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

iShares U.S. Energy ETF logo
$63.35 +0.12 (+0.19%)
As of 07/24/2026 04:10 PM Eastern
Compare

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)
156
Total
Institutional Inflows
(last 12 months)
$157.40M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$105.68M
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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%
6/3/2026NewEdge 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%
5/19/2026NewEdge 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%
5/19/2026Arkadios 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%
5/16/2026Quantinno Capital Management LP37,277$2.41M0.0%+7.3%0.131%
5/15/2026Matrix Private Capital Group LLC1,890$122K0.1%N/A0.007%
5/14/2026Renaissance Technologies LLC73,700$4.77M0.0%N/A0.258%
5/14/2026Hilltop Holdings Inc.51,140$3.31M0.3%-42.1%0.179%
5/14/2026RMG Wealth Management LLC418$25K0.0%N/A0.001%
5/13/2026Cetera 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%
5/7/2026Parallel Advisors LLC1,648$107K0.0%+55.2%0.006%
5/6/2026 Kesler Norman & Wride LLC9,707$629K0.1%N/A0.034%
5/6/2026Gerald Baker Financial Group LLC61,276$3.97M1.3%N/A0.215%
5/6/2026 Independent Financial Group LLC3,822$248K0.0%N/A0.013%
5/5/2026D.A. Davidson & CO.5,268$341K0.0%-9.8%0.018%
5/5/2026Three Seasons Wealth LLC64,694$4.19M1.6%N/A0.227%
5/5/2026 Harmony Asset Management LLC16,509$1.07M0.3%N/A0.058%
5/5/2026Advisors Preferred LLC2,009$130K0.0%N/A0.007%
5/5/2026Sanctuary Advisors LLC22,235$1.44M0.0%-10.1%0.078%
5/4/2026AMG National Trust Bank107,358$6.95M0.2%+1.6%0.376%
5/4/2026Retirement Planning Group LLC10,047$651K0.0%-7.4%0.035%
5/4/2026Chicago Partners Investment Group LLC8,000$480K0.0%+33.3%0.028%
5/2/2026Global Assets Advisory LLC1,354$88K0.0%N/A0.005%
5/2/2026 International Assets Investment Management LLC2,395$150K0.0%+84.8%0.008%
5/1/2026Fifth Third Bancorp5,977$387K0.0%+1,394.3%0.021%
5/1/2026WealthCare Asset Management LLC129,812$8.41M8.9%N/A0.452%
4/30/2026Kestra Advisory Services LLC68,213$4.42M0.0%-9.7%0.238%
4/30/2026Money 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%
4/28/2026Astoria Portfolio Advisors LLC.10,635$641K0.1%N/A0.037%
4/28/2026NBT 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%
4/28/2026Wealthstar 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%
4/27/2026Lodestar Private Asset Management LLC4,148$269K0.0%N/A0.015%
4/27/2026Private 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%
4/23/2026Simmons Bank8,741$566K0.0%-4.1%0.031%
4/23/2026Detalus Advisors LLC3,232$209K0.0%N/A0.011%
4/23/2026 Apollon Wealth Management LLC5,025$325K0.0%-14.0%0.018%
4/22/2026Janney Montgomery Scott LLC42,464$2.75M0.0%-8.0%0.148%
4/22/2026 Trilogy Capital Inc.4,209$273K0.0%N/A0.016%
4/21/2026Artesa Financial Group LLC48,065$3.11M3.0%+4.4%0.183%
4/20/2026Kestra Private Wealth Services LLC8,275$536K0.0%-21.2%0.032%
4/20/2026Banque 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%
4/17/2026AGP Franklin LLC3,144$204K0.1%N/A0.012%
4/17/2026 Brookstone Capital Management8,450$547K0.0%+16.2%0.032%
4/16/2026Lee 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%
3/17/2026Rockefeller Capital Management L.P.18,105$861K0.0%-2.6%0.075%
3/9/2026Corient 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%
2/19/2026Corient Private Wealth LLC68,308$3.25M0.0%+24.1%0.281%
2/19/2026CrossGen Wealth LLC9,134$434K0.4%N/A0.038%
2/18/2026Mercer 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%
2/18/2026EP Wealth Advisors LLC5,278$251K0.0%N/A0.022%
2/18/2026NewEdge 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%
2/18/2026Asset One Wealth Management LLC7,663$364K0.1%N/A0.032%
2/17/2026Cetera Investment Advisers103,707$4.93M0.0%-9.2%0.427%
2/17/2026Hilltop 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%
2/17/2026Tower Research Capital LLC TRC 20,621$980K0.0%-55.3%0.085%
2/17/2026Captrust 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%
2/16/2026MML Investors Services LLC244,460$11.62M0.0%-8.2%1.006%
2/16/2026Mariner LLC140,487$6.68M0.0%-2.8%0.578%
2/16/2026Arax Advisory Partners1,266$60K0.0%N/A0.005%
2/16/2026Biondo Investment Advisors LLC44,513$2.12M0.3%+4.5%0.183%
2/16/2026Aptus Capital Advisors LLC4,577$218K0.0%+6.7%0.019%
2/13/2026Kestra Advisory Services LLC75,510$3.59M0.0%-22.2%0.311%
2/13/2026Stifel Financial Corp37,968$1.81M0.0%-17.4%0.156%
2/13/2026Morgan 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, 301 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 256 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 2,883,454 shares in the last 24 months. This purchase volume represents approximately $157.40M in transactions.

Of the 105 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 ($191.09K), Thrivent Financial for Lutherans ($112.56K), and LPL Financial LLC ($99.73K).

Institutional investors have sold a total of 2,173,695 shares in the last 24 months. This volume of shares sold represents approximately $105.68M in transactions.


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This page (NYSEARCA:IYE) was last updated on 7/25/2026 by MarketBeat.com Staff.
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