ISHARES TR (IDU)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
273
Reporting holders
$630.0M
Reported value
0.0%
Held as options
-13
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Destination Wealth Management | $69.3M | 605,045 | 1.62% | 31q | HELD |
| MORGAN STANLEY | $66.5M | 580,329 | 0.00% | 35q | -1.6%-$1.1M |
| BANK OF AMERICA CORP /DE/ | $61.0M | 531,947 | 0.00% | 31q | +2.3%+$1.4M |
| LPL Financial LLC | $46.0M | 401,558 | 0.01% | 31q | +8.8%+$3.7M |
| ROYAL BANK OF CANADA | $23.3M | 203,313 | 0.00% | 31q | +36.1%+$6.2M |
| Steward Partners Investment Advisory, LLC | $19.9M | 173,885 | 0.10% | 29q | -59.1%-$28.7M |
| WELLS FARGO & COMPANY/MN | $19.7M | 171,781 | 0.00% | 31q | -55.3%-$24.3M |
| RAYMOND JAMES FINANCIAL INC | $14.6M | 127,590 | 0.00% | 7q | -10.6%-$1.7M |
| LBMC INVESTMENT ADVISORS, LLC | $12.3M | 107,355 | 0.67% | 31q | HELD |
| Cetera Investment Advisers | $11.8M | 102,592 | 0.01% | 31q | +50.5%+$3.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.0M | 96,376 | 0.00% | 3q | +219.5%+$7.6M |
| ENVESTNET ASSET MANAGEMENT INC | $10.9M | 95,061 | 0.00% | 31q | -4.9%-$561.7K |
| AMERIPRISE FINANCIAL INC | $10.1M | 88,178 | 0.00% | 31q | -54.1%-$11.9M |
| OSAIC HOLDINGS, INC. | $9.9M | 86,376 | 0.01% | 26q | +18.5%+$1.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 85,917 | 0.01% | 31q | -13.5%-$1.5M |
| ARRIEN INVESTMENTS, INC. | $8.1M | 70,480 | 4.07% | 14q | +2.1%+$163.2K |
| Sovran Advisors, LLC | $7.6M | 65,724 | 0.56% | 4q | +232.7%+$5.3M |
| PGIM Custom Harvest LLC | $7.4M | 64,158 | 0.09% | 19q | -85.3%-$42.7M |
| GOLDMAN SACHS GROUP INC | $6.7M | 58,261 | 0.00% | 25q | -6.5%-$462.2K |
| TRUIST FINANCIAL CORP | $6.2M | 54,033 | 0.01% | 27q | -14.8%-$1.1M |
| FIRST NATIONAL BANK OF OMAHA | $6.1M | 52,616 | 0.17% | 3q | +7.9%+$449.3K |
| UBS Group AG | $6.0M | 52,695 | 0.00% | 31q | HELD |
| FORTE ASSET MANAGEMENT LLC | $6.0M | 52,430 | 2.46% | 5q | -24.2%-$1.9M |
| MML INVESTORS SERVICES, LLC | $5.7M | 50,061 | 0.01% | 31q | +14.6%+$730.8K |
| JONES FINANCIAL COMPANIES LLLP | $5.6M | 48,299 | 0.00% | 10q | +7.2%+$379.7K |
| Arete Wealth Advisors, LLC | $5.4M | 47,158 | 0.12% | 3q | -21.5%-$1.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.2M | 45,058 | 0.00% | 31q | +1.9%+$95.4K |
| Corient Private Wealth LP | $4.6M | 40,424 | 0.00% | 15q | +91.5%+$2.2M |
| Sanctuary Advisors, LLC | $4.1M | 35,806 | 0.02% | 8q | -1.4%-$57.0K |
