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 |
|---|---|---|---|---|---|
| YCMNET Advisors | 643k | $57M | -1% | Jun 2024 |
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| Morgan Stanley | 568k | $50M | 6% | Jun 2024 |
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| Green Harvest Asset Management | 447k | $39M | -2% | Jun 2024 |
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| Bank of America Corporation | 411k | $42M | 6% | Sep 2024 |
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| LPL Financial | 276k | $28M | 54% | Sep 2024 |
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| Bensler | 226k | $23M | 20% | Sep 2024 |
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| Royal Bank of Canada | 215k | $22M | 72% | Sep 2024 |
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| Wells Fargo & Company | 143k | $15M | 92% | Sep 2024 |
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| Apollon Wealth Management | 132k | $14M | 1289% | Sep 2024 |
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| Commonwealth Equity Services | 124k | $13M | 0% | Sep 2024 |
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| Raymond James Financial Services Advisors | 124k | $13M | 2% | Sep 2024 |
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| LBMC Investment Advisors | 116k | $12M | -2% | Sep 2024 |
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| AE Wealth Management | 113k | $12M | 196% | Sep 2024 |
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| Envestnet Asset Management | 98k | $10M | 28% | Sep 2024 |
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| Pinkerton Retirement Specialists | 95k | $9.7M | -2% | Sep 2024 |
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| Cambridge Investment Research Advisors | 90k | $9.2M | 35% | Sep 2024 |
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| Townsquare Capital | 88k | $8.9M | 100% | Sep 2024 |
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| Norden Group | 88k | $8.9M | 7% | Sep 2024 |
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| Moloney Securities Asset Management | 83k | $8.5M | 4% | Sep 2024 |
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| Gimbal Financial | 77k | $8.0M | 100% | Sep 2024 |
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| Bank of New York Mellon | 66k | $6.7M | -1% | Sep 2024 |
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| Country Club Bank | 65k | $5.8M | -2% | Jun 2024 |
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| Second Half Financial Partners | 63k | $6.4M | 100% | Sep 2024 |
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| Advisor Group Holdings | 55k | $5.6M | 36% | Sep 2024 |
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| Brookstone Capital Management | 51k | $5.2M | -3% | Sep 2024 |
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| Goldman Sachs Group | 49k | $4.3M | 20% | Jun 2024 |
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| Concurrent Investment Advisors | 47k | $4.8M | 1% | Sep 2024 |
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| Sharp Financial Services | 45k | $4.5M | 12% | Sep 2024 |
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| Branch Banking & Trust Company | 41k | $3.6M | 4% | Jun 2024 |
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| Crumly & Associates | 41k | $4.1M | 100% | Sep 2024 |
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| Citadel Advisors | 40k | $4.1M | 282% | Sep 2024 |
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| Rps Advisory Solutions | 40k | $4.1M | 33% | Sep 2024 |
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| Mml Investors Services | 36k | $3.6M | 12% | Sep 2024 |
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| Flow Traders US | 35k | $3.6M | 487% | Sep 2024 |
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| International Assets Investment Management | 34k | $331k | 10133% | Sep 2024 |
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| Susquehanna International | 32k | $3.2M | -9% | Sep 2024 |
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| CoreCap Advisors | 32k | $3.2M | 100% | Sep 2024 |
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| Balboa Wealth Partners | 30k | $3.1M | 0% | Sep 2024 |
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| Stratos Wealth Advisors | 29k | $2.9M | 3% | Sep 2024 |
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| Huntington National Bank | 27k | $2.7M | 0% | Sep 2024 |
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| Pnc Financial Services | 27k | $2.7M | -1% | Sep 2024 |
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| Cetera Investment Advisers | 27k | $2.3M | 23% | Jun 2024 |
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| Raymond James & Associates | 25k | $2.6M | 29% | Sep 2024 |
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| CI Private Wealth | 24k | $2.5M | -5% | Sep 2024 |
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| Private Advisor | 23k | $2.3M | -2% | Sep 2024 |
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| Family Firm | 23k | $2.3M | 0% | Sep 2024 |
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| Prospera Financial Services | 22k | $2.2M | -2% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 21k | $2.1M | 13% | Sep 2024 |
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| First Citizens Financial Corp | 21k | $2.1M | 0% | Sep 2024 |
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| Wakefield Asset Management L | 20k | $2.0M | 1% | Sep 2024 |
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| BOS Asset Management | 20k | $2.0M | -7% | Sep 2024 |
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| Advisors Management Group | 19k | $1.9M | 2% | Sep 2024 |
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| Everett Harris & Co | 19k | $1.9M | 0% | Sep 2024 |
