IDU Institutional Ownership & Shareholders
ISHARES US UTILITIES ETF (IDU) is currently held by 283 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $620.05M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Destination Wealth Management is currently the largest disclosed institutional shareholder of IDU tracked by InsiderSet, reporting ownership valued at approximately $69.34M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $67.57M, representing an estimated loss of -2.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed IDU value among the investors covered in this analysis. Major shareholders include Destination Wealth Management, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES US UTILITIES ETF (IDU).
This page ranks the largest institutional IDU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
283
Total Reported Value
$620.05M
Largest Holder
Destination Wealth Management
Largest Position
$69.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Destination Wealth Management | 1.62% | 605,045 | $69,344,212 | $67,565,375 | -$1,778,837 | -2.57% | |
| Morgan Stanley | 0.00% | 580,329 | $66,511,640 | $64,805,339 | -$1,706,301 | -2.57% | |
| Bank Of America Corp | 0.00% | 531,947 | $60,966,458 | $59,402,521 | -$1,563,937 | -2.57% | |
| Lpl Financial Llc | 0.01% | 401,558 | $46,022,587 | $44,841,982 | -$1,180,605 | -2.57% | |
| Royal Bank Of Canada | 0.00% | 203,313 | $23,303,000 | $22,703,963 | -$599,037 | -2.57% | |
| Steward Partners Investment Advisory, Llc | 0.10% | 173,885 | $19,928,922 | $19,417,738 | -$511,184 | -2.57% | |
| Wells Fargo & Company/Mn | 0.00% | 171,781 | $19,687,918 | $19,182,784 | -$505,134 | -2.57% | |
| Raymond James Financial Inc | 0.00% | 127,590 | $14,623,057 | $14,247,975 | -$375,082 | -2.57% | |
| Lbmc Investment Advisors, Llc | 0.67% | 107,355 | $12,303,942 | $11,988,333 | -$315,609 | -2.57% | |
| Cetera Investment Advisers | 0.01% | 102,592 | $11,757,991 | $11,456,449 | -$301,542 | -2.56% | |
| Susquehanna International Group, Llp | 0.01% | 96,376 | $11,045,653 | $10,762,308 | -$283,345 | -2.57% | |
| Envestnet Asset Management Inc | 0.00% | 95,061 | $10,894,932 | $10,615,462 | -$279,470 | -2.57% | |
| Ameriprise Financial Inc | 0.00% | 88,178 | $10,105,870 | $9,846,837 | -$259,033 | -2.56% | |
| Sovran Advisors, Llc | 0.68% | 90,196 | $9,944,993 | $10,072,187 | +$127,194 | +1.28% | |
| Osaic Holdings, Inc. | 0.01% | 86,376 | $9,907,678 | $9,645,608 | -$262,070 | -2.65% | |
| Commonwealth Equity Services, Llc | 0.01% | 86,088 | $8,681,133 | $9,613,447 | +$932,314 | +10.74% | |
| Pgim Custom Harvest Llc | 0.09% | 64,158 | $7,353,186 | $7,164,524 | -$188,662 | -2.57% | |
| Arrien Investments, Inc. | 3.74% | 72,323 | $7,293,047 | $8,076,309 | +$783,262 | +10.74% | |
| Goldman Sachs Group Inc | 0.00% | 58,261 | $6,677,293 | $6,506,006 | -$171,287 | -2.57% | |
| First National Bank Of Omaha | 0.17% | 52,616 | $6,111,345 | $5,875,629 | -$235,716 | -3.86% | |
| Ubs Group Ag | 0.00% | 52,695 | $6,039,374 | $5,884,451 | -$154,923 | -2.57% | |
| Mml Investors Services, Llc | 0.01% | 50,061 | $5,737,475 | $5,590,312 | -$147,163 | -2.56% | |
| Jones Financial Companies Lllp | 0.00% | 48,299 | $5,642,301 | $5,393,549 | -$248,752 | -4.41% | |
| Truist Financial Corp | 0.01% | 53,580 | $5,402,982 | $5,983,279 | +$580,297 | +10.74% | |
| Forte Asset Management Llc | 1.75% | 43,100 | $4,346,219 | $4,812,977 | +$466,758 | +10.74% | |
| Sanctuary Advisors, Llc | 0.02% | 35,806 | $4,103,722 | $3,998,456 | -$105,266 | -2.57% | |
| Prospera Financial Services Inc | 0.06% | 34,638 | $3,970,189 | $3,868,025 | -$102,164 | -2.57% | |
