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

iShares U.S. Energy ETF logo
$47.30 +0.20 (+0.42%)
Closing price 07/11/2025 04:10 PM Eastern
Extended Trading
$47.13 -0.17 (-0.36%)
As of 07/11/2025 05:13 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)
168
Total
Institutional Inflows
(last 12 months)
$139.99M
Number of
Institutional Sellers
(last 12 months)
114
Total
Institutional Outflows
(last 12 months)
$62.79M
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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
7/11/2025Wealth Management Partners LLC20,741$952K0.3%-17.0%0.081%
7/11/2025Farther Finance Advisors LLC5,294$239K0.0%+110.0%0.021%
7/10/2025 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%
5/16/2025Ascent Group LLC7,085$349K0.0%N/A0.027%
5/16/2025Signature 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%
5/14/2025Biondo 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%
5/14/2025Allstate 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%
5/13/2025Ethos 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%
5/12/2025Meridian Wealth Management LLC8,321$410K0.0%N/A0.032%
5/9/2025Chicago Partners Investment Group LLC6,793$335K0.0%+16.4%0.026%
5/9/2025WealthShield Partners LLC1,567$77K0.0%+171.6%0.006%
5/9/2025Wealthspire Advisors LLC7,392$364K0.0%-4.3%0.028%
5/9/2025Blair William & Co. IL4,677$231K0.0%-6.6%0.018%
5/9/2025PNC Financial Services Group Inc.9,507$469K0.0%+141.4%0.036%
5/8/2025SPC Financial Inc.8,805$434K0.0%-23.6%0.033%
5/8/2025Arkadios 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%
5/6/2025ShoreHaven Wealth Partners LLC6,384$315K0.2%-61.2%0.024%
5/6/2025Cetera Investment Advisers185,521$9.15M0.0%+8.3%0.700%
5/6/2025Avantax Advisory Services Inc.8,444$416K0.0%+9.3%0.032%
5/6/2025One Wealth Advisors LLC5,233$258K0.0%-53.1%0.020%
5/6/2025Journey Strategic Wealth LLC15,878$783K0.0%+17.2%0.060%
5/6/2025AE Wealth Management LLC4,395$217K0.0%-5.1%0.017%
5/6/2025Venturi Wealth Management LLC4,400$217K0.0%N/A0.017%
5/6/2025Y Intercept Hong Kong Ltd4,324$213K0.0%N/A0.016%
5/6/2025Choreo LLC4,290$211K0.0%-6.7%0.016%
5/5/2025Crestwood Advisors Group LLC220,523$10.87M0.2%-2.3%0.832%
5/5/2025Counterweight Ventures LLC13,967$689K0.5%-2.3%0.053%
5/5/2025Cassaday & Co Wealth Management LLC6,298$310K0.0%+7.0%0.024%
5/5/2025Kestra Private Wealth Services LLC8,846$436K0.0%+10.8%0.033%
5/5/2025Csenge Advisory Group19,786$975K0.1%+6.1%0.075%
5/5/2025AMG National Trust Bank119,149$5.87M0.2%-15.5%0.450%
5/5/2025Private Advisor Group LLC34,635$1.71M0.0%+6.0%0.131%
5/5/2025EQ LLC11,770$580K0.3%-8.9%0.044%
5/2/2025Mayflower Financial Advisors LLC7,144$352K0.1%-10.0%0.027%
5/2/2025Larson Financial Group LLC2,244$111K0.0%+138.5%0.008%
5/2/2025Apollon Wealth Management LLC7,408$365K0.0%+5.6%0.028%
5/2/2025Sigma Planning Corp7,499$370K0.0%+26.1%0.028%
5/1/2025CWM LLC21,403$1.06M0.0%-6.3%0.081%
5/1/2025Iron Horse Wealth Management LLC533$26K0.0%N/A0.002%
5/1/2025Quest 10 Wealth Builders Inc.2,877$142K0.2%-29.6%0.011%
4/30/2025Cerity Partners LLC5,860$289K0.0%-47.7%0.022%
4/30/2025Cornerstone Planning Group LLC945$47K0.0%+632.6%0.004%
4/30/2025Interchange Capital Partners LLC4,948$244K0.1%N/A0.019%
