Who owns iShares Dow Jones US Utilities?
- Ticker: IDU
- CUSIP Number: 464287697
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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 |
|---|---|---|---|---|---|
| Morgan Stanley | 676k | $71M | 100% | Jun 2025 |
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| YCMNET Advisors | 611k | $68M | -1% | Sep 2025 |
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| Green Harvest Asset Management | 459k | $51M | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 381k | $42M | 1234% | Sep 2025 |
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| LPL Financial | 361k | $40M | 15% | Sep 2025 |
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| Pinkerton Retirement Specialists | 338k | $38M | 100% | Sep 2025 |
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| Wells Fargo & Company | 229k | $25M | 42% | Sep 2025 |
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| Raymond James Financial | 213k | $24M | 4% | Sep 2025 |
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| Royal Bank of Canada | 179k | $20M | -31% | Sep 2025 |
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| Cresset Asset Management | 170k | $19M | 100% | Sep 2025 |
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| Camarda Wealth Advisory | 122k | $14M | -5% | Sep 2025 |
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| Commonwealth Equity Services | 119k | $13M | 10% | Sep 2025 |
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| LBMC Investment Advisors | 111k | $12M | -2% | Sep 2025 |
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| MinichMacGregor Wealth Management | 106k | $12M | -1% | Sep 2025 |
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| Envestnet Asset Management | 100k | $11M | 6% | Sep 2025 |
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| AE Wealth Management | 96k | $11M | 17% | Sep 2025 |
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| Advisor Group Holdings | 91k | $10M | 4% | Sep 2025 |
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| Cambridge Investment Research Advisors | 86k | $9.5M | 61% | Sep 2025 |
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| Moloney Securities Asset Management | 83k | $9.2M | 100% | Sep 2025 |
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| Rps Advisory Solutions | 77k | $8.5M | 100% | Sep 2025 |
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| Arrien Investments | 70k | $7.7M | 1% | Sep 2025 |
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| Branch Banking & Trust Company | 69k | $7.7M | -8% | Sep 2025 |
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| Ameriprise Financial | 69k | $7.7M | 2% | Sep 2025 |
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| Forte Asset Management | 69k | $7.6M | 1% | Sep 2025 |
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| Prospera Financial Services | 63k | $7.0M | -5% | Sep 2025 |
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| Cetera Investment Advisers | 62k | $6.9M | 55% | Sep 2025 |
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| Summit Financial Consulting | 59k | $6.5M | 12% | Sep 2025 |
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| CoreCap Advisors | 50k | $5.5M | 12511% | Sep 2025 |
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| UBS Group | 49k | $5.4M | 1% | Sep 2025 |
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| Mml Investors Services | 47k | $5.2M | 6% | Sep 2025 |
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| Stratos Wealth Advisors | 47k | $5.2M | 0% | Sep 2025 |
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| Country Club Bank | 47k | $5.1M | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 43k | $4.7M | 6% | Sep 2025 |
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| Equitable Holdings | 39k | $4.3M | 178% | Sep 2025 |
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| Private Advisor | 33k | $3.6M | 26% | Sep 2025 |
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| Croban | 31k | $3.4M | 1% | Sep 2025 |
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| Midwest Professional Planners | 28k | $3.1M | 0% | Sep 2025 |
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| CPR Investments | 28k | $3.1M | 1% | Sep 2025 |
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| J.w. Cole Advisors | 28k | $3.1M | 4% | Sep 2025 |
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| Pnc Financial Services | 27k | $3.0M | 1% | Sep 2025 |
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| USA Financial Portformulas | 26k | $2.9M | 100% | Sep 2025 |
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| Balboa Wealth Partners | 26k | $2.9M | 100% | Sep 2025 |
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| Goss Wealth Management | 24k | $2.7M | 16% | Sep 2025 |
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| Jones Financial Companies, L.L | 23k | $2.5M | 22% | Sep 2025 |
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| Stephens | 23k | $2.5M | 10% | Sep 2025 |
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| Family Firm | 22k | $2.3M | 1% | Jun 2025 |
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| Huntington National Bank | 22k | $2.4M | -12% | Sep 2025 |
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| H D Vest Advisory Services | 22k | $2.3M | 27% | Jun 2025 |
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| Advisors Management Group | 21k | $2.3M | -3% | Sep 2025 |
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| BOS Asset Management | 19k | $2.2M | 7% | Sep 2025 |
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| Warren Averett Asset Management | 19k | $2.1M | 1% | Sep 2025 |
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| Citadel Advisors | 19k | $2.1M | 821% | Sep 2025 |
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| Wealthstar Advisors | 19k | $2.1M | -15% | Sep 2025 |
