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 |
---|---|---|---|---|---|
Bank of America Corporation | 496k | $40M | 122% | Dec 2023 |
|
LBMC Investment Advisors | 119k | $10M | -1% | Mar 2024 |
|
Commonwealth Equity Services | 112k | $9.0M | 2% | Dec 2023 |
|
Raymond James Financial Services Advisors | 102k | $8.6M | 4% | Mar 2024 |
|
Royal Bank of Canada | 97k | $7.7M | -12% | Dec 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 |
|
Goldman Sachs Group | 47k | $3.8M | 170% | Dec 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 |
|
Pnc Financial Services | 30k | $2.4M | -3% | Dec 2023 |
|
Raymond James & Associates | 29k | $2.5M | 2% | Mar 2024 |
|
Huntington National Bank | 29k | $2.3M | 24% | Dec 2023 |
|
Stratos Wealth Advisors | 28k | $2.3M | 1% | Mar 2024 |
|
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 |
|
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 |
|
Royal Fund Management | 21k | $1.8M | 12% | Mar 2024 |
|
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 | $1.6M | -1% | Mar 2024 |
|
Advisors Management Group | 18k | $1.4M | -1% | Dec 2023 |
|
Johnson Investment Counsel | 18k | $1.4M | -70% | Dec 2023 |
|
Lincoln National | 17k | $1.4M | 344% | Dec 2023 |
|
Wintrust Financial Corporation | 16k | $1.2M | -2% | Dec 2023 |
|
Sowell Financial Services | 14k | $1.1M | 100% | Dec 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 |
|
Citadel Advisors | 8.8k | $707k | -63% | Dec 2023 |
|
BKD Wealth Advisors | 8.5k | $714k | -1% | Mar 2024 |
|
Laidlaw Wealth Management | 8.4k | $668k | 100% | Dec 2023 |
|
Capital Investment Advisors | 8.1k | $684k | 0% | Mar 2024 |
|
Wealth Enhancement Advisory Services | 8.0k | $677k | -2% | Mar 2024 |
|
Independence Bank of Kentucky | 6.9k | $587k | -6% | Mar 2024 |
|
Garrison Point Advisors | 6.7k | $532k | 0% | Dec 2023 |
|
High Net Worth Advisory Group | 6.4k | $541k | 0% | Mar 2024 |
|
Mercer Global Advisors | 6.3k | $506k | -11% | Dec 2023 |
|
J.w. Cole Advisors | 5.5k | $442k | 4% | Dec 2023 |
|
Stratos Wealth Partners | 5.5k | $466k | 0% | Mar 2024 |
|
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 |
|
Fort Washington Investment Advisors | 4.9k | $392k | 0% | Dec 2023 |
|
Evanson Asset Management | 4.9k | $412k | 0% | Mar 2024 |
|
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 |
|
Picton Mahoney Asset Management | 4.3k | $343k | 129% | Dec 2023 |
|
Eagle Strategies | 4.3k | $359k | 100% | Mar 2024 |
|
Capital Advisors | 4.2k | $357k | -2% | Mar 2024 |
|
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 |
|
Granite Bay Wealth Management | 3.9k | $279k | -83% | Dec 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 | $294k | 0% | Mar 2024 |
|
Sigma Planning | 3.5k | $277k | -59% | Dec 2023 |
|
Janney Montgomery Scott | 3.2k | $259k | 100% | Dec 2023 |
|
Advisory Services Network | 3.0k | $242k | -72% | Dec 2023 |
|
Weaver Consulting Group | 3.0k | $254k | 0% | Mar 2024 |
|
Prime Capital Investment Advisors | 3.0k | $240k | 100% | Dec 2023 |
|
Focus Financial Network | 2.9k | $230k | 100% | Dec 2023 |
|
Tyche Wealth Partners | 2.9k | $242k | 0% | Mar 2024 |
|
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 |
|
Retirement Planning Group | 2.7k | $226k | 7% | Mar 2024 |
|
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 |
|
Keating Wealth Management | 2.5k | $211k | 100% | Mar 2024 |
