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

$48.53

+0.28 (+0.58%)

(As of 07/26/2024 ET)

Stock Analysis Chart Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 127
Total Institutional Inflows (last 12 months): $116.19M

Number of Institutional Sellers (last 12 months): 126
Total Institutional Outflows (last 12 months): $119.93M

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IYE Institutional Buying and Selling by Quarter

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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
7/26/2024	Detalus Advisors LLC	6,683	$321K	0.1%	+17.3%	0.024%
7/26/2024	Cambridge Investment Research Advisors Inc.	74,684	$3.59M	0.0%	+5.9%	0.272%
7/25/2024	First Heartland Consultants Inc.	25,088	$1.20M	0.1%	+22.1%	0.091%
7/25/2024	Pineridge Advisors LLC	1,798	$86K	0.0%	-11.9%	0.007%
7/25/2024	AMG National Trust Bank	142,787	$6.85M	0.2%	+2.4%	0.519%
7/24/2024	ShoreHaven Wealth Partners LLC	14,132	$678K	0.4%	+8.2%	0.051%
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7/23/2024	Griffin Asset Management Inc.	6,774	$325K	0.0%	-8.4%	0.025%
7/23/2024	Security Financial Services INC.	4,267	$205K	0.0%	-8.5%	0.016%
7/23/2024	Rockland Trust Co.	27,310	$1.31M	0.1%	-2.9%	0.099%
7/22/2024	Capital Advisory Group Advisory Services LLC	48,476	$2.33M	1.0%	+7.8%	0.176%
7/22/2024	Fifth Third Bancorp	613	$29K	0.0%	+97.7%	0.002%
7/22/2024	Legacy Capital Group California Inc.	4,962	$238K	0.1%	N/A	0.018%
7/19/2024	Ironwood Financial llc	15,588	$748K	0.2%	+3.0%	0.057%
7/19/2024	Raymond James & Associates	82,105	$3.94M	0.0%	-2.1%	0.299%
7/18/2024	Brookstone Capital Management	5,932	$291K	0.0%	-8.1%	0.022%
7/17/2024	SOA Wealth Advisors LLC.	1,435	$69K	0.0%	-19.8%	0.005%
7/17/2024	Montecito Bank & Trust	9,007	$432K	0.1%	-24.8%	0.033%
7/17/2024	Ballew Advisors Inc	22,574	$1.10M	0.7%	-5.2%	0.082%
7/17/2024	Country Club Bank	8,865	$425K	0.0%	-3.7%	0.032%
7/17/2024	Cottonwood Capital Advisors LLC	27,374	$1.28M	1.0%	-2.8%	0.100%
7/16/2024	TRUE Private Wealth Advisors	10,700	$514K	0.1%	+30.4%	0.039%
7/16/2024	Ferguson Wellman Capital Management Inc.	7,387	$355K	0.0%	-12.0%	0.027%
7/16/2024	Wealth Enhancement Advisory Services LLC	22,823	$1.10M	0.0%	+8.7%	0.083%
7/15/2024	Fifth Third Securities Inc.	7,006	$336K	0.0%	-4.4%	0.025%
7/15/2024	RFG Advisory LLC	7,696	$369K	0.0%	-3.0%	0.028%
7/12/2024	Wealth Management Partners LLC	16,721	$803K	0.4%	+3.1%	0.061%
7/12/2024	Cypress Wealth Services LLC	9,827	$472K	0.1%	-12.4%	0.036%
7/10/2024	Bernardo Wealth Planning LLC	8,248	$396K	0.1%	-4.9%	0.030%
7/8/2024	Dentgroup LLC	38,660	$1.86M	1.5%	-12.3%	0.141%
5/31/2024	First Citizens Financial Corp	47,203	$2.33M	1.4%	-13.2%	0.172%
5/24/2024	Cetera Advisors LLC	32,605	$1.61M	0.0%	+79.1%	0.119%
5/24/2024	Cetera Investment Advisers	171,614	$8.48M	0.0%	+798.5%	0.624%
5/17/2024	Beacon Capital Management LLC	604	$30K	0.0%	+1,848.4%	0.002%
5/17/2024	Comerica Bank	8,984	$444K	0.0%	-13.8%	0.033%
5/16/2024	B. Riley Wealth Advisors Inc.	15,890	$759K	0.0%	+9.4%	0.058%
5/14/2024	EP Wealth Advisors LLC	2,765	$137K	0.0%	N/A	0.010%
5/14/2024	CreativeOne Wealth LLC	8,543	$422K	0.0%	+45.1%	0.031%
5/10/2024	Osaic Holdings Inc.	186,489	$9.22M	0.0%	-18.2%	0.678%
5/10/2024	Wintrust Investments LLC	56,955	$2.81M	0.2%	N/A	0.207%
5/9/2024	Blair William & Co. IL	6,946	$343K	0.0%	-13.6%	0.025%
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5/9/2024	Picton Mahoney Asset Management	9,700	$479K	0.0%	+120.5%	0.035%
5/9/2024	Kingsview Wealth Management LLC	53,365	$2.64M	0.1%	N/A	0.194%
5/8/2024	Foundation Wealth Management LLC	25,460	$1.26M	1.0%	-2.5%	0.093%
5/8/2024	Bleakley Financial Group LLC	7,395	$365K	0.0%	-8.9%	0.027%
5/8/2024	Avantax Advisory Services Inc.	8,919	$441K	0.0%	-5.7%	0.032%
5/7/2024	Atomi Financial Group Inc.	4,195	$207K	0.0%	N/A	0.015%
