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
Download as csv Download as ExcelTop 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 | 633k | $47M | 1% | Sep 2023 |
|
Bank of America Corporation | 496k | $40M | 122% | Dec 2023 |
|
Morgan Stanley | 489k | $36M | 2% | Sep 2023 |
|
Northwestern Mutual Wealth Management Company | 409k | $30M | -4% | Sep 2023 |
|
LPL Financial | 181k | $13M | -1% | Sep 2023 |
|
Manufacturers Life Insurance Company | 122k | $9.0M | 0% | Sep 2023 |
|
LBMC Investment Advisors | 120k | $9.6M | -1% | Dec 2023 |
|
Commonwealth Equity Services | 112k | $9.0M | 2% | Dec 2023 |
|
Raymond James Financial Services Advisors | 98k | $7.8M | 2% | Dec 2023 |
|
Royal Bank of Canada | 97k | $7.7M | -12% | Dec 2023 |
|
Green Harvest Asset Management | 90k | $6.6M | -4% | Sep 2023 |
|
Wells Fargo & Company | 76k | $6.1M | 8% | Dec 2023 |
|
Country Club Bank | 72k | $5.8M | -11% | Dec 2023 |
|
Bellwether Advisors | 60k | $4.8M | -4% | Dec 2023 |
|
Envestnet Asset Management | 60k | $4.4M | -68% | Sep 2023 |
|
Strategic Investment Solutions | 47k | $3.9M | 6200% | Sep 2023 |
|
Goldman Sachs Group | 47k | $3.8M | 170% | Dec 2023 |
|
Susquehanna International | 46k | $3.4M | 397% | Sep 2023 |
|
Advisor Group Holdings | 45k | $3.6M | -38% | Dec 2023 |
|
Branch Banking & Trust Company | 41k | $3.3M | -6% | Dec 2023 |
|
UBS Group | 41k | $3.3M | -26% | Dec 2023 |
|
AE Wealth Management | 36k | $2.8M | 915% | Dec 2023 |
|
Rockefeller Capital Management | 35k | $2.8M | 100% | Dec 2023 |
|
Mml Investors Services | 32k | $2.4M | 1% | Sep 2023 |
|
Pnc Financial Services | 30k | $2.4M | -3% | Dec 2023 |
|
Raymond James & Associates | 29k | $2.3M | -55% | Dec 2023 |
|
Huntington National Bank | 29k | $2.3M | 24% | Dec 2023 |
|
Comerica Securities | 28k | $2.1M | 0% | Sep 2023 |
|
Stratos Wealth Advisors | 27k | $2.2M | 3% | Dec 2023 |
|
Cambridge Investment Research Advisors | 27k | $2.1M | 10% | Dec 2023 |
|
CI Private Wealth | 25k | $2.0M | -6% | Dec 2023 |
|
Family Firm | 24k | $1.9M | 2% | Dec 2023 |
|
Wakefield Asset Management L | 24k | $1.9M | 100% | Dec 2023 |
|
BOS Asset Management | 23k | $1.9M | -6% | Dec 2023 |
|
Ameriprise Financial | 23k | $1.7M | -68% | Sep 2023 |
|
Prospera Financial Services | 23k | $1.8M | 273% | Dec 2023 |
|
D.A. Davidson & Co. | 22k | $1.8M | 16% | Dec 2023 |
|
Private Advisor | 22k | $1.7M | 4% | Dec 2023 |
|
First Citizens Financial Corp | 21k | $1.7M | -8% | Dec 2023 |
|
Derbend Asset Management | 21k | $1.6M | 100% | Dec 2023 |
|
Essex | 20k | $1.6M | -19% | Dec 2023 |
|
Atria Wealth Solutions | 19k | $1.5M | -7% | Dec 2023 |
|
Everett Harris & Co | 19k | $1.5M | 0% | Dec 2023 |
|
Royal Fund Management | 19k | $1.5M | 18% | Dec 2023 |
|
Advisors Management Group | 18k | $1.4M | -1% | Dec 2023 |
|
Goss Wealth Management | 18k | $1.3M | -15% | Sep 2023 |
|
Johnson Investment Counsel | 18k | $1.4M | -70% | Dec 2023 |
|
Lincoln National | 17k | $1.4M | 344% | Dec 2023 |
|
Holderness Investments | 17k | $1.3M | 0% | Sep 2023 |
|
Stephens | 16k | $1.2M | 0% | Sep 2023 |
|
Wintrust Financial Corporation | 16k | $1.2M | -2% | Dec 2023 |
|
Sowell Financial Services | 14k | $1.1M | 100% | Dec 2023 |
|
Brian McDonald | 12k | $891k | 100% | Sep 2023 |
|
Kellett Schaffner Wealth Advisors | 12k | $952k | 100% | Dec 2023 |
