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
2024-03-31 $2.1M 24k 84.52
2023-12-31 $1.9M 24k 79.93

More positions owned by Wakefield Asset Management L

Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Marathon Petroleum Corp (MPC)
Caterpillar (CAT)
Ishares Tr Rus 1000 Val Etf (IWD)
Paccar (PCAR)
Target Corporation (TGT)
Trane Technologies SHS (TT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Baker Hughes Company Cl A (BKR)

View all positions for Wakefield Asset Management L

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