iShares US Power InfrastructPOWRETF

13F holders, Q4 2024 (December 31)
40holders −1
3new positions
4sold out
1famous investor
$22.84avg. 13F price*

At the end of Q4 2024, 40 institutions reported holding iShares US Power Infrastruct (POWR) in their 13F filings, down 1 from Q3 2024. 3 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($7.2M), ARS Investment Partners, LLC ($3.0M) and Planned Solutions, Inc. ($1.8M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions3$2.7M
Exits4$844K

All 13F filers, Q3 2024 → Q4 2024: 161,038 shares bought and 170,502 shares sold, net −9,464 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 40 holders

LPL Financial LLC 0.00% Add +3.0% 314,157 $7.2M
ARS Investment Partners, LLC 0.27% Reduce -9.6% 132,824 $3.0M
Planned Solutions, Inc. 0.76% Reduce -27.8% 80,967 $1.8M
Heritage Oak Wealth Advisors LLC 0.77% New 70,361 $1.6M
Cetera Investment Advisers 0.00% Reduce -2.4% 56,449 $1.3M
Fisher Asset Management 0.00% Reduce -29.4% 53,501 $1.2M
Jane Street Group, LLC 0.00% Reduce -36.4% 46,375 $1.1M
Flow Traders U.S. LLC 0.04% New 46,353 $1.1M
Wealthfront Advisers LLC 0.00% Add +22.3% 44,437 $1.0M
Susquehanna International Group, LLP 0.00% Add +58.8% 38,871 $888K
Raymond James Financial Inc. 0.00% — 34,497 $788K
Creekside Partners 0.30% No change 25,000 $571K
Envestnet Asset Management Inc. 0.00% Add +6.6% 22,618 $517K
Morgan Stanley 0.00% Reduce -64.5% 18,779 $429K
Royal Bank of Canada 0.00% Add +1.9% 16,687 $380K
Sculati Wealth Management, LLC 0.15% Reduce -7.8% 16,266 $371K
Guardian Asset Advisors, LLC 0.23% Reduce -3.6% 15,918 $363K
Gradient Capital Advisors, LLC 0.10% Reduce -4.8% 13,588 $310K
D.A. Davidson & Co. 0.00% Reduce -12.6% 12,456 $284K
Bank of America Corp. 0.00% Add +57.9% 12,331 $282K
Avantax Advisory Services, Inc. 0.00% Reduce -2.5% 11,209 $256K
Global Retirement Partners, LLC 0.01% Add +78.5% 8,980 $205K
Osaic Holdings, Inc. 0.00% Reduce -25.1% 5,747 $131K
Tidemark, LLC 0.04% Add +28.4% 4,862 $111K
Jones Financial Companies LLLP 0.00% Add +57.9% 3,687 $84K
CIBC Private Wealth Group LLC 0.00% No change 2,000 $47K
Caitlin John, LLC 0.01% No change 819 $19K
Steward Partners Investment Advisory, LLC 0.00% No change 599 $14K
Federation des caisses Desjardins du Quebec 0.00% No change 480 $11K
Security National Bank 0.00% No change 450 $10K
Archer Investment Corp 0.00% No change 448 $10K
Sandy Spring Bank 0.00% No change 230 $5K
FMR LLC 0.00% No change 220 $5K
Principal Securities, Inc. 0.00% No change 133 $3K
Beacon Capital Management, LLC 0.00% No change 109 $2K
CBIZ Investment Advisory Services, LLC 0.00% Add +4.3% 73 $2K
IFP Advisors, Inc 0.00% No change 59 $1K
Highline Wealth Partners LLC 0.00% No change 15 $343
Northwestern Mutual Wealth Management Co. 0.00% New 9 $206
Wells Fargo & Company 0.00% Add +0.0% 1 $12

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