As of 31 Dec 2025, 298 institutional investors reported holding 8,154,866 shares of iShares U.S. Utilities ETF - COMMON STOCK (IDU). This represents 59% of the company’s total 13,777,570 outstanding shares.
The largest institutional shareholders of iShares U.S. Utilities ETF - COMMON STOCK (IDU) together control 44% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 6.7% | 916,734 | -7.4% | 0.01% | $99,337,274 |
| MORGAN STANLEY | 4.8% | 657,781 | -5.5% | 0% | $71,277,310 |
| Destination Wealth Management | 4.4% | 608,539 | -0.36% | 1.7% | $65,941,334 |
| PGIM Custom Harvest LLC | 3.3% | 454,813 | -0.84% | 0.73% | $49,283,596 |
| LPL Financial LLC | 3% | 411,813 | +14% | 0.01% | $44,624,032 |
| Steward Partners Investment Advisory, LLC | 2.9% | 404,651 | +6.1% | 0.24% | $43,848,032 |
| PINKERTON WEALTH, LLC | 2.7% | 366,993 | +8.6% | 4.1% | $39,767,361 |
| WELLS FARGO & COMPANY/MN | 1.7% | 235,177 | +2.8% | 0% | $25,483,846 |
| RAYMOND JAMES FINANCIAL INC | 1.6% | 223,040 | +4.5% | 0.01% | $24,168,622 |
| ROYAL BANK OF CANADA | 1.3% | 178,696 | -0.28% | 0% | $19,364,000 |
| Cresset Asset Management, LLC | 1.3% | 177,430 | +12% | 0.08% | $19,226,315 |
| SHERMAN PORFOLIOS, LLC | 1.2% | 161,938 | -30% | 1.2% | $17,547,602 |
| GOLDMAN SACHS GROUP INC | 0.93% | 127,535 | +629% | 0% | $13,819,692 |
| Camarda Financial Advisors, LLC | 0.89% | 122,102 | +0.52% | 5% | $13,230,973 |
| MinichMacGregor Wealth Management, LLC | 0.8% | 110,594 | +4.3% | 2.2% | $11,984,030 |
| LBMC INVESTMENT ADVISORS, LLC | 0.8% | 110,305 | -0.36% | 0.74% | $11,952,597 |
| ENVESTNET ASSET MANAGEMENT INC | 0.77% | 106,500 | +6.1% | 0% | $11,540,299 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.7% | 96,566 | -19% | 0.01% | $10,463,837 |
| AE Wealth Management LLC | 0.7% | 95,929 | -0.02% | 0.06% | $10,394,871 |
| OSAIC HOLDINGS, INC. | 0.66% | 91,451 | +0.39% | 0.01% | $9,918,617 |
| Cambridge Investment Research Advisors, Inc. | 0.65% | 90,167 | +5.1% | 0.03% | $9,770,000 |
| AMERIPRISE FINANCIAL INC | 0.64% | 87,985 | +27% | 0% | $9,523,930 |
| RPS ADVISORY SOLUTIONS LLC | 0.6% | 82,098 | +7.2% | 4.2% | $8,896,139 |
| ARRIEN INVESTMENTS, INC. | 0.51% | 70,374 | +0.82% | 4.3% | $7,625,680 |
| FORTE ASSET MANAGEMENT LLC | 0.51% | 69,680 | +1% | 3.4% | $7,550,494 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 8,154,866 | $883,713,641 | +$32,898,795 | $108.36 | 298 |
| 2025 Q3 | 7,912,154 | $877,401,548 | +$156,223,324 | $110.90 | 270 |
| 2025 Q2 | 6,561,238 | $686,040,466 | -$69,470,872 | $104.57 | 261 |
| 2025 Q1 | 7,077,808 | $717,649,538 | +$63,713,971 | $101.42 | 247 |
| 2024 Q4 | 6,500,058 | $625,736,559 | -$139,290,793 | $96.21 | 266 |
| 2024 Q3 | 7,766,643 | $792,385,320 | +$105,617,798 | $102.02 | 253 |
| 2024 Q2 | 6,744,300 | $592,911,513 | +$206,077,281 | $87.88 | 234 |
