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

iShares U.S. Energy ETF logo
$65.66 +0.89 (+1.37%)
As of 04:10 PM 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)
144
Total
Institutional Inflows
(last 12 months)
$138.76M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$95.21M
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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
7/10/2026 Adirondack Capital Advisors LLC6,060$343K0.2%+6.3%0.022%
7/8/2026 Bright Rock Capital Management LLC100,000$5.66M1.1%-66.7%0.363%
7/7/2026 Avior Wealth Management LLC17,365$983K0.0%N/A0.063%
7/7/2026 CoreCap Advisors LLC104,254$5.90M0.2%+4,086.9%0.379%
7/6/2026 Trilogy Capital Inc.4,386$248K0.0%+4.2%0.016%
6/3/2026 NewEdge Advisors LLC72,428$4.69M0.0%+82.0%0.254%
5/26/2026 Summit Financial Wealth Advisors LLC3,862$250K0.0%N/A0.014%
5/21/2026 GKV Capital Management Co. Inc.764$49K0.0%N/A0.003%
5/19/2026Western Wealth Management LLC1,594$103K0.0%N/A0.006%
5/19/2026 NewEdge Advisors LLC67,833$4.39M0.1%+70.4%0.238%
5/19/2026Bank of America Corp DE1,526,984$98.90M0.0%+56.6%5.348%
5/19/2026 Arkadios Wealth Advisors15,155$982K0.0%+16.4%0.053%
5/18/2026Sunbelt Securities Inc.5,489$356K0.0%-28.0%0.019%
5/18/2026Royal Bank of Canada387,503$25.10M0.0%+8.5%1.357%
5/16/2026 Quantinno Capital Management LP37,277$2.41M0.0%+7.3%0.131%
5/15/2026Matrix Private Capital Group LLC1,890$122K0.1%N/A0.007%
5/14/2026 Renaissance Technologies LLC73,700$4.77M0.0%N/A0.258%
5/14/2026 Hilltop Holdings Inc.51,140$3.31M0.3%-42.1%0.179%
5/14/2026 RMG Wealth Management LLC418$25K0.0%N/A0.001%
5/13/2026 Cetera Investment Advisers102,779$6.66M0.0%-0.9%0.360%
5/7/2026 Symphony Financial Services Inc.7,929$514K0.3%+6.8%0.028%
5/7/2026 Parallel Advisors LLC1,648$107K0.0%+55.2%0.006%
5/6/2026 Kesler Norman & Wride LLC9,707$629K0.1%N/A0.034%
5/6/2026 Gerald Baker Financial Group LLC61,276$3.97M1.3%N/A0.215%
5/6/2026 Independent Financial Group LLC3,822$248K0.0%N/A0.013%
5/5/2026 D.A. Davidson & CO.5,268$341K0.0%-9.8%0.018%
5/5/2026 Three Seasons Wealth LLC64,694$4.19M1.6%N/A0.227%
5/5/2026 Harmony Asset Management LLC16,509$1.07M0.3%N/A0.058%
5/5/2026 Advisors Preferred LLC2,009$130K0.0%N/A0.007%
5/5/2026 Sanctuary Advisors LLC22,235$1.44M0.0%-10.1%0.078%
5/4/2026 AMG National Trust Bank107,358$6.95M0.2%+1.6%0.376%
5/4/2026 Retirement Planning Group LLC10,047$651K0.0%-7.4%0.035%
5/4/2026 Chicago Partners Investment Group LLC8,000$480K0.0%+33.3%0.028%
5/2/2026 Global Assets Advisory LLC1,354$88K0.0%N/A0.005%
5/2/2026 International Assets Investment Management LLC2,395$150K0.0%+84.8%0.008%
5/1/2026 Fifth Third Bancorp5,977$387K0.0%+1,394.3%0.021%
5/1/2026 WealthCare Asset Management LLC129,812$8.41M8.9%N/A0.452%
4/30/2026 Kestra Advisory Services LLC68,213$4.42M0.0%-9.7%0.238%
4/30/2026 Money Concepts Capital Corp4,018$260K0.0%N/A0.014%
4/29/2026 AK Global Asset Management LLC18,522$1.20M1.2%N/A0.065%
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4/29/2026 Northwest Wealth Advisors LLC11,996$777K0.6%+2.8%0.042%
4/28/2026 Astoria Portfolio Advisors LLC.10,635$641K0.1%N/A0.037%
4/28/2026 NBT Bank N A NY839$54K0.0%+1,647.9%0.003%
4/28/2026 Forte Asset Management LLC65,203$4.22M1.9%-1.1%0.229%
4/28/2026 Wealthstar Advisors LLC37,929$2.46M1.2%-29.1%0.133%
4/27/2026 Apeiron RIA LLC27,469$1.78M0.4%N/A0.096%
