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iShares Dow Jones US Energy Sector shares owned by LPL Financial

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

Historical chart of LPL Financial investment in iShares Dow Jones US Energy Sector

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All positions including iShares Dow Jones US Energy Sector held by LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $20M 417k 47.43
2023-06-30 $19M 453k 42.84
2023-03-31 $22M 492k 43.75
2022-12-31 $58M 1.2M 46.49
2022-09-30 $45M 1.2M 39.31
2022-06-30 $91M 2.4M 38.12
2022-03-31 $161M 3.9M 40.92
2021-12-31 $115M 3.8M 30.10
2021-09-30 $111M 3.9M 28.26
2021-06-30 $126M 4.3M 29.09
2021-03-31 $93M 3.6M 26.23
2020-12-31 $4.4M 216k 20.24
2020-09-30 $3.9M 245k 15.96
2020-06-30 $5.7M 285k 20.01
2020-03-31 $3.3M 216k 15.31
2019-12-31 $6.7M 209k 32.12
2019-09-30 $6.2M 194k 31.76
2019-06-30 $6.6M 193k 34.41
2019-03-31 $9.2M 256k 36.03
2018-12-31 $10M 325k 31.16
2018-09-30 $15M 358k 41.96
2018-06-30 $15M 364k 41.94
2018-03-31 $13M 356k 36.97
2017-12-31 $13M 328k 39.65
2017-09-30 $12M 318k 37.43
2017-06-30 $12M 341k 35.50
2017-03-31 $15M 390k 38.47
2016-12-31 $19M 443k 42.08
2016-09-30 $15M 379k 38.58
2016-06-30 $26M 676k 37.96
2016-03-31 $25M 729k 33.78
2015-12-31 $26M 768k 33.94
2015-09-30 $14M 386k 36.88
2015-06-30 $16M 389k 41.32
2015-03-31 $28M 631k 43.72
2014-12-31 $27M 595k 44.81
2014-09-30 $19M 380k 50.56
2014-06-30 $42M 732k 56.80
2014-03-31 $14M 271k 50.98
2013-12-31 $13M 264k 50.49
2013-09-30 $14M 288k 48.14
2013-06-30 $12M 273k 44.53
2012-09-30 $11M 271k 42.18
2011-09-30 $10M 302k 33.88
2011-03-31 $3.0M 67k 45.43

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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