Who owns iShares Dow Jones US Utilities?
- Ticker: IDU
- CUSIP Number: 464287697
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Dow Jones US Utilities with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Dow Jones US Utilities stock
Who bought or sold iShares Dow Jones US Utilities this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 535k | $45M | 9% | Mar 2024 |
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| Green Harvest Asset Management | 454k | $38M | 403% | Mar 2024 |
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| Bank of America Corporation | 379k | $32M | -23% | Mar 2024 |
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| LPL Financial | 161k | $14M | -11% | Mar 2024 |
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| LBMC Investment Advisors | 119k | $10M | -1% | Mar 2024 |
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| Commonwealth Equity Services | 112k | $9.5M | 0% | Mar 2024 |
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| Raymond James Financial Services Advisors | 102k | $8.6M | 4% | Mar 2024 |
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| Royal Bank of Canada | 100k | $8.5M | 4% | Mar 2024 |
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| Wells Fargo & Company | 72k | $6.1M | -6% | Mar 2024 |
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| Bank of New York Mellon | 69k | $5.9M | 100% | Mar 2024 |
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| Country Club Bank | 66k | $5.6M | -8% | Mar 2024 |
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| Envestnet Asset Management | 61k | $5.2M | 2% | Mar 2024 |
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| Gimbal Financial | 41k | $3.5M | 100% | Mar 2024 |
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| Goldman Sachs Group | 41k | $3.4M | -13% | Mar 2024 |
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| Advisor Group Holdings | 40k | $3.4M | -11% | Mar 2024 |
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| Branch Banking & Trust Company | 40k | $3.4M | -3% | Mar 2024 |
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| UBS Group | 39k | $3.3M | -4% | Mar 2024 |
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| Rockefeller Capital Management | 35k | $2.8M | 100% | Dec 2023 |
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| Bellwether Advisors | 35k | $3.0M | -42% | Mar 2024 |
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| AE Wealth Management | 35k | $3.0M | -2% | Mar 2024 |
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| Raymond James & Associates | 29k | $2.5M | 2% | Mar 2024 |
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| Lincoln National | 29k | $2.4M | 65% | Mar 2024 |
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| Pnc Financial Services | 28k | $2.4M | -5% | Mar 2024 |
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| Stratos Wealth Advisors | 28k | $2.3M | 1% | Mar 2024 |
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| Huntington National Bank | 27k | $2.3M | -6% | Mar 2024 |
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| CI Private Wealth | 27k | $2.2M | 6% | Mar 2024 |
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| Cambridge Investment Research Advisors | 26k | $2.2M | -2% | Mar 2024 |
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| Wakefield Asset Management L | 24k | $2.1M | 3% | Mar 2024 |
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| Family Firm | 24k | $2.0M | -1% | Mar 2024 |
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| Prospera Financial Services | 23k | $1.8M | 273% | Dec 2023 |
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| Northwestern Mutual Wealth Management Company | 23k | $1.9M | -95% | Mar 2024 |
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| BOS Asset Management | 21k | $1.8M | -9% | Mar 2024 |
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| Royal Fund Management | 21k | $1.8M | 12% | Mar 2024 |
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| D.A. Davidson & Co. | 21k | $1.8M | -5% | Mar 2024 |
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| First Citizens Financial Corp | 21k | $1.7M | -8% | Dec 2023 |
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| Derbend Asset Management | 21k | $1.7M | 0% | Mar 2024 |
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| Everett Harris & Co | 19k | $1.6M | -1% | Mar 2024 |
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| Kellett Schaffner Wealth Advisors | 19k | $1.6M | 57% | Mar 2024 |
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| Advisors Management Group | 19k | $1.6M | 4% | Mar 2024 |
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| Essex | 19k | $1.6M | -6% | Mar 2024 |
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| Private Advisor | 19k | $1.6M | -15% | Mar 2024 |
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| Goss Wealth Management | 18k | $1.5M | 2% | Mar 2024 |
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| Atria Wealth Solutions | 18k | $1.5M | -7% | Mar 2024 |
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| Susquehanna International | 18k | $1.5M | -62% | Mar 2024 |
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| Stephens | 17k | $1.4M | 8% | Mar 2024 |
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| Johnson Investment Counsel | 17k | $1.4M | -4% | Mar 2024 |
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| Wintrust Financial Corporation | 16k | $1.4M | 3% | Mar 2024 |
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| Ameriprise Financial | 15k | $1.3M | -34% | Mar 2024 |
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| Holderness Investments | 14k | $1.2M | -19% | Mar 2024 |
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| Citadel Advisors | 14k | $1.1M | 53% | Mar 2024 |
