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iShares Dow Jones US Utilities shares owned by Helium Advisors

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

Historical chart of Helium 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 Helium 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 Helium Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 1.8k 116.12

More positions owned by Helium Advisors

Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Spdr Gold Tr Gold Shs (GLD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Select Sector Spdr Tr State Street Hea (XLV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Helium Advisors

Top funds holding iShares Dow Jones US Utilities

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

View all funds holding iShares Dow Jones US Utilities