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iShares Dow Jones US Oil & Gas Exp. shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in iShares Dow Jones US Oil & Gas Exp.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Oil & Gas Exp. held by EP Wealth Advisors 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $7.3M 82k 88.60
2025-03-31 $7.7M 82k 94.58
2024-12-31 $7.3M 82k 89.63
2024-09-30 $7.7M 84k 91.45

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View all positions for EP Wealth Advisors

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.