Latest Period
Q1 2026
Security Snapshot
iShares U.S. Utilities ETF - COMMON STOCK (IDU) Institutional Ownership
CUSIP: 464287697
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
300
Shares (Excl. Options)
8,386,273
Price
$116.11
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- IDU
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 8,386,273
- Total 13F value
- $969,553,817
- Portfolio coverage rank
- 0%
- Share change
- -474,276
- Value change
- -$48,041,163
- Number of holders
- 300
- Shares outstanding
- 13,777,570
- SEC-reported price per share
- $114.10
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- IDU - iShares U.S. Utilities ETF - COMMON STOCK is tracked under CUSIP 464287697.
- 300 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 307 to 300 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $968,046,017 to $969,553,817.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 300 institutions filings for Q1 2026.
Security key
464287697
Latest holder period
Q1 2026
13F holders
300
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 464287697:
As of 31 Mar 2026, 300 institutional investors reported holding 8,386,273 shares of iShares U.S. Utilities ETF - COMMON STOCK (IDU). This represents 61% of the company’s total 13,777,570 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
49%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| FIL Ltd | 13% | 1,827,771 | 0.16% | $212,222,491 | |
| Destination Wealth Management | 4.4% | 606,250 | -0.38% | 1.8% | $70,391,734 |
| MORGAN STANLEY | 4.3% | 589,607 | -10% | 0% | $68,459,366 |
| BANK OF AMERICA CORP /DE/ | 3.8% | 520,030 | -43% | 0% | $60,380,631 |
| PINKERTON WEALTH, LLC | 3.7% | 511,682 | +39% | 5.1% | $55,445,862 |
| PGIM Custom Harvest LLC | 3.2% | 436,338 | -4.1% | 0.79% | $50,663,203 |
| Steward Partners Investment Advisory, LLC | 3.1% | 424,713 | +5% | 0.25% | $49,313,426 |
| LPL Financial LLC | 2.7% | 369,210 | -10% | 0.01% | $42,868,927 |
| WELLS FARGO & COMPANY/MN | 1.4% | 192,011 | -18% | 0% | $22,294,438 |
| ROYAL BANK OF CANADA | 1.1% | 149,406 | -16% | 0% | $17,347,000 |
| RAYMOND JAMES FINANCIAL INC | 1% | 142,753 | -36% | 0.01% | $16,575,159 |
| LBMC INVESTMENT ADVISORS, LLC | 0.78% | 106,885 | -3.1% | 0.76% | $12,410,380 |
| ENVESTNET ASSET MANAGEMENT INC | 0.73% | 99,962 | -6.1% | 0% | $11,606,568 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.72% | 99,294 | +2.8% | 0.02% | $11,528,983 |
| AMERIPRISE FINANCIAL INC | 0.7% | 96,069 | +9.2% | 0% | $11,157,248 |
| OSAIC HOLDINGS, INC. | 0.53% | 72,865 | -20% | 0.01% | $8,467,666 |
| FORTE ASSET MANAGEMENT LLC | 0.5% | 69,171 | -0.73% | 3.5% | $8,031,439 |
| ARRIEN INVESTMENTS, INC. | 0.5% | 69,056 | -1.9% | 4.3% | $8,018,128 |
| AE Wealth Management LLC | 0.5% | 68,690 | -28% | 0.04% | $7,975,641 |
| Cetera Investment Advisers | 0.49% | 68,169 | +11% | 0.01% | $7,915,115 |
| TRUIST FINANCIAL CORP | 0.46% | 63,407 | -6.6% | 0.01% | $7,362,128 |
| GOLDMAN SACHS GROUP INC | 0.45% | 62,294 | -51% | 0% | $7,232,957 |
| Arete Wealth Advisors, LLC | 0.44% | 60,100 | 0.52% | $6,975,190 | |
| UBS Group AG | 0.38% | 52,652 | +9.5% | 0% | $6,113,424 |
| FIRST NATIONAL BANK OF OMAHA | 0.35% | 48,748 | +1.1% | 0.17% | $5,665,004 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 8,386,273 | $969,553,817 | -$48,041,163 | $116.11 | 300 |
| 2025 Q4 | 8,933,132 | $968,046,017 | +$114,145,103 | $108.36 | 307 |
| 2025 Q3 | 7,913,345 | $877,533,630 | +$156,223,324 | $110.90 | 271 |
| 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 |