IDU Institutional Ownership
iShares U.S. Utilities ETF
1W: +0.6%
1M: -5.7%
3M: -11.3%
YTD: -7.1%
1Y: -8.3%
3Y: +43.4%
5Y: +40.2%
$101.73
+0.43 (+0.42%)
Weekly Expected Move ±1.8%
$98
$100
$102
$104
$105
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IDU
324
Institutional Holders
-21 vs prior quarter
0.0%
Ownership
+0.00pp
634M
Total Invested
28
New Positions
91
Increased
109
Reduced
33
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (364 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Destination Wealth Management | 605,045 | 62M | -1,205 | -0.2% | 70Q | SEC ↗ |
| 2 | MORGAN STANLEY | 580,329 | 59M | -9,278 | -1.6% | 60Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 531,947 | 54M | +11,917 | +2.3% | 15Q | SEC ↗ |
| 4 | LPL Financial LLC | 401,558 | 41M | +32,348 | +8.8% | 54Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 203,313 | 21M | +53,907 | +36.1% | 84Q | SEC ↗ |
| 6 | Steward Partners Investment Advisory, | 173,885 | 18M | -250,828 | -59.1% | 29Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 171,781 | 17M | -20,230 | -10.5% | 99Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 127,590 | 13M | -15,163 | -10.6% | 7Q | SEC ↗ |
| 9 | LBMC INVESTMENT ADVISORS, LLC | 107,355 | 11M | +470 | +0.4% | 59Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 102,592 | 10M | +34,423 | +50.5% | 31Q | SEC ↗ |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 96,376 | 10M | +66,214 | +219.5% | 3Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 95,061 | 10M | -4,901 | -4.9% | 65Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 88,178 | 9M | -7,891 | -8.2% | 16Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 86,376 | 9M | +13,511 | +18.5% | 26Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 85,917 | 9M | -13,377 | -13.5% | 35Q | SEC ↗ |
| 16 | ARRIEN INVESTMENTS, INC. | 70,480 | 7M | +1,424 | +2.1% | 14Q | SEC ↗ |
| 17 | Sovran Advisors, LLC | 65,724 | 7M | +45,972 | +232.7% | 4Q | SEC ↗ |
| 18 | PGIM Custom Harvest LLC | 64,158 | 7M | -372,180 | -85.3% | 15Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 58,261 | 6M | -4,033 | -6.5% | 15Q | SEC ↗ |
| 20 | TRUIST FINANCIAL CORP | 54,033 | 5M | -9,374 | -14.8% | 27Q | SEC ↗ |
| 21 | UBS Group AG | 52,695 | 5M | +43 | +0.1% | 47Q | SEC ↗ |
| 22 | FIRST NATIONAL BANK OF OMAHA | 52,616 | 5M | +3,868 | +7.9% | 3Q | SEC ↗ |
| 23 | FORTE ASSET MANAGEMENT LLC | 52,430 | 5M | -16,741 | -24.2% | 5Q | SEC ↗ |
| 24 | MML INVESTORS SERVICES, LLC | 50,061 | 5M | +6,376 | +14.6% | 37Q | SEC ↗ |
| 25 | JONES FINANCIAL COMPANIES LLLP | 48,299 | 5M | +3,250 | +7.2% | 10Q | SEC ↗ |
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 45,058 | 5M | +832 | +1.9% | 39Q | SEC ↗ |
| 27 | Cambridge Investment Research Advisors | 44,649 | 5M | -1,136 | -2.5% | 67Q | SEC ↗ |
| 28 | Sanctuary Advisors, LLC | 35,806 | 4M | -497 | -1.4% | 8Q | SEC ↗ |
| 29 | Prospera Financial Services Inc | 34,638 | 4M | +316 | +0.9% | 22Q | SEC ↗ |
