iShares Dow Jones US Energy Sector shares owned by Capital Investment Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Capital Investment Advisors
from 13F filings
Historical chart of Capital Investment Advisors investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $363k | 7.8k | 46.34 |
| 2024-06-30 | $376k | 7.8k | 48.00 |
| 2024-03-31 | $386k | 7.8k | 49.40 |
| 2023-12-31 | $317k | 7.2k | 44.12 |
| 2023-09-30 | $296k | 6.2k | 47.43 |
| 2023-06-30 | $267k | 6.2k | 42.84 |
| 2023-03-31 | $273k | 6.2k | 43.75 |
| 2022-12-31 | $290k | 6.2k | 46.47 |
| 2022-09-30 | $245k | 6.2k | 39.26 |
| 2022-06-30 | $238k | 6.2k | 38.13 |
| 2022-03-31 | $255k | 6.2k | 40.86 |
| 2021-12-31 | $201k | 6.7k | 30.04 |
| 2021-06-30 | $214k | 7.3k | 29.15 |
| 2021-03-31 | $211k | 8.0k | 26.27 |
| 2020-09-30 | $187k | 12k | 15.94 |
| 2020-06-30 | $254k | 13k | 20.04 |
| 2020-03-31 | $224k | 15k | 15.33 |
| 2019-12-31 | $484k | 15k | 32.10 |
| 2019-09-30 | $508k | 16k | 31.75 |
| 2019-06-30 | $587k | 17k | 34.42 |
| 2019-03-31 | $591k | 16k | 36.06 |
| 2018-12-31 | $514k | 17k | 31.18 |
| 2018-09-30 | $495k | 12k | 41.95 |
| 2018-06-30 | $504k | 12k | 41.94 |
| 2018-03-31 | $465k | 13k | 36.95 |
| 2017-12-31 | $520k | 13k | 39.63 |
| 2017-09-30 | $518k | 14k | 37.44 |
| 2017-06-30 | $480k | 14k | 35.50 |
| 2017-03-31 | $521k | 14k | 38.53 |
| 2016-12-31 | $562k | 14k | 41.56 |
| 2016-09-30 | $529k | 14k | 39.02 |
| 2016-06-30 | $520k | 14k | 38.36 |
| 2016-03-31 | $486k | 14k | 34.78 |
| 2015-12-31 | $459k | 14k | 33.86 |
| 2015-09-30 | $484k | 14k | 34.31 |
| 2015-06-30 | $604k | 14k | 42.39 |
| 2015-03-31 | $835k | 19k | 44.78 |
| 2014-12-31 | $835k | 19k | 44.78 |
| 2014-09-30 | $977k | 19k | 51.54 |
| 2014-06-30 | $1.1M | 19k | 56.82 |
| 2014-03-31 | $988k | 19k | 50.98 |
| 2013-12-31 | $985k | 20k | 50.50 |
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