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iShares U.S. Energy ETF (IYE) Institutional Ownership

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$49.03
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Institutional Ownership Changes (13F Filings) for iShares U.S. Energy ETF (NYSEARCA:IYE)

Number of
Institutional Buyers
(last 12 months)
128
Total
Institutional Inflows
(last 12 months)
$118.64M
Number of
Institutional Sellers
(last 12 months)
126
Total
Institutional Outflows
(last 12 months)
$142.32M
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IYE Institutional Buying and Selling by Quarter

iShares U.S. Energy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024 Osaic Holdings Inc.186,489$9.22M0.0%-18.2%0.678%
5/10/2024 Wintrust Investments LLC56,955$2.81M0.2%N/A0.207%
5/9/2024 Blair William & Co. IL6,946$343K0.0%-13.6%0.025%
5/9/2024 Picton Mahoney Asset Management9,700$479K0.0%+120.5%0.035%
5/9/2024 Kingsview Wealth Management LLC53,365$2.64M0.1%N/A0.194%
5/8/2024 Foundation Wealth Management LLC25,460$1.26M1.0%-2.5%0.093%
5/8/2024 Bleakley Financial Group LLC7,395$365K0.0%-8.9%0.027%
5/8/2024 Avantax Advisory Services Inc.8,919$441K0.0%-5.7%0.032%
5/7/2024 Atomi Financial Group Inc.4,195$207K0.0%N/A0.015%
5/7/2024 Allegheny Financial Group LTD7,762$383K0.1%-33.8%0.028%
5/7/2024 Bernardo Wealth Planning LLC8,670$428K0.1%-14.3%0.032%
5/7/2024 EQ LLC14,328$708K0.4%-7.5%0.052%
5/7/2024 Windward Private Wealth Management Inc.5,976$295K0.1%-4.6%0.022%
5/6/2024 Envestnet Portfolio Solutions Inc.4,294$212K0.0%-18.3%0.016%
5/6/2024 Concord Investment Counsel Inc.12,211$603K0.2%N/A0.044%
5/4/2024 SPC Financial Inc.12,853$635K0.1%-7.3%0.047%
5/4/2024 Csenge Advisory Group15,034$743K0.0%+12.4%0.055%
5/3/2024 Avidian Wealth Solutions LLC59,056$2.92M0.1%-1.3%0.215%
5/3/2024 Forte Asset Management LLC60,023$2.97M1.8%+28.6%0.218%
5/2/2024 Summit Financial Wealth Advisors LLC32,227$1.59M0.3%-2.7%0.117%
5/2/2024 Family Firm Inc.15,839$782K0.2%+5.6%0.058%
5/1/2024 Janney Montgomery Scott LLC63,023$3.11M0.0%-23.9%0.229%
5/1/2024 BNP Paribas Financial Markets17,067$843K0.0%-16.9%0.062%
5/1/2024 Blue Trust Inc.23,788$1.18M0.0%+67.2%0.087%
4/30/2024 Private Advisor Group LLC22,697$1.12M0.0%-39.5%0.082%
4/30/2024 J.W. Cole Advisors Inc.36,002$1.79M0.1%+12.7%0.131%
4/30/2024 Arkadios Wealth Advisors7,151$353K0.0%+3.6%0.026%
4/30/2024 Mayflower Financial Advisors LLC8,276$409K0.0%-30.2%0.030%
4/29/2024Commonwealth Equity Services LLC144,026$7.12M0.0%-11.8%0.523%
4/26/2024 Cottonwood Capital Advisors LLC28,165$1.40M1.1%-13.1%0.102%
4/26/2024 Bellevue Asset Management LLC2,319$115K0.1%-14.0%0.008%
4/25/2024 Lodestar Private Asset Management LLC4,248$210K0.0%N/A0.015%
4/25/2024 TRUE Private Wealth Advisors8,207$405K0.0%+4.4%0.030%
4/25/2024 Triumph Capital Management13,523$672K0.3%+1.9%0.049%
4/25/2024 Cambridge Investment Research Advisors Inc.70,512$3.48M0.0%+1.9%0.256%
4/24/2024 Patton Albertson Miller Group LLC10,731$530K0.1%-6.8%0.039%
4/24/2024 U S Global Investors Inc.1,700$84K0.0%N/A0.006%
4/24/2024 Simplicity Wealth LLC7,395$365K0.0%N/A0.027%
4/24/2024 Spire Wealth Management7,391$365K0.0%-3.0%0.027%
4/23/2024 Raymond James Financial Services Advisors Inc.181,974$8.99M0.0%-19.4%0.661%
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4/20/2024 Kesler Norman & Wride LLC13,565$670K0.1%-43.6%0.049%
4/18/2024 Hubbell Strickland Wealth Management LLC4,208$208K0.1%N/A0.015%
4/17/2024 Founders Financial Securities LLC15,764$779K0.1%+12.5%0.057%
4/16/2024 Cypress Wealth Services LLC11,219$554K0.1%-34.0%0.041%
