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iShares Dow Jones US Utilities shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $391k 3.4k 116.08
2025-12-31 $422k 3.9k 108.37
2023-09-30 $1.6M 21k 73.58
2023-06-30 $1.8M 22k 81.75
2023-03-31 $1.8M 22k 83.71
2022-12-31 $2.0M 23k 86.54
2022-09-30 $1.9M 24k 81.15
2022-06-30 $2.2M 25k 85.58
2022-03-31 $2.3M 25k 91.01
2021-12-31 $2.3M 26k 88.41
2021-09-30 $2.0M 26k 78.96
2021-06-30 $2.0M 26k 78.49
2021-03-31 $2.2M 28k 79.56
2020-12-31 $1.6M 21k 77.58
2020-09-30 $1.5M 11k 146.05
2020-06-30 $1.5M 11k 140.16
2020-03-31 $1.5M 11k 138.07
2019-12-31 $1.7M 10k 161.25
2019-09-30 $1.6M 9.6k 162.83
2019-06-30 $1.6M 10k 150.75
2019-03-31 $1.5M 10k 147.36
2018-12-31 $1.5M 11k 134.21
2018-09-30 $9.5M 71k 134.08
2018-06-30 $1.1M 8.6k 131.96
2018-03-31 $1.1M 8.8k 127.45
2017-12-31 $14M 102k 132.87
2017-09-30 $14M 108k 132.91
2017-06-30 $17M 134k 130.03
2017-03-31 $13M 104k 128.42
2016-12-31 $12M 95k 121.84
2016-09-30 $34M 278k 122.57
2016-06-30 $33M 255k 131.00
2016-03-31 $23M 186k 123.68
2015-12-31 $4.1M 38k 107.92
2015-09-30 $3.0M 28k 107.90
2015-06-30 $7.5M 73k 103.66
2015-03-31 $35M 313k 111.06
2014-12-31 $44M 368k 118.27
2014-09-30 $38M 360k 105.27
2014-06-30 $48M 428k 111.37
2014-03-31 $4.0M 39k 104.18
2013-12-31 $255k 2.7k 95.83
2013-09-30 $52M 554k 93.89
2013-06-30 $42M 446k 94.58
2013-03-31 $40M 410k 97.10
2012-12-31 $36M 412k 86.36
2012-09-30 $338k 3.8k 89.54
2011-03-31 $352k 4.4k 79.37
2010-12-31 $349k 4.5k 77.13

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Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
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Vanguard Index Fds Growth Etf (VUG)
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Ishares Tr Core Univrsl Usd (IUSB)

View all positions for United Capital Financial Advisers

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
Raymond James Financial
Wells Fargo & Company
Royal Bank of Canada
Camarda Wealth Advisory
LBMC Investment Advisors
Envestnet Asset Management
Commonwealth Equity Services

View all funds holding iShares Dow Jones US Utilities