| 2024 Q1 | 4,394,157 | $371,377,752 | -$11,350,684 | $84.52 | 202 |
| 2023 Q4 | 4,538,828 | $362,754,419 | +$21,201,860 | $79.93 | 213 |
| 2023 Q3 | 4,301,445 | $316,907,845 | -$11,039,013 | $73.58 | 200 |
| 2023 Q2 | 4,444,449 | $363,278,921 | -$46,622,321 | $81.75 | 212 |
| 2023 Q1 | 4,994,907 | $418,361,173 | -$3,608,164 | $83.71 | 214 |
| 2022 Q4 | 5,026,787 | $435,154,450 | +$12,710,975 | $86.54 | 232 |
| 2022 Q3 | 4,797,107 | $389,235,553 | -$13,669,716 | $81.13 | 215 |
| 2022 Q2 | 4,965,358 | $424,459,767 | +$46,505,413 | $85.60 | 220 |
| 2022 Q1 | 4,417,610 | $402,030,009 | +$76,735,594 | $91.00 | 208 |
| 2021 Q4 | 3,570,854 | $315,577,423 | -$8,640,309 | $88.43 | 197 |
| 2021 Q3 | 3,666,756 | $289,701,235 | +$2,587,153 | $78.94 | 180 |
| 2021 Q2 | 3,542,718 | $278,193,538 | -$504,723 | $78.50 | 181 |
| 2021 Q1 | 3,716,589 | $295,720,362 | -$5,383,937 | $79.56 | 184 |
| 2020 Q4 | 3,811,672 | $295,645,574 | +$126,626,837 | $77.60 | 185 |
| 2020 Q3 | 2,094,533 | $305,894,587 | -$17,179,674 | $146.02 | 173 |
| 2020 Q2 | 2,203,772 | $309,009,904 | -$66,722,594 | $140.20 | 180 |
| 2020 Q1 | 2,681,870 | $370,786,452 | -$61,126,411 | $138.09 | 187 |
| 2019 Q4 | 3,017,796 | $493,725,130 | +$97,394,113 | $162.04 | 191 |
| 2019 Q3 | 2,428,304 | $395,162,246 | -$3,924,404 | $162.85 | 163 |
| 2019 Q2 | 2,495,546 | $376,224,921 | +$45,891,907 | $150.79 | 163 |
| 2019 Q1 | 2,201,038 | $324,114,918 | +$13,165,927 | $147.31 | 156 |
| 2018 Q4 | 2,110,668 | $283,361,659 | +$37,934,099 | $134.22 | 147 |
| 2018 Q3 | 1,806,186 | $242,150,691 | +$51,203,122 | $134.07 | 133 |
| 2018 Q2 | 1,424,216 | $187,899,052 | -$3,885,106 | $131.94 | 135 |
| 2018 Q1 | 1,455,936 | $185,625,317 | -$143,532,716 | $127.43 | 136 |
| 2017 Q4 | 2,606,991 | $346,371,531 | -$23,262,865 | $132.87 | 141 |
| 2017 Q3 | 2,765,542 | $367,592,675 | +$52,838,335 | $132.91 | 132 |
| 2017 Q2 | 2,361,055 | $306,972,586 | +$36,534,783 | $130.03 | 137 |
| 2017 Q1 | 2,086,666 | $268,100,811 | -$8,845,727 | $128.42 | 132 |
| 2016 Q4 | 2,176,158 | $265,079,741 | -$142,398,328 | $121.82 | 130 |
| 2016 Q3 | 3,346,336 | $409,779,612 | -$96,605,819 | $122.57 | 139 |
| 2016 Q2 | 4,151,698 | $545,216,271 | +$63,070,298 | $131.27 | 136 |
| 2016 Q1 | 3,653,977 | $448,847,823 | +$179,601,446 | $123.68 | 129 |
| 2015 Q4 | 2,193,883 | $236,944,187 | +$75,912,442 | $107.92 | 116 |
| 2015 Q3 | 1,466,041 | $158,221,890 | -$26,579,806 | $107.89 | 104 |
| 2015 Q2 | 1,715,204 | $178,080,111 | -$80,488,168 | $103.66 | 111 |
| 2015 Q1 | 2,484,948 | $277,523,471 | -$443,872,649 | $111.76 | 120 |
| 2014 Q4 | 6,676,774 | $789,736,717 | +$470,148,550 | $118.27 | 128 |
| 2014 Q3 | 2,667,830 | $280,884,333 | -$375,462,784 | $105.27 | 103 |
| 2014 Q2 | 6,144,883 | $683,780,608 | +$412,364,346 | $111.37 | 120 |
| 2014 Q1 | 2,442,915 | $254,218,722 | +$43,928,286 | $104.19 | 99 |