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iShares Dow Jones US Energy Sector shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $804k 17k 47.50
2025-09-30 $877k 19k 47.50
2025-06-30 $866k 19k 45.24
2025-03-31 $1.1M 21k 49.29
2024-12-31 $1.0M 23k 45.58
2024-09-30 $638k 14k 46.33
2024-06-30 $692k 14k 47.99
2024-03-31 $709k 14k 49.37
2023-12-31 $730k 17k 44.15
2023-09-30 $838k 18k 47.45
2023-06-30 $873k 20k 42.82
2023-03-31 $1.1M 24k 43.75
2022-12-31 $33M 700k 46.49
2022-09-30 $29M 740k 39.31
2022-06-30 $66M 1.7M 38.12
2022-03-31 $132M 3.2M 40.92
2021-12-31 $84M 2.8M 30.10
2021-06-30 $81M 2.8M 29.09
2021-03-31 $56M 2.1M 26.23
2020-12-31 $1.0k 31 32.26
2020-09-30 $0 31 0.00
2020-06-30 $3.0k 165 18.18
2020-03-31 $3.0k 165 18.18
2019-12-31 $34k 1.1k 32.20
2019-09-30 $48k 1.5k 31.81
2019-06-30 $90k 2.6k 34.50
2019-03-31 $259k 7.2k 36.03
2018-12-31 $387k 12k 31.18
2018-09-30 $35k 835 41.92
2018-06-30 $35k 835 41.92
2018-03-31 $31k 835 37.13
2017-12-31 $33k 835 39.52
2017-09-30 $34k 903 37.65
2017-06-30 $32k 903 35.44
2017-03-31 $40k 1.0k 38.39
2016-12-31 $33k 804 41.04
2016-09-30 $31k 804 38.56
2016-06-30 $31k 804 38.56
2016-03-31 $28k 804 34.83
2015-12-31 $6.0k 172 34.88
2015-09-30 $61k 1.8k 34.37
2013-12-31 $5.0k 100 50.00
2013-09-30 $5.0k 100 50.00

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Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)

View all positions for CWM

Top funds holding iShares Dow Jones US Energy Sector

Green Harvest Asset Management
Wells Fargo & Company
Goldman Sachs Group
UBS Group
LPL Financial
Ameriprise Financial
Bright Rock Capital Management
Mml Investors Services
Banco Santander
Raymond James Financial
Mariner Wealth Advisors
Commonwealth Equity Services
Advisor Group Holdings
Amg National Trust Bank
Cetera Investment Advisers

View all funds holding iShares Dow Jones US Energy Sector