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

$68.37 -0.43 (-0.63%)

As of 09/3/2026 04:10 PM Eastern

Current Institutional Ownership Percentage: 52.46%
Number of Institutional Buyers (last 12 months): 138
Total Institutional Inflows (last 12 months): $138.84M

Number of Institutional Sellers (last 12 months): 94
Total Institutional Outflows (last 12 months): $96.85M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/2/2026	Allianz Asset Management GmbH	40,940	$2.32M	0.0%	-65.5%	0.147%
8/27/2026	Corient Private Wealth LP	35,548	$2.01M	0.0%	-10.4%	0.128%
8/23/2026	Ameritas Advisory Services LLC	11,181	$633K	0.0%	+61.7%	0.040%
8/22/2026	Highland Investment Advisors LLC	1,433	$81K	0.0%	N/A	0.005%
8/22/2026	Three Seasons Wealth LLC	337,812	$19.12M	1.7%	+422.2%	1.213%
7/10/2026	Adirondack Capital Advisors LLC	6,060	$343K	0.2%	+6.3%	0.022%
7/8/2026	Bright Rock Capital Management LLC	100,000	$5.66M	1.1%	-66.7%	0.363%
7/7/2026	Avior Wealth Management LLC	17,365	$983K	0.0%	N/A	0.063%
7/7/2026	CoreCap Advisors LLC	104,254	$5.90M	0.2%	+4,086.9%	0.379%
7/6/2026	Trilogy Capital Inc.	4,386	$248K	0.0%	+4.2%	0.016%
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6/3/2026	NewEdge Advisors LLC	72,428	$4.69M	0.0%	+82.0%	0.254%
5/26/2026	Summit Financial Wealth Advisors LLC	3,862	$250K	0.0%	N/A	0.014%
5/21/2026	GKV Capital Management Co. Inc.	764	$49K	0.0%	N/A	0.003%
5/19/2026	Western Wealth Management LLC	1,594	$103K	0.0%	N/A	0.006%
5/19/2026	NewEdge Advisors LLC	67,833	$4.39M	0.1%	+70.4%	0.238%
5/19/2026	Bank of America Corp DE	1,526,984	$98.90M	0.0%	+56.6%	5.348%
5/19/2026	Arkadios Wealth Advisors	15,155	$982K	0.0%	+16.4%	0.053%
5/18/2026	Sunbelt Securities Inc.	5,489	$356K	0.0%	-28.0%	0.019%
5/18/2026	Royal Bank of Canada	387,503	$25.10M	0.0%	+8.5%	1.357%
5/16/2026	Quantinno Capital Management LP	37,277	$2.41M	0.0%	+7.3%	0.131%
5/15/2026	Matrix Private Capital Group LLC	1,890	$122K	0.1%	N/A	0.007%
5/14/2026	Renaissance Technologies LLC	73,700	$4.77M	0.0%	N/A	0.258%
5/14/2026	Hilltop Holdings Inc.	51,140	$3.31M	0.3%	-42.1%	0.179%
5/14/2026	RMG Wealth Management LLC	418	$25K	0.0%	N/A	0.001%
5/13/2026	Cetera Investment Advisers	102,779	$6.66M	0.0%	-0.9%	0.360%
5/7/2026	Symphony Financial Services Inc.	7,929	$514K	0.3%	+6.8%	0.028%
5/7/2026	Parallel Advisors LLC	1,648	$107K	0.0%	+55.2%	0.006%
5/6/2026	Kesler Norman & Wride LLC	9,707	$629K	0.1%	N/A	0.034%
5/6/2026	Gerald Baker Financial Group LLC	61,276	$3.97M	1.3%	N/A	0.215%
5/6/2026	Independent Financial Group LLC	3,822	$248K	0.0%	N/A	0.013%
5/5/2026	D.A. Davidson & CO.	5,268	$341K	0.0%	-9.8%	0.018%
5/5/2026	Three Seasons Wealth LLC	64,694	$4.19M	1.6%	N/A	0.227%
5/5/2026	Harmony Asset Management LLC	16,509	$1.07M	0.3%	N/A	0.058%
5/5/2026	Advisors Preferred LLC	2,009	$130K	0.0%	N/A	0.007%
5/5/2026	Sanctuary Advisors LLC	22,235	$1.44M	0.0%	-10.1%	0.078%
5/4/2026	AMG National Trust Bank	107,358	$6.95M	0.2%	+1.6%	0.376%
5/4/2026	Retirement Planning Group LLC	10,047	$651K	0.0%	-7.4%	0.035%
5/4/2026	Chicago Partners Investment Group LLC	8,000	$480K	0.0%	+33.3%	0.028%
