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

iShares U.S. Energy ETF logo
$63.09 +0.07 (+0.11%)
As of 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)
165
Total
Institutional Inflows
(last 12 months)
$114.60M
Number of
Institutional Sellers
(last 12 months)
118
Total
Institutional Outflows
(last 12 months)
$103.61M
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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
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%
5/4/2026 AMG National Trust Bank107,358$6.95M0.2%+1.6%0.376%
5/4/2026 Retirement Planning Group LLC10,047$651K0.0%-7.4%0.035%
5/4/2026 Chicago Partners Investment Group LLC8,000$480K0.0%+33.3%0.028%
5/2/2026 Global Assets Advisory LLC1,354$88K0.0%N/A0.005%
5/2/2026 International Assets Investment Management LLC2,395$150K0.0%+84.8%0.008%
5/1/2026 Fifth Third Bancorp5,977$387K0.0%+1,394.3%0.021%
5/1/2026 WealthCare Asset Management LLC129,812$8.41M8.9%N/A0.452%
4/30/2026 Kestra Advisory Services LLC68,213$4.42M0.0%-9.7%0.238%
4/30/2026 Money Concepts Capital Corp4,018$260K0.0%N/A0.014%
4/29/2026 AK Global Asset Management LLC18,522$1.20M1.2%N/A0.065%
4/29/2026 Northwest Wealth Advisors LLC11,996$777K0.6%+2.8%0.042%
4/28/2026 Astoria Portfolio Advisors LLC.10,635$641K0.1%N/A0.037%
4/28/2026 NBT 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%
4/28/2026 Wealthstar 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%
4/27/2026 Lodestar Private Asset Management LLC4,148$269K0.0%N/A0.015%
4/27/2026 Private 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%
4/23/2026 Simmons Bank8,741$566K0.0%-4.1%0.031%
4/23/2026 Detalus Advisors LLC3,232$209K0.0%N/A0.011%
4/23/2026 Apollon Wealth Management LLC5,025$325K0.0%-14.0%0.018%
4/22/2026 Janney Montgomery Scott LLC42,464$2.75M0.0%-8.0%0.148%
4/22/2026 Trilogy Capital Inc.4,209$273K0.0%N/A0.016%
4/21/2026 Artesa Financial Group LLC48,065$3.11M3.0%+4.4%0.183%
4/20/2026 Kestra Private Wealth Services LLC8,275$536K0.0%-21.2%0.032%
4/20/2026 Banque 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%
4/17/2026 AGP Franklin LLC3,144$204K0.1%N/A0.012%
4/17/2026 Brookstone Capital Management8,450$547K0.0%+16.2%0.032%
4/16/2026 Lee 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%
2/19/2026 CrossGen 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%
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%
2/17/2026Royal Bank of Canada357,170$16.98M0.0%-0.3%1.470%
2/16/2026 MML 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%
2/13/2026 Kestra 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%
2/13/2026Arkadios Wealth Advisors13,022$619K0.0%+1.6%0.054%
2/13/2026First National Bank of Omaha8,274$396K0.0%N/A0.034%
2/13/2026Wells Fargo & Company MN934,461$44.42M0.0%-1.7%3.846%
2/13/2026Banco Santander S.A.169,554$8.06M0.1%-12.8%0.698%
2/12/2026 Commonwealth Equity Services LLC125,765$5.98M0.0%-9.7%0.518%
2/12/2026Daybright Advisory Services Inc.4,458$212K0.1%N/A0.018%
2/12/2026Steward Partners Investment Advisory LLC40,255$1.91M0.0%-6.5%0.166%
2/12/2026Symphony Financial Services Inc.7,427$353K0.2%+10.4%0.031%
2/12/2026Bank of Montreal Can8,894$423K0.0%+4.2%0.037%
2/12/2026Sumitomo Mitsui Financial Group Inc.74,296$3.53M0.1%-5.3%0.306%
2/11/2026 Janney Montgomery Scott LLC46,172$2.20M0.0%+3.7%0.190%
2/11/2026 Artesa Financial Group LLC46,025$2.19M2.3%N/A0.189%
2/11/2026Commonwealth Retirement Investments LLC23,805$1.13M0.4%N/A0.098%
2/11/2026Cerity Partners LLC9,876$469K0.0%+128.4%0.041%
2/11/2026LPL Financial LLC473,817$22.52M0.0%-17.4%1.950%
2/11/2026JPMorgan Chase & Co.75,990$3.61M0.0%-4.0%0.313%
2/11/2026Greykasell Wealth Strategies Inc.692$33K0.0%N/A0.003%
2/11/2026 J.W. Cole Advisors Inc.55,073$2.62M0.1%-1.8%0.227%
2/10/2026Goldman Sachs Group Inc.722,662$34.35M0.0%+14.3%2.974%
2/10/2026Allen Investment Management LLC23,562$1.12M0.0%N/A0.097%
2/10/2026Waterloo Capital L.P.37,390$1.78M0.1%+0.7%0.154%
2/10/2026 Founders Financial Securities LLC14,125$671K0.0%+2.4%0.058%
2/10/2026 Yukon Wealth Management Inc.8,200$390K0.2%-19.9%0.034%
2/10/2026Northwestern Mutual Wealth Management Co.48,283$2.30M0.0%+6.5%0.199%
2/9/2026Huntington National Bank20,673$983K0.0%-9.0%0.085%
2/9/2026 Prospera Financial Services Inc17,628$838K0.0%-16.9%0.073%


IYE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYE shares?

During the previous two years, 307 institutional investors and hedge funds held shares of iShares U.S. Energy ETF. The most heavily invested institutionals were Morgan Stanley ($86.02M), PGIM Custom Harvest LLC ($68.75M), Bank of America Corp DE ($47.68M), Wells Fargo & Company MN ($44.42M), Goldman Sachs Group Inc. ($34.35M), UBS Group AG ($28.68M), and LPL Financial LLC ($22.52M).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 254 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), JPMorgan Chase & Co. ($235.37K), Raymond James Financial Inc. ($223.92K), LPL Financial LLC ($223.52K), MML Investors Services LLC ($214.50K), BNP Paribas Financial Markets ($204.80K), and Banco Santander S.A. ($194.52K).

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

Institutional investors have bought a total of 2,289,904 shares in the last 24 months. This purchase volume represents approximately $114.60M in transactions.

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

Of the 117 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), BNP Paribas Financial Markets ($194.85K), Crestwood Advisors Group LLC ($191.09K), LPL Financial LLC ($134.10K), Thrivent Financial for Lutherans ($112.56K), and Morgan Stanley ($93.61K).

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

Institutional investors have sold a total of 2,180,655 shares in the last 24 months. This volume of shares sold represents approximately $103.61M in transactions.


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This page (NYSEARCA:IYE) was last updated on 5/5/2026 by MarketBeat.com Staff.
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