Who owns iShares U.S. Utilities ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IDU from SEC Form 13F filings across 291 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 291 institutions disclosed 5.5M shares of iShares U.S. Utilities ETF worth $634.7M — about 42.6% of shares outstanding; the largest disclosed holder is Destination Wealth Management. Source: SEC Form 13F filings, parsed by EvidInvest.
291
13F holders
$634.7M
value, 2026 filers
42.6%
of shares outstanding (5.5M sh)
33
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IDU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Destination Wealth Management | 605,045 | $69.3M | 1.6% | 4.7% | -0.2% |
| 2 | MORGAN STANLEY | 580,329 | $66.5M | 0.0% | 4.5% | -1.6% |
| 3 | BANK OF AMERICA CORP /DE/ | 531,947 | $61.0M | 0.0% | 4.1% | +2.3% |
| 4 | LPL Financial LLC | 401,558 | $46.0M | 0.0% | 3.1% | +8.8% |
| 5 | ROYAL BANK OF CANADA | 203,313 | $23.3M | 0.0% | 1.6% | +36.1% |
| 6 | Steward Partners Investment Advisory, LLC | 173,885 | $19.9M | 0.1% | 1.3% | -59.1% |
| 7 | WELLS FARGO & COMPANY/MN | 171,781 | $19.7M | 0.0% | 1.3% | -10.5% |
| 8 | RAYMOND JAMES FINANCIAL INC | 127,590 | $14.6M | 0.0% | 1% | -10.6% |
| 9 | LBMC INVESTMENT ADVISORS, LLC | 107,355 | $12.3M | 0.7% | 0.8% | +0.4% |
| 10 | Cetera Investment Advisers | 102,592 | $11.8M | 0.0% | 0.8% | +50.5% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 96,376 | $11.0M | 0.0% | 0.7% | +219.5% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 95,061 | $10.9M | 0.0% | 0.7% | -4.9% |
| 13 | AMERIPRISE FINANCIAL INC | 88,178 | $10.1M | 0.0% | 0.7% | -8.2% |
| 14 | OSAIC HOLDINGS, INC. | 86,376 | $9.9M | 0.0% | 0.7% | +18.5% |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 85,917 | $9.8M | 0.0% | 0.7% | -13.5% |
| 16 | ARRIEN INVESTMENTS, INC. | 70,480 | $8.1M | 4.1% | 0.5% | +2.1% |
| 17 | Sovran Advisors, LLC | 65,724 | $7.6M | 0.6% | 0.5% | +232.7% |
| 18 | PGIM Custom Harvest LLC | 64,158 | $7.4M | 0.1% | 0.5% | -85.3% |
| 19 | GOLDMAN SACHS GROUP INC | 58,261 | $6.7M | 0.0% | 0.4% | -6.5% |
| 20 | TRUIST FINANCIAL CORP | 54,033 | $6.2M | 0.0% | 0.4% | -14.8% |
| 21 | UBS Group AG | 52,695 | $6.0M | 0.0% | 0.4% | +0.1% |
| 22 | FIRST NATIONAL BANK OF OMAHA | 52,616 | $6.1M | 0.2% | 0.4% | +7.9% |
| 23 | FORTE ASSET MANAGEMENT LLC | 52,430 | $6.0M | 2.5% | 0.4% | -24.2% |
| 24 | MML INVESTORS SERVICES, LLC | 50,061 | $5.7M | 0.0% | 0.4% | +14.6% |
| 25 | JONES FINANCIAL COMPANIES LLLP | 48,299 | $5.6M | 0.0% | 0.4% | +7.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.