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iShares Dow Jones US Utilities shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $195k 2.3k 84.71
2023-12-31 $184k 2.3k 79.93
2023-09-30 $199k 2.7k 73.65
2023-06-30 $221k 2.7k 81.79
2023-03-31 $226k 2.7k 83.64
2022-12-31 $237k 2.7k 86.56
2022-09-30 $237k 2.9k 81.05
2022-06-30 $234k 2.7k 85.46
2022-03-31 $248k 2.7k 90.84
2021-12-31 $241k 2.7k 88.28
2021-06-30 $218k 2.8k 78.42
2021-03-31 $221k 2.8k 79.50
2020-12-31 $218k 2.8k 78.42
2020-09-30 $222k 1.5k 146.15
2020-06-30 $218k 2.8k 78.42
2020-03-31 $218k 2.8k 78.42
2019-12-31 $218k 2.8k 78.42
2019-09-30 $218k 2.8k 78.42
2019-06-30 $332k 2.2k 150.57
2019-03-31 $320k 2.2k 147.33
2018-12-31 $285k 2.1k 134.18
2018-09-30 $163k 1.2k 133.94
2018-06-30 $161k 1.2k 132.29
2018-03-31 $155k 1.2k 127.36
2017-12-31 $220k 1.7k 132.69
2017-09-30 $4.6M 35k 132.92
2017-06-30 $5.3M 41k 130.03
2017-03-31 $65k 508 127.95
2016-12-31 $62k 508 122.05
2016-09-30 $38k 308 123.38
2016-06-30 $40k 308 129.87
2014-09-30 $242k 2.3k 105.08
2014-06-30 $256k 2.3k 111.16
2014-03-31 $240k 2.3k 104.21
2013-12-31 $472k 4.9k 95.88
2013-09-30 $926k 9.9k 93.86

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Apple (AAPL)
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Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding iShares Dow Jones US Utilities

Bank of America Corporation
LBMC Investment Advisors
Commonwealth Equity Services
Raymond James Financial Services Advisors
Royal Bank of Canada
Wells Fargo & Company
Bank of New York Mellon
Country Club Bank
Bellwether Advisors
Goldman Sachs Group
Advisor Group Holdings
Gimbal Financial
Branch Banking & Trust Company
UBS Group
AE Wealth Management

View all funds holding iShares Dow Jones US Utilities