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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
2025-09-30 $571k 6.2k 92.59
2025-06-30 $639k 7.2k 88.60
2025-03-31 $862k 9.1k 94.58
2024-12-31 $801k 8.9k 89.63
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 Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

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

Morgan Stanley
Wells Fargo & Company
LPL Financial
EP Wealth Advisors
Two Sigma Investments
Envestnet Asset Management
Ameriprise Financial
Susquehanna International
Commonwealth Equity Services
National Asset Management
Mml Investors Services
Royal Bank of Canada
Amica Mutual Insurance Company
Citadel Advisors
UBS Group

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