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| D.A. Davidson & Co. | 19k | $1.7M | -10% | Jun 2024 |
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| Goss Wealth Management | 19k | $1.6M | 3% | Jun 2024 |
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| Essex | 17k | $1.7M | -5% | Sep 2024 |
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| Wintrust Financial Corporation | 16k | $1.6M | 0% | Sep 2024 |
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| Stephens | 15k | $1.5M | 0% | Sep 2024 |
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| HPM Partners | 15k | $1.5M | 479% | Sep 2024 |
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| Sowell Financial Services | 14k | $1.5M | 100% | Sep 2024 |
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| Holderness Investments | 14k | $1.4M | 0% | Sep 2024 |
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| Atria Wealth Solutions | 14k | $1.4M | 10% | Sep 2024 |
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| Sharkey, Howes & Javer | 13k | $1.3M | 100% | Sep 2024 |
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| Kestra Advisory Services | 13k | $1.3M | 181% | Sep 2024 |
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| Clear Creek Financial Management | 12k | $1.2M | 4% | Sep 2024 |
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| Koshinski Asset Management | 11k | $1.1M | 4% | Sep 2024 |
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| EWG Elevate | 11k | $1.1M | -47% | Sep 2024 |
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| HighTower Advisors | 11k | $938k | 3% | Jun 2024 |
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| Simmons Bank | 11k | $1.1M | 0% | Sep 2024 |
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| Jpmorgan Chase & Co | 10k | $1.0M | 31% | Sep 2024 |
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| Brian McDonald | 10k | $1.0M | -17% | Sep 2024 |
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| Jones Financial Companies, L.L | 9.3k | $943k | 1090% | Sep 2024 |
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| Royal Fund Management | 9.0k | $922k | -58% | Sep 2024 |
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| Navellier & Associates | 8.8k | $899k | 100% | Sep 2024 |
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| Jaffetilchin Investment Partners | 8.7k | $889k | 0% | Sep 2024 |
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| Stratos Wealth Partners | 8.7k | $885k | 98% | Sep 2024 |
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| BKD Wealth Advisors | 8.6k | $752k | 1% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 8.1k | $708k | 1% | Jun 2024 |
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| Capital Investment Advisors | 7.8k | $798k | 0% | Sep 2024 |
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| J. Safra Sarasin Holding | 7.6k | $775k | 0% | Sep 2024 |
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| Stifel Financial | 7.0k | $614k | 79% | Jun 2024 |
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| Garrison Point Advisors | 7.0k | $614k | 4% | Jun 2024 |
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| Independence Bank of Kentucky | 7.0k | $712k | 2% | Sep 2024 |
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| High Net Worth Advisory Group | 6.4k | $653k | 0% | Sep 2024 |
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| Resources Investment Advisors | 6.3k | $641k | 100% | Sep 2024 |
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| Sigma Planning | 6.3k | $638k | 13% | Sep 2024 |
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| Captrust Financial Advisors | 6.3k | $638k | 22% | Sep 2024 |
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| Yeomans Consulting Group | 6.2k | $636k | 174% | Sep 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 5.9k | $517k | 19% | Jun 2024 |
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| Peapack Gladstone Financial Corp | 5.7k | $504k | 0% | Jun 2024 |
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| Mercer Global Advisors | 5.6k | $494k | -14% | Jun 2024 |
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| Equitable Holdings | 5.4k | $470k | 31% | Jun 2024 |
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| Geneos Wealth Management | 5.3k | $470k | 2% | Jun 2024 |
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| Laidlaw Wealth Management | 5.3k | $541k | -3% | Sep 2024 |
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| Schnieders Capital Management | 5.2k | $531k | 0% | Sep 2024 |
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| Good Life Advisors | 5.1k | $518k | 99% | Sep 2024 |
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| Oppenheimer & Co | 5.0k | $514k | 6% | Sep 2024 |
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| HBW Advisory Services | 5.0k | $512k | 4% | Sep 2024 |
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| Fort Washington Investment Advisors | 4.9k | $500k | 0% | Sep 2024 |
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| EP Wealth Advisors | 4.8k | $488k | 7% | Sep 2024 |
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| Lakeview Capital Partners | 4.8k | $486k | -7% | Sep 2024 |
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| Evanson Asset Management | 4.7k | $484k | -3% | Sep 2024 |
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| Mutual Advisors | 4.4k | $454k | -3% | Sep 2024 |
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| Empirical Asset Management | 4.4k | $449k | 12% | Sep 2024 |
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| Capital Advisors | 4.2k | $431k | 0% | Sep 2024 |
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| Madden Advisory Services | 4.2k | $430k | -2% | Sep 2024 |
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| J.w. Cole Advisors | 4.2k | $426k | 0% | Sep 2024 |