4/16/2024 Wealth Enhancement Advisory Services LLC21,004$1.04M0.0%-6.7%0.076%
4/15/2024 Brookstone Capital Management6,454$319K0.0%-5.0%0.023%
4/15/2024 Sunbelt Securities Inc.33,424$1.65M0.2%+7.1%0.121%
4/12/2024 Wealth Management Partners LLC16,217$801K0.4%+1.9%0.055%
4/11/2024 Market Street Wealth Management Advisors LLC10,719$530K0.1%-6.0%0.036%
4/11/2024 Security Financial Services INC.4,662$230K0.1%N/A0.016%
4/11/2024 ONE Advisory Partners LLC5,518$273K0.1%N/A0.019%
4/11/2024 Ballew Advisors Inc23,819$1.22M0.8%-3.7%0.081%
4/10/2024 SOA Wealth Advisors LLC.1,789$88K0.0%-22.2%0.006%
4/10/2024 Lantz Financial LLC4,300$212K0.1%-5.9%0.015%
4/9/2024 Montecito Bank & Trust11,982$592K0.1%-1.8%0.041%
4/5/2024 CWM LLC14,360$709K0.0%-13.2%0.049%
4/3/2024 Dentgroup LLC44,067$2.18M1.8%-7.6%0.149%
4/2/2024 Heartwood Wealth Advisors LLC24,437$1.21M0.1%+11.4%0.083%
3/22/2024 PNC Financial Services Group Inc.7,453$329K0.0%+9.6%0.025%
3/15/2024B. Riley Wealth Advisors Inc.14,527$641K0.0%-8.6%0.049%
3/1/2024Goldman Sachs Group Inc.525,309$23.18M0.0%-15.8%1.781%
3/1/2024Pineridge Advisors LLC2,036$90K0.0%N/A0.007%
2/27/2024 Counterweight Ventures LLC50,589$2.23M2.0%N/A0.171%
2/14/2024Vermillion & White Wealth Management Group LLC1,322$58K0.1%N/A0.004%
2/14/2024Waterloo Capital L.P.70,560$3.11M0.5%N/A0.239%
2/13/2024Cetera Advisor Networks LLC139,943$6.17M0.0%-3.5%0.474%
2/12/2024Tradition Wealth Management LLC12,636$558K0.1%-4.0%0.043%
2/12/2024Steward Partners Investment Advisory LLC11,832$522K0.0%-15.8%0.040%
2/12/2024 Parallel Advisors LLC1,564$69K0.0%-65.8%0.005%
2/9/2024 Advisory Services Network LLC19,949$880K0.0%-75.3%0.068%
2/9/2024 Cambridge Investment Research Advisors Inc.69,230$3.05M0.0%-47.5%0.235%
2/9/2024EverSource Wealth Advisors LLC914$40K0.0%+187.4%0.003%
2/9/2024 TSA Wealth Managment LLC8,363$369K0.2%N/A0.028%
2/9/2024Journey Strategic Wealth LLC7,469$330K0.0%N/A0.025%
2/9/2024CreativeOne Wealth LLC5,889$260K0.0%N/A0.020%
2/9/2024 Corient Private Wealth LLC67,838$2.99M0.0%-6.6%0.230%
2/9/2024 Wells Fargo & Company MN940,266$41.49M0.0%-2.9%3.187%
2/9/2024UBS Group AG615,684$27.16M0.0%-5.9%2.087%
2/9/2024 PNC Financial Services Group Inc.7,453$329K0.0%+9.6%0.025%
2/8/2024 AMG National Trust Bank129,338$5.71M0.2%+7.8%0.438%
2/8/2024 Allegheny Financial Group LTD11,719$517K0.2%+5.6%0.040%
2/8/2024 Atlantic Edge Private Wealth Management LLC1,140$50K0.0%N/A0.004%
2/8/2024Kickstand Ventures LLC.10,763$475K0.1%N/A0.036%
2/8/2024 Eudaimonia Partners LLC6,994$309K0.1%-4.6%0.024%
2/8/2024 Janney Montgomery Scott LLC82,830$3.65M0.0%-43.5%0.281%
2/8/2024Sumitomo Mitsui Financial Group Inc.111,165$4.91M0.2%+2.1%0.377%
2/8/2024 Shared Vision Wealth Group LLC8,521$376K0.3%N/A0.029%
2/7/2024 Avantax Advisory Services Inc.9,459$417K0.0%-7.4%0.032%
2/7/2024 EQ LLC15,497$684K0.5%N/A0.053%
2/7/2024 Envestnet Portfolio Solutions Inc.5,258$232K0.0%N/A0.018%
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2/7/2024Invst LLC6,974$304K0.0%-14.7%0.024%
2/7/2024 BNP Paribas Financial Markets20,548$907K0.0%-82.0%0.070%
2/7/2024 Principal Securities Inc.1,778$78K0.0%N/A0.006%
2/7/2024 Montag A & Associates Inc.3,825$169K0.0%+99.9%0.013%
2/7/2024 Patton Albertson Miller Group LLC11,508$508K0.1%-8.3%0.039%
2/6/2024 Picton Mahoney Asset Management4,400$194K0.0%+165.1%0.015%
2/6/2024 ShoreHaven Wealth Partners LLC11,509$508K0.3%+129.1%0.039%
2/6/2024Family Asset Management LLC4,008$177K0.1%-20.7%0.014%
2/6/2024 Private Advisor Group LLC37,544$1.66M0.0%+21.9%0.127%
2/6/2024 Avidian Wealth Solutions LLC59,849$2.64M0.2%-9.9%0.203%
(Data available from 1/1/2016 forward)