5/7/2024	Allegheny Financial Group LTD	7,762	$383K	0.1%	-33.8%	0.028%
5/7/2024	Bernardo Wealth Planning LLC	8,670	$428K	0.1%	-14.3%	0.032%
5/7/2024	EQ LLC	14,328	$708K	0.4%	-7.5%	0.052%
5/7/2024	Windward Private Wealth Management Inc.	5,976	$295K	0.1%	-4.6%	0.022%
5/6/2024	Envestnet Portfolio Solutions Inc.	4,294	$212K	0.0%	-18.3%	0.016%
5/6/2024	Concord Investment Counsel Inc.	12,211	$603K	0.2%	N/A	0.044%
5/4/2024	SPC Financial Inc.	12,853	$635K	0.1%	-7.3%	0.047%
5/4/2024	Csenge Advisory Group	15,034	$743K	0.0%	+12.4%	0.055%
5/3/2024	Avidian Wealth Solutions LLC	59,056	$2.92M	0.1%	-1.3%	0.215%
5/3/2024	Forte Asset Management LLC	60,023	$2.97M	1.8%	+28.6%	0.218%
5/2/2024	Summit Financial Wealth Advisors LLC	32,227	$1.59M	0.3%	-2.7%	0.117%
5/2/2024	Family Firm Inc.	15,839	$782K	0.2%	+5.6%	0.058%
5/1/2024	Janney Montgomery Scott LLC	63,023	$3.11M	0.0%	-23.9%	0.229%
5/1/2024	BNP Paribas Financial Markets	17,067	$843K	0.0%	-16.9%	0.062%
5/1/2024	Blue Trust Inc.	23,788	$1.18M	0.0%	+67.2%	0.087%
4/30/2024	Private Advisor Group LLC	22,697	$1.12M	0.0%	-39.5%	0.082%
4/30/2024	J.W. Cole Advisors Inc.	36,002	$1.79M	0.1%	+12.7%	0.131%
4/30/2024	Arkadios Wealth Advisors	7,151	$353K	0.0%	+3.6%	0.026%
4/30/2024	Mayflower Financial Advisors LLC	8,276	$409K	0.0%	-30.2%	0.030%
4/29/2024	Commonwealth Equity Services LLC	144,026	$7.12M	0.0%	-11.8%	0.523%
4/26/2024	Cottonwood Capital Advisors LLC	28,165	$1.40M	1.1%	-13.1%	0.102%
4/26/2024	Bellevue Asset Management LLC	2,319	$115K	0.1%	-14.0%	0.008%
4/25/2024	Lodestar Private Asset Management LLC	4,248	$210K	0.0%	N/A	0.015%
4/25/2024	TRUE Private Wealth Advisors	8,207	$405K	0.0%	+4.4%	0.030%
4/25/2024	Triumph Capital Management	13,523	$672K	0.3%	+1.9%	0.049%
4/25/2024	Cambridge Investment Research Advisors Inc.	70,512	$3.48M	0.0%	+1.9%	0.256%
4/24/2024	Patton Albertson Miller Group LLC	10,731	$530K	0.1%	-6.8%	0.039%
4/24/2024	U S Global Investors Inc.	1,700	$84K	0.0%	N/A	0.006%
4/24/2024	Simplicity Wealth LLC	7,395	$365K	0.0%	N/A	0.027%
4/24/2024	Spire Wealth Management	7,391	$365K	0.0%	-3.0%	0.027%
4/23/2024	Raymond James Financial Services Advisors Inc.	181,974	$8.99M	0.0%	-19.4%	0.661%
4/20/2024	Kesler Norman & Wride LLC	13,565	$670K	0.1%	-43.6%	0.049%
4/18/2024	Hubbell Strickland Wealth Management LLC	4,208	$208K	0.1%	N/A	0.015%
4/17/2024	Founders Financial Securities LLC	15,764	$779K	0.1%	+12.5%	0.057%
4/16/2024	Cypress Wealth Services LLC	11,219	$554K	0.1%	-34.0%	0.041%
4/16/2024	Wealth Enhancement Advisory Services LLC	21,004	$1.04M	0.0%	-6.7%	0.076%
4/15/2024	Brookstone Capital Management	6,454	$319K	0.0%	-5.0%	0.023%
4/15/2024	Sunbelt Securities Inc.	33,424	$1.65M	0.2%	+7.1%	0.121%
4/12/2024	Wealth Management Partners LLC	16,217	$801K	0.4%	+1.9%	0.055%
4/11/2024	Market Street Wealth Management Advisors LLC	10,719	$530K	0.1%	-6.0%	0.036%
4/11/2024	Security Financial Services INC.	4,662	$230K	0.1%	N/A	0.016%
4/11/2024	ONE Advisory Partners LLC	5,518	$273K	0.1%	N/A	0.019%
4/11/2024	Ballew Advisors Inc	23,819	$1.22M	0.8%	-3.7%	0.081%
4/10/2024	SOA Wealth Advisors LLC.	1,789	$88K	0.0%	-22.2%	0.006%
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4/10/2024	Lantz Financial LLC	4,300	$212K	0.1%	-5.9%	0.015%
4/9/2024	Montecito Bank & Trust	11,982	$592K	0.1%	-1.8%	0.041%
4/5/2024	CWM LLC	14,360	$709K	0.0%	-13.2%	0.049%
4/3/2024	Dentgroup LLC	44,067	$2.18M	1.8%	-7.6%	0.149%
4/2/2024	Heartwood Wealth Advisors LLC	24,437	$1.21M	0.1%	+11.4%	0.083%
3/22/2024	PNC Financial Services Group Inc.	7,453	$329K	0.0%	+9.6%	0.025%
3/15/2024	B. Riley Wealth Advisors Inc.	14,527	$641K	0.0%	-8.6%	0.049%
3/1/2024	Goldman Sachs Group Inc.	525,309	$23.18M	0.0%	-15.8%	1.781%
3/1/2024	Pineridge Advisors LLC	2,036	$90K	0.0%	N/A	0.007%
2/27/2024	Counterweight Ventures LLC	50,589	$2.23M	2.0%	N/A	0.171%

