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Stocks / Ishares Tr
Institutional Ownership

Ishares Tr

CUSIP 464287697U.S. UTILITS ETFIDUQ1 2026

13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
22.9%
Max % of class reported
Institutional Holders
299
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

6 filings · latest Aug 6, 2025

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#FiledReporting PersonForm% of ClassSharesFiling
1Aug 6, 2025Fil Limited13G/A——SEC
2May 12, 2025Fil Limited13G7.9%1.09MSEC
3Aug 12, 2024Fil Ltd13G/A3.3%—SEC
4Jul 10, 2024Fil Ltd13G/A10.9%—SEC
5Jun 10, 2024Fil Ltd13G/A22.9%—SEC
6Jun 10, 2024Fil Ltd13G22.9%—SEC

Top Institutional Holders (13F)

Largest reported positions · latest quarter

View all →
#FundSharesValue
1Fil Ltd1.83M$212.22M
2Destination Wealth Management606.3K$70.39M
3Morgan Stanley589.6K$68.46M
4Bank Of America Corp /De/520.0K$60.38M
5Pinkerton Wealth, LLC511.7K$55.45M
6Pgim Custom Harvest LLC436.3K$50.66M
7Steward Partners Investment Advisory, LLC424.7K$49.31M
8Lpl Financial LLC369.2K$42.87M
9Wells Fargo & Company/Mn192.0K$22.29M
10Royal Bank Of Canada149.4K$17.35M