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

iShares U.S. Energy ETF logo
$70.82 +1.30 (+1.87%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$71.06 +0.24 (+0.33%)
As of 09:10 AM 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 Massive. 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)
138
Total
Institutional Inflows
(last 12 months)
$142.46M
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$108.20M
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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
10/14/2026First Citizens Bank & Trust Co.5,000$324K0.0%N/A0.020%
10/14/2026Forte Asset Management LLC26,570$1.72M0.7%-42.0%0.105%
10/9/2026Sprinkle Financial Consultants LLC3,535$229K0.1%N/A0.014%
10/9/2026Gerald Baker Financial Group LLC53,341$3.46M1.0%-0.3%0.215%
10/8/2026Farther Finance Advisors LLC8,761$568K0.0%-36.3%0.035%
10/8/2026CoreCap Advisors LLC2,667$173K0.0%-97.4%0.011%
10/8/2026Avidian Wealth Enterprises LLC42,501$2.75M0.1%N/A0.171%
10/7/2026Asempa Wealth Advisors20,674$1.36M1.1%-7.5%0.083%
10/5/2026Ballew Advisors Inc23,960$1.59M0.8%-6.7%0.095%
10/5/2026Heartwood Wealth Advisors LLC28,267$1.83M0.1%-1.6%0.112%
10/5/2026Rockland Trust Co.22,327$1.45M0.1%N/A0.088%
10/2/2026 First Citizens Financial Corp35,451$2.30M1.0%-0.5%0.140%
10/1/2026 Montecito Bank & Trust4,126$267K0.0%N/A0.016%
9/23/2026Envestnet Asset Management Inc.123,263$6.98M0.0%+16.1%0.481%
9/9/2026Integrated Wealth Concepts LLC6,450$365K0.0%-21.2%0.023%
9/9/2026NewEdge Advisors LLC75,856$4.29M0.0%+4.7%0.272%
9/9/2026Baird Financial Group Inc.26,665$1.51M0.0%-73.4%0.096%
9/2/2026Allianz Asset Management GmbH40,940$2.32M0.0%-65.5%0.147%
8/27/2026Corient Private Wealth LP35,548$2.01M0.0%-10.4%0.128%
8/23/2026Ameritas Advisory Services LLC11,181$633K0.0%+61.7%0.040%
8/22/2026Highland Investment Advisors LLC1,433$81K0.0%N/A0.005%
8/22/2026Three Seasons Wealth LLC337,812$19.12M1.7%+422.2%1.213%
7/10/2026Adirondack Capital Advisors LLC6,060$343K0.2%+6.3%0.022%
7/8/2026Bright Rock Capital Management LLC100,000$5.66M1.1%-66.7%0.363%
7/7/2026Avior Wealth Management LLC17,365$983K0.0%N/A0.063%
7/7/2026CoreCap Advisors LLC104,254$5.90M0.2%+4,086.9%0.379%
7/6/2026Trilogy Capital Inc.4,386$248K0.0%+4.2%0.016%
6/3/2026NewEdge Advisors LLC72,428$4.69M0.0%+82.0%0.254%
5/26/2026Summit Financial Wealth Advisors LLC3,862$250K0.0%N/A0.014%
5/21/2026GKV 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%
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5/14/2026RMG Wealth Management LLC418$25K0.0%N/A0.001%
5/13/2026Cetera Investment Advisers102,779$6.66M0.0%-0.9%0.360%
5/7/2026Symphony Financial Services Inc.7,929$514K0.3%+6.8%0.028%
5/7/2026Parallel Advisors LLC1,648$107K0.0%+55.2%0.006%
5/6/2026Kesler Norman & Wride LLC9,707$629K0.1%N/A0.034%
5/6/2026Gerald Baker Financial Group LLC61,276$3.97M1.3%N/A0.215%
5/6/2026Independent 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%
5/5/2026Harmony 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%
5/2/2026International 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%
4/29/2026AK Global Asset Management LLC18,522$1.20M1.2%N/A0.065%
4/29/2026Northwest 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%
4/28/2026Forte Asset Management LLC65,203$4.22M1.9%-1.1%0.229%
4/28/2026Wealthstar Advisors LLC37,929$2.46M1.2%-29.1%0.133%
4/27/2026Apeiron RIA LLC27,469$1.78M0.4%N/A0.096%
4/27/2026Counterweight 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%
4/27/2026Y Intercept Hong Kong Ltd4,778$309K0.0%N/A0.017%
4/24/2026Financial 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%
4/23/2026Apollon Wealth Management LLC5,025$325K0.0%-14.0%0.018%
4/22/2026Janney Montgomery Scott LLC42,464$2.75M0.0%-8.0%0.148%
4/22/2026Trilogy 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%
4/18/2026Legacy Wealth Partners LLC5,178$335K0.1%N/A0.020%
4/17/2026Cottonwood Capital Advisors LLC19,966$1.29M0.9%-1.2%0.076%
4/17/2026AGP Franklin LLC3,144$204K0.1%N/A0.012%
4/17/2026Brookstone Capital Management8,450$547K0.0%+16.2%0.032%
4/16/2026Lee Johnson Capital Management LLC17,432$1.13M0.4%N/A0.067%
4/16/2026Southern Capital Advisors LLC34,082$2.21M1.0%N/A0.130%
4/16/2026Allegheny Financial Group4,922$319K0.0%-5.4%0.019%
4/16/2026Sprinkle Financial Consultants LLC3,497$227K0.1%N/A0.013%
4/16/2026 Montecito Bank & Trust3,726$241K0.0%N/A0.014%
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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%
3/2/2026Clearwave 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%
2/18/2026First Citizens Bank & Trust Co.5,000$238K0.0%-13.8%0.021%
2/18/2026EP Wealth Advisors LLC5,278$251K0.0%N/A0.022%


IYE Institutional Ownership - Frequently Asked Questions

During the previous two years, 296 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), 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 2,444,693 shares in the last 24 months. This purchase volume represents approximately $142.46M in transactions.

Of the 97 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 CoreCap Advisors LLC ($102.95K).

Institutional investors have sold a total of 2,133,781 shares in the last 24 months. This volume of shares sold represents approximately $108.20M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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