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iShares Dow Jones US Oil Equip. shares owned by SWAN Capital

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

Historical chart of SWAN Capital 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 SWAN Capital 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 SWAN Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $772 40 19.30

More positions owned by SWAN Capital

Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard World Inf Tech Etf (VGT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Pfd And Incm Sec (PFF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Utilities Etf (VPU)
Vanguard World Energy Etf (VDE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for SWAN Capital

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.