Who Owns ISHARES TR (IDU)? -- Institutional Holders (2026-03-31)
341 institutions reported holding $969.1M of ISHARES TR (IDU) in SEC 13F filings for 2026-03-31. Largest institutional holders: FIL Ltd ($212.2M), Destination Wealth Management ($70.4M), MORGAN STANLEY ($68.5M), BANK OF AMERICA CORP /DE/ ($60.4M), PINKERTON WEALTH, LLC ($55.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FIL Ltd | $212.2M | 1.8M | New |
| 2 | Destination Wealth Management | $70.4M | 606,250 | Trimmed |
| 3 | MORGAN STANLEY | $68.5M | 589,607 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $60.4M | 520,030 | Trimmed |
| 5 | PINKERTON WEALTH, LLC | $55.4M | 511,682 | Added |
| 6 | PGIM Custom Harvest LLC | $50.7M | 436,338 | Trimmed |
| 7 | Steward Partners Investment Advisory, LLC | $49.3M | 424,713 | Added |
| 8 | LPL Financial LLC | $42.9M | 369,210 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $22.3M | 192,011 | Trimmed |
| 10 | Royal Bank of Canada | $17.3M | 149,406 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $16.6M | 142,753 | Trimmed |
| 12 | LBMC INVESTMENT ADVISORS, LLC | $12.4M | 106,885 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $11.6M | 99,962 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $11.5M | 99,294 | Added |
| 15 | AMERIPRISE FINANCIAL INC | $11.2M | 96,069 | Added |
| 16 | OSAIC HOLDINGS, INC. | $8.5M | 72,865 | Trimmed |
| 17 | FORTE ASSET MANAGEMENT LLC | $8.0M | 69,171 | Trimmed |
| 18 | ARRIEN INVESTMENTS, INC. | $8.0M | 69,056 | Trimmed |
| 19 | AE Wealth Management LLC | $8.0M | 68,690 | Trimmed |
| 20 | Cetera Investment Advisers | $7.9M | 68,169 | Added |
| 21 | TRUIST FINANCIAL CORP | $7.4M | 63,407 | Trimmed |
| 22 | GOLDMAN SACHS GROUP INC | $7.2M | 62,294 | Trimmed |
| 23 | Arete Wealth Advisors, LLC | $7.0M | 60,100 | New |
| 24 | UBS Group AG | $6.1M | 52,652 | Added |
| 25 | FIRST NATIONAL BANK OF OMAHA | $5.7M | 48,748 | Added |
Source: SEC Form 13F filings · as of 2026-03-31