Latest Period
Q2 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 Q2 2026
Institutions Reporting
283
Shares (Excl. Options)
5,483,628
Price
$114.61
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- IDU
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 5,483,628
- Total 13F value
- $628,739,034
- Portfolio coverage rank
- 0%
- Share change
- -2,809,961
- Value change
- -$321,716,784
- Number of holders
- 283
- Shares outstanding
- 13,777,570
- SEC-reported price per share
- $113.31
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.
- 283 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 300 to 283 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $970,076,148 to $628,739,034.
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 283 institutions filings for Q2 2026.
Security key
464287697
Latest holder period
Q2 2026
13F holders
283
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 464287697:
As of 30 Jun 2026, 283 institutional investors reported holding 5,483,628 shares of iShares U.S. Utilities ETF - COMMON STOCK (IDU). This represents 40% 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
29%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Destination Wealth Management | 4.4% | 605,045 | -0.2% | 1.6% | $69,344,212 |
| MORGAN STANLEY | 4.2% | 580,329 | -1.6% | 0% | $66,511,640 |
| BANK OF AMERICA CORP /DE/ | 3.9% | 531,947 | +2.3% | 0% | $60,966,458 |
| LPL Financial LLC | 2.9% | 401,558 | +8.8% | 0.01% | $46,022,587 |
| ROYAL BANK OF CANADA | 1.5% | 203,313 | +36% | 0% | $23,303,000 |
| Steward Partners Investment Advisory, LLC | 1.3% | 173,885 | -59% | 0.1% | $19,928,922 |
| WELLS FARGO & COMPANY/MN | 1.2% | 171,781 | -11% | 0% | $19,687,918 |
| RAYMOND JAMES FINANCIAL INC | 0.93% | 127,590 | -11% | 0% | $14,623,057 |
| LBMC INVESTMENT ADVISORS, LLC | 0.78% | 107,355 | +0.44% | 0.67% | $12,303,942 |
| Cetera Investment Advisers | 0.74% | 102,592 | +50% | 0.01% | $11,757,991 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.7% | 96,376 | +220% | 0.01% | $11,045,653 |
| ENVESTNET ASSET MANAGEMENT INC | 0.69% | 95,061 | -4.9% | 0% | $10,894,932 |
| AMERIPRISE FINANCIAL INC | 0.64% | 88,178 | -8.2% | 0% | $10,105,870 |
| OSAIC HOLDINGS, INC. | 0.63% | 86,376 | +19% | 0.01% | $9,907,678 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.62% | 85,917 | -13% | 0.01% | $9,846,973 |
| ARRIEN INVESTMENTS, INC. | 0.51% | 70,480 | +2.1% | 4.1% | $8,077,724 |
| Sovran Advisors, LLC | 0.48% | 65,724 | +233% | 0.57% | $7,582,578 |
| PGIM Custom Harvest LLC | 0.47% | 64,158 | -85% | 0.09% | $7,353,186 |
| GOLDMAN SACHS GROUP INC | 0.42% | 58,261 | -6.5% | 0% | $6,677,293 |
| TRUIST FINANCIAL CORP | 0.39% | 54,033 | -15% | 0.01% | $6,192,778 |
| UBS Group AG | 0.38% | 52,695 | +0.08% | 0% | $6,039,374 |
| FIRST NATIONAL BANK OF OMAHA | 0.38% | 52,616 | +7.9% | 0.17% | $6,111,345 |
| FORTE ASSET MANAGEMENT LLC | 0.38% | 52,430 | -24% | 2.5% | $6,008,946 |
| MML INVESTORS SERVICES, LLC | 0.36% | 50,061 | +15% | 0.01% | $5,737,475 |
| JONES FINANCIAL COMPANIES LLLP | 0.35% | 48,299 | +7.2% | 0% | $5,642,301 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 5,483,628 | $628,739,034 | -$321,716,784 | $114.61 | 283 |
| 2026 Q1 | 8,390,772 | $970,076,148 | -$52,200,180 | $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 |