Public ownership evidence

iShares U.S. Utilities ETF (IDU) Ownership Disclosures

Read IDU insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares U.S. Utilities ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
6,849
Value (USD)
$694,598
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IDU fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IDU fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-296,849$694,598None
Corient Private Wealth LP2026-06-302026-08-2820,212$2,316,470None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28149$17,077None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28149$17,300None
Archer Investment Corp2026-06-302026-08-2042$4,830None
Field & Main Bank2026-06-302026-08-202,580$295,694None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-206,220$712,833None
Beacon Pointe Advisors, LLC2026-06-302026-08-1917,048$1,953,883None
Strive Financial Group ,LLC2026-06-302026-08-18274$31,403None
Coastal Bridge Advisors, LLC2026-06-302026-08-181,936$221,885None
Corient Private Wealth LP2026-06-302026-08-1820,212$2,317,382None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-183,256$373,440None
Nalls Sherbakoff Group, LLC2026-06-302026-08-181,179$135,125None
Nalls Sherbakoff Group, LLC2026-03-312026-08-181,179$136,894None
Equitable Holdings, Inc.2026-06-302026-08-1830,881$3,539,230None
Forum Finance Group S.A.2026-06-302026-08-151,915$177,000None
Investors Portfolio Services LLC2026-06-302026-08-15103$11,857None
Lighthouse Financial LLC2026-06-302026-08-153,500$401,135None
Synergy Investment Management, LLC2026-06-302026-08-15206$23,654None
SEI INVESTMENTS CO2026-06-302026-08-153,212$368,140None
Mutual Advisors, LLC2026-06-302026-08-155,227$599,053None
Milestone Investment Advisors LLC2026-06-302026-08-15940$107,734None
XTX Topco Ltd2026-06-302026-08-1528,079$3,218,134None
Qube Research & Technologies Ltd2026-06-302026-08-15212$24,297None
IFG Advisory, LLC2026-06-302026-08-15338$38,755None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,632$301,682None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,142$130,922None
OSAIC HOLDINGS, INC.2026-06-302026-08-1582,602$9,475,074None
JANE STREET GROUP, LLC2026-06-302026-08-152,100$240,681None
HRT FINANCIAL LP2026-06-302026-08-155,847$670,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-155,398$619,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1545,717$5,239,625None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1550,659$5,806,028None
Ancora Advisors LLC2026-06-302026-08-15200$22,922None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1573$8,413None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15150$17,192None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15230$26,360None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1511$1,261None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15397$45,523None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1522$2,521None
Gotham Asset Management, LLC2026-06-302026-08-152,096$240,223None
Waverly Advisors, LLC2026-06-302026-08-1518,043$2,067,906None
MATRIX PRIVATE CAPITAL GROUP LLC2026-06-302026-08-15400$45,844None
BROWN ADVISORY INC2026-06-302026-08-152,579$295,579None
Destination Wealth Management2026-06-302026-08-15605,045$69,344,212None
&PARTNERS2026-06-302026-08-151,858$212,996None
HANCOCK WHITNEY CORP2026-06-302026-08-154,109$470,932None
Thrivent Financial for Lutherans2026-06-302026-08-153,448$395,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1548,299$5,642,301None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15596$68,307None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Archer Investment Corp ↗Field & Main Bank ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Strive Financial Group ,LLC ↗Coastal Bridge Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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