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| Arkadios Wealth Advisors | 4.1k | $423k | -4% | Sep 2024 |
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| Steward Partners Investment Advisory | 4.1k | $362k | 0% | Jun 2024 |
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| Synovus Financial Corp. | 4.0k | $412k | 0% | Sep 2024 |
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| Marcia E. Wade | 4.0k | $403k | 0% | Sep 2024 |
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| Carl P. Sherr & Co | 3.7k | $328k | 0% | Jun 2024 |
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| Cottonwood Capital Advisors | 3.7k | $373k | -20% | Sep 2024 |
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| Atlantic Trust | 3.6k | $372k | 0% | Sep 2024 |
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| WealthCare Investment Partners | 3.6k | $361k | 100% | Sep 2024 |
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| Creative Planning | 3.4k | $349k | 100% | Sep 2024 |
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| Forbes Financial Planning | 3.4k | $347k | -15% | Sep 2024 |
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| Apexium Financial | 3.4k | $344k | -3% | Sep 2024 |
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| Sunbelt Securities | 3.3k | $287k | 102% | Jun 2024 |
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| Jane Street | 3.2k | $331k | 0% | Sep 2024 |
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| Summit Financial | 3.2k | $330k | -2% | Sep 2024 |
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| Axxcess Wealth Management | 3.2k | $325k | 15% | Sep 2024 |
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| Ohio Valley Financial | 3.1k | $317k | -1% | Sep 2024 |
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| Sontag Advisory | 3.1k | $316k | 0% | Sep 2024 |
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| Weaver Consulting Group | 3.0k | $307k | 0% | Sep 2024 |
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| WESPAC Advisors | 3.0k | $302k | 0% | Sep 2024 |
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| Moors & Cabot | 2.9k | $296k | -2% | Sep 2024 |
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| Blackston Financial Advisory Group | 2.9k | $294k | 100% | Sep 2024 |
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| Saxony Capital Management | 2.9k | $293k | -55% | Sep 2024 |
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| Focus Financial Network | 2.9k | $293k | 0% | Sep 2024 |
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| Prime Capital Investment Advisors | 2.9k | $291k | 0% | Sep 2024 |
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| First Heartland Consultants | 2.8k | $290k | -1% | Sep 2024 |
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| Keeley-Teton Advisors | 2.8k | $283k | 0% | Sep 2024 |
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| Johnson Investment Counsel | 2.8k | $281k | 17% | Sep 2024 |
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| NTV Asset Management | 2.7k | $280k | 0% | Sep 2024 |
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| North Star Investment Management | 2.7k | $271k | 0% | Sep 2024 |
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| U.S. Capital Wealth Advisors | 2.6k | $269k | 0% | Sep 2024 |
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| Argent Financial Group | 2.6k | $261k | 100% | Sep 2024 |
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| Heritage Trust | 2.6k | $225k | 0% | Jun 2024 |
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| Aveo Capital Partners | 2.5k | $256k | 0% | Sep 2024 |
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| Two Sigma Securities | 2.5k | $217k | 100% | Jun 2024 |
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| Washington Trust Bank | 2.5k | $252k | 0% | Sep 2024 |
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| Legacy Capital Group California | 2.4k | $245k | 100% | Sep 2024 |
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| Glenmede Trust Company | 2.4k | $245k | 100% | Sep 2024 |
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| Brown Advisory Holdings Incorporated | 2.4k | $211k | 0% | Jun 2024 |
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| ValMark Advisers | 2.4k | $241k | 0% | Sep 2024 |
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| Thrivent Financial for Lutherans | 2.3k | $240k | 100% | Sep 2024 |
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| MAI Wealth Advisors | 2.3k | $237k | 0% | Sep 2024 |
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| Commerce Bank N A | 2.3k | $235k | 0% | Sep 2024 |
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| Envestnet Portfolio Solutions | 2.1k | $218k | -9% | Sep 2024 |
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| Tower Research Capital | 2.1k | $188k | -8% | Jun 2024 |
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| Principal Securities | 1.4k | $147k | -44% | Sep 2024 |
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| Federation des caisses Desjardins du Quebec | 830.00 | $85k | -65% | Sep 2024 |
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Who sold out of iShares Dow Jones US Utilities?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Manufacturers Life Insurance Company | Mar 2024 | 122k | $10M |
| Bellwether Advisors | Jun 2024 | 35k | $3.1M |
| Intrinsic Edge Capital Management | Jun 2024 | 20k | $1.8M |
| San Luis Wealth Advisors | Jun 2024 | 12k | $1.0M |
| Eagle Strategies | Mar 2024 | 4.3k | $359k |
| GSA Capital Partners | Jun 2024 | 4.1k | $360k |
| National Asset Management | Mar 2024 | 3.7k | $276k |
| D. E. Shaw & Co | Jun 2024 | 3.5k | $306k |
| Smartleaf Asset Management | Jun 2024 | 3.4k | $303k |
| Retirement Planning Group | Jun 2024 | 2.7k | $235k |