Institutional Ownership
Ishares Tr
CUSIP 464287697U.S. UTILITS ETFIDUQ1 2026
Institutional Holders
299
13F filers
Shares Held
8.36M
Aggregate institutional
Institutional Value
$955.16M
Q1 2026
Net New Holders
-5
36 new · 41 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions36
Increased95
Decreased80
Sold out41
Institutional Holders
299 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fil Ltd | 1.83M | $212.22M | +1.83M | New |
| 2 | Destination Wealth Management | 606.3K | $70.39M | −2.3K | Reduced |
| 3 | Morgan Stanley | 589.6K | $68.46M | −68.2K | Reduced |
| 4 | Bank Of America Corp /De/ | 520.0K | $60.38M | −396.7K | Reduced |
| 5 | Pinkerton Wealth, LLC | 511.7K | $55.45M | +144.7K | Added |
| 6 | Pgim Custom Harvest LLC | 436.3K | $50.66M | −18.5K | Reduced |
| 7 | Steward Partners Investment Advisory, LLC | 424.7K | $49.31M | +20.1K | Added |
| 8 | Lpl Financial LLC | 369.2K | $42.87M | −42.6K | Reduced |
| 9 | Wells Fargo & Company/Mn | 192.0K | $22.29M | −43.2K | Reduced |
| 10 | Royal Bank Of Canada | 149.4K | $17.35M | −29.3K | Reduced |
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