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iShares Dow Jones US Energy Sector shares owned by Cresset Asset Management

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

Historical chart of Cresset Asset Management 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 Cresset Asset Management 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 Cresset Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.2M 25k 47.50
2023-06-30 $1.1M 25k 42.84
2023-03-31 $922k 21k 43.75
2022-12-31 $757 19k 0.04
2022-09-30 $760k 19k 39.30
2022-06-30 $734k 19k 38.10

More positions owned by Cresset Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation Put Option (MSFT)
Arista Networks Put Option (ANET)
Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A Call Option (META)
Ishares Tr Msci Eafe Etf Put Option (EFA)
Caterpillar Put Option (CAT)
Philip Morris International Put Option (PM)
Apple Put Option (AAPL)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Tesla Motors Call Option (TSLA)
Mondelez Intl Cl A (MDLZ)

View all positions for Cresset Asset Management

Top funds holding iShares Dow Jones US Energy Sector

Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Jpmorgan Chase & Co
Royal Bank of Canada
Bright Rock Capital Management
Crestwood Advisors
Advisor Group Holdings
Prospera Financial Services
Raymond James Financial Services Advisors
Commonwealth Equity Services
Mariner Wealth Advisors
Amg National Trust Bank
Bellwether Advisors

View all funds holding iShares Dow Jones US Energy Sector