iShares US Utilities ETF (IDU): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of IDU (all 13F filers)
- Destination Wealth Management605 KWealth adviser−1,205
- Morgan Stanley580 KBank or trading desk−9,278
- Bank of America532 KBank or trading desk+12 K
- LPL Financial402 KWealth adviser+32 K
- Royal Bank of Canada203 KBank or trading desk+54 K
- Steward Partners Investment Advisory174 KType not verified−251 K
- Wells Fargo172 KBank or trading desk−20 K
- Raymond James Financial128 KWealth adviser−15 K
- Lbmc Investment Advisors107 KType not verified+470
- Cetera Investment Advisers103 KWealth adviser+34 K
- Shares
- 605 K
- Change
- −1,205
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- Type
- Wealth adviser
- Value
- $69.3M
- Shares
- 580 K
- Change
- −9,278
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- Type
- Bank or trading desk
- Value
- $66.5M
- Shares
- 532 K
- Change
- +12 K
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- Type
- Bank or trading desk
- Value
- $61.0M
- Shares
- 402 K
- Change
- +32 K
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- Type
- Wealth adviser
- Value
- $46.0M
- Shares
- 203 K
- Change
- +54 K
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- Type
- Bank or trading desk
- Value
- $23.3M
- Shares
- 174 K
- Change
- −251 K
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- Type
- Type not verified
- Value
- $19.9M
- Shares
- 172 K
- Change
- −20 K
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- Type
- Bank or trading desk
- Value
- $19.7M
- Shares
- 128 K
- Change
- −15 K
See more
- Type
- Wealth adviser
- Value
- $14.6M
- Shares
- 107 K
- Change
- +470
See more
- Type
- Type not verified
- Value
- $12.3M
- Shares
- 103 K
- Change
- +34 K
See more
- Type
- Wealth adviser
- Value
- $11.8M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