|
Citigroup | 2.4k | $194k | -61% | Dec 2023 |
|
CWM | 2.3k | $195k | 0% | Mar 2024 |
|
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 |
|
Sunbelt Securities | 1.6k | $137k | -30% | Mar 2024 |
|
Advanced Asset Management Advisors | 1.6k | $129k | 0% | Dec 2023 |
|
Nalls Sherbakoff Group | 1.6k | $126k | 0% | Dec 2023 |
|
Us Bancorp | 1.5k | $117k | -50% | Dec 2023 |
|
Hanson McClain Advisors | 1.4k | $110k | 0% | Dec 2023 |
|
Signature | 1.2k | $99k | 0% | Dec 2023 |
|
MGB Wealth Management | 1.2k | $96k | 100% | Dec 2023 |
|
AdvisorNet Financial | 1.0k | $89k | 218% | Mar 2024 |
|
Financial Advisory Service | 980.00 | $78k | 0% | Dec 2023 |
|
Annapolis Financial Services | 974.00 | $82k | 0% | Mar 2024 |
|
Rise Advisors | 963.00 | $81k | 1% | Mar 2024 |
|
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 |
|
Mather Group | 732.00 | $59k | 100% | Mar 2024 |
|
Efficient Wealth Management | 720.00 | $58k | 0% | Dec 2023 |
|
Householder Group Estate & Retirement Specialist | 695.00 | $55k | 2% | Dec 2023 |
|
IFP Advisors | 637.00 | $51k | 0% | Dec 2023 |
|
Joel R Mogy Investment Counsel | 600.00 | $48k | 0% | Dec 2023 |
|
Harbour Investments | 595.00 | $48k | 65% | Dec 2023 |
|
Capital Investment Advisory Services | 568.00 | $45k | 2% | Dec 2023 |
|
SOA Wealth Advisors | 544.00 | $46k | 0% | Mar 2024 |
|
Wetzel Investment Advisors | 541.00 | $45k | 5% | Mar 2024 |
|
Security National Bank | 500.00 | $42k | 100% | Mar 2024 |
|
Davis Capital Management | 466.00 | $39k | 0% | Mar 2024 |
|
Global Retirement Partners | 450.00 | $38k | 0% | Mar 2024 |
|
Coppell Advisory Solutions | 419.00 | $34k | 424% | Dec 2023 |
|
D. J. St. Germain | 400.00 | $32k | 0% | Dec 2023 |
|
Beaird Harris Wealth Management | 396.00 | $32k | 0% | Dec 2023 |
|
Umb Bank N A | 390.00 | $31k | 0% | Dec 2023 |
|
Concord Wealth Partners | 382.00 | $31k | 1% | Dec 2023 |
|
Cherry Tree Wealth Management | 356.00 | $29k | 0% | Dec 2023 |
|
Industrial Alliance Investment Management | 334.00 | $27k | -62% | Dec 2023 |
|
Sugarloaf Wealth Management | 325.00 | $28k | 0% | Mar 2024 |
|
Franklin Resources | 325.00 | $26k | 0% | Dec 2023 |
|
Front Row Advisors | 320.00 | $26k | 0% | Dec 2023 |
|
SRS Capital Advisors | 316.00 | $25k | 0% | Dec 2023 |
|
ICA Group Wealth Management | 315.00 | $25k | 100% | Dec 2023 |
|
Emerald Investment Partners | 306.00 | $25k | 0% | Dec 2023 |
|
TSFG | 300.00 | $25k | 0% | Mar 2024 |
|
Focused Wealth Management | 295.00 | $24k | 2% | Dec 2023 |
|
Mendota Financial Group | 290.00 | $23k | 0% | Dec 2023 |
|
Westside Investment Management | 260.00 | $22k | 0% | Mar 2024 |
|
FTB Advisors | 219.00 | $18k | 188% | Dec 2023 |
|
Anchor Investment Management | 200.00 | $16k | 0% | Dec 2023 |
|
Ancora Advisors | 200.00 | $16k | 0% | Dec 2023 |
|
Coastal Investment Advisors | 198.00 | $17k | 100% | Mar 2024 |
|
First Command Advisory Services | 183.00 | $15k | 0% | Dec 2023 |
|
William Blair $ Company | 140.00 | $11k | -27% | 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 |
---|---|---|---|
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 |
Cutler | Dec 2023 | 1.4k | $110k |
Johnson Financial Group | Sep 2023 | 1.4k | $100k |
Creative Financial Designs | Sep 2023 | 704.00 | $52k |
Arlington Trust | Dec 2023 | 300.00 | $24k |
Cary Street Partner Investment Advisory | Sep 2023 | 270.00 | $20k |