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
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Quarterly reported holdings in iShares Dow Jones US Utilities by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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