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iShares Dow Jones US Energy Sector shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 28k 46.34
2024-06-30 $1.2M 25k 48.00
2024-03-31 $1.1M 23k 49.40
2023-12-31 $1.7M 38k 44.12
2023-09-30 $1.5M 31k 47.43
2023-06-30 $1.6M 37k 43.67
2023-03-31 $2.0M 46k 43.75
2022-12-31 $615k 65k 9.49
2022-09-30 $1.6M 41k 39.30
2022-06-30 $2.3M 60k 38.12
2022-03-31 $1.9M 63k 30.08
2021-12-31 $1.9M 63k 30.08
2021-09-30 $2.8M 100k 28.27
2021-06-30 $1.7M 59k 29.08
2021-03-31 $757k 29k 26.21
2020-12-31 $308k 15k 20.21
2020-09-30 $460k 29k 15.95
2020-06-30 $661k 33k 20.01
2020-03-31 $352k 23k 15.30
2019-12-31 $896k 28k 32.12
2019-09-30 $1.0M 32k 31.73
2019-06-30 $1.0M 29k 34.40
2019-03-31 $1.0M 28k 36.04
2018-12-31 $945k 32k 29.52
2018-09-30 $1.2M 29k 41.98
2018-06-30 $390k 9.4k 41.52
2018-03-31 $929k 25k 36.95
2017-12-31 $419k 10k 40.91
2017-09-30 $840k 23k 37.31
2017-06-30 $908k 26k 35.13
2017-03-31 $813k 46k 17.64
2016-12-31 $880k 21k 41.35
2016-09-30 $862k 22k 38.62
2016-06-30 $804k 21k 38.01
2016-03-31 $511k 14k 36.59
2015-12-31 $461k 12k 38.87
2015-09-30 $292k 8.5k 34.26
2015-06-30 $372k 8.8k 42.33
2015-03-31 $957k 22k 43.58
2014-12-31 $950k 21k 44.81
2014-09-30 $1.1M 21k 51.55
2014-06-30 $839k 15k 56.78
2014-03-31 $652k 13k 50.99
2013-12-31 $650k 13k 50.49

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Microsoft Corporation (MSFT)
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Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
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Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

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