iShares Dow Jones US Energy Sector shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Dow Jones US Energy Sector by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $635k | 14k | 44.12 |
| 2023-09-30 | $1.3M | 27k | 47.43 |
| 2023-06-30 | $1.1M | 25k | 42.84 |
| 2023-03-31 | $1.1M | 26k | 43.75 |
| 2022-12-31 | $1.3M | 28k | 46.49 |
| 2022-09-30 | $1.4M | 34k | 39.30 |
| 2022-06-30 | $711k | 19k | 38.12 |
| 2022-03-31 | $837k | 20k | 40.93 |
| 2021-12-31 | $584k | 19k | 30.08 |
| 2021-09-30 | $570k | 20k | 28.25 |
| 2021-06-30 | $474k | 16k | 29.09 |
| 2021-03-31 | $384k | 15k | 26.21 |
| 2020-12-31 | $357k | 18k | 20.23 |
| 2020-09-30 | $407k | 26k | 15.97 |
| 2020-06-30 | $507k | 25k | 19.99 |
| 2020-03-31 | $381k | 25k | 15.31 |
| 2019-12-31 | $1.1M | 35k | 31.92 |
| 2019-09-30 | $1.2M | 39k | 31.76 |
| 2019-06-30 | $1.4M | 42k | 34.41 |
| 2019-03-31 | $1.3M | 36k | 36.04 |
| 2018-12-31 | $1.9M | 62k | 31.16 |
| 2018-09-30 | $11M | 268k | 41.96 |
| 2018-06-30 | $16M | 371k | 41.94 |
| 2018-03-31 | $4.0M | 107k | 36.97 |
| 2017-12-31 | $16M | 398k | 39.74 |
| 2017-09-30 | $1.2M | 33k | 37.42 |
| 2017-06-30 | $1.2M | 33k | 35.50 |
| 2017-03-31 | $14M | 360k | 38.54 |
| 2016-12-31 | $16M | 393k | 41.54 |
| 2016-09-30 | $18M | 472k | 39.00 |
| 2016-06-30 | $12M | 315k | 38.00 |
| 2016-03-31 | $1.4M | 41k | 34.77 |
| 2015-12-31 | $816k | 24k | 33.87 |
| 2015-09-30 | $560k | 16k | 34.31 |
| 2015-06-30 | $393k | 9.3k | 42.38 |
| 2015-03-31 | $444k | 9.5k | 46.61 |
| 2014-12-31 | $962k | 22k | 44.83 |
| 2014-09-30 | $24M | 458k | 51.54 |
| 2014-06-30 | $38M | 660k | 56.80 |
| 2014-03-31 | $89M | 1.7M | 50.98 |
| 2013-12-31 | $57M | 1.1M | 50.49 |
| 2013-09-30 | $53M | 1.1M | 47.10 |
| 2013-06-30 | $41M | 925k | 44.53 |
| 2013-03-31 | $38M | 838k | 45.13 |
| 2012-12-31 | $35M | 867k | 40.84 |
| 2012-09-30 | $31M | 742k | 42.18 |
More positions owned by United Capital Financial Advisers
View all positions for United Capital Financial Advisers
Top funds holding iShares Dow Jones US Energy Sector
View all funds holding iShares Dow Jones US Energy Sector