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| Everett Harris & Co | 18k | $2.0M | -2% | Sep 2025 |
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| First Citizens Financial Corp | 18k | $2.0M | 0% | Sep 2025 |
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| Goldman Sachs Group | 18k | $1.9M | -71% | Sep 2025 |
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| EWG Elevate | 17k | $1.9M | 3% | Sep 2025 |
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| HPM Partners | 17k | $1.9M | 2% | Sep 2025 |
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| Stifel Financial | 17k | $1.9M | 2% | Sep 2025 |
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| Jpmorgan Chase & Co | 16k | $1.8M | -26% | Sep 2025 |
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| HighTower Advisors | 16k | $1.8M | -2% | Sep 2025 |
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| D.A. Davidson & Co. | 16k | $1.8M | -1% | Sep 2025 |
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| WealthCare Investment Partners | 15k | $1.7M | -2% | Sep 2025 |
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| Lifestyle Asset Management | 15k | $1.6M | 100% | Sep 2025 |
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| Wakefield Asset Management L | 15k | $1.6M | -3% | Sep 2025 |
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| Geneos Wealth Management | 14k | $1.6M | 0% | Sep 2025 |
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| Essex | 14k | $1.6M | -4% | Sep 2025 |
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| Harbour Investments | 14k | $1.5M | 52% | Sep 2025 |
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| Holderness Investments | 14k | $1.5M | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 13k | $1.5M | 3% | Sep 2025 |
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| Lifeworks Advisors | 13k | $1.4M | 47% | Sep 2025 |
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| Zurich Insurance Group Ltd/FI | 13k | $1.5M | 100% | Sep 2025 |
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| Stratos Wealth Partners | 13k | $1.4M | 9% | Sep 2025 |
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| The Allstate Corporation | 12k | $1.3M | -14% | Sep 2025 |
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| Westerkirk Capital | 12k | $1.3M | 100% | Sep 2025 |
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| Sharkey, Howes & Javer | 12k | $1.3M | -4% | Sep 2025 |
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| Nikulski Financial | 11k | $1.3M | 0% | Sep 2025 |
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| Jaffetilchin Investment Partners | 11k | $1.2M | 0% | Sep 2025 |
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| Brian McDonald | 9.0k | $1.0M | -20% | Sep 2025 |
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| Atria Investments | 8.6k | $956k | 9% | Sep 2025 |
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| Brendel Financial Advisors | 8.6k | $951k | 100% | Sep 2025 |
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| Franklin Resources | 8.3k | $918k | 53% | Sep 2025 |
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| Sovran Advisors | 8.2k | $920k | 100% | Sep 2025 |
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| Sunbelt Securities | 8.0k | $890k | -11% | Sep 2025 |
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| BKD Wealth Advisors | 7.9k | $877k | 0% | Sep 2025 |
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| U.S. Capital Wealth Advisors | 7.9k | $872k | -1% | Sep 2025 |
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| Quantinno Capital Management | 7.8k | $864k | 21% | Sep 2025 |
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| Simmons Bank | 7.8k | $862k | 0% | Sep 2025 |
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| Wealth Management Associates | 7.7k | $859k | 7% | Sep 2025 |
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| Mariner Wealth Advisors | 7.6k | $848k | -40% | Sep 2025 |
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| FMR | 7.6k | $842k | 3% | Sep 2025 |
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| Kestra Advisory Services | 7.6k | $840k | -48% | Sep 2025 |
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| Arkadios Wealth Advisors | 7.4k | $822k | 6% | Sep 2025 |
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| Foundations Investment Advisors | 7.3k | $812k | 100% | Sep 2025 |
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| Capital Investment Advisors | 7.1k | $788k | 0% | Sep 2025 |
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| Mullooly Asset Management | 7.0k | $771k | -13% | Sep 2025 |
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| Garrison Point Advisors | 6.9k | $769k | 0% | Sep 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 6.8k | $759k | 1% | Sep 2025 |
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| PKS Advisory Services | 6.7k | $739k | 100% | Sep 2025 |
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| Gladstone Institutional Advisory | 6.6k | $735k | 0% | Sep 2025 |
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| Independence Bank of Kentucky | 6.6k | $731k | -1% | Sep 2025 |
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| Sigma Planning | 6.5k | $719k | 1% | Sep 2025 |
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| High Net Worth Advisory Group | 6.4k | $710k | 0% | Sep 2025 |
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| Captrust Financial Advisors | 6.4k | $705k | 2% | Sep 2025 |
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| KKM Financial | 6.1k | $675k | 0% | Sep 2025 |
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| Mercer Global Advisors | 6.1k | $673k | 10% | Sep 2025 |
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| Mutual Advisors | 6.0k | $689k | -8% | Sep 2025 |