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| Brian McDonald | 12k | $1.0M | -1% | Mar 2024 |
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| Simmons Bank | 12k | $948k | 4% | Dec 2023 |
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| Jpmorgan Chase & Co | 12k | $987k | 8% | Mar 2024 |
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| HighTower Advisors | 10k | $872k | -6% | Mar 2024 |
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| Jaffetilchin Investment Partners | 8.7k | $731k | 124% | Mar 2024 |
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| BKD Wealth Advisors | 8.5k | $714k | -1% | Mar 2024 |
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| Capital Investment Advisors | 8.1k | $684k | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 8.0k | $677k | -2% | Mar 2024 |
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| Independence Bank of Kentucky | 6.9k | $587k | -6% | Mar 2024 |
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| Bensler | 6.8k | $575k | 75% | Mar 2024 |
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| Garrison Point Advisors | 6.7k | $567k | 1% | Mar 2024 |
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| Mercer Global Advisors | 6.5k | $551k | 3% | Mar 2024 |
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| High Net Worth Advisory Group | 6.4k | $541k | 0% | Mar 2024 |
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| Sigma Planning | 6.0k | $511k | 74% | Mar 2024 |
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| Peapack Gladstone Financial Corp | 5.7k | $485k | -4% | Mar 2024 |
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| Mutual Advisors | 5.5k | $467k | 7% | Mar 2024 |
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| Stratos Wealth Partners | 5.5k | $466k | 0% | Mar 2024 |
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| Laidlaw Wealth Management | 5.5k | $462k | -35% | Mar 2024 |
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| Bank Of Montreal | 5.5k | $465k | -54% | Mar 2024 |
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| Geneos Wealth Management | 5.2k | $443k | 0% | Mar 2024 |
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| Schnieders Capital Management | 5.2k | $440k | 0% | Mar 2024 |
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| Captrust Financial Advisors | 5.2k | $436k | 1% | Mar 2024 |
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| Lakeview Capital Partners | 5.1k | $432k | -2% | Mar 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 4.9k | $417k | 100% | Mar 2024 |
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| Fort Washington Investment Advisors | 4.9k | $414k | 0% | Mar 2024 |
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| Evanson Asset Management | 4.9k | $412k | 0% | Mar 2024 |
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| Oppenheimer & Co | 4.8k | $403k | -11% | Mar 2024 |
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| Cottonwood Capital Advisors | 4.6k | $379k | -11% | Mar 2024 |
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| Kestra Advisory Services | 4.6k | $366k | -4% | Dec 2023 |
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| J.w. Cole Advisors | 4.5k | $384k | -18% | Mar 2024 |
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| Madden Advisory Services | 4.3k | $363k | -4% | Mar 2024 |
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| Eagle Strategies | 4.3k | $359k | 100% | Mar 2024 |
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| Capital Advisors | 4.2k | $357k | -2% | Mar 2024 |
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| Steward Partners Investment Advisory | 4.1k | $348k | -13% | Mar 2024 |
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| Arkadios Wealth Advisors | 4.1k | $347k | -9% | Mar 2024 |
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| Empirical Asset Management | 4.0k | $341k | 100% | Mar 2024 |
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| Stifel Financial | 3.9k | $330k | -11% | Mar 2024 |
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| Carl P. Sherr & Co | 3.7k | $316k | 0% | Mar 2024 |
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| Atlantic Trust | 3.7k | $314k | -1% | Mar 2024 |
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| National Asset Management | 3.7k | $276k | 39% | Mar 2024 |
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| Apexium Financial | 3.5k | $294k | 0% | Mar 2024 |
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| Forbes Financial Planning | 3.4k | $287k | 9% | Mar 2024 |
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| Ohio Valley Financial | 3.2k | $267k | -11% | Mar 2024 |
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| Sontag Advisory | 3.1k | $264k | 15% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 3.1k | $263k | 100% | Mar 2024 |
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| Weaver Consulting Group | 3.0k | $254k | 0% | Mar 2024 |
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| Prime Capital Investment Advisors | 3.0k | $240k | 100% | Dec 2023 |
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| Virtue Capital Management | 3.0k | $249k | -24% | Mar 2024 |
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| Moors & Cabot | 2.9k | $246k | 6% | Mar 2024 |
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| Focus Financial Network | 2.9k | $239k | 100% | Mar 2024 |
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| Focus Financial Network | 2.9k | $230k | 100% | Dec 2023 |
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| First Heartland Consultants | 2.9k | $242k | -31% | Mar 2024 |
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| Tyche Wealth Partners | 2.9k | $242k | 0% | Mar 2024 |
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| Envestnet Portfolio Solutions | 2.8k | $236k | 10% | Mar 2024 |
