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

iShares U.S. Energy ETF logo
$47.40 -0.22 (-0.46%)
Closing price 10/8/2025 04:10 PM Eastern
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$47.38 -0.02 (-0.03%)
As of 08:02 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Energy ETF (NYSEARCA:IYE)

Current
Institutional Ownership
Percentage
52.46%
Number of
Institutional Buyers
(last 12 months)
170
Total
Institutional Inflows
(last 12 months)
$170.52M
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$76.27M
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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
10/6/2025 Heartwood Wealth Advisors LLC16,019$761K0.1%+3.5%0.066%
10/6/2025 Grove Bank & Trust13,608$647K0.1%+121.0%0.056%
10/3/2025 First Citizens Financial Corp36,781$1.75M0.9%-1.1%0.150%
10/3/2025 Dentgroup LLC31,743$1.51M1.0%-3.5%0.130%
9/29/2025 Summit Financial Wealth Advisors LLC4,577$207K0.0%-85.4%0.018%
9/26/2025Corient Private Wealth LLC68,249$3.09M0.0%+242.3%0.268%
9/4/2025Osaic Holdings Inc.124,896$5.65M0.0%+2.2%0.491%
8/26/2025Thrivent Financial for Lutherans123,388$5.58M0.0%+126.1%0.485%
8/19/2025B. Riley Wealth Advisors Inc.5,006$226K0.0%N/A0.020%
8/18/2025Geneos Wealth Management Inc.1,575$71K0.0%+173.9%0.006%
8/16/2025Headlands Technologies LLC1,084$49K0.0%N/A0.004%
8/15/2025Corient Private Wealth LLC68,249$3.09M0.0%+242.3%0.268%
8/15/2025Captrust Financial Advisors33,408$1.51M0.0%-5.8%0.131%
8/15/2025MML Investors Services LLC260,536$11.78M0.0%+6.0%1.024%
8/15/2025EP Wealth Advisors LLC4,045$183K0.0%+20.2%0.016%
8/15/2025Curi Capital LLC8,146$368K0.0%N/A0.032%
8/15/2025BNP Paribas Financial Markets217,548$9.84M0.0%+936.5%0.855%
8/15/2025Bank of America Corp DE1,166,212$52.74M0.0%-3.4%4.582%
8/15/2025Ameriprise Financial Inc.375,248$16.97M0.0%-5.7%1.474%
8/14/2025Raymond James Financial Inc.189,272$8.56M0.0%-6.3%0.744%
8/14/2025Quantinno Capital Management LP35,103$1.59M0.0%+15.1%0.138%
8/14/2025Vivaldi Capital Management LP8,759$396K0.1%N/A0.034%
8/14/2025NewEdge Advisors LLC40,072$1.81M0.0%-22.0%0.157%
8/14/2025Qube Research & Technologies Ltd4,510$204K0.0%N/A0.018%
8/13/2025PGIM Custom Harvest LLC1,454,612$65.78M1.4%-2.2%5.716%
8/13/2025StoneX Group Inc.6,356$287K0.0%N/A0.025%
8/13/2025Cresset Asset Management LLC6,218$281K0.0%N/A0.024%
8/13/2025Baird Financial Group Inc.31,228$1.41M0.0%-5.4%0.123%
8/13/2025Twin Peaks Wealth Advisors LLC1,000$45K0.0%N/A0.004%
8/13/2025Greenwich Wealth Management LLC4,662$211K0.0%-13.1%0.018%
8/13/2025Bernardo Wealth Planning LLC7,451$337K0.1%-4.1%0.029%
8/13/2025Quadrature Capital Ltd25,562$1.16M0.0%-34.7%0.100%
8/13/2025Northwestern Mutual Wealth Management Co.44,381$2.01M0.0%+7.3%0.174%
8/13/2025Sumitomo Mitsui Financial Group Inc.82,709$3.74M0.1%+1.8%0.325%
8/12/2025J.W. Cole Advisors Inc.53,984$2.44M0.1%+249.8%0.212%
8/12/2025Steward Partners Investment Advisory LLC39,977$1.81M0.0%-18.8%0.157%
8/12/2025Waterloo Capital L.P.36,832$1.67M0.1%+0.6%0.145%
8/12/2025AlphaCore Capital LLC3,635$164K0.0%+1,303.5%0.014%