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| HBW Advisory Services | 6.0k | $667k | 1% | Sep 2025 |
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| Oppenheimer & Co | 5.9k | $659k | 0% | Sep 2025 |
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| Atria Wealth Solutions | 5.5k | $572k | -21% | Jun 2025 |
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| Peapack Gladstone Financial Corp | 5.3k | $589k | 0% | Sep 2025 |
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| Schnieders Capital Management | 5.2k | $577k | 100% | Sep 2025 |
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| Schnieders Capital Management | 5.2k | $544k | 0% | Jun 2025 |
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| Creative Planning | 5.0k | $559k | 8% | Sep 2025 |
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| EP Wealth Advisors | 5.0k | $522k | -7% | Jun 2025 |
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| FSA Investment Group | 5.0k | $556k | 1% | Sep 2025 |
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| Grant Private Wealth Management | 4.9k | $541k | 100% | Sep 2025 |
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| Evanson Asset Management | 4.8k | $529k | 0% | Sep 2025 |
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| Empirical Asset Management | 4.5k | $497k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 4.5k | $495k | 100% | Sep 2025 |
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| Capital Advisors | 4.2k | $471k | 0% | Sep 2025 |
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| Madden Advisory Services | 4.1k | $460k | -3% | Sep 2025 |
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| Qube Research & Technologies | 4.1k | $457k | 92% | Sep 2025 |
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| Synovus Financial Corp. | 4.1k | $454k | 0% | Sep 2025 |
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| Fiduciary Alliance | 4.0k | $444k | 1% | Sep 2025 |
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| Money Concepts Capital Corp | 3.9k | $435k | 22% | Sep 2025 |
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| Brookwood Investment Group | 3.9k | $431k | -6% | Sep 2025 |
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| Fort Washington Investment Advisors | 3.8k | $421k | -12% | Sep 2025 |
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| Bank of New York Mellon | 3.8k | $420k | 12% | Sep 2025 |
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| Lighthouse Financial | 3.5k | $388k | 0% | Sep 2025 |
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| Brookstone Capital Management | 3.5k | $384k | 4% | Sep 2025 |
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| Summit Financial | 3.4k | $375k | 9% | Sep 2025 |
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| Apexium Financial | 3.4k | $374k | 0% | Sep 2025 |
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| Atlantic Trust | 3.4k | $373k | -11% | Sep 2025 |
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| Congress Wealth Management LLC / DE / | 3.3k | $349k | 14% | Jun 2025 |
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| Cottonwood Capital Advisors | 3.3k | $367k | 1% | Sep 2025 |
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| Hrt Financial | 3.3k | $362k | -66% | Sep 2025 |
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| Johnson Investment Counsel | 3.2k | $353k | 2% | Sep 2025 |
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| Kingswood Wealth Advisors | 3.1k | $347k | 100% | Sep 2025 |
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| Forbes Financial Planning | 3.1k | $346k | -1% | Sep 2025 |
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| Renaissance Technologies | 3.1k | $344k | 100% | Sep 2025 |
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| Hsbc Holdings | 3.0k | $333k | 100% | Sep 2025 |
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| Bank Of Montreal | 3.0k | $314k | 100% | Jun 2025 |
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| Greenspring Advisors | 2.9k | $324k | 100% | Sep 2025 |
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| Focus Financial Network | 2.9k | $324k | 2% | Sep 2025 |
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| Prime Capital Investment Advisors | 2.9k | $323k | 0% | Sep 2025 |
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| Carl P. Sherr & Co | 2.9k | $321k | 0% | Sep 2025 |
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| CIBC World Markets | 2.9k | $320k | 100% | Sep 2025 |
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| National Asset Management | 2.9k | $320k | -19% | Sep 2025 |
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| Smith, Moore & Co. | 2.9k | $318k | 100% | Sep 2025 |
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| Adams Wealth Management | 2.5k | $282k | -20% | Sep 2025 |
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| CacheTech | 2.5k | $282k | -20% | Sep 2025 |
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| Quartz Partners | 2.2k | $244k | -63% | Sep 2025 |
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| CI Private Wealth | 2.1k | $229k | -91% | Sep 2025 |
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Who sold out of iShares Dow Jones US Utilities?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Principal Financial Group | Jun 2025 | 87k | $9.1M |
| Arete Wealth Advisors | Jun 2025 | 38k | $3.9M |
| Jane Street | Jun 2025 | 27k | $2.8M |
| Clal Insurance Enterprises Holdings | Jun 2025 | 15k | $1.6M |
| D. E. Shaw & Co | Jun 2025 | 15k | $1.6M |
| Tower Research Capital | Jun 2025 | 14k | $1.4M |
| Sowell Financial Services | Jun 2025 | 11k | $1.2M |
| Buck Wealth Strategies | Jun 2025 | 10k | $1.1M |
| Yeomans Consulting Group | Jun 2025 | 9.6k | $1.0M |
| Atomi Financial Group | Jun 2025 | 7.3k | $764k |
| Kesler, Norman & Wride | Jun 2025 | 3.5k | $362k |
| Royal Fund Management | Jun 2025 | 3.0k | $313k |