| Prospera Financial Services Inc | $4.0M | 34,638 | 0.06% | 22q | +0.9%+$36.2K |
| JPMORGAN CHASE & CO | $3.8M | 32,856 | 0.00% | 31q | +38.7%+$1.1M |
| PRUDENTIAL PLC | $3.8M | 32,900 | 0.02% | new | NEW |
| CROBAN | $3.7M | 32,554 | 1.64% | 7q | +2.8%+$102.7K |
| Quadrature Capital Ltd | $3.6M | 31,294 | 0.03% | new | NEW |
| Equitable Holdings, Inc. | $3.5M | 30,881 | 0.02% | 27q | -4.6%-$171.9K |
| J.W. COLE ADVISORS, INC. | $3.3M | 28,490 | 0.06% | new | NEW |
| XTX Topco Ltd | $3.2M | 28,079 | 0.04% | new | NEW |
| STEPHENS INC /AR/ | $2.8M | 24,128 | 0.03% | 31q | +4.1%+$108.5K |
| STIFEL FINANCIAL CORP | $2.6M | 23,025 | 0.00% | 22q | +4.8%+$120.3K |
| Private Advisor Group, LLC | $2.6M | 22,891 | 0.01% | 31q | -19.7%-$643.9K |
| D. E. Shaw & Co., Inc. | $2.5M | 21,826 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $2.4M | 21,036 | 0.00% | 31q | -6.7%-$173.2K |
| CITADEL ADVISORS LLC | $2.4M | 20,771 | 0.00% | 22q | +863.9%+$2.1M |
| HUNTINGTON NATIONAL BANK | $2.3M | 19,645 | 0.01% | 31q | -11.7%-$298.6K |
| Wealthstar Advisors, LLC | $2.2M | 19,001 | 0.64% | 7q | -1.4%-$31.2K |
| BOS Asset Management, LLC | $2.1M | 18,098 | 0.48% | 15q | +0.7%+$15.1K |
| Waverly Advisors, LLC | $2.1M | 18,043 | 0.01% | 9q | +1.3%+$27.5K |
| Cerity Partners LLC | $2.1M | 17,957 | 0.00% | 9q | +16.7%+$294.1K |
| EVERETT HARRIS & CO /CA/ | $2.1M | 17,934 | 0.03% | 31q | -0.6%-$12.0K |
| HARBOUR INVESTMENTS, INC. | $2.1M | 17,909 | 0.03% | 21q | +5.3%+$103.2K |
| Beacon Pointe Advisors, LLC | $2.0M | 17,048 | 0.01% | 3q | -10.2%-$221.7K |
| First Citizens Financial Corp | $1.9M | 16,786 | 0.80% | 26q | HELD |
| D.A. DAVIDSON & CO. | $1.9M | 16,281 | 0.01% | 31q | +0.5%+$10.0K |
| Tower Research Capital LLC (TRC) | $1.9M | 16,207 | 0.05% | 3q | +810250.0%+$1.9M |
| WealthCare Investment Partners, LLC | $1.8M | 15,455 | 0.43% | 8q | +13.7%+$213.6K |
| HighTower Advisors, LLC | $1.6M | 14,216 | 0.00% | 26q | +1.7%+$26.9K |
| FIFTH THIRD BANCORP | $1.6M | 13,809 | 0.00% | 4q | +28.4%+$349.8K |
| Essex LLC | $1.6M | 13,540 | 0.24% | 20q | -2.3%-$37.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 13,427 | 0.00% | 12q | +15.8%+$211.4K |
| BANK OF MONTREAL /CAN/ | $1.5M | 13,175 | 0.00% | 21q | +13.3%+$177.0K |
| Arax Advisory Partners | $1.5M | 13,159 | 0.01% | 3q | +313.5%+$1.1M |
| Zurich Insurance Group Ltd/FI | $1.5M | 12,960 | 0.01% | 4q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.4M | 12,440 | 0.00% | 19q | +117.6%+$770.4K |
