Envestnet Asset Management »

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

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

Historical chart of Envestnet 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 Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Energy Sector by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.8M 169k 46.34
2024-06-30 $8.4M 175k 48.00
2024-03-31 $8.5M 171k 49.40
2023-09-30 $9.5M 201k 47.43
2023-06-30 $9.8M 229k 42.84
2023-03-31 $17M 398k 43.75
2022-12-31 $139M 3.0M 46.49
2022-09-30 $119M 3.0M 39.31
2022-06-30 $379M 9.9M 38.12
2022-03-31 $762M 19M 40.92
2021-12-31 $565M 19M 30.10
2021-09-30 $560M 20M 28.26
2021-06-30 $687M 24M 29.08
2021-03-31 $513M 20M 26.23
2020-12-31 $8.1M 398k 20.24
2020-09-30 $5.3M 332k 15.96
2020-06-30 $6.1M 304k 20.01
2020-03-31 $742k 49k 15.31
2019-12-31 $1.1M 35k 32.13
2019-09-30 $1.1M 36k 31.76
2019-06-30 $1.2M 36k 34.40
2019-03-31 $1.2M 32k 36.03
2018-12-31 $1.1M 34k 31.17
2018-09-30 $8.0M 190k 41.96
2018-06-30 $13M 321k 41.94
2018-03-31 $611k 16k 37.30
2017-12-31 $15M 381k 39.65
2017-09-30 $4.2M 113k 37.42
2017-06-30 $1.1M 32k 35.47
2017-03-31 $14M 372k 38.54
2016-12-31 $27M 660k 41.55
2016-09-30 $30M 777k 39.00
2016-06-30 $19M 501k 38.36
2016-03-31 $5.2M 149k 34.78
2015-12-31 $3.2M 95k 33.86
2015-09-30 $3.1M 92k 34.32
2015-06-30 $15M 363k 42.38
2015-03-31 $23M 523k 43.60
2014-12-31 $3.1M 69k 44.81
2014-09-30 $29M 555k 51.54
2014-06-30 $56M 979k 56.80
2014-03-31 $108M 2.1M 50.98
2013-12-31 $69M 1.4M 50.49
2013-09-30 $79M 1.7M 47.10
2013-06-30 $43M 966k 44.53

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding iShares Dow Jones US Energy Sector

Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
Royal Bank of Canada
LPL Financial
Bright Rock Capital Management
Ferguson Wellman Capital Management
Jpmorgan Chase & Co
Crestwood Advisors
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial Services Advisors
Mariner Wealth Advisors

View all funds holding iShares Dow Jones US Energy Sector