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iShares Dow Jones US Utilities shares owned by Wealth & Pension Services Group

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

Historical chart of Wealth & Pension Services Group 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 Wealth & Pension Services Group 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 Wealth & Pension Services Group

Quarter filed Position value Share count Share price at filing
2019-09-30 $1.4M 8.7k 162.90
2019-06-30 $369k 2.4k 150.80
2019-03-31 $360k 2.4k 147.12

More positions owned by Wealth & Pension Services Group

SPDR DJ Wilshire Large Cap (SPLG)
iShares Russell 1000 Index (IWB)
SPDR S&P World ex-US (SPDW)
J P Morgan Exchange Traded F ultra shrt (JPST)
iShares Russell 1000 Value Index (IWD)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Value ETF (VTV)
Vanguard Europe Pacific ETF (VEA)
iShares Russell 3000 Growth Index (IUSG)
iShares Russell 1000 Growth Index (IWF)
iShares S&P 500 Index (IVV)
SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Lehman 3-7 Yr Treasury Bond (IEI)
SPDR DJ Wilshire Mid Cap (SPMD)
Ishares Tr (LRGF)

View all positions for Wealth & Pension Services Group

Top funds holding iShares Dow Jones US Utilities

Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
LBMC Investment Advisors
Commonwealth Equity Services
Raymond James Financial Services Advisors
Royal Bank of Canada
Wells Fargo & Company
Bank of New York Mellon
Country Club Bank
Envestnet Asset Management
Gimbal Financial
Goldman Sachs Group
Advisor Group Holdings

View all funds holding iShares Dow Jones US Utilities