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iShares Dow Jones US Utilities shares owned by Capital Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Capital Advisors from 13F filings

Historical chart of Capital Advisors investment in iShares Dow Jones US Utilities

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Utilities held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Utilities by Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $357k 4.2k 84.52
2023-12-31 $345k 4.3k 80.01
2023-09-30 $317k 4.3k 73.52
2023-06-30 $353k 4.3k 81.86
2023-03-31 $361k 4.3k 83.72
2022-12-31 $373k 4.3k 86.50
2022-09-30 $350k 4.3k 81.17
2022-06-30 $369k 4.3k 85.58
2022-03-31 $384k 4.2k 90.91
2021-12-31 $374k 4.2k 88.54
2021-09-30 $333k 4.2k 78.84
2021-06-30 $332k 4.2k 78.60
2021-03-31 $336k 4.2k 79.55
2020-12-31 $328k 4.2k 77.65
2020-09-30 $308k 2.1k 145.83
2020-06-30 $296k 2.1k 140.15
2020-03-31 $292k 2.1k 138.26
2019-12-31 $342k 2.1k 161.93
2019-09-30 $425k 3.1k 135.05
2019-06-30 $318k 2.1k 150.57
2019-03-31 $396k 2.7k 147.16
2018-12-31 $361k 2.7k 134.15
2018-09-30 $361k 2.7k 134.15
2018-06-30 $355k 2.7k 131.92
2018-03-31 $343k 2.7k 127.46
2017-12-31 $358k 2.7k 133.04
2017-09-30 $358k 2.7k 133.04
2017-06-30 $350k 2.7k 130.06
2017-03-31 $346k 2.7k 128.58
2016-12-31 $328k 2.7k 121.89
2016-09-30 $330k 2.7k 122.63
2016-06-30 $353k 2.7k 131.18
2016-03-31 $333k 2.7k 123.75
2015-12-31 $290k 2.7k 107.77
2015-09-30 $324k 3.0k 107.75
2015-06-30 $335k 3.2k 103.68
2015-03-31 $368k 3.3k 111.85
2014-12-31 $389k 3.3k 118.24
2014-09-30 $337k 3.2k 105.21
2014-06-30 $347k 3.1k 111.22
2014-03-31 $276k 2.6k 104.19
2013-12-31 $252k 2.6k 96.00

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Capital Advisors

Top funds holding iShares Dow Jones US Utilities

Bank of America Corporation
LBMC Investment Advisors
Commonwealth Equity Services
Raymond James Financial Services Advisors
Royal Bank of Canada
Wells Fargo & Company
Bank of New York Mellon
Country Club Bank
Bellwether Advisors
Goldman Sachs Group
Advisor Group Holdings
Gimbal Financial
Branch Banking & Trust Company
UBS Group
AE Wealth Management

View all funds holding iShares Dow Jones US Utilities