8/12/2025Journey Strategic Wealth LLC22,817$1.03M0.0%+43.7%0.090%
8/12/2025JPMorgan Chase & Co.242,090$10.95M0.0%+19.2%0.951%
8/8/2025Rockefeller Capital Management L.P.19,720$892K0.0%-31.2%0.077%
8/8/2025Cetera Investment Advisers135,404$6.12M0.0%-27.0%0.531%
8/8/2025Creative Planning27,981$1.27M0.0%+2.3%0.110%
8/8/2025Meridian Wealth Management LLC7,536$341K0.0%-9.4%0.030%
8/8/2025PNC Financial Services Group Inc.3,938$178K0.0%-58.6%0.015%
8/6/2025Prospera Financial Services Inc59,987$2.71M0.1%+2.8%0.235%
8/6/2025AE Wealth Management LLC4,042$183K0.0%-8.0%0.016%
8/6/2025Golden State Wealth Management LLC2,021$91K0.0%-24.1%0.008%
8/6/2025Ethos Financial Group LLC20,750$938K0.1%-12.2%0.081%
8/5/2025Crestwood Advisors Group LLC178,601$8.08M0.1%-19.0%0.700%
8/5/2025Cassaday & Co Wealth Management LLC5,888$266K0.0%-6.5%0.023%
8/5/2025Huntington National Bank29,426$1.33M0.0%-7.3%0.115%
8/5/2025Bank of Montreal Can8,486$384K0.0%+131.5%0.033%
8/4/2025AMG National Trust Bank109,287$4.94M0.1%-8.3%0.429%
8/4/2025Atria Investments Inc12,500$565K0.0%+10.3%0.049%
8/4/2025Arkadios Wealth Advisors12,658$572K0.0%+8.6%0.050%
8/4/2025Mayflower Financial Advisors LLC6,494$294K0.0%-9.1%0.025%
8/1/2025Liberty Wealth Management LLC13,028$589K0.1%N/A0.051%
8/1/2025Banco Santander S.A.194,521$8.80M0.1%N/A0.763%
8/1/2025Envestnet Asset Management Inc.47,192$2.13M0.0%-13.8%0.185%
7/31/2025Forte Asset Management LLC62,485$2.83M1.4%N/A0.245%
7/30/2025Retirement Planning Group LLC7,429$336K0.0%-14.7%0.029%
7/30/2025D.A. Davidson & CO.5,785$262K0.0%N/A0.023%
7/30/2025Avidian Wealth Enterprises LLC45,547$2.06M0.1%-17.9%0.179%
7/29/2025Chicago Partners Investment Group LLC6,538$301K0.0%-3.8%0.026%
7/29/2025Signature Estate & Investment Advisors LLC13,449$608K0.0%+16.8%0.053%
7/29/2025ShoreHaven Wealth Partners LLC4,934$223K0.1%-22.7%0.019%
7/29/2025Empirical Asset Management LLC10,070$455K0.1%-3.5%0.039%
7/28/2025Rosenberg Matthew Hamilton5,727$259K0.1%-15.4%0.022%
7/28/2025Interchange Capital Partners LLC1,826$83K0.1%-63.1%0.007%
7/28/2025Mutual Advisors LLC23,597$1.09M0.0%+4.7%0.093%
7/25/2025SPC Financial Inc.6,323$286K0.0%-28.2%0.025%
7/25/2025CWM LLC19,143$866K0.0%-10.6%0.075%
7/25/2025Concurrent Investment Advisors LLC5,280$239K0.0%+19.3%0.021%
7/25/2025Apollon Wealth Management LLC6,690$303K0.0%-9.7%0.026%
7/24/2025Blue Trust Inc.13,964$631K0.0%+1.9%0.055%
7/24/2025Wealthstar Advisors LLC44,819$2.03M0.8%+7.0%0.176%
7/24/2025Blair William & Co. IL3,581$162K0.0%-23.4%0.014%
7/23/2025Valmark Advisers Inc.5,041$228K0.0%+7.3%0.020%
7/23/2025Lakeshore Capital Group Inc.6,959$315K0.3%+18.9%0.027%
7/23/2025Foundation Wealth Management LLC29,433$1.33M0.9%+19.4%0.115%
7/22/2025DAVENPORT & Co LLC11,355$513K0.0%-2.1%0.044%
7/22/2025Grimes & Company Inc.9,889$447K0.0%-50.8%0.039%
7/21/2025Ameritas Advisory Services LLC4,286$194K0.0%-63.2%0.017%
7/21/2025Cliftonlarsonallen Wealth Advisors LLC11,020$498K0.0%N/A0.043%
7/18/2025Truist Financial Corp11,450$518K0.0%-55.6%0.045%