| 30 | PRUDENTIAL PLC NEW | 32,900 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 32,856 | 3M | +9,169 | +38.7% | 59Q | SEC ↗ |
| 32 | CROBAN | 32,554 | 3M | +896 | +2.8% | 7Q | SEC ↗ |
| 33 | Quadrature Capital Ltd NEW | 31,294 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Equitable Holdings, Inc. | 30,881 | 3M | -1,500 | -4.6% | 27Q | SEC ↗ |
| 35 | J.W. COLE ADVISORS, INC. NEW | 28,490 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 36 | XTX Topco Ltd NEW | 28,079 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 37 | STEPHENS INC /AR | 24,128 | 2M | +947 | +4.1% | 16Q | SEC ↗ |
| 38 | Arete Wealth Advisors, LLC | 23,579 | 2M | -36,521 | -60.8% | 3Q | SEC ↗ |
| 39 | STIFEL FINANCIAL CORP | 23,025 | 2M | +1,050 | +4.8% | 22Q | SEC ↗ |
| 40 | Private Advisor Group, LLC | 22,891 | 2M | -5,618 | -19.7% | 51Q | SEC ↗ |
| 41 | D. E. Shaw & Co., Inc. NEW | 21,826 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 42 | PNC Financial Services Group, Inc. | 21,036 | 2M | -1,511 | -6.7% | 15Q | SEC ↗ |
| 43 | ADVISORS MANAGEMENT GROUP INC /ADV | 20,986 | 2M | +6 | +0.0% | 23Q | SEC ↗ |
| 44 | CITADEL ADVISORS LLC | 20,771 | 2M | +18,616 | +863.9% | 22Q | SEC ↗ |
| 45 | Corient Private Wealth LP | 20,212 | 2M | -892 | -4.2% | 15Q | SEC ↗ |
| 46 | Wealthstar Advisors, LLC | 19,001 | 2M | -272 | -1.4% | 7Q | SEC ↗ |
| 47 | BOS Asset Management, LLC | 18,098 | 2M | +132 | +0.7% | 15Q | SEC ↗ |
| 48 | Waverly Advisors, LLC | 18,043 | 2M | +240 | +1.3% | 9Q | SEC ↗ |
| 49 | Cerity Partners LLC | 17,957 | 2M | +2,566 | +16.7% | 9Q | SEC ↗ |
| 50 | EVERETT HARRIS & CO /CA | 17,934 | 2M | -105 | -0.6% | 91Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| PRUDENTIAL PLC | 32,900 | 3M |
| Quadrature Capital Ltd | 31,294 | 3M |
| J.W. COLE ADVISORS, INC. | 28,490 | 3M |
| XTX Topco Ltd | 28,079 | 3M |
| D. E. Shaw & Co., Inc. | 21,826 | 2M |
| Buck Wealth Strategies, LLC | 7,130 | 725K |
| Saxony Capital Management, LLC | 6,898 | 702K |
| FLOW TRADERS U.S. LLC | 5,398 | 549K |
| Evanson Financial, LLC | 4,785 | 487K |
| Virtue Capital Management, LLC | 3,848 | 391K |
| Vise Technologies, Inc. | 3,805 | 387K |
| Simplicity Wealth,LLC | 2,860 | 291K |
| JANE STREET GROUP, LLC | 2,100 | 214K |
| PRINCIPAL SECURITIES, INC. | 2,021 | 206K |
| MISSION WEALTH MANAGEMENT, LP | 1,976 | 201K |
| Gladstone Institutional Advisory LL | 1,928 | 196K |
| CARY STREET PARTNERS FINANCIAL LLC | 1,880 | 191K |
| SAXON INTERESTS, INC. | 1,823 | 185K |
| Stratos Investment Management, LLC | 1,746 | 178K |
| Global Retirement Partners, LLC | 1,523 | 155K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FIL Ltd | 1,827,771 | 186M |
| PINKERTON WEALTH, LLC | 511,682 | 52M |
| Cresset Asset Management, LLC | 177,430 | 18M |
| SHERMAN PORFOLIOS, LLC | 161,938 | 16M |
| Camarda Financial Advisors, LLC | 122,102 | 12M |
| MinichMacGregor Wealth Management, | 110,594 | 11M |
| RPS ADVISORY SOLUTIONS LLC | 82,098 | 8M |
