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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
2025-06-30 $2.3M 22k 104.57
2025-03-31 $2.3M 22k 101.42
2024-12-31 $2.2M 23k 96.21
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 $1.7M 22k 81.13
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

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Ishares Tips Bond Etf Etf (TIP)
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Nvidia Corporation Stock (NVDA)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares International Treasury Bond Etf Etf (IGOV)
Apple Stock (AAPL)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Family Firm

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