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

iShares U.S. Energy ETF logo
$44.44 -0.39 (-0.87%)
As of 05/20/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
169
Total
Institutional Inflows
(last 12 months)
$147.30M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$61.73M
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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
5/20/2025 Glenview Trust co5,099$251K0.0%-87.9%0.020%
5/19/2025 Jane Street Group LLC38,100$1.88M0.0%+49.4%0.147%
5/16/2025 Ascent Group LLC7,085$349K0.0%N/A0.027%
5/16/2025 Signature Estate & Investment Advisors LLC11,512$568K0.0%N/A0.044%
5/16/2025 Jones Financial Companies Lllp69,518$3.43M0.0%+64.7%0.267%
5/16/2025 NewEdge Advisors LLC51,361$2.53M0.0%+2.1%0.198%
5/16/2025 Integrated Wealth Concepts LLC9,879$487K0.0%-81.8%0.038%
5/16/2025 Aprio Wealth Management LLC4,181$206K0.0%N/A0.016%
5/15/2025 Promethium Advisors LLC5,973$294K0.2%N/A0.023%
5/15/2025 EP Wealth Advisors LLC3,365$166K0.0%-12.8%0.013%
5/15/2025 Royal Bank of Canada367,478$18.12M0.0%+4.9%1.413%
5/15/2025 Baird Financial Group Inc.33,005$1.63M0.0%+12.6%0.127%
5/14/2025 Smartleaf Asset Management LLC7,639$372K0.0%-13.4%0.029%
5/14/2025 Biondo Investment Advisors LLC37,828$1.87M0.3%+0.7%0.145%
5/14/2025 Northwestern Mutual Wealth Management Co.41,374$2.04M0.0%+61.6%0.159%
5/14/2025 Allstate Corp11,700$577K0.0%N/A0.045%
5/14/2025 Kestra Advisory Services LLC111,394$5.49M0.0%+116.3%0.428%
5/14/2025 CW Advisors LLC4,887$241K0.0%N/A0.019%
5/14/2025 PGIM Custom Harvest LLC1,486,973$73.31M1.8%+2.3%5.719%
5/14/2025 Sumitomo Mitsui Financial Group Inc.81,283$4.01M0.1%-5.6%0.313%
5/13/2025 Ethos Financial Group LLC23,642$1.17M0.1%N/A0.091%
5/13/2025 Raymond James Financial Inc.202,056$9.96M0.0%-9.8%0.777%
5/13/2025 HighTower Advisors LLC51,432$2.54M0.0%-6.7%0.198%
5/12/2025 Meridian Wealth Management LLC8,321$410K0.0%N/A0.032%
5/9/2025 Chicago Partners Investment Group LLC6,793$335K0.0%+16.4%0.026%
5/9/2025 WealthShield Partners LLC1,567$77K0.0%+171.6%0.006%
5/9/2025 Wealthspire Advisors LLC7,392$364K0.0%-4.3%0.028%
5/9/2025 Blair William & Co. IL4,677$231K0.0%-6.6%0.018%
5/9/2025 PNC Financial Services Group Inc.9,507$469K0.0%+141.4%0.036%
5/8/2025 SPC Financial Inc.8,805$434K0.0%-23.6%0.033%
5/8/2025 Arkadios Wealth Advisors11,654$575K0.0%-9.0%0.044%
5/7/2025 N.E.W. Advisory Services LLC1,163$57K0.0%N/A0.004%
5/7/2025 LPL Financial LLC608,107$29.98M0.0%-5.4%2.295%
5/6/2025 ShoreHaven Wealth Partners LLC6,384$315K0.2%-61.2%0.024%
5/6/2025 Cetera Investment Advisers185,521$9.15M0.0%+8.3%0.700%
5/6/2025 Avantax Advisory Services Inc.8,444$416K0.0%+9.3%0.032%
5/6/2025 One Wealth Advisors LLC5,233$258K0.0%-53.1%0.020%
5/6/2025 Journey Strategic Wealth LLC15,878$783K0.0%+17.2%0.060%
5/6/2025 AE Wealth Management LLC4,395$217K0.0%-5.1%0.017%
5/6/2025 Venturi Wealth Management LLC4,400$217K0.0%N/A0.017%
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5/6/2025 Y Intercept Hong Kong Ltd4,324$213K0.0%N/A0.016%
5/6/2025 Choreo LLC4,290$211K0.0%-6.7%0.016%
5/5/2025 Crestwood Advisors Group LLC220,523$10.87M0.2%-2.3%0.832%
