Who Owns ISHARE DOW JONES UTILITIES (IDU)? -- Institutional Holders (2026-06-30)

323 institutions reported holding $634.7M of ISHARE DOW JONES UTILITIES (IDU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Destination Wealth Management ($69.3M), MORGAN STANLEY ($66.5M), BANK OF AMERICA CORP /DE/ ($61.0M), LPL Financial LLC ($46.0M), Royal Bank of Canada ($23.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Destination Wealth Management	$69.3M	605,045	Trimmed
2	MORGAN STANLEY	$66.5M	580,329	Trimmed
3	BANK OF AMERICA CORP /DE/	$61.0M	531,947	Added
4	LPL Financial LLC	$46.0M	401,558	Added
5	Royal Bank of Canada	$23.3M	203,313	Added
6	Steward Partners Investment Advisory, LLC	$19.9M	173,885	Trimmed
7	WELLS FARGO & COMPANY/MN	$19.7M	171,781	Trimmed
8	RAYMOND JAMES FINANCIAL INC	$14.6M	127,590	Trimmed
9	LBMC INVESTMENT ADVISORS, LLC	$12.3M	107,355	Added
10	Cetera Investment Advisers	$11.8M	102,592	Added
11	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$11.0M	96,376	Added
12	ENVESTNET ASSET MANAGEMENT INC	$10.9M	95,061	Trimmed
13	AMERIPRISE FINANCIAL INC	$10.1M	88,178	Trimmed
14	OSAIC HOLDINGS, INC.	$9.9M	86,376	Added
15	COMMONWEALTH EQUITY SERVICES, LLC	$9.8M	85,917	Trimmed
16	ARRIEN INVESTMENTS, INC.	$8.1M	70,480	Added
17	Sovran Advisors, LLC	$7.6M	65,724	Added
18	PGIM Custom Harvest LLC	$7.4M	64,158	Trimmed
19	GOLDMAN SACHS GROUP INC	$6.7M	58,261	Trimmed
20	TRUIST FINANCIAL CORP	$6.2M	54,033	Trimmed
21	FIRST NATIONAL BANK OF OMAHA	$6.1M	52,616	Added
22	UBS Group AG	$6.0M	52,695	Added
23	FORTE ASSET MANAGEMENT LLC	$6.0M	52,430	Trimmed
24	MML INVESTORS SERVICES, LLC	$5.7M	50,061	Added
25	JONES FINANCIAL COMPANIES LLLP	$5.6M	48,299	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30