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

iShares U.S. Energy ETF logo
$45.18 +0.22 (+0.49%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$45.19 +0.01 (+0.02%)
As of 08/8/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
160
Total
Institutional Inflows
(last 12 months)
$150.86M
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$70.01M
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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
8/8/2025 Rockefeller Capital Management L.P.19,720$892K0.0%-31.2%0.077%
8/8/2025 Cetera Investment Advisers135,404$6.12M0.0%-27.0%0.531%
8/8/2025 Creative Planning27,981$1.27M0.0%+2.3%0.110%
8/8/2025 Meridian Wealth Management LLC7,536$341K0.0%-9.4%0.030%
8/8/2025 PNC Financial Services Group Inc.3,938$178K0.0%-58.6%0.015%
8/6/2025 Prospera Financial Services Inc59,987$2.71M0.1%+2.8%0.235%
8/6/2025 AE Wealth Management LLC4,042$183K0.0%-8.0%0.016%
8/6/2025 Golden State Wealth Management LLC2,021$91K0.0%-24.1%0.008%
8/6/2025 Ethos Financial Group LLC20,750$938K0.1%-12.2%0.081%
8/5/2025 Crestwood Advisors Group LLC178,601$8.08M0.1%-19.0%0.700%
8/5/2025 Cassaday & Co Wealth Management LLC5,888$266K0.0%-6.5%0.023%
8/5/2025 Huntington National Bank29,426$1.33M0.0%-7.3%0.115%
8/5/2025 Bank of Montreal Can8,486$384K0.0%+131.5%0.033%
8/4/2025 AMG National Trust Bank109,287$4.94M0.1%-8.3%0.429%
8/4/2025 Atria Investments Inc12,500$565K0.0%+10.3%0.049%
8/4/2025 Arkadios Wealth Advisors12,658$572K0.0%+8.6%0.050%
8/4/2025 Mayflower Financial Advisors LLC6,494$294K0.0%-9.1%0.025%
8/1/2025 Liberty Wealth Management LLC13,028$589K0.1%N/A0.051%
8/1/2025 Banco Santander S.A.194,521$8.80M0.1%N/A0.763%
8/1/2025 Envestnet Asset Management Inc.47,192$2.13M0.0%-13.8%0.185%
7/31/2025 Forte Asset Management LLC62,485$2.83M1.4%N/A0.245%
7/30/2025 Retirement Planning Group LLC7,429$336K0.0%-14.7%0.029%
7/30/2025 D.A. Davidson & CO.5,785$262K0.0%N/A0.023%
7/30/2025 Avidian Wealth Enterprises LLC45,547$2.06M0.1%-17.9%0.179%
7/29/2025 Chicago Partners Investment Group LLC6,538$301K0.0%-3.8%0.026%
7/29/2025 Signature Estate & Investment Advisors LLC13,449$608K0.0%+16.8%0.053%
7/29/2025 ShoreHaven Wealth Partners LLC4,934$223K0.1%-22.7%0.019%
7/29/2025 Empirical Asset Management LLC10,070$455K0.1%-3.5%0.039%
7/28/2025 Rosenberg Matthew Hamilton5,727$259K0.1%-15.4%0.022%
7/28/2025 Interchange Capital Partners LLC1,826$83K0.1%-63.1%0.007%
7/28/2025 Mutual Advisors LLC23,597$1.09M0.0%+4.7%0.093%
7/25/2025 SPC Financial Inc.6,323$286K0.0%-28.2%0.025%
7/25/2025 CWM LLC19,143$866K0.0%-10.6%0.075%
7/25/2025 Concurrent Investment Advisors LLC5,280$239K0.0%+19.3%0.021%
7/25/2025 Apollon Wealth Management LLC6,690$303K0.0%-9.7%0.026%
7/24/2025 Blue Trust Inc.13,964$631K0.0%+1.9%0.055%
7/24/2025 Wealthstar Advisors LLC44,819$2.03M0.8%+7.0%0.176%
7/24/2025 Blair William & Co. IL3,581$162K0.0%-23.4%0.014%
7/23/2025 Valmark Advisers Inc.5,041$228K0.0%+7.3%0.020%
7/23/2025 Lakeshore Capital Group Inc.6,959$315K0.3%+18.9%0.027%
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7/23/2025 Foundation Wealth Management LLC29,433$1.33M0.9%+19.4%0.115%
7/22/2025 DAVENPORT & Co LLC11,355$513K0.0%-2.1%0.044%
7/22/2025 Grimes & Company Inc.9,889$447K0.0%-50.8%0.039%
7/21/2025 Ameritas Advisory Services LLC4,286$194K0.0%-63.2%0.017%
7/21/2025 Cliftonlarsonallen Wealth Advisors LLC11,020$498K0.0%N/A0.043%
