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iShares Dow Jones US Utilities shares owned by Family Firm

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

Historical chart of Family Firm 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 Family Firm 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 Family Firm

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 23k 102.02
2024-06-30 $2.0M 23k 87.88
2024-03-31 $2.0M 24k 84.52
2023-12-31 $1.9M 24k 79.93
2023-09-30 $1.7M 24k 73.58
2023-06-30 $1.9M 23k 81.75
2023-03-31 $1.9M 23k 83.71
2022-12-31 $1.9M 22k 86.54
2022-09-30 $2.0M 22k 88.44
2022-06-30 $2.0M 22k 88.44
2022-03-31 $2.0M 22k 88.44
2021-12-31 $2.0M 22k 88.44
2021-09-30 $1.8M 22k 83.11
2021-06-30 $1.8M 23k 78.50
2021-03-31 $1.8M 23k 79.58
2020-12-31 $1.7M 22k 78.08
2020-09-30 $1.7M 12k 146.01
2020-06-30 $1.6M 11k 140.22
2020-03-31 $1.6M 11k 138.11
2019-12-31 $2.0M 12k 162.08
2019-09-30 $2.1M 13k 162.85
2019-06-30 $2.0M 13k 150.78
2019-03-31 $1.9M 13k 147.32
2018-12-31 $1.9M 14k 134.18
2018-09-30 $1.9M 15k 134.15
2018-06-30 $2.0M 15k 131.99
2018-03-31 $1.7M 13k 127.47
2017-12-31 $1.1M 8.5k 132.85
2017-09-30 $1.0M 7.5k 132.94
2017-06-30 $1.0M 7.8k 130.02
2017-03-31 $1.2M 9.2k 128.39
2016-12-31 $1.1M 9.2k 121.78
2016-09-30 $1.2M 9.4k 122.56
2016-06-30 $1.3M 10k 131.25
2016-03-31 $1.3M 11k 123.64
2015-12-31 $1.1M 11k 107.89
2015-09-30 $1.2M 11k 108.79
2015-06-30 $1.1M 11k 103.64
2015-03-31 $1.2M 11k 111.79
2014-12-31 $1.3M 11k 118.31

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares North American Natural Resources Etf Etf (IGE)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares Tips Bond Etf Etf (TIP)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Ishares International Treasury Bond Etf Etf (IGOV)
Nvidia Corporation Stock (NVDA)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for Family Firm

Top funds holding iShares Dow Jones US Utilities

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

View all funds holding iShares Dow Jones US Utilities