iShares U.S. Energy ETFIYEETF
13F holders, Q2 2026 (June 30)329holders −3
36new positions
40sold out
5famous investors
$56.75avg. 13F price*
At the end of Q2 2026, 329 institutions reported holding iShares U.S. Energy ETF (IYE) in their 13F filings, down 3 from Q1 2026. 36 opened new positions and 40 sold out. The largest holders were Morgan Stanley ($100.5M), PGIM Custom Harvest LLC ($88.7M) and Bank of America Corp. ($59.4M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- iShares U.S. Energy ETF
- CUSIP
- 464287796
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $52.8M |
| Exits | 40 | $62.3M |
All 13F filers, Q1 2026 → Q2 2026: 1,982,563 shares bought and 3,647,391 shares sold, net −1,664,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 329 holders
| Morgan Stanley | 0.01% | Reduce -1.5% | 1,776,177 | $100.5M |
| PGIM Custom Harvest LLC | 1.11% | Add +7.4% | 1,567,303 | $88.7M |
| Bank of America Corp. | 0.00% | Reduce -31.2% | 1,050,052 | $59.4M |
| Wells Fargo & Company | 0.01% | Reduce -7.7% | 895,697 | $50.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.8% | 735,680 | $41.6M |
| LPL Financial LLC | 0.01% | Add +7.2% | 671,026 | $38.0M |
| UBS Group AG | 0.01% | Reduce -3.0% | 594,593 | $33.6M |
| Three Seasons Wealth, LLC | 1.74% | Add +422.2% | 337,812 | $19.1M |
| Royal Bank of Canada | 0.00% | Reduce -16.0% | 325,427 | $18.4M |
| Ameriprise Financial Inc. | 0.00% | Add +2.5% | 311,726 | $17.6M |
| Camarda Financial Advisors, LLC | 4.10% | New | 239,220 | $13.5M |
| Marshall Wace, LLP | 0.01% | Add +12.6% | 178,824 | $10.1M |
| Cetera Investment Advisers | 0.01% | Add +67.9% | 172,521 | $9.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.9% | 161,359 | $9.1M |
| Osaic Holdings, Inc. | 0.01% | Add +16.6% | 138,928 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Add +136.2% | 133,593 | $7.6M |
| Mariner, LLC | 0.01% | Reduce -4.4% | 133,367 | $7.5M |
| Summit Financial Consulting LLC | 5.05% | New | 131,435 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +99.9% | 127,315 | $7.2M |
| Jones Financial Companies LLLP | 0.00% | Add +12.0% | 123,622 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.1% | 123,263 | $7.0M |
| Citadel Advisors | 0.00% | New | 107,005 | $6.1M |
| CoreCap Advisors, LLC | 0.17% | Add +4086.9% | 104,254 | $5.9M |
| AMG National Trust Bank | 0.12% | Reduce -3.3% | 103,852 | $5.9M |
| Bright Rock Capital Management, LLC | 1.13% | Reduce -66.7% | 100,000 | $5.7M |
| USA Financial Formulas | 1.02% | — | 98,658 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.5% | 96,022 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -51.9% | 86,261 | $4.9M |
| Banco Santander, S.A. | 0.03% | Reduce -56.0% | 85,978 | $4.9M |
| NewEdge Advisors, LLC | 0.01% | Add +4.7% | 75,856 | $4.3M |
| MML Investors Services, LLC | 0.01% | Reduce -70.1% | 73,854 | $4.2M |
| Zurich Insurance Group Ltd | 0.03% | No change | 71,700 | $4.1M |
| Truist Financial Corp. | 0.00% | Add +111.6% | 67,450 | $3.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.0% | 63,448 | $3.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.06% | Reduce -4.9% | 56,691 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 56,210 | $3.2M |
| BlackRock, Inc. | 0.00% | Add +58.9% | 54,785 | $3.1M |
| Ak Global Asset Management, LLC | 2.61% | Add +1.7% | 18,832 | $3.1M |
| Advisortrust Partners, LLC | 1.04% | New | 53,884 | $3.0M |
| Gerald Baker Financial Group LLC | 0.86% | Reduce -1.7% | 53,521 | $3.0M |
| D. E. Shaw & Co. | 0.00% | New | 53,335 | $3.0M |
| Hilltop Holdings Inc. | 0.24% | Add +4.1% | 53,256 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -60.7% | 49,452 | $2.8M |
| Tudor Investment Corporation | 0.01% | Reduce -71.7% | 48,862 | $2.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +719.8% | 48,772 | $2.8M |
