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iShares Dow Jones US Energy Sector shares owned by Aspiriant

Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Aspiriant from 13F filings

Historical chart of Aspiriant investment in iShares Dow Jones US Energy Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Energy Sector held by Aspiriant consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Aspiriant

Quarter filed Position value Share count Share price at filing
2026-03-31 $237k 3.7k 64.77
2023-03-31 $234k 5.4k 43.75
2022-12-31 $249k 5.4k 46.49
2022-09-30 $211k 5.4k 39.40
2022-06-30 $204k 5.4k 38.09
2022-03-31 $219k 5.4k 40.89

More positions owned by Aspiriant

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Aspiriant

Top funds holding iShares Dow Jones US Energy Sector

Morgan Stanley
Bank of America Corporation
Green Harvest Asset Management
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
LPL Financial
UBS Group
Royal Bank of Canada
Ameriprise Financial
Bright Rock Capital Management
Mml Investors Services
Banco Santander
Tudor Investment Corporation
Raymond James Financial

View all funds holding iShares Dow Jones US Energy Sector