iShares US Power InfrastructPOWRETF

13F holders, Q3 2024 (September 30)
41holders −1
7new positions
8sold out
1famous investor
$24.80avg. 13F price*

At the end of Q3 2024, 41 institutions reported holding iShares US Power Infrastruct (POWR) in their 13F filings, down 1 from Q2 2024. 7 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($7.6M), ARS Investment Partners, LLC ($3.6M) and Planned Solutions, Inc. ($2.8M). 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

020406080100 Q1 2024: 39Q1 2024Q2 2024: 42Q2 2024Q3 2024: 41Q3 2024Q4 2024: 40Q4 2024Q1 2025: 44Q1 2025Q2 2025: 47Q2 2025Q3 2025: 49Q3 2025Q4 2025: 45Q4 2025Q1 2026: 60Q1 2026Q2 2026: 91Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions7$987K
Exits8$13.3M

All 13F filers, Q2 2024 → Q3 2024: 76,935 shares bought and 619,759 shares sold, net −542,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 41 holders

LPL Financial LLC 0.00% Add +7.1% 304,957 $7.6M
ARS Investment Partners, LLC 0.33% Reduce -0.9% 146,869 $3.6M
Planned Solutions, Inc. 1.13% Add +3.6% 112,175 $2.8M
Fisher Asset Management 0.00% Reduce -19.9% 75,781 $1.9M
Jane Street Group, LLC 0.00% Reduce -18.7% 72,875 $1.8M
Cetera Investment Advisers 0.00% Add +14.4% 57,831 $1.4M
Morgan Stanley 0.00% Reduce -36.6% 52,929 $1.3M
Wealthfront Advisers LLC 0.00% Add +2.9% 36,322 $901K
Raymond James & Associates 0.00% Reduce -3.9% 31,448 $780K
Creekside Partners 0.32% No change 25,000 $620K
Susquehanna International Group, LLP 0.00% Reduce -57.2% 24,486 $607K
Envestnet Asset Management Inc. 0.00% Add +6.3% 21,216 $526K
Sculati Wealth Management, LLC 0.18% No change 17,641 $438K
Guardian Asset Advisors, LLC 0.28% Reduce -1.6% 16,508 $409K
Royal Bank of Canada 0.00% Reduce -0.5% 16,377 $406K
Bank of Montreal 0.00% New 15,706 $383K
Inscription Capital, LLC 0.06% No change 15,361 $381K
Gradient Capital Advisors, LLC 0.12% Reduce -2.5% 14,272 $354K
D.A. Davidson & Co. 0.00% Reduce -7.8% 14,248 $353K
Avantax Advisory Services, Inc. 0.00% New 11,493 $285K
Ameriprise Financial Inc. 0.00% New 9,774 $243K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.0% 8,375 $208K
Bank of America Corp. 0.00% Add +8.9% 7,810 $194K
Osaic Holdings, Inc. 0.00% Reduce -24.2% 7,668 $190K
Global Retirement Partners, LLC 0.00% Add +11.1% 5,031 $125K
Tidemark, LLC 0.04% Add +93.1% 3,785 $94K
Jones Financial Companies LLLP 0.00% New 2,335 $58K
CIBC Private Wealth Group LLC 0.00% No change 2,000 $50K
Caitlin John, LLC 0.01% Add +18.5% 819 $20K
Steward Partners Investment Advisory, LLC 0.00% No change 599 $15K
Federation des caisses Desjardins du Quebec 0.00% No change 480 $12K
Security National Bank 0.00% No change 450 $11K
Archer Investment Corp 0.00% No change 448 $11K
UBS Group AG 0.00% New 436 $11K
Sandy Spring Bank 0.00% New 230 $6K
FMR LLC 0.00% Add +340.0% 220 $5K
Principal Securities, Inc. 0.00% No change 133 $3K
Beacon Capital Management, LLC 0.00% New 109 $3K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -47.4% 70 $2K
IFP Advisors, Inc 0.00% No change 59 $1K
Highline Wealth Partners LLC 0.00% Reduce -81.5% 15 $372

"% of holder's portfolio" is POWR's weight in each manager's 13F, not the share of iShares US Power Infrastruct the manager owns.