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iShares Dow Jones US Energy Sector shares owned by Crestwood Advisors

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

Historical chart of Crestwood Advisors 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 Crestwood Advisors 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 253k 44.12

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View all positions for Crestwood Advisors

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