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iShares Dow Jones US Energy Sector shares owned by Atria Investments

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

Historical chart of Atria Investments investment in iShares Dow Jones US Energy Sector

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All positions including iShares Dow Jones US Energy Sector held by Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $577k 12k 47.52
2025-06-30 $565k 13k 45.22
2025-03-31 $559k 11k 49.30
2024-12-31 $537k 12k 45.57
2024-09-30 $494k 11k 46.34
2024-06-30 $441k 9.2k 48.00
2022-12-31 $2.0M 43k 46.49
2022-09-30 $1.4M 37k 39.31
2022-06-30 $5.1M 134k 38.12
2022-03-31 $11M 259k 40.92
2021-12-31 $7.8M 258k 30.10
2021-09-30 $9.3M 329k 28.26
2021-06-30 $9.8M 335k 29.09
2021-03-31 $6.8M 260k 26.23
2019-06-30 $307k 102k 3.00
2018-06-30 $2.0M 48k 41.95
2017-09-30 $652k 17k 37.41
2015-09-30 $3.0k 102 29.06
2015-06-30 $833k 20k 42.36
2015-03-31 $3.8M 87k 43.60
2014-09-30 $9.8M 190k 51.54
2014-06-30 $13M 228k 56.80
2014-03-31 $18M 344k 50.98
2013-12-31 $10M 207k 50.49
2013-09-30 $14M 299k 47.10
2013-06-30 $11M 248k 44.53