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iShares Dow Jones US Utilities shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment Advisors 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 Foundations Investment Advisors 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 Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $812k 7.3k 110.90

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Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
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View all positions for Foundations Investment Advisors

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