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iShares Dow Jones US Utilities shares owned by HPM Partners

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

Historical chart of HPM Partners 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 HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 17k 110.90
2025-06-30 $1.8M 17k 104.57
2025-03-31 $1.7M 17k 101.42
2024-12-31 $1.8M 18k 96.21
2024-09-30 $1.5M 15k 102.02
2024-06-30 $220k 2.5k 87.88

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Alphabet Stock (GOOGL)
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View all positions for HPM Partners

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