5/2/2026	Global Assets Advisory LLC	1,354	$88K	0.0%	N/A	0.005%
5/2/2026	International Assets Investment Management LLC	2,395	$150K	0.0%	+84.8%	0.008%
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5/1/2026	Fifth Third Bancorp	5,977	$387K	0.0%	+1,394.3%	0.021%
5/1/2026	WealthCare Asset Management LLC	129,812	$8.41M	8.9%	N/A	0.452%
4/30/2026	Kestra Advisory Services LLC	68,213	$4.42M	0.0%	-9.7%	0.238%
4/30/2026	Money Concepts Capital Corp	4,018	$260K	0.0%	N/A	0.014%
4/29/2026	AK Global Asset Management LLC	18,522	$1.20M	1.2%	N/A	0.065%
4/29/2026	Northwest Wealth Advisors LLC	11,996	$777K	0.6%	+2.8%	0.042%
4/28/2026	Astoria Portfolio Advisors LLC.	10,635	$641K	0.1%	N/A	0.037%
4/28/2026	NBT Bank N A NY	839	$54K	0.0%	+1,647.9%	0.003%
4/28/2026	Forte Asset Management LLC	65,203	$4.22M	1.9%	-1.1%	0.229%
4/28/2026	Wealthstar Advisors LLC	37,929	$2.46M	1.2%	-29.1%	0.133%
4/27/2026	Apeiron RIA LLC	27,469	$1.78M	0.4%	N/A	0.096%
4/27/2026	Counterweight Ventures LLC	46,335	$3.00M	1.7%	+257.3%	0.163%
4/27/2026	Lodestar Private Asset Management LLC	4,148	$269K	0.0%	N/A	0.015%
4/27/2026	Private Advisor Group LLC	21,757	$1.41M	0.0%	-2.3%	0.076%
4/27/2026	Y Intercept Hong Kong Ltd	4,778	$309K	0.0%	N/A	0.017%
4/24/2026	Financial Life Planners	3,710	$240K	0.2%	N/A	0.013%
4/23/2026	Simmons Bank	8,741	$566K	0.0%	-4.1%	0.031%
4/23/2026	Detalus Advisors LLC	3,232	$209K	0.0%	N/A	0.011%
4/23/2026	Apollon Wealth Management LLC	5,025	$325K	0.0%	-14.0%	0.018%
4/22/2026	Janney Montgomery Scott LLC	42,464	$2.75M	0.0%	-8.0%	0.148%
4/22/2026	Trilogy Capital Inc.	4,209	$273K	0.0%	N/A	0.016%
4/21/2026	Artesa Financial Group LLC	48,065	$3.11M	3.0%	+4.4%	0.183%
4/20/2026	Kestra Private Wealth Services LLC	8,275	$536K	0.0%	-21.2%	0.032%
4/20/2026	Banque Cantonale Vaudoise	10,000	$648K	0.0%	N/A	0.038%
4/18/2026	Legacy Wealth Partners LLC	5,178	$335K	0.1%	N/A	0.020%
4/17/2026	Cottonwood Capital Advisors LLC	19,966	$1.29M	0.9%	-1.2%	0.076%
4/17/2026	AGP Franklin LLC	3,144	$204K	0.1%	N/A	0.012%
4/17/2026	Brookstone Capital Management	8,450	$547K	0.0%	+16.2%	0.032%
4/16/2026	Lee Johnson Capital Management LLC	17,432	$1.13M	0.4%	N/A	0.067%
4/16/2026	Southern Capital Advisors LLC	34,082	$2.21M	1.0%	N/A	0.130%
4/16/2026	Allegheny Financial Group	4,922	$319K	0.0%	-5.4%	0.019%
4/16/2026	Sprinkle Financial Consultants LLC	3,497	$227K	0.1%	N/A	0.013%
4/16/2026	Montecito Bank & Trust	3,726	$241K	0.0%	N/A	0.014%
3/17/2026	Rockefeller Capital Management L.P.	18,105	$861K	0.0%	-2.6%	0.075%
3/9/2026	Corient Private Wealth LLC	40,390	$1.92M	0.0%	-26.6%	0.166%
3/2/2026	Clearwave Capital LLC	6,924	$329K	0.2%	N/A	0.028%
2/20/2026	Sunbelt Securities Inc.	7,619	$362K	0.0%	-20.7%	0.031%
2/19/2026	Corient Private Wealth LLC	68,308	$3.25M	0.0%	+24.1%	0.281%
2/19/2026	CrossGen Wealth LLC	9,134	$434K	0.4%	N/A	0.038%
2/18/2026	Mercer Global Advisors Inc. ADV	26,605	$1.27M	0.0%	-9.1%	0.109%
2/18/2026	Beacon Pointe Advisors LLC	15,560	$740K	0.0%	N/A	0.064%
2/18/2026	First Citizens Bank & Trust Co.	5,000	$238K	0.0%	-13.8%	0.021%
