Who owns iShares Dow Jones US Utilities?
- Ticker: IDU
- CUSIP Number: 464287697
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Dow Jones US Utilities with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Dow Jones US Utilities stock
Who bought or sold iShares Dow Jones US Utilities this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 496k | $40M | 122% | Dec 2023 |
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| LBMC Investment Advisors | 119k | $10M | -1% | Mar 2024 |
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| Commonwealth Equity Services | 112k | $9.0M | 2% | Dec 2023 |
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| Raymond James Financial Services Advisors | 98k | $7.8M | 2% | Dec 2023 |
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| Royal Bank of Canada | 97k | $7.7M | -12% | Dec 2023 |
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| Wells Fargo & Company | 76k | $6.1M | 8% | Dec 2023 |
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| Country Club Bank | 72k | $5.8M | -11% | Dec 2023 |
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| Bellwether Advisors | 60k | $4.8M | -4% | Dec 2023 |
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| Goldman Sachs Group | 47k | $3.8M | 170% | Dec 2023 |
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| Advisor Group Holdings | 45k | $3.6M | -38% | Dec 2023 |
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| Branch Banking & Trust Company | 41k | $3.3M | -6% | Dec 2023 |
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| UBS Group | 41k | $3.3M | -26% | Dec 2023 |
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| AE Wealth Management | 36k | $2.8M | 915% | Dec 2023 |
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| Rockefeller Capital Management | 35k | $2.8M | 100% | Dec 2023 |
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| Pnc Financial Services | 30k | $2.4M | -3% | Dec 2023 |
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| Raymond James & Associates | 29k | $2.3M | -55% | Dec 2023 |
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| Huntington National Bank | 29k | $2.3M | 24% | Dec 2023 |
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| Stratos Wealth Advisors | 27k | $2.2M | 3% | Dec 2023 |
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| Cambridge Investment Research Advisors | 27k | $2.1M | 10% | Dec 2023 |
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| CI Private Wealth | 25k | $2.0M | -6% | Dec 2023 |
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| Family Firm | 24k | $1.9M | 2% | Dec 2023 |
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| Wakefield Asset Management L | 24k | $1.9M | 100% | Dec 2023 |
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| BOS Asset Management | 23k | $1.9M | -6% | Dec 2023 |
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| Prospera Financial Services | 23k | $1.8M | 273% | Dec 2023 |
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| D.A. Davidson & Co. | 22k | $1.8M | 16% | Dec 2023 |
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| Private Advisor | 22k | $1.7M | 4% | Dec 2023 |
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| Royal Fund Management | 21k | $1.8M | 12% | Mar 2024 |
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| First Citizens Financial Corp | 21k | $1.7M | -8% | Dec 2023 |
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| Derbend Asset Management | 21k | $1.6M | 100% | Dec 2023 |
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| Essex | 20k | $1.6M | -19% | Dec 2023 |
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| Atria Wealth Solutions | 19k | $1.5M | -7% | Dec 2023 |
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| Everett Harris & Co | 19k | $1.5M | 0% | Dec 2023 |
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| Advisors Management Group | 18k | $1.4M | -1% | Dec 2023 |
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| Johnson Investment Counsel | 18k | $1.4M | -70% | Dec 2023 |
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| Lincoln National | 17k | $1.4M | 344% | Dec 2023 |
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| Wintrust Financial Corporation | 16k | $1.2M | -2% | Dec 2023 |
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| Sowell Financial Services | 14k | $1.1M | 100% | Dec 2023 |
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| Kellett Schaffner Wealth Advisors | 12k | $952k | 100% | Dec 2023 |
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| Bank Of Montreal | 12k | $1.0M | -23% | Dec 2023 |
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| Simmons Bank | 12k | $948k | 4% | Dec 2023 |
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| HighTower Advisors | 11k | $874k | -2% | Dec 2023 |
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| Jpmorgan Chase & Co | 11k | $865k | 101% | Dec 2023 |
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| Citadel Advisors | 8.8k | $707k | -63% | Dec 2023 |
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| BKD Wealth Advisors | 8.6k | $684k | 0% | Dec 2023 |
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| Laidlaw Wealth Management | 8.4k | $668k | 100% | Dec 2023 |
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| Capital Investment Advisors | 8.1k | $684k | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 8.0k | $677k | -2% | Mar 2024 |
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| Independence Bank of Kentucky | 7.4k | $592k | -3% | Dec 2023 |
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| Garrison Point Advisors | 6.7k | $532k | 0% | Dec 2023 |
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| High Net Worth Advisory Group | 6.4k | $541k | 0% | Mar 2024 |
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| Mercer Global Advisors | 6.3k | $506k | -11% | Dec 2023 |
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| J.w. Cole Advisors | 5.5k | $442k | 4% | Dec 2023 |
