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iShares Dow Jones US Oil & Gas Exp. shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $516k 5.6k 91.45
2022-12-31 $416k 4.5k 92.85
2022-09-30 $378k 4.5k 83.24
2022-06-30 $372k 4.5k 81.92
2022-03-31 $416k 4.9k 84.33
2021-12-31 $325k 4.4k 73.91

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Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Church & Dwight (CHD)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Meta Platforms Cl A (META)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

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

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

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