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iShares Dow Jones US Utilities shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 12k 116.11
2019-12-31 $520k 3.2k 162.04

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View all positions for Independent Advisor Alliance

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