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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
2025-09-30 $471k 4.2k 110.93
2025-06-30 $443k 4.2k 104.60
2025-03-31 $428k 4.2k 101.33
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

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Caesars Entertainment (CZR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Series Trust S&p Divid Etf (SDY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)

View all positions for Capital Advisors

Top funds holding iShares Dow Jones US Utilities

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

View all funds holding iShares Dow Jones US Utilities