ISHARES TR U.S. UTILITS ETF is a security (CUSIP 464287697) tracked across SEC portfolio filings. 318 institutional managers reported $907.5M on Form 13F as of 2026-06-30; 2 registered fund positions totaling $-1.6M via N-PORT as of 2024-12-31.
Showing 15 of 318 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| FIL Ltd | HAMILTON, D0 | $212.2M | 1,827,771 |
| Destination Wealth Management | Walnut Creek, CA | $70.4M | 606,250 |
| MORGAN STANLEY | NEW YORK, NY | $68.5M | 589,607 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $60.4M | 520,030 |
| PGIM Custom Harvest LLC | NEWARK, NJ | $50.7M | 436,338 |
| Steward Partners Investment Advisory, LLC | NEW YORK, NY | $49.3M | 424,713 |
| LPL Financial LLC | FORT MILL, SC | $42.9M | 369,210 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $22.3M | 192,011 |
| Royal Bank of Canada | TORONTO, A6 | $17.3M | 149,406 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $16.6M | 142,753 |
| LBMC INVESTMENT ADVISORS, LLC | Brentwood, TN | $12.4M | 106,885 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $10.9M | 95,061 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $9.8M | 85,917 |
| Moloney Securities Asset Management, LLC | MANCHESTER, MO | $9.2M | 83,105 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $8.5M | 72,865 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| DriveWealth NYSE 100 Index ETF | DriveWealth ETF Trust | $8K | 98.87% |
| Leuthold Core Investment Fund | Leuthold Funds Inc | $-1.6M | -30.78% |