|
Bank Of Montreal | 12k | $1.0M | -23% | Dec 2023 |
|
Simmons Bank | 12k | $948k | 4% | Dec 2023 |
|
HighTower Advisors | 11k | $874k | -2% | Dec 2023 |
|
Jpmorgan Chase & Co | 11k | $865k | 101% | Dec 2023 |
|
Financial Network Investment Corporation | 10k | $753k | 9% | Sep 2023 |
|
Cetera Investment Advisers | 9.1k | $673k | -11% | Sep 2023 |
|
Citadel Advisors | 8.8k | $707k | -63% | Dec 2023 |
|
BKD Wealth Advisors | 8.6k | $684k | 0% | Dec 2023 |
|
Laidlaw Wealth Management | 8.4k | $668k | 100% | Dec 2023 |
|
Wealth Enhancement Advisory Services | 8.2k | $655k | -2% | Dec 2023 |
|
Capital Investment Advisors | 8.1k | $649k | 3% | Dec 2023 |
|
Independence Bank of Kentucky | 7.4k | $592k | -3% | Dec 2023 |
|
Garrison Point Advisors | 6.7k | $532k | 0% | Dec 2023 |
|
High Net Worth Advisory Group | 6.4k | $512k | 0% | Dec 2023 |
|
Mercer Global Advisors | 6.3k | $506k | -11% | Dec 2023 |
|
Peapack Gladstone Financial Corp | 6.0k | $441k | 3% | Sep 2023 |
|
J.w. Cole Advisors | 5.5k | $442k | 4% | Dec 2023 |
|
Stratos Wealth Partners | 5.5k | $440k | 0% | Dec 2023 |
|
Oppenheimer & Co | 5.4k | $395k | -36% | Sep 2023 |
|
Geneos Wealth Management | 5.2k | $419k | -2% | Dec 2023 |
|
Lakeview Capital Partners | 5.2k | $419k | -10% | Dec 2023 |
|
GSA Capital Partners | 5.2k | $417k | 100% | Dec 2023 |
|
Schnieders Capital Management | 5.2k | $416k | 33% | Dec 2023 |
|
Cottonwood Capital Advisors | 5.2k | $413k | -13% | Dec 2023 |
|
Mutual Advisors | 5.1k | $411k | -6% | Dec 2023 |
|
Captrust Financial Advisors | 5.1k | $408k | 2% | Dec 2023 |
|
FMR | 5.0k | $370k | 101% | Sep 2023 |
|
Callodine Capital Management | 5.0k | $368k | 100% | Sep 2023 |
|
Equitable Holdings | 5.0k | $364k | -11% | Sep 2023 |
|
Fort Washington Investment Advisors | 4.9k | $392k | 0% | Dec 2023 |
|
Evanson Asset Management | 4.9k | $390k | -49% | Dec 2023 |
|
Steward Partners Investment Advisory | 4.8k | $381k | -11% | Dec 2023 |
|
Kestra Advisory Services | 4.6k | $366k | -4% | Dec 2023 |
|
Arkadios Wealth Advisors | 4.5k | $363k | -12% | Dec 2023 |
|
Madden Advisory Services | 4.5k | $356k | 2% | Dec 2023 |
|
Stifel Financial | 4.4k | $350k | -76% | Dec 2023 |
|
Capital Advisors | 4.3k | $345k | 0% | Dec 2023 |
|
Picton Mahoney Asset Management | 4.3k | $343k | 129% | Dec 2023 |
|
First Republic Investment Management | 4.3k | $316k | -2% | Sep 2023 |
|
First Heartland Consultants | 4.1k | $331k | -32% | Dec 2023 |
|
Virtue Capital Management | 3.9k | $318k | -22% | Dec 2023 |
|
Bensler | 3.9k | $312k | 1% | Dec 2023 |
|
Jaffetilchin Investment Partners | 3.9k | $284k | 3% | Sep 2023 |
|
Granite Bay Wealth Management | 3.9k | $279k | -83% | Dec 2023 |
|
Atlantic Trust | 3.8k | $276k | 100% | Sep 2023 |
|
Carl P. Sherr & Co | 3.7k | $299k | 2% | Dec 2023 |
|
North Star Investment Management | 3.7k | $292k | -36% | Dec 2023 |
|
Ohio Valley Financial | 3.6k | $285k | -5% | Dec 2023 |
|
Apexium Financial | 3.5k | $279k | -3% | Dec 2023 |
|
Sigma Planning | 3.5k | $277k | -59% | Dec 2023 |
|
Janney Montgomery Scott | 3.2k | $259k | 100% | Dec 2023 |
|
Garden State Investment Advisory Services | 3.2k | $233k | -23% | Sep 2023 |
|
Forbes Financial Planning | 3.1k | $229k | 0% | Sep 2023 |
|
Advisory Services Network | 3.0k | $242k | -72% | Dec 2023 |