5/5/2025 Counterweight Ventures LLC13,967$689K0.5%-2.3%0.053%
5/5/2025 Cassaday & Co Wealth Management LLC6,298$310K0.0%+7.0%0.024%
5/5/2025 Kestra Private Wealth Services LLC8,846$436K0.0%+10.8%0.033%
5/5/2025 Csenge Advisory Group19,786$975K0.1%+6.1%0.075%
5/5/2025 AMG National Trust Bank119,149$5.87M0.2%-15.5%0.450%
5/5/2025 Private Advisor Group LLC34,635$1.71M0.0%+6.0%0.131%
5/5/2025 EQ LLC11,770$580K0.3%-8.9%0.044%
5/2/2025 Mayflower Financial Advisors LLC7,144$352K0.1%-10.0%0.027%
5/2/2025 Larson Financial Group LLC2,244$111K0.0%+138.5%0.008%
5/2/2025 Apollon Wealth Management LLC7,408$365K0.0%+5.6%0.028%
5/2/2025 Sigma Planning Corp7,499$370K0.0%+26.1%0.028%
5/1/2025 CWM LLC21,403$1.06M0.0%-6.3%0.081%
5/1/2025 Iron Horse Wealth Management LLC533$26K0.0%N/A0.002%
5/1/2025 Quest 10 Wealth Builders Inc.2,877$142K0.2%-29.6%0.011%
4/30/2025 Cerity Partners LLC5,860$289K0.0%-47.7%0.022%
4/30/2025 Cornerstone Planning Group LLC945$47K0.0%+632.6%0.004%
4/30/2025 Interchange Capital Partners LLC4,948$244K0.1%N/A0.019%
4/29/2025 Envestnet Asset Management Inc.54,753$2.70M0.0%+2.5%0.207%
4/29/2025 Summit Financial Consulting LLC112,711$5.56M5.2%N/A0.425%
4/29/2025 Concurrent Investment Advisors LLC4,426$218K0.0%N/A0.017%
4/29/2025 Wayfinding Financial LLC532$26K0.0%N/A0.002%
4/29/2025 Strategic Blueprint LLC4,241$209K0.0%-42.0%0.016%
4/29/2025 OneDigital Investment Advisors LLC26,662$1.31M0.0%-21.4%0.101%
4/28/2025 Rosenberg Matthew Hamilton6,769$334K0.1%-12.3%0.026%
4/28/2025 Mutual Advisors LLC22,527$1.11M0.0%+2.6%0.085%
4/28/2025 Detalus Advisors LLC5,877$290K0.1%-61.0%0.022%
4/28/2025 Yukon Wealth Management Inc.10,353$510K0.2%N/A0.039%
4/25/2025 Lodestar Private Asset Management LLC4,248$209K0.0%N/A0.016%
4/25/2025 Saxon Interests Inc.4,787$236K0.1%N/A0.018%
4/25/2025 Wealthstar Advisors LLC41,893$2.07M0.9%+11.8%0.158%
4/25/2025 Avidian Wealth Enterprises LLC55,465$2.73M0.1%-1.4%0.209%
4/24/2025 Sunbelt Securities Inc.40,242$1.98M0.2%+2.5%0.152%
4/23/2025 Cottonwood Capital Advisors LLC20,947$1.03M0.8%-1.3%0.079%
4/23/2025 Golden State Wealth Management LLC5,323$263K0.0%+103.6%0.020%
4/23/2025 Continuum Advisory LLC3,169$156K0.0%-14.4%0.012%
4/22/2025 Cambridge Investment Research Advisors Inc.40,267$1.99M0.0%-3.0%0.152%
4/22/2025 Foundation Wealth Management LLC24,654$1.22M1.0%+1.0%0.093%
4/21/2025 Heartwood Wealth Advisors LLC15,430$761K0.1%-42.3%0.058%
4/18/2025 Market Street Wealth Management Advisors LLC4,487$221K0.0%-27.9%0.017%
4/17/2025 Montecito Bank & Trust4,989$246K0.0%-21.0%0.019%
4/17/2025 Janney Montgomery Scott LLC47,800$2.36M0.0%-17.0%0.179%
4/16/2025 Wealth Enhancement Advisory Services LLC22,664$1.12M0.0%+12.6%0.085%
4/16/2025 Rockland Trust Co.24,417$1.20M0.1%-2.4%0.091%
4/16/2025 Ballew Advisors Inc27,102$1.34M0.9%+20.6%0.101%
4/16/2025 May Barnhard Investments LLC4,120$203K0.1%N/A0.015%
4/16/2025 Ferguson Wellman Capital Management Inc.6,239$308K0.0%-97.5%0.023%
4/15/2025 Ironwood Wealth Management LLC.8,438$416K0.1%+4.6%0.032%
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad)

