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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
2024-03-31 $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

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

View all positions for Family Firm

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