IDU — Ishares U.S. Utilities ETF Institutional Holders · Q3 2026
Who owns Ishares U.S. Utilities ETF (IDU)? 10 institutions reported holding $4.34M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: BOS Asset Management, LLC ($1.8M), First Citizens Financial Corp ($1.7M), Weaver Consulting Group ($332,412).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BOS Asset Management, LLC | $1.8M | 18,045 | Trimmed |
| 2 | First Citizens Financial Corp | $1.7M | 16,729 | Trimmed |
| 3 | Weaver Consulting Group | $332,412 | 3,296 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $218,769 | 2,169 | Added |
| 5 | CX Institutional | $158,000 | 1,566 | Added |
| 6 | CoreCap Advisors, LLC | $66,159 | 656 | Trimmed |
| 7 | Davis Capital Management | $46,991 | 466 | Hold |
| 8 | ARMSTRONG ADVISORY GROUP, INC | $5,042 | 50 | Trimmed |
| 9 | Versant Capital Management, Inc | $2,228 | 22 | Hold |
| 10 | First Heartland Consultants, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30