| Fifth Third Securities, Inc. | $1.4M | 11,830 | 0.08% | 4q | +2.4%+$32.2K |
| Stratos Wealth Partners, LTD. | $1.4M | 11,796 | 0.01% | 13q | +0.8%+$10.8K |
| Geneos Wealth Management Inc. | $1.3M | 11,772 | 0.03% | 42q | -10.8%-$163.0K |
| HOLDERNESS INVESTMENTS CO | $1.2M | 10,388 | 0.20% | 31q | -20.0%-$297.6K |
| Merit Financial Group, LLC | $1.2M | 10,338 | 0.00% | 3q | +152.4%+$715.3K |
| FMR LLC | $1.2M | 10,225 | 0.00% | 31q | +24.3%+$229.3K |
| Quantinno Capital Management LP | $1.0M | 9,041 | 0.00% | 8q | +2.8%+$28.3K |
| Sigma Planning Corp | $971.1K | 8,473 | 0.02% | 31q | -4.2%-$42.5K |
| Kestra Advisory Services, LLC | $950.8K | 8,296 | 0.00% | 24q | -3.8%-$38.0K |
| FRANKLIN RESOURCES INC | $949.0K | 8,280 | 0.00% | 7q | HELD |
| Wealth Management Associates, Inc. | $933.7K | 8,147 | 0.26% | 21q | +2.0%+$17.9K |
| Westerkirk Capital Inc. | $924.3K | 8,065 | 0.09% | 4q | +48.0%+$299.6K |
| Arkadios Wealth Advisors | $914.7K | 7,981 | 0.01% | 18q | -6.8%-$66.5K |
| TD Waterhouse Canada Inc. | $911.3K | 8,055 | 0.00% | 19q | +155.1%+$554.0K |
| Forvis Mazars Wealth Advisors, LLC | $910.3K | 7,943 | 0.02% | 31q | -0.7%-$6.2K |
| Ridge Creek Global, Inc | $896.7K | 7,824 | 0.70% | 3q | HELD |
| PKS Advisory Services, LLC | $895.4K | 7,813 | 0.14% | 7q | +6.2%+$52.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | $894.7K | 7,807 | 0.02% | 6q | -20.1%-$224.6K |
| Simmons Bank | $886.6K | 7,736 | 0.05% | 31q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $845.8K | 7,379 | 0.00% | 26q | HELD |
| Buck Wealth Strategies, LLC | $817.2K | 7,130 | 0.09% | new | NEW |
| Capital Investment Advisors, LLC | $807.8K | 7,048 | 0.01% | 31q | HELD |
| IMC-Chicago, LLC | $802.3K | 7,000 | 0.00% | 2q | HELD |
| Gerber Kawasaki Wealth & Investment Management | $797.7K | 6,960 | 0.02% | 11q | +0.6%+$4.5K |
| Saxony Capital Management, LLC | $790.6K | 6,898 | 0.36% | new | NEW |
| HBW ADVISORY SERVICES LLC | $788.7K | 6,882 | 0.07% | 9q | +8.7%+$62.8K |
| Mullooly Asset Management, Inc. | $787.4K | 6,871 | 0.24% | 6q | HELD |
| Sharkey, Howes & Javer | $785.9K | 6,857 | 0.09% | 8q | HELD |
| GARRISON POINT ADVISORS, LLC | $765.0K | 6,675 | 0.31% | 31q | -3.0%-$23.8K |
| High Net Worth Advisory Group LLC | $733.5K | 6,400 | 0.16% | 19q | HELD |
| NewEdge Advisors, LLC | $731.5K | 6,383 | 0.00% | 31q | +30.3%+$170.0K |