|
Weaver Consulting Group | 3.0k | $240k | -4% | Dec 2023 |
|
Prime Capital Investment Advisors | 3.0k | $240k | 100% | Dec 2023 |
|
Focus Financial Network | 2.9k | $230k | 100% | Dec 2023 |
|
Tyche Wealth Partners | 2.9k | $229k | 100% | Dec 2023 |
|
Keeley-Teton Advisors | 2.8k | $204k | 0% | Sep 2023 |
|
Moors & Cabot | 2.7k | $219k | 100% | Dec 2023 |
|
NTV Asset Management | 2.7k | $219k | -7% | Dec 2023 |
|
Sontag Advisory | 2.7k | $217k | 100% | Dec 2023 |
|
National Asset Management | 2.7k | $214k | -28% | Dec 2023 |
|
U.S. Capital Wealth Advisors | 2.6k | $211k | 100% | Dec 2023 |
|
Heritage Trust | 2.6k | $205k | 100% | Dec 2023 |
|
Washington Trust Bank | 2.5k | $203k | 100% | Dec 2023 |
|
Envestnet Portfolio Solutions | 2.5k | $203k | 100% | Dec 2023 |
|
Good Life Advisors | 2.5k | $201k | -42% | Dec 2023 |
|
Retirement Planning Group | 2.5k | $200k | 100% | Dec 2023 |
|
Citigroup | 2.4k | $194k | -61% | Dec 2023 |
|
CWM | 2.3k | $184k | -15% | Dec 2023 |
|
Sunbelt Securities | 2.3k | $184k | 0% | Dec 2023 |
|
Tower Research Capital | 1.9k | $141k | -84% | Sep 2023 |
|
Aptus Capital Advisors | 1.9k | $141k | 110% | Sep 2023 |
|
Principal Securities | 1.8k | $145k | 100% | Dec 2023 |
|
Atlantic Edge Private Wealth Management | 1.7k | $140k | 100% | Dec 2023 |
|
Central Trust & Investment | 1.7k | $133k | 0% | Dec 2023 |
|
Advanced Asset Management Advisors | 1.6k | $129k | 0% | Dec 2023 |
|
Nalls Sherbakoff Group | 1.6k | $116k | 0% | Sep 2023 |
|
Us Bancorp | 1.5k | $117k | -50% | Dec 2023 |
|
Cutler | 1.4k | $110k | 100% | Dec 2023 |
|
Hanson McClain Advisors | 1.4k | $110k | 0% | Dec 2023 |
|
Signature | 1.2k | $99k | 0% | Dec 2023 |
|
Financial Advisory Service | 980.00 | $78k | 0% | Dec 2023 |
|
Annapolis Financial Services | 974.00 | $78k | 0% | Dec 2023 |
|
Rise Advisors | 958.00 | $77k | 2% | Dec 2023 |
|
Carolinas Wealth Consulting | 945.00 | $71k | -50% | Sep 2023 |
|
Capital Analysts | 900.00 | $72k | 100% | Dec 2023 |
|
Tyler-Stone Wealth Management | 812.00 | $65k | 0% | Dec 2023 |
|
Bartlett & Co. | 800.00 | $64k | 0% | Dec 2023 |
|
Bartlett & Co. Wealth Management | 800.00 | $64k | 0% | Dec 2023 |
|
Efficient Wealth Management | 720.00 | $58k | 0% | Dec 2023 |
|
Householder Group Estate & Retirement Specialist | 695.00 | $55k | 2% | Dec 2023 |
|
Choate Investment Advisors | 670.00 | $49k | 0% | Sep 2023 |
|
Laurel Wealth Advisors | 668.00 | $49k | 29% | Sep 2023 |
|
IFP Advisors | 637.00 | $51k | 0% | Dec 2023 |
|
Industrial Alliance Investment Management | 334.00 | $27k | -62% | Dec 2023 |
|
Brown Brothers Harriman & Co. | 55.00 | $4.4k | -92% | Dec 2023 |
|
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 |
Prudential Financial | Jun 2023 | 24k | $2.0M |
United Capital Financial Advisers | Sep 2023 | 21k | $1.6M |
Two Sigma Investments | Sep 2023 | 13k | $935k |
Fifth Third Securities | Jun 2023 | 7.5k | $611k |
Thrivent Financial for Lutherans | Jun 2023 | 5.8k | $476k |
Win Advisors | Sep 2023 | 5.3k | $392k |
Two Sigma Securities | Sep 2023 | 3.3k | $242k |
Brookstone Capital Management | Sep 2023 | 3.2k | $233k |
Johnson Financial Group | Sep 2023 | 1.4k | $100k |
Tompkins Financial Corp | Sep 2023 | 740.00 | $54k |
Creative Financial Designs | Sep 2023 | 704.00 | $52k |