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iShares Dow Jones US Oil & Gas Exp. shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Dow Jones US Oil & Gas Exp. (IEO) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Dow Jones US Oil & Gas Exp.

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All positions including iShares Dow Jones US Oil & Gas Exp. held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Oil & Gas Exp. by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $847k 9.3k 91.45
2024-06-30 $893k 9.0k 99.52
2024-03-31 $768k 7.2k 106.98
2023-12-31 $592k 6.3k 93.19
2023-09-30 $820k 8.4k 97.53
2023-06-30 $710k 8.4k 84.94
2023-03-31 $717k 8.4k 85.81
2022-12-31 $765k 8.2k 92.86
2022-09-30 $646k 7.8k 83.24
2022-06-30 $590k 7.6k 77.92
2022-03-31 $630k 7.5k 84.35
2021-12-31 $418k 6.8k 61.22
2021-09-30 $397k 6.8k 58.15
2021-06-30 $424k 7.4k 57.27
2021-03-31 $333k 6.8k 48.68
2020-12-31 $249k 6.9k 35.93
2020-06-30 $234k 6.9k 33.78
2020-03-31 $227k 9.9k 22.87
2019-06-30 $206k 3.7k 56.19
2019-03-31 $260k 4.5k 58.13
2018-09-30 $304k 4.0k 75.92
2018-06-30 $402k 5.4k 74.33
2017-09-30 $210k 3.6k 58.69
2017-06-30 $168k 3.1k 54.58
2017-03-31 $188k 3.1k 61.08
2016-12-31 $296k 4.5k 65.37
2016-09-30 $275k 4.5k 61.49
2016-06-30 $175k 3.1k 56.86
2016-03-31 $122k 2.4k 51.85
2015-12-31 $103k 2.0k 52.74
2015-09-30 $2.3M 42k 55.45
2015-03-31 $29k 400 72.50
2014-12-31 $1.7M 23k 71.43
2014-09-30 $79k 909 86.91
2014-06-30 $88k 909 96.81
2014-03-31 $60k 700 85.71
2013-12-31 $140k 1.7k 82.35
2013-09-30 $140k 1.8k 77.78
2013-06-30 $107k 1.5k 71.33
2012-12-31 $64k 1.0k 64.00

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding iShares Dow Jones US Oil & Gas Exp.

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Altus Wealth Management
EP Wealth Advisors
Mml Investors Services
Amica Mutual Insurance Company
Envestnet Asset Management
Royal Bank of Canada
Stifel Financial
Commonwealth Equity Services
Mutual Advisors
Raymond James & Associates
Citadel Advisors

View all funds holding iShares Dow Jones US Oil & Gas Exp.