC INVESTMENT ADVISORS, LLC 0.8% 110,709 -1.9% 0.78% $12,277,640
MinichMacGregor Wealth Management, LLC 0.77% 106,035 -0.53% 2.3% $11,758,252
ENVESTNET ASSET MANAGEMENT INC 0.73% 100,330 +5.8% 0% $11,126,581
AE Wealth Management LLC 0.7% 95,948 +17% 0.07% $10,640,651
OSAIC HOLDINGS, INC. 0.66% 91,094 +3.6% 0.01% $9,946,061
Cambridge Investment Research Advisors, Inc. 0.62% 85,803 +61% 0.03% $9,516,000
Moloney Securities Asset Management, LLC 0.6% 83,105 1.1% $9,216,337
RPS ADVISORY SOLUTIONS LLC 0.56% 76,583 4.2% $8,493,055
ARRIEN INVESTMENTS, INC. 0.51% 69,801 +0.53% 4.5% $7,740,880
TRUIST FINANCIAL CORP 0.5% 69,413 -8.1% 0.01% $7,697,955
AMERIPRISE FINANCIAL INC 0.5% 69,284 +1.7% 0% $7,684,381

Institutional Holders of iShares U.S. Utilities ETF - COMMON STOCK (IDU) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 95,679 $10,394,463 +$1,407,065 $108.36 14
2025 Q3 7,917,951 $877,959,336 +$156,918,802 $110.90 270
2025 Q2 6,561,238 $686,040,466 -$69,470,860 $104.57 261
2025 Q1 7,077,808 $717,649,538 +$63,713,966 $101.42 247
2024 Q4 6,455,975 $621,718,941 -$140,539,907 $96.21 263
2024 Q3 7,627,165 $778,155,809 +$104,562,744 $102.02 248
2024 Q2 6,615,201 $581,566,783 +$201,281,595 $87.88 231
2024 Q1 4,319,629 $365,059,499 -$14,622,991 $84.52 200
2023 Q4 69,846 $6,084,409 +$2,530,481 $88.07 2
2023 Q3 4,286,711 $315,823,642 -$21,227,616 $73.58 196
2023 Q2 4,428,119 $361,944,046 -$38,439,873 $81.75 208
2023 Q1 4,977,292 $416,886,867 -$3,626,082 $83.71 211
2022 Q4 5,020,918 $434,646,550 +$10,647,913 $86.54 230
2022 Q3 4,791,426 $388,774,643 -$13,678,487 $81.13 213
2022 Q2 4,959,785 $423,982,728 +$46,416,322 $85.60 218
2022 Q1 4,359,042 $396,699,621 +$77,499,526 $91.00 205
2021 Q4 3,566,039 $315,151,661 -$9,277,796 $88.43 195
2021 Q3 3,662,498 $289,365,519 +$1,193,305 $78.94 179
2021 Q2 3,539,820 $277,965,574 -$727,424 $78.50 181
2021 Q1 3,716,477 $295,711,877 -$5,377,849 $79.56 184
2020 Q4 3,811,360 $295,622,232 +$126,402,454 $77.60 182
2020 Q3 2,093,332 $305,713,253 -$17,178,748 $146.02 171
2020 Q2 2,202,565 $308,840,682 -$64,423,230 $140.20 178
2020 Q1 2,647,990 $366,044,893 -$62,249,407 $138.09 185
2019 Q4 3,017,151 $493,620,704 +$98,343,117 $162.04 190
2019 Q3 2,427,239 $394,988,651 -$3,930,921 $162.85 162
2019 Q2 2,467,857 $372,050,564 +$43,747,672 $150.79 160
2019 Q1 2,201,038 $324,114,918 +$17,256,917 $147.31 156
2018 Q4 2,110,668 $283,361,659 +$35,757,899 $134.22 147
2018 Q3 1,806,186 $242,150,691 +$51,007,296 $134.07 133
2018 Q2 1,423,258 $187,773,052 -$3,887,750 $131.94 133
2018 Q1 1,454,988 $185,504,317 -$143,564,996 $127.43 135
2017 Q4 2,606,043 $346,245,531 -$23,388,861 $132.87 140
2017 Q3 2,765,542 $367,592,675 +$53,006,832 $132.91 132
2017 Q2 2,359,757 $306,804,084 +$34,885,410 $130.03 135
2017 Q1 2,080,534 $267,312,811 -$8,893,047 $128.42 130
2016 Q4 2,174,853 $264,920,741 -$142,554,331 $121.82 129
2016 Q3 3,346,336 $409,779,612 -$96,605,831 $122.57 139
2016 Q2 4,151,698 $545,216,271 +$44,673,630 $131.27 136
2016 Q1 3,653,977 $448,847,823 +$180,582,882 $123.68 129
2015 Q4 2,193,797 $236,935,187 +$75,559,555 $107.92 115
2015 Q3 1,466,041 $158,221,890 -$26,157,812 $107.89 104
2015 Q2 1,711,819 $177,729,111 -$80,186,938 $103.66 110
2015 Q1 2,484,948 $277,523,471 -$443,987,340 $111.76 120
2014 Q4 6,676,774 $789,736,717 +$470,148,540 $118.27 128
2014 Q3 2,667,830 $280,884,333 -$375,462,794 $105.27 103
2014 Q2 6,144,883 $683,780,608 +$412,364,343 $111.37 121
2014 Q1 2,442,915 $254,218,722 +$43,928,294 $104.19 99