4/27/2026 Counterweight Ventures LLC46,335$3.00M1.7%+257.3%0.163%
4/27/2026 Lodestar Private Asset Management LLC4,148$269K0.0%N/A0.015%
4/27/2026 Private Advisor Group LLC21,757$1.41M0.0%-2.3%0.076%
4/27/2026 Y Intercept Hong Kong Ltd4,778$309K0.0%N/A0.017%
4/24/2026 Financial Life Planners3,710$240K0.2%N/A0.013%
4/23/2026 Simmons Bank8,741$566K0.0%-4.1%0.031%
4/23/2026 Detalus Advisors LLC3,232$209K0.0%N/A0.011%
4/23/2026 Apollon Wealth Management LLC5,025$325K0.0%-14.0%0.018%
4/22/2026 Janney Montgomery Scott LLC42,464$2.75M0.0%-8.0%0.148%
4/22/2026 Trilogy Capital Inc.4,209$273K0.0%N/A0.016%
4/21/2026 Artesa Financial Group LLC48,065$3.11M3.0%+4.4%0.183%
4/20/2026 Kestra Private Wealth Services LLC8,275$536K0.0%-21.2%0.032%
4/20/2026 Banque Cantonale Vaudoise10,000$648K0.0%N/A0.038%
4/18/2026 Legacy Wealth Partners LLC5,178$335K0.1%N/A0.020%
4/17/2026 Cottonwood Capital Advisors LLC19,966$1.29M0.9%-1.2%0.076%
4/17/2026 AGP Franklin LLC3,144$204K0.1%N/A0.012%
4/17/2026 Brookstone Capital Management8,450$547K0.0%+16.2%0.032%
4/16/2026 Lee Johnson Capital Management LLC17,432$1.13M0.4%N/A0.067%
4/16/2026 Southern Capital Advisors LLC34,082$2.21M1.0%N/A0.130%
4/16/2026 Allegheny Financial Group4,922$319K0.0%-5.4%0.019%
4/16/2026 Sprinkle Financial Consultants LLC3,497$227K0.1%N/A0.013%
4/16/2026 Montecito Bank & Trust3,726$241K0.0%N/A0.014%
3/17/2026 Rockefeller Capital Management L.P.18,105$861K0.0%-2.6%0.075%
3/9/2026 Corient Private Wealth LLC40,390$1.92M0.0%-26.6%0.166%
3/2/2026 Clearwave Capital LLC6,924$329K0.2%N/A0.028%
2/20/2026Sunbelt Securities Inc.7,619$362K0.0%-20.7%0.031%
2/19/2026 Corient Private Wealth LLC68,308$3.25M0.0%+24.1%0.281%
2/19/2026 CrossGen Wealth LLC9,134$434K0.4%N/A0.038%
2/18/2026 Mercer Global Advisors Inc. ADV26,605$1.27M0.0%-9.1%0.109%
2/18/2026Beacon Pointe Advisors LLC15,560$740K0.0%N/A0.064%
2/18/2026 First Citizens Bank & Trust Co.5,000$238K0.0%-13.8%0.021%
2/18/2026 EP Wealth Advisors LLC5,278$251K0.0%N/A0.022%
2/18/2026 NewEdge Advisors LLC39,802$1.89M0.0%-2.6%0.164%
2/18/2026XTX Topco Ltd11,835$563K0.0%+33.0%0.049%
2/18/2026Tudor Investment Corp ET AL17,079$812K0.0%N/A0.070%
2/18/2026IHT Wealth Management LLC22,992$1.20M0.0%-14.8%0.095%
2/18/2026 Asset One Wealth Management LLC7,663$364K0.1%N/A0.032%
2/17/2026 Cetera Investment Advisers103,707$4.93M0.0%-9.2%0.427%
2/17/2026 Hilltop Holdings Inc.88,374$4.20M0.2%+9.0%0.364%
2/17/2026Equitable Holdings Inc.9,894$470K0.0%+7.3%0.041%
2/17/2026Osaic Holdings Inc.115,371$5.49M0.0%-7.0%0.475%
2/17/2026 Tower Research Capital LLC TRC 20,621$980K0.0%-55.3%0.085%
2/17/2026 Captrust Financial Advisors33,674$1.60M0.0%-1.0%0.139%
2/17/2026&PARTNERS4,558$217K0.0%N/A0.019%
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2/17/2026Royal Bank of Canada357,170$16.98M0.0%-0.3%1.470%
2/16/2026 MML Investors Services LLC244,460$11.62M0.0%-8.2%1.006%
2/16/2026 Mariner LLC140,487$6.68M0.0%-2.8%0.578%
2/16/2026 Arax Advisory Partners1,266$60K0.0%N/A0.005%
2/16/2026 Biondo Investment Advisors LLC44,513$2.12M0.3%+4.5%0.183%
2/16/2026 Aptus Capital Advisors LLC4,577$218K0.0%+6.7%0.019%
2/13/2026 Kestra Advisory Services LLC75,510$3.59M0.0%-22.2%0.311%
2/13/2026 Stifel Financial Corp37,968$1.81M0.0%-17.4%0.156%
2/13/2026 Morgan Stanley1,809,873$86.02M0.0%-4.9%7.448%
2/13/2026Vivaldi Capital Management LP8,974$427K0.1%+3.3%0.037%


