Private Advisor »

iShares Dow Jones US Utilities shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Utilities by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 23k 102.02
2024-06-30 $2.1M 24k 87.88
2024-03-31 $1.6M 19k 84.52
2023-12-31 $1.7M 22k 79.93
2023-09-30 $1.5M 21k 73.58
2023-06-30 $1.8M 22k 82.38
2023-03-31 $2.0M 24k 83.71
2022-12-31 $681k 21k 32.37
2022-09-30 $1.8M 22k 81.14
2022-06-30 $1.8M 21k 85.62
2022-03-31 $1.9M 22k 88.43
2021-12-31 $1.9M 22k 88.43
2021-09-30 $2.5M 32k 78.93
2021-06-30 $1.8M 23k 78.51
2021-03-31 $1.8M 23k 79.57
2020-12-31 $1.8M 23k 77.58
2020-09-30 $1.6M 11k 144.34
2020-06-30 $1.8M 13k 140.26
2020-03-31 $1.8M 13k 138.15
2019-12-31 $2.2M 14k 162.07
2019-09-30 $1.6M 9.8k 162.83
2019-06-30 $1.5M 9.8k 150.80
2019-03-31 $1.4M 9.7k 147.32
2018-12-31 $1.3M 9.6k 134.22
2018-09-30 $1.3M 9.6k 134.07
2018-06-30 $500k 3.8k 133.05
2018-03-31 $857k 6.7k 127.42
2017-12-31 $606k 4.6k 130.83
2017-09-30 $1.5M 11k 133.99
2017-06-30 $1.3M 10k 128.77
2017-03-31 $991k 7.7k 129.49
2016-12-31 $1.0M 8.4k 121.70
2016-09-30 $810k 6.8k 118.28
2016-06-30 $941k 7.1k 132.33
2016-03-31 $703k 5.7k 123.75
2015-12-31 $586k 5.4k 107.88
2015-09-30 $483k 4.5k 107.79
2015-06-30 $556k 5.4k 103.75
2015-03-31 $1.0M 9.0k 111.82
2014-12-31 $710k 6.0k 118.27
2014-09-30 $881k 8.4k 105.32
2014-06-30 $603k 5.4k 111.42
2014-03-31 $652k 6.3k 104.15
2013-12-31 $346k 3.6k 95.79

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

Top funds holding iShares Dow Jones US Utilities

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

View all funds holding iShares Dow Jones US Utilities