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| NTV Asset Management | 2.7k | $232k | 0% | Mar 2024 |
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| Retirement Planning Group | 2.7k | $226k | 7% | Mar 2024 |
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| North Star Investment Management | 2.7k | $225k | -27% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 2.6k | $223k | 0% | Mar 2024 |
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| Heritage Trust | 2.6k | $216k | 0% | Mar 2024 |
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| Washington Trust Bank | 2.5k | $203k | 100% | Dec 2023 |
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| Keating Wealth Management | 2.5k | $211k | 100% | Mar 2024 |
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| Summit Financial | 2.4k | $206k | 100% | Mar 2024 |
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| FMR | 2.4k | $205k | -52% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 2.4k | $203k | 100% | Mar 2024 |
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| Tower Research Capital | 2.3k | $197k | 22% | Mar 2024 |
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| CWM | 2.3k | $195k | 0% | Mar 2024 |
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| Principal Securities | 1.7k | $146k | -5% | Mar 2024 |
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| Atlantic Edge Private Wealth Management | 1.7k | $145k | -1% | Mar 2024 |
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| Central Trust & Investment | 1.7k | $141k | 0% | Mar 2024 |
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| Sunbelt Securities | 1.6k | $137k | -30% | Mar 2024 |
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| Advanced Asset Management Advisors | 1.6k | $136k | 0% | Mar 2024 |
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| Nalls Sherbakoff Group | 1.6k | $126k | 0% | Dec 2023 |
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| Us Bancorp | 1.5k | $124k | 0% | Mar 2024 |
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| Fernwood Investment Management | 1.5k | $123k | 100% | Mar 2024 |
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| Hanson McClain Advisors | 1.4k | $114k | -2% | Mar 2024 |
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| Signature | 1.2k | $104k | 0% | Mar 2024 |
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| Qube Research & Technologies | 1.1k | $90k | 171% | Mar 2024 |
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| AdvisorNet Financial | 1.0k | $89k | 218% | Mar 2024 |
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| Financial Advisory Service | 980.00 | $83k | 0% | Mar 2024 |
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| Annapolis Financial Services | 974.00 | $82k | 0% | Mar 2024 |
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| Rise Advisors | 963.00 | $81k | 1% | Mar 2024 |
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| Capital Analysts | 900.00 | $76k | 0% | Mar 2024 |
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| Tyler-Stone Wealth Management | 812.00 | $69k | 0% | Mar 2024 |
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| Bartlett & Co. Wealth Management | 800.00 | $68k | 0% | Mar 2024 |
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| Bartlett & Co. | 800.00 | $64k | 0% | Dec 2023 |
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| Mather Group | 732.00 | $59k | 100% | Mar 2024 |
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| Efficient Wealth Management | 720.00 | $61k | 0% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 699.00 | $59k | 1% | Mar 2024 |
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| MGB Wealth Management | 690.00 | $58k | -42% | Mar 2024 |
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| Citigroup | 673.00 | $57k | -72% | Mar 2024 |
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| Laurel Wealth Advisors | 669.00 | $57k | 0% | Mar 2024 |
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| IFP Advisors | 637.00 | $51k | 0% | Dec 2023 |
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| Harbour Investments | 595.00 | $48k | 65% | Dec 2023 |
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| Capital Investment Advisory Services | 571.00 | $48k | 1% | Mar 2024 |
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| SOA Wealth Advisors | 544.00 | $46k | 0% | Mar 2024 |
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| Wetzel Investment Advisors | 541.00 | $45k | 5% | Mar 2024 |
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| Security National Bank | 500.00 | $42k | 100% | Mar 2024 |
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| Davis Capital Management | 466.00 | $39k | 0% | Mar 2024 |
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| Global Retirement Partners | 450.00 | $38k | 0% | Mar 2024 |
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| Coppell Advisory Solutions | 419.00 | $34k | 424% | Dec 2023 |
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Who sold out of iShares Dow Jones US Utilities?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sowell Financial Services | Dec 2023 | 14k | $1.1M |
| GSA Capital Partners | Dec 2023 | 5.2k | $417k |
| Picton Mahoney Asset Management | Dec 2023 | 4.3k | $343k |
| Granite Bay Wealth Management | Dec 2023 | 3.9k | $279k |
| Janney Montgomery Scott | Dec 2023 | 3.2k | $259k |
| Advisory Services Network | Dec 2023 | 3.0k | $242k |
| Good Life Advisors | Dec 2023 | 2.5k | $201k |
| Aptus Capital Advisors | Sep 2023 | 1.9k | $141k |
| Cutler | Dec 2023 | 1.4k | $110k |
| Johnson Financial Group | Sep 2023 | 1.4k | $100k |
| Choate Investment Advisors | Sep 2023 | 670.00 | $49k |
| Joel R Mogy Investment Counsel | Dec 2023 | 600.00 | $48k |