7/18/2025 Truist Financial Corp11,450$518K0.0%-55.6%0.045%
7/17/2025 Capital Investment Advisors LLC7,363$333K0.0%-3.8%0.029%
7/17/2025 Janney Montgomery Scott LLC53,781$2.43M0.0%+12.5%0.210%
7/17/2025 SC&H Financial Advisors Inc.5,335$241K0.0%-5.6%0.021%
7/15/2025 Financial Partners Group Inc10,236$463K0.1%-7.5%0.040%
7/11/2025 Wealth Management Partners LLC20,741$952K0.3%-17.0%0.081%
7/11/2025 Farther Finance Advisors LLC5,294$239K0.0%+110.0%0.021%
7/10/2025 Rockland Trust Co.24,009$1.09M0.1%-1.7%0.094%
7/10/2025 Wealth Enhancement Advisory Services LLC23,906$1.11M0.0%+5.5%0.093%
7/10/2025 Capital Advisory Group Advisory Services LLC24,640$1.11M0.4%-48.7%0.096%
7/9/2025 Summit 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%
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%
5/16/2025Jones Financial Companies Lllp69,518$3.43M0.0%+64.7%0.267%
5/16/2025NewEdge Advisors LLC51,361$2.53M0.0%+2.1%0.198%
5/16/2025Integrated Wealth Concepts LLC9,879$487K0.0%-81.8%0.038%
5/16/2025Aprio Wealth Management LLC4,181$206K0.0%N/A0.016%
5/15/2025Promethium Advisors LLC5,973$294K0.2%N/A0.023%
5/15/2025EP Wealth Advisors LLC3,365$166K0.0%-12.8%0.013%
5/15/2025Royal Bank of Canada367,478$18.12M0.0%+4.9%1.413%
5/15/2025Baird Financial Group Inc.33,005$1.63M0.0%+12.6%0.127%
5/14/2025Smartleaf 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%
5/14/2025Northwestern Mutual Wealth Management Co.41,374$2.04M0.0%+61.6%0.159%
5/14/2025 Allstate Corp11,700$577K0.0%N/A0.045%
5/14/2025Kestra Advisory Services LLC111,394$5.49M0.0%+116.3%0.428%
5/14/2025CW Advisors LLC4,887$241K0.0%N/A0.019%
5/14/2025PGIM Custom Harvest LLC1,486,973$73.31M1.8%+2.3%5.719%
5/14/2025Sumitomo 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%
5/13/2025Raymond James Financial Inc.202,056$9.96M0.0%-9.8%0.777%
5/13/2025HighTower 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%
5/9/2025Wealthspire 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%
5/7/2025N.E.W. Advisory Services LLC1,163$57K0.0%N/A0.004%
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5/7/2025LPL 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%
5/6/2025Journey 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%
5/6/2025 Y Intercept Hong Kong Ltd4,324$213K0.0%N/A0.016%
5/6/2025Choreo LLC4,290$211K0.0%-6.7%0.016%
(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, 312 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 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 240 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), 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 3,255,022 shares in the last 24 months. This purchase volume represents approximately $150.86M in transactions.

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

Of the 116 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 ($144.06K), Envestnet Asset Management Inc. ($123.32K), Royal Bank of Canada ($121.34K), Crestwood Advisors Group LLC ($63.63K), Cetera Investment Advisers ($53.06K), 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 1,493,245 shares in the last 24 months. This volume of shares sold represents approximately $70.01M in transactions.


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This page (NYSEARCA:IYE) was last updated on 8/10/2025 by MarketBeat.com Staff
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