| Jpmorgan Chase & Co | 0.00% | 32,856 | $3,819,510 | $3,669,030 | -$150,480 | -3.94% | |
| Prudential Plc | 0.02% | 32,900 | $3,770,669 | $3,673,943 | -$96,726 | -2.57% | |
| Croban | 1.64% | 32,554 | $3,730,947 | $3,635,305 | -$95,642 | -2.56% | |
| Quadrature Capital Ltd | 0.03% | 31,294 | $3,586,605 | $3,494,601 | -$92,004 | -2.57% | |
| Equitable Holdings, Inc. | 0.02% | 30,881 | $3,539,230 | $3,448,481 | -$90,749 | -2.56% | |
| J.W. Cole Advisors, Inc. | 0.06% | 28,490 | $3,265,219 | $3,181,478 | -$83,741 | -2.56% | |
| Xtx Topco Ltd | 0.04% | 28,079 | $3,218,134 | $3,135,582 | -$82,552 | -2.57% | |
| Stephens Inc | 0.03% | 24,128 | $2,765,310 | $2,694,374 | -$70,936 | -2.57% | |
| Arete Wealth Advisors, Llc | 0.18% | 23,579 | $2,702,451 | $2,633,067 | -$69,384 | -2.57% | |
| Stifel Financial Corp | 0.00% | 23,025 | $2,638,948 | $2,571,202 | -$67,746 | -2.57% | |
| Private Advisor Group, Llc | 0.01% | 22,891 | $2,623,585 | $2,556,238 | -$67,347 | -2.57% | |
| D. E. Shaw & Co., Inc. | 0.00% | 21,826 | $2,501,478 | $2,437,309 | -$64,169 | -2.57% | |
| Wealthstar Advisors, Llc | 1.27% | 23,858 | $2,405,841 | $2,664,223 | +$258,382 | +10.74% | |
| Advisors Management Group Inc | 0.40% | 20,986 | $2,405,000 | $2,343,507 | -$61,493 | -2.56% | |
| Td Waterhouse Canada Inc. | 0.01% | 23,733 | $2,398,932 | $2,650,264 | +$251,332 | +10.48% | |
| Citadel Advisors Llc | 0.00% | 20,771 | $2,380,564 | $2,319,498 | -$61,066 | -2.57% | |
| Corient Private Wealth Llc | 0.00% | 20,212 | $2,316,470 | $2,257,074 | -$59,396 | -2.56% | |
| Huntington National Bank | 0.01% | 19,645 | $2,251,517 | $2,193,757 | -$57,760 | -2.57% | |
| Waverly Advisors, Llc | 0.01% | 18,043 | $2,067,906 | $2,014,862 | -$53,044 | -2.57% | |
| Cerity Partners Llc | 0.00% | 17,957 | $2,058,024 | $2,005,258 | -$52,766 | -2.56% | |
| Harbour Investments, Inc. | 0.03% | 17,909 | $2,052,607 | $1,999,898 | -$52,709 | -2.57% | |
| Beacon Pointe Advisors, Llc | 0.01% | 17,048 | $1,953,883 | $1,903,750 | -$50,133 | -2.57% | |
| Pnc Financial Services Group, Inc. | 0.00% | 16,818 | $1,927,497 | $1,878,066 | -$49,431 | -2.56% |
Frequently asked questions about IDU
Who are the largest institutional holders of IDU?
The largest institutional holders of IDU reported in the latest SEC Form 13F filings include Destination Wealth Management, Morgan Stanley, Bank Of America Corp, Lpl Financial Llc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported IDU position.
What is IDU institutional ownership?
This page tracks IDU positions reported by institutional investment managers through SEC Form 13F. ISHARES US UTILITIES ETF (IDU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IDU?
InsiderSet currently tracks 283 institutional managers reporting IDU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IDU shareholders.
How much IDU stock do institutions own?
Institutional investment managers disclosed approximately $620.05M in IDU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IDU institutional ownership last updated?
The latest IDU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IDU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IDU position after the reporting date.
Are institutions buying or selling IDU?
Institutional buying and selling can be analyzed by comparing IDU positions across consecutive 13F reporting periods. InsiderSet's IDU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IDU ownership changes.
How has IDU institutional ownership changed over time?
InsiderSet tracks IDU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.