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iShares Dow Jones US Utilities shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $330k 3.2k 102.02
2024-06-30 $290k 3.3k 87.89
2024-03-31 $206k 2.4k 84.52

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View all positions for Summit Financial

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