(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, 373 institutional investors and hedge funds held shares of iShares U.S. Energy ETF. The most heavily invested institutionals were Bank of America Corp DE ($100.79M), PGIM Custom Harvest LLC ($68.59M), Prudential Financial Inc. ($54.03M), Wells Fargo & Company MN ($41.49M), Advisor Group Holdings Inc. ($41.19M), Northwestern Mutual Wealth Management Co. ($33.70M), and Royal Bank of Canada ($28.49M).Learn more on IYE's institutional investors.
Which institutional investors have been buying iShares U.S. Energy ETF stock?: Of the 261 institutional investors that purchased iShares U.S. Energy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($337.38K), Ronald Blue Trust Inc. ($284.34K), International Assets Investment Management LLC ($263.91K), Crestwood Advisors Group LLC ($252.68K), Modera Wealth Management LLC ($209.06K), Bellwether Advisors LLC ($193.32K), and Northwestern Mutual Wealth Management Co. ($183.85K).
How much institutional buying is happening at iShares U.S. Energy ETF?: Institutional investors have bought a total of 6,476,448 shares in the last 24 months. This purchase volume represents approximately $282.81M in transactions.

Which iShares U.S. Energy ETF major shareholders have been selling company stock?: Of the 240 institutional investors that sold iShares U.S. Energy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($18.43M), CFS Investment Advisory Services LLC ($3.70M), CWM LLC ($3.20M), LPL Financial LLC ($2.38M), Park Avenue Securities LLC ($1.62M), Janney Montgomery Scott LLC ($1.21M), and Advisor Group Holdings Inc. ($767.96K).
How much institutional selling is happening at iShares U.S. Energy ETF?: Institutional investors have sold a total of 42,437,750 shares in the last 24 months. This volume of shares sold represents approximately $1.69B in transactions.