DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
IDU

ISHARES US UTILITIES ETF

320 institutions still hold ISHARES US UTILITIES ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287697·Exchange Traded Fund·320 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$754M
visible holders
Holders
320
filers reporting
Concentration
28.14%
FIL Ltd #1
top holder share
AI Holders Summary · Q1 2026

320 institutions reported IDU in Q1 2026. FIL Ltd leads at 28.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FIL Ltd
CIK 0000318989
$212M1.8M0.16%Q1 2026
02
Destination Wealth Management
CIK 0001278573
$70M606K1.83%Q1 2026
03
MORGAN STANLEY
CIK 0000895421
$68M590K0.00%Q1 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$60M520K0.00%Q1 2026
05
PINKERTON WEALTH, LLC
CIK 0001536446
$55M512K5.04%Q1 2026
06
PGIM Custom Harvest LLC
CIK 0001845793
$51M436K0.79%Q1 2026
07
Steward Partners Investment Advisory, LLC
CIK 0001723397
$49M425K0.25%Q1 2026
08
LPL Financial LLC
CIK 0001403438
$43M369K0.01%Q1 2026
09
WELLS FARGO & COMPANY/MN
CIK 0000072971
$22M192K0.00%Q1 2026
10
ROYAL BANK OF CANADA
CIK 0001000275
$17M149K0.00%Q1 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M143K0.01%Q1 2026
12
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$12M107K0.76%Q1 2026
13
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$12M100K0.00%Q1 2026
14
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M99K0.02%Q1 2026
15
AMERIPRISE FINANCIAL INC
CIK 0000820027
$11M96K0.00%Q1 2026
16
Moloney Securities Asset Management, LLC
CIK 0001697934
$9M83K1.10%Q3 2025
17
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M73K0.01%Q1 2026
18
ARRIEN INVESTMENTS, INC.
CIK 0002052048
$8M69K4.35%Q1 2026
19
AE Wealth Management LLC
CIK 0001697723
$8M69K0.04%Q1 2026
20
Cetera Investment Advisers
CIK 0001666741
$8M68K0.01%Q1 2026
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