| Summit Financial Consulting LLC | 65,479 | 7M |
| BNP PARIBAS FINANCIAL MARKETS | 50,200 | 5M |
| Stratos Wealth Advisors, LLC | 46,377 | 5M |
| TWO SIGMA INVESTMENTS, LP | 45,600 | 5M |
| Three Seasons Wealth, LLC | 39,553 | 4M |
| Lifestyle Asset Management, Inc. | 28,852 | 3M |
| CPR Investments Inc. | 26,088 | 3M |
| Balboa Wealth Partners | 25,244 | 3M |
| USA FINANCIAL FORMULAS | 23,319 | 2M |
| Koshinski Asset Management, Inc. | 13,535 | 1M |
| Nikulski Financial, Inc. | 11,932 | 1M |
| Independent Advisor Alliance | 11,522 | 1M |
| Clal Insurance Enterprises Holdings | 10,000 | 1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +66,214 | +219.5% | 96,376 |
| ROYAL BANK OF CANADA | +53,907 | +36.1% | 203,313 |
| Sovran Advisors, LLC | +45,972 | +232.7% | 65,724 |
| Cetera Investment Advisers | +34,423 | +50.5% | 102,592 |
| LPL Financial LLC | +32,348 | +8.8% | 401,558 |
| CITADEL ADVISORS LLC | +18,616 | +863.9% | 20,771 |
| Tower Research Capital LLC (TRC) | +16,205 | +810250.0% | 16,207 |
| OSAIC HOLDINGS, INC. | +13,511 | +18.5% | 86,376 |
| BANK OF AMERICA CORP /DE | +11,917 | +2.3% | 531,947 |
| Arax Advisory Partners | +9,977 | +313.5% | 13,159 |
| JPMORGAN CHASE & CO | +9,169 | +38.7% | 32,856 |
| Sunbelt Securities, Inc. | +8,126 | +109.9% | 15,521 |
| MML INVESTORS SERVICES, LLC | +6,376 | +14.6% | 50,061 |
| TD Waterhouse Canada Inc. | +4,897 | +155.1% | 8,055 |
| FIRST NATIONAL BANK OF OMAHA | +3,868 | +7.9% | 52,616 |
| JONES FINANCIAL COMPANIES LLLP | +3,250 | +7.2% | 48,299 |
| FIFTH THIRD BANCORP | +3,052 | +28.4% | 13,809 |
| Westerkirk Capital Inc. | +2,614 | +48.0% | 8,065 |
| Cerity Partners LLC | +2,566 | +16.7% | 17,957 |
| FMR LLC | +2,001 | +24.3% | 10,225 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PGIM Custom Harvest LLC | -372,180 | -85.3% | 64,158 |
| Steward Partners Investment Advisor | -250,828 | -59.1% | 173,885 |
| AE Wealth Management LLC | -67,388 | -98.1% | 1,302 |
| Arete Wealth Advisors, LLC | -36,521 | -60.8% | 23,579 |
| WELLS FARGO & COMPANY/MN | -20,230 | -10.5% | 171,781 |
| FORTE ASSET MANAGEMENT LLC | -16,741 | -24.2% | 52,430 |
| RAYMOND JAMES FINANCIAL INC | -15,163 | -10.6% | 127,590 |
| COMMONWEALTH EQUITY SERVICES, LLC | -13,377 | -13.5% | 85,917 |
| TRUIST FINANCIAL CORP | -9,374 | -14.8% | 54,033 |
| MORGAN STANLEY | -9,278 | -1.6% | 580,329 |
| AMERIPRISE FINANCIAL INC | -7,891 | -8.2% | 88,178 |
| Private Advisor Group, LLC | -5,618 | -19.7% | 22,891 |
| Atria Investments, Inc | -5,157 | -45.2% | 6,255 |
| ENVESTNET ASSET MANAGEMENT INC | -4,901 | -4.9% | 95,061 |
| GOLDMAN SACHS GROUP INC | -4,033 | -6.5% | 58,261 |
| SEI INVESTMENTS CO | -3,143 | -49.5% | 3,212 |
| Bank of New York Mellon Corp | -2,629 | -32.4% | 5,494 |
| HOLDERNESS INVESTMENTS CO | -2,597 | -20.0% | 10,388 |
| Apollon Wealth Management, LLC | -2,349 | -51.4% | 2,223 |
| INDEPENDENT FINANCIAL GROUP, LLC | -1,960 | -20.1% | 7,807 |