Wakefield Asset Management L »

iShares Dow Jones US Utilities shares owned by Wakefield Asset Management L

Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Wakefield Asset Management L from 13F filings

Historical chart of Wakefield Asset Management L 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 Wakefield Asset Management L 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 Wakefield Asset Management L

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 20k 102.02
2024-06-30 $1.7M 20k 87.88
2024-03-31 $2.1M 24k 84.52
2023-12-31 $1.9M 24k 79.93

More positions owned by Wakefield Asset Management L

Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Proshares Tr Short Qqq (PSQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Iron Mountain (IRM)
Trane Technologies SHS (TT)
JPMorgan Chase & Co. (JPM)
Newmont Mining Corporation (NEM)
Bank of New York Mellon Corporation (BK)
DaVita (DVA)
Caterpillar (CAT)
American Water Works (AWK)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Wakefield Asset Management L

Top funds holding iShares Dow Jones US Utilities

YCMNET Advisors
Morgan Stanley
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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