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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
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
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.