4/29/2025Envestnet Asset Management Inc.54,753$2.70M0.0%+2.5%0.207%
4/29/2025 Summit Financial Consulting LLC112,711$5.56M5.2%N/A0.425%
4/29/2025Concurrent Investment Advisors LLC4,426$218K0.0%N/A0.017%
4/29/2025Wayfinding Financial LLC532$26K0.0%N/A0.002%
4/29/2025Strategic Blueprint LLC4,241$209K0.0%-42.0%0.016%
4/29/2025OneDigital Investment Advisors LLC26,662$1.31M0.0%-21.4%0.101%
4/28/2025Rosenberg Matthew Hamilton6,769$334K0.1%-12.3%0.026%
4/28/2025Mutual Advisors LLC22,527$1.11M0.0%+2.6%0.085%
4/28/2025Detalus Advisors LLC5,877$290K0.1%-61.0%0.022%
4/28/2025Yukon Wealth Management Inc.10,353$510K0.2%N/A0.039%
4/25/2025Lodestar Private Asset Management LLC4,248$209K0.0%N/A0.016%
4/25/2025Saxon Interests Inc.4,787$236K0.1%N/A0.018%
4/25/2025Wealthstar Advisors LLC41,893$2.07M0.9%+11.8%0.158%
4/25/2025Avidian Wealth Enterprises LLC55,465$2.73M0.1%-1.4%0.209%
4/24/2025Sunbelt Securities Inc.40,242$1.98M0.2%+2.5%0.152%
4/23/2025Cottonwood Capital Advisors LLC20,947$1.03M0.8%-1.3%0.079%
4/23/2025Golden State Wealth Management LLC5,323$263K0.0%+103.6%0.020%
4/23/2025Continuum Advisory LLC3,169$156K0.0%-14.4%0.012%
4/22/2025Cambridge Investment Research Advisors Inc.40,267$1.99M0.0%-3.0%0.152%
4/22/2025Foundation Wealth Management LLC24,654$1.22M1.0%+1.0%0.093%
4/21/2025 Heartwood Wealth Advisors LLC15,430$761K0.1%-42.3%0.058%
4/18/2025 Market Street Wealth Management Advisors LLC4,487$221K0.0%-27.9%0.017%
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4/17/2025Montecito Bank & Trust4,989$246K0.0%-21.0%0.019%
4/17/2025Janney Montgomery Scott LLC47,800$2.36M0.0%-17.0%0.179%
4/16/2025 Wealth Enhancement Advisory Services LLC22,664$1.12M0.0%+12.6%0.085%
4/16/2025 Rockland Trust Co.24,417$1.20M0.1%-2.4%0.091%
4/16/2025 Ballew Advisors Inc27,102$1.34M0.9%+20.6%0.101%
4/16/2025May Barnhard Investments LLC4,120$203K0.1%N/A0.015%
4/16/2025 Ferguson Wellman Capital Management Inc.6,239$308K0.0%-97.5%0.023%
4/15/2025Ironwood Wealth Management LLC.8,438$416K0.1%+4.6%0.032%
4/15/2025CX Institutional547$27K0.0%N/A0.002%
4/14/2025 Dentgroup LLC34,874$1.72M1.3%-0.9%0.130%
(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, 326 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 253 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 3,010,191 shares in the last 24 months. This purchase volume represents approximately $139.99M in transactions.

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

Of the 114 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. ($287.08K), Bank of America Corp DE ($144.06K), Royal Bank of Canada ($121.34K), Envestnet Asset Management Inc. ($115.76K), Integrated Wealth Concepts LLC ($44.26K), Glenview Trust co ($37.02K), and Counterweight Ventures LLC ($34.76K).

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

Institutional investors have sold a total of 1,331,904 shares in the last 24 months. This volume of shares sold represents approximately $62.79M in transactions.


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This page (NYSEARCA:IYE) was last updated on 7/13/2025 by MarketBeat.com Staff
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