Who Owns ISHARES TR (IDU)? -- Institutional Holders (2026-06-30)
145 institutions reported holding $122.4M of ISHARES TR (IDU) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($10.9M), Cambridge Investment Research Advisors, Inc. ($10.2M), COMMONWEALTH EQUITY SERVICES, LLC ($9.8M), ARRIEN INVESTMENTS, INC. ($8.1M), Sovran Advisors, LLC ($7.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $10.9M | 95,061 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $10.2M | 89,298 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 85,917 | Trimmed |
| 4 | ARRIEN INVESTMENTS, INC. | $8.1M | 70,480 | Added |
| 5 | Sovran Advisors, LLC | $7.6M | 65,724 | Added |
| 6 | TRUIST FINANCIAL CORP | $6.2M | 54,033 | Trimmed |
| 7 | FORTE ASSET MANAGEMENT LLC | $6.0M | 52,430 | Trimmed |
| 8 | Prospera Financial Services Inc | $4.0M | 34,638 | Added |
| 9 | CROBAN | $3.7M | 32,554 | Added |
| 10 | J.W. COLE ADVISORS, INC. | $3.3M | 28,490 | New |
| 11 | STEPHENS INC /AR/ | $2.8M | 24,128 | Added |
| 12 | Private Advisor Group, LLC | $2.6M | 22,891 | Trimmed |
| 13 | ADVISORS MANAGEMENT GROUP INC /ADV | $2.4M | 20,986 | Added |
| 14 | Wealthstar Advisors, LLC | $2.2M | 19,001 | Trimmed |
| 15 | BOS Asset Management, LLC | $2.1M | 18,098 | Added |
| 16 | EVERETT HARRIS & CO /CA/ | $2.1M | 17,934 | Trimmed |
| 17 | First Citizens Financial Corp | $1.9M | 16,786 | Trimmed |
| 18 | D.A. DAVIDSON & CO. | $1.9M | 16,281 | Added |
| 19 | Essex LLC | $1.6M | 13,540 | Trimmed |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 13,427 | Added |
| 21 | Fifth Third Securities, Inc. | $1.4M | 11,830 | Added |
| 22 | Kestra Advisory Services, LLC | $950,780 | 8,296 | Trimmed |
| 23 | Wealth Management Associates, Inc. | $933,728 | 8,147 | Added |
| 24 | TD Waterhouse Canada Inc. | $911,343 | 8,055 | Added |
| 25 | PKS Advisory Services, LLC | $895,449 | 7,813 | Added |
Source: SEC Form 13F filings · as of 2026-06-30