iShares Dow Jones US Utilities shares owned by Creative Planning
Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares Dow Jones US Utilities
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Quarterly reported holdings in iShares Dow Jones US Utilities by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $559k | 5.0k | 110.90 |
| 2025-06-30 | $490k | 4.7k | 104.57 |
| 2025-03-31 | $545k | 5.4k | 101.43 |
| 2024-12-31 | $382k | 4.0k | 96.21 |
| 2024-09-30 | $349k | 3.4k | 102.02 |
| 2022-09-30 | $238k | 2.9k | 81.28 |
| 2022-06-30 | $255k | 3.0k | 85.74 |
| 2017-06-30 | $178k | 1.4k | 130.12 |
| 2017-03-31 | $268k | 2.1k | 128.41 |
| 2016-12-31 | $254k | 2.1k | 121.71 |
| 2016-09-30 | $260k | 2.1k | 122.70 |
| 2016-06-30 | $252k | 1.9k | 131.32 |
| 2016-03-31 | $237k | 1.9k | 123.50 |
| 2015-12-31 | $207k | 1.9k | 107.87 |
| 2015-09-30 | $239k | 2.2k | 107.71 |
| 2015-03-31 | $390k | 3.5k | 111.75 |
| 2014-12-31 | $413k | 3.5k | 118.34 |
| 2014-09-30 | $262k | 2.5k | 105.22 |
| 2014-06-30 | $106k | 955 | 110.99 |
| 2014-03-31 | $96k | 919 | 104.46 |
| 2013-12-31 | $88k | 919 | 95.76 |
| 2013-09-30 | $83k | 888 | 93.47 |
| 2013-06-30 | $58k | 614 | 94.46 |
| 2012-12-31 | $105k | 1.2k | 86.35 |
| 2012-09-30 | $64k | 714 | 89.64 |
| 2012-06-30 | $64k | 714 | 89.64 |
| 2011-12-31 | $54k | 614 | 87.95 |
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