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| Stratos Wealth Partners | 5.5k | $440k | 0% | Dec 2023 |
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| Geneos Wealth Management | 5.2k | $419k | -2% | Dec 2023 |
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| Lakeview Capital Partners | 5.2k | $419k | -10% | Dec 2023 |
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| GSA Capital Partners | 5.2k | $417k | 100% | Dec 2023 |
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| Schnieders Capital Management | 5.2k | $416k | 33% | Dec 2023 |
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| Cottonwood Capital Advisors | 5.2k | $413k | -13% | Dec 2023 |
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| Mutual Advisors | 5.1k | $411k | -6% | Dec 2023 |
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| Captrust Financial Advisors | 5.1k | $408k | 2% | Dec 2023 |
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| Fort Washington Investment Advisors | 4.9k | $392k | 0% | Dec 2023 |
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| Evanson Asset Management | 4.9k | $412k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 4.8k | $381k | -11% | Dec 2023 |
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| Kestra Advisory Services | 4.6k | $366k | -4% | Dec 2023 |
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| Arkadios Wealth Advisors | 4.5k | $363k | -12% | Dec 2023 |
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| Madden Advisory Services | 4.5k | $356k | 2% | Dec 2023 |
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| Stifel Financial | 4.4k | $350k | -76% | Dec 2023 |
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| Capital Advisors | 4.3k | $345k | 0% | Dec 2023 |
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| Picton Mahoney Asset Management | 4.3k | $343k | 129% | Dec 2023 |
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| First Heartland Consultants | 4.1k | $331k | -32% | Dec 2023 |
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| Virtue Capital Management | 3.9k | $318k | -22% | Dec 2023 |
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| Bensler | 3.9k | $312k | 1% | Dec 2023 |
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| Granite Bay Wealth Management | 3.9k | $279k | -83% | Dec 2023 |
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| Carl P. Sherr & Co | 3.7k | $299k | 2% | Dec 2023 |
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| North Star Investment Management | 3.7k | $292k | -36% | Dec 2023 |
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| Ohio Valley Financial | 3.6k | $285k | -5% | Dec 2023 |
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| Apexium Financial | 3.5k | $279k | -3% | Dec 2023 |
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| Sigma Planning | 3.5k | $277k | -59% | Dec 2023 |
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| Janney Montgomery Scott | 3.2k | $259k | 100% | Dec 2023 |
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| Advisory Services Network | 3.0k | $242k | -72% | Dec 2023 |
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| Weaver Consulting Group | 3.0k | $240k | -4% | Dec 2023 |
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| Prime Capital Investment Advisors | 3.0k | $240k | 100% | Dec 2023 |
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| Focus Financial Network | 2.9k | $230k | 100% | Dec 2023 |
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| Tyche Wealth Partners | 2.9k | $229k | 100% | Dec 2023 |
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| Moors & Cabot | 2.7k | $219k | 100% | Dec 2023 |
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| NTV Asset Management | 2.7k | $219k | -7% | Dec 2023 |
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| Sontag Advisory | 2.7k | $217k | 100% | Dec 2023 |
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| National Asset Management | 2.7k | $214k | -28% | Dec 2023 |
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| Retirement Planning Group | 2.7k | $226k | 7% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 2.6k | $211k | 100% | Dec 2023 |
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| Heritage Trust | 2.6k | $205k | 100% | Dec 2023 |
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| Washington Trust Bank | 2.5k | $203k | 100% | Dec 2023 |
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| Envestnet Portfolio Solutions | 2.5k | $203k | 100% | Dec 2023 |
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| Good Life Advisors | 2.5k | $201k | -42% | Dec 2023 |
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| Citigroup | 2.4k | $194k | -61% | Dec 2023 |
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| CWM | 2.3k | $195k | 0% | Mar 2024 |
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| Principal Securities | 1.8k | $145k | 100% | Dec 2023 |
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| Atlantic Edge Private Wealth Management | 1.7k | $140k | 100% | Dec 2023 |
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| Central Trust & Investment | 1.7k | $133k | 0% | Dec 2023 |
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| Sunbelt Securities | 1.6k | $137k | -30% | Mar 2024 |
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| Advanced Asset Management Advisors | 1.6k | $129k | 0% | Dec 2023 |
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| Nalls Sherbakoff Group | 1.6k | $126k | 0% | Dec 2023 |
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| Us Bancorp | 1.5k | $117k | -50% | Dec 2023 |
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| Cutler | 1.4k | $110k | 100% | Dec 2023 |
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| Hanson McClain Advisors | 1.4k | $110k | 0% | Dec 2023 |
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| Signature | 1.2k | $99k | 0% | Dec 2023 |