Robots aren't coming to America in 2025. They are already here. Oxford Economics says, "The Robotics Revolution we predicted has arrived." In fact, I believe these robots could impact 65 million Americans lives — by August of this year.

I'll tell you more about the $7 company Huang and Nvidia joined forces with to make it happen.
4/15/2025 CX Institutional547$27K0.0%N/A0.002%
4/14/2025 Dentgroup LLC34,874$1.72M1.3%-0.9%0.130%
4/14/2025 Lpwm LLC4,177$206K0.1%N/A0.016%
4/11/2025 Magnus Financial Group LLC8,355$412K0.0%-9.9%0.031%
4/10/2025 Retirement Planning Group LLC8,712$430K0.0%+23.6%0.033%
4/10/2025 Cypress Wealth Services LLC5,787$285K0.1%-38.7%0.022%
4/10/2025 Wealth Management Partners LLC24,981$1.23M0.6%+48.6%0.093%
4/10/2025 Lakeshore Capital Group Inc.5,853$289K0.3%N/A0.022%
4/8/2025 Lantz Financial LLC4,194$207K0.1%N/A0.016%
4/3/2025 First Citizens Financial Corp46,049$2.27M1.3%-3.0%0.172%
(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, 329 institutional investors and hedge funds held shares of iShares U.S. Energy ETF. The most heavily invested institutionals were PGIM Custom Harvest LLC ($73.31M), Bank of America Corp DE ($56.41M), Wells Fargo & Company MN ($47.86M), LPL Financial LLC ($29.98M), UBS Group AG ($27.16M), Goldman Sachs Group Inc. ($23.18M), and JPMorgan Chase & Co. ($20.72M).Learn more on IYE's institutional investors.

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

Of the 254 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: Ferguson Wellman Capital Management Inc. ($542.59K), International Assets Investment Management LLC ($363.17K), Crestwood Advisors Group LLC ($252.68K), Raymond James Financial Inc. ($223.92K), LPL Financial LLC ($223.52K), Modera Wealth Management LLC ($209.06K), and MML Investors Services LLC ($199.71K).

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

Institutional investors have bought a total of 5,705,613 shares in the last 24 months. This purchase volume represents approximately $262.99M in transactions.

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

Of the 187 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: SPC Financial Inc. ($398.02K), Envestnet Asset Management Inc. ($313.33K), Ferguson Wellman Capital Management Inc. ($287.08K), Raymond James Financial Services Advisors Inc. ($202.73K), Osaic Holdings Inc. ($187.87K), Prospera Financial Services Inc ($178.20K), and Outlook Wealth Advisors LLC ($164.51K).

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

Institutional investors have sold a total of 4,514,272 shares in the last 24 months. This volume of shares sold represents approximately $203.23M in transactions.


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This page (NYSEARCA:IYE) was last updated on 5/21/2025 by MarketBeat.com Staff
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