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iShares Dow Jones US Utilities shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth 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 Arete Wealth 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.0M 60k 116.06
2025-06-30 $3.9M 38k 104.57
2025-03-31 $3.8M 38k 101.42

More positions owned by Arete Wealth Advisors

Blackrock Etf Trust Ii Etf (BINC)
Disney Walt Equity (DIS)
Invesco Exchange Traded Etf (RSP)
Apple Equity (AAPL)
Fidelity Merrimack Str Tr Etf (FBND)
Spdr Series Trust Etf (SPAB)
Nvidia Corporation Equity (NVDA)
Putnam Etf Trust Etf (PVAL)
Spdr Series Trust Etf (SPYM)
Vanguard Index Fds Etf (VUG)
Ishares Tr Etf (EFV)
Spdr Gold Tr Etf (GLD)
Johnson & Johnson Equity (JNJ)
State Str Spdr S&p 500 Etf Etf (SPY)
Pgim Etf Tr Etf (PULS)

View all positions for Arete Wealth Advisors

Top funds holding iShares Dow Jones US Utilities

YCMNET Advisors
Morgan Stanley
Bank of America Corporation
Pinkerton Retirement Specialists
Green Harvest Asset Management
Steward Partners Investment Advisory
LPL Financial
Raymond James Financial
Wells Fargo & Company
Royal Bank of Canada
Camarda Wealth Advisory
LBMC Investment Advisors
Envestnet Asset Management
Commonwealth Equity Services
Ameriprise Financial

View all funds holding iShares Dow Jones US Utilities