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iShares Dow Jones US Oil Equip. shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of iShares Dow Jones US Oil Equip. (IEZ) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in iShares Dow Jones US Oil Equip.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Oil Equip. held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Oil Equip. by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.7k 101 16.98
2025-03-31 $2.0k 100 19.59

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View all positions for Cape Investment Advisory

Top funds holding iShares Dow Jones US Oil Equip.

Morgan Stanley
Commonwealth Equity Services
Van Cleef Asset Management
Stifel Financial
Bnp Paribas Arbitrage, Snc
Amica Mutual Insurance Company
LPL Financial
Brown Advisory Holdings Incorporated
Prospera Financial Services
Ameriprise Financial
Steward Partners Investment Advisory
Kestra Private Wealth Services
Envestnet Asset Management
UBS Group
Royal Bank of Canada

View all funds holding iShares Dow Jones US Oil Equip.