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iShares Dow Jones US Utilities shares owned by Atria Investments

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

Historical chart of Atria Investments investment in iShares Dow Jones US Utilities

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All positions including iShares Dow Jones US Utilities held by Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $956k 8.6k 110.90
2025-06-30 $825k 7.9k 104.58
2019-12-31 $234k 1.4k 162.27
2017-09-30 $3.6M 27k 132.90
2016-03-31 $455k 3.7k 123.61
2014-12-31 $14M 120k 118.27
2014-06-30 $11M 100k 111.37
2013-09-30 $14M 148k 93.89
2013-06-30 $12M 122k 94.58