| Atria Investments, Inc | $716.9K | 6,255 | 0.01% | 5q | -45.2%-$591.0K |
| Independence Bank of Kentucky | $691.3K | 6,032 | 0.08% | 31q | -2.1%-$14.9K |
| OPPENHEIMER & CO INC | $676.1K | 5,899 | 0.01% | 31q | -0.6%-$4.0K |
| Retirement Management Systems Inc. | $634.7K | 5,537 | 0.13% | 3q | +3.3%+$20.5K |
| Bank of New York Mellon Corp | $629.6K | 5,494 | 0.00% | 10q | -32.4%-$301.3K |
| Mutual Advisors, LLC | $599.1K | 5,227 | 0.01% | 29q | -9.2%-$61.0K |
Showing the largest 100 of 288 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 273 | $630.0M | 5,494,357 | 25 | 75 | 64 | 0.0% |
| Q1 2026 | 286 | $991.3M | 8,577,535 | 33 | 75 | 71 | 0.0% |
| Q4 2025 | 294 | $1.0B | 9,613,955 | 39 | 83 | 63 | 0.0% |
| Q3 2025 | 256 | $854.7M | 7,708,309 | 37 | 79 | 49 | 0.0% |
| Q2 2025 | 248 | $685.2M | 6,552,799 | 36 | 76 | 51 | 0.0% |
| Q1 2025 | 234 | $691.9M | 6,824,066 | 23 | 58 | 69 | 0.0% |
| Q4 2024 | 255 | $620.2M | 6,440,943 | 25 | 69 | 64 | 0.0% |
| Q3 2024 | 240 | $760.6M | 7,455,073 | 41 | 64 | 48 | 0.0% |
| Q2 2024 | 217 | $570.2M | 6,486,037 | 42 | 53 | 46 | 0.0% |
| Q1 2024 | 189 | $445.1M | 5,262,413 | 15 | 44 | 60 | 0.1% |
| Q4 2023 | 191 | $386.6M | 4,837,312 | 25 | 44 | 63 | 0.0% |
| Q3 2023 | 182 | $299.3M | 4,063,960 | 13 | 32 | 60 | 0.0% |
| Q2 2023 | 192 | $349.6M | 4,258,224 | 13 | 37 | 60 | 0.0% |
| Q1 2023 | 194 | $393.0M | 4,703,897 | 13 | 49 | 58 | 0.0% |
| Q4 2022 | 195 | $411.3M | 4,783,983 | 26 | 52 | 48 | 0.0% |
| Q3 2022 | 220 | $389.7M | 4,799,242 | 24 | 55 | 51 | 0.1% |
| Q2 2022 | 223 | $424.6M | 4,966,381 | 24 | 55 | 51 | 0.0% |
| Q1 2022 | 210 | $406.1M | 4,458,695 | 26 | 59 | 46 | 0.1% |
| Q4 2021 | 197 | $319.8M | 3,613,268 | 19 | 42 | 53 | 0.1% |
| Q3 2021 | 181 | $289.7M | 3,666,776 | 8 | 46 | 42 | 0.0% |
| Q2 2021 | 185 | $451.6M | 17,156,562 | 14 | 51 | 49 | 0.0% |
| Q1 2021 | 187 | $300.2M | 3,763,269 | 21 | 38 | 62 | 0.2% |
| Q4 2020 | 187 | $299.9M | 3,860,050 | 12 | 151 | 9 | 0.3% |
| Q3 2020 | 175 | $308.8M | 2,097,332 | 9 | 35 | 64 | 0.9% |
| Q2 2020 | 184 | $316.7M | 2,251,823 | 17 | 33 | 66 | 1.8% |
| Q1 2020 | 191 | $371.7M | 2,695,629 | 28 | 51 | 44 | 0.1% |
| Q4 2019 | 196 | $495.3M | 3,020,862 | 31 | 46 | 47 | 0.2% |
| Q3 2019 | 166 | $399.9M | 2,448,719 | 12 | 44 | 44 | 0.4% |
| Q2 2019 | 168 | $392.2M | 2,556,269 | 30 | 46 | 34 | 1.7% |
| Q1 2019 | 160 | $328.8M | 2,220,837 | 19 | 45 | 37 | 0.6% |
| Q4 2018 | 151 | $289.8M | 2,145,449 | 0 | 2 | 2 | 0.2% |