7/17/2025Capital Investment Advisors LLC7,363$333K0.0%-3.8%0.029%
7/17/2025Janney Montgomery Scott LLC53,781$2.43M0.0%+12.5%0.210%
7/17/2025SC&H Financial Advisors Inc.5,335$241K0.0%-5.6%0.021%
7/15/2025Financial Partners Group Inc10,236$463K0.1%-7.5%0.040%
7/11/2025Wealth Management Partners LLC20,741$952K0.3%-17.0%0.081%
7/11/2025Farther Finance Advisors LLC5,294$239K0.0%+110.0%0.021%
7/10/2025Rockland Trust Co.24,009$1.09M0.1%-1.7%0.094%
7/10/2025Wealth Enhancement Advisory Services LLC23,906$1.11M0.0%+5.5%0.093%
7/10/2025Capital Advisory Group Advisory Services LLC24,640$1.11M0.4%-48.7%0.096%
7/9/2025Summit Financial Consulting LLC129,917$5.88M5.3%+15.3%0.506%
7/7/2025 First Citizens Financial Corp37,204$1.68M0.9%-19.2%0.145%
7/2/2025 Dentgroup LLC32,910$1.49M1.0%-5.6%0.128%
5/20/2025Glenview Trust co5,099$251K0.0%-87.9%0.020%
5/19/2025Jane Street Group LLC38,100$1.88M0.0%+49.4%0.147%
(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, 317 institutional investors and hedge funds held shares of iShares U.S. Energy ETF. The most heavily invested institutionals were PGIM Custom Harvest LLC ($65.78M), Bank of America Corp DE ($52.74M), Wells Fargo & Company MN ($47.86M), LPL Financial LLC ($29.98M), UBS Group AG ($27.16M), Goldman Sachs Group Inc. ($23.18M), and Royal Bank of Canada ($18.12M).Learn more on iShares U.S. Energy ETF's institutional investors.

What percentage of iShares U.S. Energy ETF's stock is owned by institutional investors?

52.46% of iShares U.S. Energy ETF's stock is owned by institutional investors. Learn more on IYE's institutional investor holdings.

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

Of the 248 institutional investors that purchased iShares U.S. Energy ETF's 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), JPMorgan Chase & Co. ($235.37K), Raymond James Financial Inc. ($223.92K), LPL Financial LLC ($223.52K), and MML Investors Services LLC ($214.50K).

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

Institutional investors have bought a total of 3,694,241 shares in the last 24 months. This purchase volume represents approximately $170.52M in transactions.

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

Of the 117 institutional investors that sold iShares U.S. Energy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ferguson Wellman Capital Management Inc. ($286.08K), Bank of America Corp DE ($185.36K), Envestnet Asset Management Inc. ($123.32K), Royal Bank of Canada ($121.34K), Crestwood Advisors Group LLC ($63.63K), Cetera Investment Advisers ($50.12K), and Integrated Wealth Concepts LLC ($44.26K).

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

Institutional investors have sold a total of 1,633,677 shares in the last 24 months. This volume of shares sold represents approximately $76.27M in transactions.


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This page (NYSEARCA:IYE) was last updated on 10/9/2025 by MarketBeat.com Staff
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