13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
IDU

ISHARES US UTILITIES ETF

323 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·323 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.7%
vs prior quarter
13F value held
$754M
49.0% inst. owned
of float
Holders
323
-96 QoQ
filers reporting
Activity
+91 / −56
+963 added · −741 reduced
this quarter
Concentration
28.13%
FIL Ltd #1
top holder share
AI Holders Summary · Q1 2026

323 institutions reported IDU in Q1 2026. FIL Ltd leads at 28.1% of the visible book. -96 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
FIL Ltd
CIK 0000318989
$212M1.8M0.16%Q1 202602
Destination Wealth Management
CIK 0001278573
$70M606K1.83%Q1 202603
MORGAN STANLEY
CIK 0000895421
$68M590K0.00%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$60M520K0.00%Q1 202605
PINKERTON WEALTH, LLC
CIK 0001536446
$55M512K5.04%Q1 202606
PGIM Custom Harvest LLC
CIK 0001845793
$51M436K0.79%Q1 202607
Steward Partners Investment Advisory, LLC
CIK 0001723397
$49M425K0.25%Q1 202608
LPL Financial LLC
CIK 0001403438
$43M369K0.01%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$22M192K0.00%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$17M149K0.00%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M143K0.01%Q1 202612
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$12M107K0.76%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$12M100K0.00%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M99K0.02%Q1 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$11M96K0.00%Q1 202616
Moloney Securities Asset Management, LLC
CIK 0001697934
$9M83K1.10%Q3 202517
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M73K0.01%Q1 202618
FORTE ASSET MANAGEMENT LLC
CIK 0001927129
$8M69K3.52%Q1 202619
ARRIEN INVESTMENTS, INC.
CIK 0002052048
$8M69K4.35%Q1 202620
AE Wealth Management LLC
CIK 0001697723
$8M69K0.04%Q1 2026
Page 1 of 17
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