IYE Institutional Ownership - Frequently Asked Questions

During the previous two years, 295 institutional investors and hedge funds held shares of iShares U.S. Energy ETF. The most heavily invested institutionals were Bank of America Corp DE ($98.90M), Morgan Stanley ($86.02M), PGIM Custom Harvest LLC ($68.75M), Wells Fargo & Company MN ($44.42M), Goldman Sachs Group Inc. ($34.35M), UBS Group AG ($28.68M), and Royal Bank of Canada ($25.10M).Learn more on iShares U.S. Energy ETF's 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.

Of the 246 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: Bank of America Corp DE ($551.74K), Ferguson Wellman Capital Management Inc. ($542.59K), JPMorgan Chase & Co. ($235.37K), Raymond James Financial Inc. ($223.92K), LPL Financial LLC ($223.52K), MML Investors Services LLC ($214.50K), and BNP Paribas Financial Markets ($204.80K).

Institutional investors have bought a total of 2,471,316 shares in the last 24 months. This purchase volume represents approximately $138.76M in transactions.

Of the 93 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: JPMorgan Chase & Co. ($329.04K), Bank of America Corp DE ($204.07K), Bright Rock Capital Management LLC ($200K), BNP Paribas Financial Markets ($194.85K), Crestwood Advisors Group LLC ($149.16K), Thrivent Financial for Lutherans ($112.56K), and LPL Financial LLC ($99.73K).

Institutional investors have sold a total of 1,942,196 shares in the last 24 months. This volume of shares sold represents approximately $95.21M in transactions.


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Institutional ownership data for NYSEARCA:IYE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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