Who owns IDU?
iShares U.S. Utilities ETF · iShares
288 institutions reported holding IDU, worth $637.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IDU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Destination Wealth Management | Walnut Creek, CA | $69.3M | 605,045 | −1,205 shares |
| Morgan Stanley | New York, NY | $66.5M | 580,329 | −9,278 shares |
| Bank of America Corp. | Charlotte, NC | $61.0M | 531,947 | +11,917 shares |
| LPL Financial LLC | Fort Mill, SC | $46.0M | 401,558 | +32,348 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $23.3M | 203,313 | +53,907 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $19.9M | 173,885 | −250,828 shares |
| Wells Fargo & Company | San Francisco, CA | $19.7M | 171,781 | −20,230 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $14.6M | 127,590 | −15,163 shares |
| LBMC Investment Advisors, LLC | Brentwood, TN | $12.3M | 107,355 | +470 shares |
| Cetera Investment Advisers | Schaumburg, IL | $11.8M | 102,592 | +34,423 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IDU?
288 institutional managers reported holding IDU in Form 13F filings for June 30, 2026, worth $637.6M in total. The largest reported position was held by Destination Wealth Management, at $69.3M.
Did institutions buy or sell IDU last quarter?
Reported 13F value fell 33.6% from March 31, 2026, which includes price moves as well as buying and selling. 31 firms reported a new position and 34 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IDU ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.