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| AdvisorNet Financial | 1.0k | $89k | 218% | Mar 2024 |
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| Financial Advisory Service | 980.00 | $78k | 0% | Dec 2023 |
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| Annapolis Financial Services | 974.00 | $78k | 0% | Dec 2023 |
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| Rise Advisors | 963.00 | $81k | 1% | Mar 2024 |
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| Capital Analysts | 900.00 | $72k | 100% | Dec 2023 |
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| Tyler-Stone Wealth Management | 812.00 | $65k | 0% | Dec 2023 |
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| Bartlett & Co. | 800.00 | $64k | 0% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 800.00 | $64k | 0% | Dec 2023 |
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| Mather Group | 732.00 | $59k | 100% | Mar 2024 |
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| Efficient Wealth Management | 720.00 | $58k | 0% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 695.00 | $55k | 2% | Dec 2023 |
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| IFP Advisors | 637.00 | $51k | 0% | Dec 2023 |
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| Joel R Mogy Investment Counsel | 600.00 | $48k | 0% | Dec 2023 |
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| Harbour Investments | 595.00 | $48k | 65% | Dec 2023 |
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| Capital Investment Advisory Services | 568.00 | $45k | 2% | Dec 2023 |
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| SOA Wealth Advisors | 544.00 | $46k | 0% | Mar 2024 |
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| Wetzel Investment Advisors | 515.00 | $41k | 100% | Dec 2023 |
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| Security National Bank | 500.00 | $42k | 100% | Mar 2024 |
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| Davis Capital Management | 466.00 | $39k | 0% | Mar 2024 |
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| Global Retirement Partners | 449.00 | $36k | -1% | Dec 2023 |
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| Coppell Advisory Solutions | 419.00 | $34k | 424% | Dec 2023 |
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| D. J. St. Germain | 400.00 | $32k | 0% | Dec 2023 |
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| Beaird Harris Wealth Management | 396.00 | $32k | 0% | Dec 2023 |
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| Umb Bank N A | 390.00 | $31k | 0% | Dec 2023 |
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| Concord Wealth Partners | 382.00 | $31k | 1% | Dec 2023 |
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| Cherry Tree Wealth Management | 356.00 | $29k | 0% | Dec 2023 |
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| Industrial Alliance Investment Management | 334.00 | $27k | -62% | Dec 2023 |
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| Sugarloaf Wealth Management | 325.00 | $26k | 0% | Dec 2023 |
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| Franklin Resources | 325.00 | $26k | 0% | Dec 2023 |
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| Front Row Advisors | 320.00 | $26k | 0% | Dec 2023 |
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| SRS Capital Advisors | 316.00 | $25k | 0% | Dec 2023 |
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| ICA Group Wealth Management | 315.00 | $25k | 100% | Dec 2023 |
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| Emerald Investment Partners | 306.00 | $25k | 0% | Dec 2023 |
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| Arlington Trust | 300.00 | $24k | 100% | Dec 2023 |
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| TSFG | 300.00 | $24k | 0% | Dec 2023 |
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| Focused Wealth Management | 295.00 | $24k | 2% | Dec 2023 |
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| Mendota Financial Group | 290.00 | $23k | 0% | Dec 2023 |
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| Westside Investment Management | 260.00 | $21k | -43% | Dec 2023 |
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| FTB Advisors | 219.00 | $18k | 188% | Dec 2023 |
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| Anchor Investment Management | 200.00 | $16k | 0% | Dec 2023 |
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| Ancora Advisors | 200.00 | $16k | 0% | Dec 2023 |
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| First Command Advisory Services | 183.00 | $15k | 0% | Dec 2023 |
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| Hartland & Co | 172.00 | $14k | 2% | Dec 2023 |
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| McIlrath & Eck | 166.00 | $13k | 0% | Dec 2023 |
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| Hazlett, Burt & Watson | 150.00 | $12k | 0% | Dec 2023 |
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| SCBT Financial Corporation | 150.00 | $12k | 0% | Dec 2023 |
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| William Blair $ Company | 140.00 | $11k | -27% | Dec 2023 |
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| Brown Brothers Harriman & Co. | 55.00 | $4.4k | -92% | Dec 2023 |
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Who sold out of iShares Dow Jones US Utilities?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| TAP Consulting | Sep 2023 | 32k | $2.3M |
| United Capital Financial Advisers | Sep 2023 | 21k | $1.6M |
| Two Sigma Investments | Sep 2023 | 13k | $935k |
| Win Advisors | Sep 2023 | 5.3k | $392k |
| Two Sigma Securities | Sep 2023 | 3.3k | $242k |
| Johnson Financial Group | Sep 2023 | 1.4k | $100k |
| Creative Financial Designs | Sep 2023 | 704.00 | $52k |
| Cary Street Partner Investment Advisory | Sep 2023 | 270.00 | $20k |
| Coastal Investment Advisors | Sep 2023 | 195.00 | $16k |