IYE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYE shares?

During the previous two years, 382 institutional investors and hedge funds held shares of iShares U.S. Energy ETF. The most heavily invested institutionals were Bank of America Corp DE ($100.79M), PGIM Custom Harvest LLC ($68.59M), Prudential Financial Inc. ($54.03M), Wells Fargo & Company MN ($41.49M), Advisor Group Holdings Inc. ($41.19M), Northwestern Mutual Wealth Management Co. ($33.70M), and Royal Bank of Canada ($28.49M).Learn more on IYE's institutional investors.

Which institutional investors have been buying iShares U.S. Energy ETF stock?

Of the 268 institutional investors that purchased iShares U.S. Energy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CFS Investment Advisory Services LLC ($3.65M), Bank of America Corp DE ($754.17K), Allstate Corp ($655.60K), UBS Group AG ($337.38K), Advisory Services Network LLC ($289.10K), Ronald Blue Trust Inc. ($284.34K), and Atria Wealth Solutions Inc. ($266.72K).

How much institutional buying is happening at iShares U.S. Energy ETF?

Institutional investors have bought a total of 12,311,378 shares in the last 24 months. This purchase volume represents approximately $519.09M in transactions.

Which iShares U.S. Energy ETF major shareholders have been selling company stock?

Of the 243 institutional investors that sold iShares U.S. Energy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($18.43M), CFS Investment Advisory Services LLC ($3.70M), CWM LLC ($3.20M), LPL Financial LLC ($2.38M), Park Avenue Securities LLC ($1.62M), Janney Montgomery Scott LLC ($1.21M), and Advisor Group Holdings Inc. ($767.96K).

How much institutional selling is happening at iShares U.S. Energy ETF?

Institutional investors have sold a total of 43,348,285 shares in the last 24 months. This volume of shares sold represents approximately $1.73B in transactions.


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This page (NYSEARCA:IYE) was last updated on 5/13/2024 by MarketBeat.com Staff

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