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iShares Dow Jones US Utilities shares owned by Capital Advisors

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

Historical chart of Capital 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 Capital 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $406k 4.2k 96.12
2024-09-30 $431k 4.2k 102.04
2024-06-30 $371k 4.2k 87.83
2024-03-31 $357k 4.2k 84.52
2023-12-31 $345k 4.3k 80.01
2023-09-30 $317k 4.3k 73.52
2023-06-30 $353k 4.3k 81.86
2023-03-31 $361k 4.3k 83.72
2022-12-31 $373k 4.3k 86.50
2022-09-30 $350k 4.3k 81.17
2022-06-30 $369k 4.3k 85.58
2022-03-31 $384k 4.2k 90.91
2021-12-31 $374k 4.2k 88.54
2021-09-30 $333k 4.2k 78.84
2021-06-30 $332k 4.2k 78.60
2021-03-31 $336k 4.2k 79.55
2020-12-31 $328k 4.2k 77.65
2020-09-30 $308k 2.1k 145.83
2020-06-30 $296k 2.1k 140.15
2020-03-31 $292k 2.1k 138.26
2019-12-31 $342k 2.1k 161.93
2019-09-30 $425k 3.1k 135.05
2019-06-30 $318k 2.1k 150.57
2019-03-31 $396k 2.7k 147.16
2018-12-31 $361k 2.7k 134.15
2018-09-30 $361k 2.7k 134.15
2018-06-30 $355k 2.7k 131.92
2018-03-31 $343k 2.7k 127.46
2017-12-31 $358k 2.7k 133.04
2017-09-30 $358k 2.7k 133.04
2017-06-30 $350k 2.7k 130.06
2017-03-31 $346k 2.7k 128.58
2016-12-31 $328k 2.7k 121.89
2016-09-30 $330k 2.7k 122.63
2016-06-30 $353k 2.7k 131.18
2016-03-31 $333k 2.7k 123.75
2015-12-31 $290k 2.7k 107.77
2015-09-30 $324k 3.0k 107.75
2015-06-30 $335k 3.2k 103.68
2015-03-31 $368k 3.3k 111.85
2014-12-31 $389k 3.3k 118.24
2014-09-30 $337k 3.2k 105.21
2014-06-30 $347k 3.1k 111.22
2014-03-31 $276k 2.6k 104.19
2013-12-31 $252k 2.6k 96.00

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Caesars Entertainment (CZR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Capital Advisors

Top funds holding iShares Dow Jones US Utilities

YCMNET Advisors
Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
Royal Bank of Canada
Bensler
LPL Financial
Raymond James Financial
Apollon Wealth Management
Commonwealth Equity Services
Raymond James Financial Services Advisors
LBMC Investment Advisors
Wells Fargo & Company
AE Wealth Management
Envestnet Asset Management

View all funds holding iShares Dow Jones US Utilities