iShares US Power InfrastructPOWRETF
13F holders, Q2 2024 (June 30)42holders +3
5new positions
4sold out
1famous investor
$25.98avg. 13F price*
At the end of Q2 2024, 42 institutions reported holding iShares US Power Infrastruct (POWR) in their 13F filings, up 3 from Q1 2024. 5 opened new positions and 4 sold out. The largest holders were Beacon Harbor Wealth Advisors, Inc. ($10.1M), LPL Financial LLC ($7.4M) and ARS Investment Partners, LLC ($3.8M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares US Power Infrastruct
- CUSIP
- 464286343
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $11.4M |
| Exits | 4 | $2.3M |
All 13F filers, Q1 2024 → Q2 2024: 523,490 shares bought and 246,392 shares sold, net +277,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Beacon Harbor Wealth Advisors, Inc. | 2.62% | New | 388,046 | $10.1M |
| LPL Financial LLC | 0.00% | Add +2.0% | 284,845 | $7.4M |
| ARS Investment Partners, LLC | 0.37% | Add +4.6% | 148,175 | $3.8M |
| Planned Solutions, Inc. | 1.38% | Reduce -3.4% | 108,276 | $2.8M |
| Fisher Asset Management | 0.00% | Reduce -35.3% | 94,554 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -35.2% | 89,626 | $2.3M |
| Morgan Stanley | 0.00% | Add +37.1% | 83,437 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +188.5% | 57,259 | $1.5M |
| Heritage Oak Wealth Advisors LLC | 0.70% | — | 51,586 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -7.8% | 50,529 | $1.3M |
| Mgo One Seven LLC | 0.06% | New | 48,353 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +15.1% | 35,309 | $917K |
| Raymond James & Associates | 0.00% | Reduce -0.3% | 32,729 | $850K |
| Creekside Partners | 0.36% | — | 25,000 | $649K |
| Envestnet Asset Management Inc. | 0.00% | Add +12.2% | 19,955 | $518K |
| Sculati Wealth Management, LLC | 0.20% | Reduce -8.5% | 17,641 | $458K |
| Guardian Asset Advisors, LLC | 0.32% | Reduce -0.4% | 16,770 | $436K |
| Royal Bank of Canada | 0.00% | Add +1.1% | 16,457 | $428K |
| D.A. Davidson & Co. | 0.00% | Reduce -76.2% | 15,447 | $401K |
| Inscription Capital, LLC | 0.06% | No change | 15,361 | $399K |
| Gradient Capital Advisors, LLC | 0.14% | Add +1.7% | 14,640 | $380K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.4% | 11,536 | $300K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.9% | 10,118 | $263K |
| Invst, LLC | 0.03% | No change | 9,981 | $261K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.2% | 8,725 | $227K |
| Bank of America Corp. | 0.00% | Add +33.2% | 7,170 | $186K |
| Global Retirement Partners, LLC | 0.00% | Add +12.2% | 4,529 | $118K |
| Realta Investment Advisors | 0.02% | Add +0.2% | 3,030 | $79K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,000 | $52K |
| Tidemark, LLC | 0.02% | New | 1,960 | $51K |
| Comerica Bank | 0.00% | Add +1809.6% | 993 | $26K |
| Caitlin John, LLC | 0.01% | Add +26.8% | 691 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 599 | $16K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 480 | $12K |
| Security National Bank | 0.00% | No change | 450 | $12K |
| Archer Investment Corp | 0.00% | No change | 448 | $12K |
| Principal Securities, Inc. | 0.00% | No change | 133 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.5% | 133 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 81 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 59 | $2K |
| FMR LLC | 0.00% | No change | 50 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 4 | $104 |
"% of holder's portfolio" is POWR's weight in each manager's 13F, not the share of iShares US Power Infrastruct the manager owns.