2/18/2026	EP Wealth Advisors LLC	5,278	$251K	0.0%	N/A	0.022%
2/18/2026	NewEdge Advisors LLC	39,802	$1.89M	0.0%	-2.6%	0.164%
2/18/2026	XTX Topco Ltd	11,835	$563K	0.0%	+33.0%	0.049%
2/18/2026	Tudor Investment Corp ET AL	17,079	$812K	0.0%	N/A	0.070%
2/18/2026	IHT Wealth Management LLC	22,992	$1.20M	0.0%	-14.8%	0.095%
2/18/2026	Asset One Wealth Management LLC	7,663	$364K	0.1%	N/A	0.032%
2/17/2026	Cetera Investment Advisers	103,707	$4.93M	0.0%	-9.2%	0.427%
2/17/2026	Hilltop Holdings Inc.	88,374	$4.20M	0.2%	+9.0%	0.364%
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2/17/2026	Equitable Holdings Inc.	9,894	$470K	0.0%	+7.3%	0.041%
2/17/2026	Osaic Holdings Inc.	115,371	$5.49M	0.0%	-7.0%	0.475%
2/17/2026	Tower Research Capital LLC TRC	20,621	$980K	0.0%	-55.3%	0.085%
2/17/2026	Captrust Financial Advisors	33,674	$1.60M	0.0%	-1.0%	0.139%
2/17/2026	&PARTNERS	4,558	$217K	0.0%	N/A	0.019%
2/17/2026	Royal Bank of Canada	357,170	$16.98M	0.0%	-0.3%	1.470%
2/16/2026	MML Investors Services LLC	244,460	$11.62M	0.0%	-8.2%	1.006%
2/16/2026	Mariner LLC	140,487	$6.68M	0.0%	-2.8%	0.578%
2/16/2026	Arax Advisory Partners	1,266	$60K	0.0%	N/A	0.005%
2/16/2026	Biondo Investment Advisors LLC	44,513	$2.12M	0.3%	+4.5%	0.183%

IYE Institutional Ownership - Frequently Asked Questions

During the previous two years, 297 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 245 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), Three Seasons Wealth LLC ($337.81K), JPMorgan Chase & Co. ($235.37K), Raymond James Financial Inc. ($223.92K), LPL Financial LLC ($223.52K), and MML Investors Services LLC ($214.50K).

Institutional investors have bought a total of 2,402,986 shares in the last 24 months. This purchase volume represents approximately $138.84M in transactions.

Of the 94 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), Bright Rock Capital Management LLC ($200K), BNP Paribas Financial Markets ($194.85K), Bank of America Corp DE ($162.77K), 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 1,957,858 shares in the last 24 months. This volume of shares sold represents approximately $96.85M 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 9/2/2026. New 13F filings are added each quarter as they're published.

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

IYE Institutional Buying and Selling by Quarter

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

IYE Institutional Ownership - Frequently Asked Questions

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

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

IYE Institutional Buying and Selling by Quarter

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

IYE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYE shares?

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

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

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

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

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

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