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iShares Dow Jones US Utilities shares owned by Sun Group Wealth Partners

Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Sun Group Wealth Partners from 13F filings

Historical chart of Sun Group Wealth Partners 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 Sun Group Wealth Partners 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 Sun Group Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $226k 1.9k 116.11

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Top funds holding iShares Dow Jones US Utilities

Fil
YCMNET Advisors
Morgan Stanley
Bank of America Corporation
Pinkerton Retirement Specialists
Green Harvest Asset Management
Steward Partners Investment Advisory
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial
LBMC Investment Advisors
Envestnet Asset Management
Commonwealth Equity Services
Ameriprise Financial

View all funds holding iShares Dow Jones US Utilities