| Artesa Financial Group, LLC | 2.34% | Add +0.5% | 48,308 | $2.7M |
| Biondo Investment Advisors, LLC | 0.33% | Add +2.4% | 47,234 | $2.7M |
| Counterweight Ventures, LLC | 1.29% | Reduce -1.0% | 45,886 | $2.6M |
| Forte Asset Management LLC | 1.06% | Reduce -29.8% | 45,786 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.5% | 45,641 | $2.6M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -0.4% | 45,030 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.5% | 43,048 | $2.5M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +1.8% | 42,340 | $2.4M |
| Flow Traders U.S. LLC | 0.10% | New | 41,234 | $2.3M |
| Centaurus Financial, Inc. | 0.09% | New | 40,973 | $2.3M |
| Allianz Asset Management GmbH | 0.00% | Reduce -65.5% | 40,940 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -5.5% | 40,417 | $2.3M |
| Merit Financial Group, LLC | 0.01% | Add +149.9% | 39,354 | $2.2M |
| Mutual Advisors, LLC | 0.04% | Add +61.4% | 38,505 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.4% | 38,071 | $2.2M |
| Waterloo Capital, L.P. | 0.12% | Add +0.5% | 37,731 | $2.1M |
| First Citizens Financial Corp | 0.84% | Reduce -0.1% | 35,636 | $2.0M |
| Corient Private Wealth LP | 0.00% | Reduce -10.4% | 35,548 | $2.0M |
| Wealthstar Advisors, LLC | 0.99% | Reduce -7.5% | 35,097 | $2.0M |
| Quantinno Capital Management LP | 0.00% | Reduce -5.9% | 35,077 | $2.0M |
| Creative Planning | 0.00% | Add +1.6% | 30,207 | $1.7M |
| Two Sigma Investments, LP | 0.00% | New | 29,900 | $1.7M |
| Heartwood Wealth Advisors LLC | 0.13% | Add +8.8% | 28,722 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +31.9% | 28,690 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -19.0% | 28,337 | $1.6M |
| Point72 Asset Management | 0.00% | New | 27,904 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -73.4% | 26,665 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Add +21.1% | 26,371 | $1.5M |
| Ballew Advisors, Inc | 0.75% | Reduce -0.1% | 25,691 | $1.5M |
| Foundation Wealth Management, LLC | 0.89% | Reduce -7.2% | 25,534 | $1.4M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -13.8% | 25,281 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -0.8% | 23,926 | $1.4M |
| Csenge Advisory Group | 0.06% | Add +5.0% | 24,304 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.3% | 24,019 | $1.4M |
| Allen Investment Management, LLC | 0.02% | No change | 23,562 | $1.3M |
| Rockland Trust Co. | 0.05% | No change | 22,566 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.0% | 22,459 | $1.3M |
| Asempa Wealth Advisors | 0.96% | Add +2.1% | 22,356 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Reduce -5.9% | 21,485 | $1.2M |
| Ethos Financial Group, LLC | 0.08% | Reduce -0.6% | 20,359 | $1.2M |
| Liberty Wealth Management LLC | 0.14% | No change | 17,773 | $1.1M |
| Commonwealth Retirement Investments LLC | 0.31% | No change | 20,141 | $1.1M |
| Wealth Management Partners, LLC | 0.27% | Reduce -7.0% | 20,133 | $1.1M |
| Cottonwood Capital Advisors, LLC | 0.68% | Reduce -0.2% | 19,929 | $1.1M |
| Eddie Patel Inc | 0.67% | New | 19,783 | $1.1M |
| KKM Financial LLC | 0.15% | No change | 19,268 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +8.5% | 19,102 | $1.1M |
| Balboa Wealth Partners | 0.14% | New | 18,305 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +12.7% | 18,130 | $1.0M |
| Brendel Financial Advisors LLC | 0.47% | New | 17,948 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.1% | 17,389 | $984K |
| Avior Wealth Management, LLC | 0.03% | New | 17,365 | $983K |
| Lee Johnson Capital Management, LLC | 0.30% | Reduce -4.1% | 16,718 | $946K |
| Navellier & Associates Inc. | 0.07% | Add +33.3% | 16,256 | $920K |
| Cerity Partners LLC | 0.00% | Add +5.2% | 16,241 | $919K |
"% of holder's portfolio" is IYE's weight in each manager's 13F, not the share of iShares U.S. Energy ETF the manager owns.