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iShares Dow Jones US Utilities shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $408k 5.1k 79.93
2023-09-30 $369k 5.0k 73.58
2023-06-30 $415k 5.1k 81.75
2023-03-31 $232k 2.8k 83.71
2022-12-31 $267k 3.1k 86.54
2022-09-30 $275k 3.4k 81.05
2022-06-30 $231k 2.7k 85.49
2022-03-31 $249k 2.7k 90.98
2021-12-31 $239k 2.7k 88.45
2021-09-30 $213k 2.7k 78.83
2021-06-30 $173k 2.2k 78.56
2021-03-31 $175k 2.2k 79.47
2020-12-31 $155k 2.0k 77.42
2020-09-30 $225k 1.5k 146.96
2020-06-30 $143k 1.0k 142.86
2020-03-31 $110k 847 129.87
2019-09-30 $138k 847 162.93
2019-06-30 $128k 847 151.12
2019-03-31 $125k 847 147.58
2018-12-31 $114k 847 134.59
2018-09-30 $114k 847 134.59
2018-06-30 $113k 847 133.41
2018-03-31 $107k 847 126.33
2017-12-31 $113k 847 133.41
2017-09-30 $113k 847 133.41
2017-06-30 $110k 847 129.87
2013-06-30 $180k 1.9k 94.34
2013-03-31 $185k 1.9k 96.96
2012-09-30 $173k 1.9k 90.67
2012-06-30 $175k 1.9k 91.72

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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