iShares U.S. Energy ETFIYEETF
13F holders, Q1 2024 (March 31)306holders
3famous investors
$49.40avg. 13F price*
At the end of Q1 2024, 306 institutions reported holding iShares U.S. Energy ETF (IYE) in their 13F filings. The largest holders were Morgan Stanley ($101.0M), Bank of America Corp. ($72.2M) and PGIM Custom Harvest LLC ($71.4M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $16.8M |
| Exits | 35 | $10.1M |
Ownership 306 holders
| Morgan Stanley | 0.01% | Reduce -4.6% | 2,045,384 | $101.0M |
| Bank of America Corp. | 0.01% | Add +3.2% | 1,461,615 | $72.2M |
| PGIM Custom Harvest LLC | 1.77% | Reduce -0.8% | 1,445,860 | $71.4M |
| Wells Fargo & Company | 0.01% | Add +4.8% | 985,217 | $48.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +16.9% | 613,986 | $30.3M |
| UBS Group AG | 0.01% | Reduce -3.1% | 596,655 | $29.5M |
| Royal Bank of Canada | 0.01% | Add +2.0% | 487,859 | $24.1M |
| LPL Financial LLC | 0.01% | Add +3.2% | 415,494 | $20.5M |
| Bright Rock Capital Management, LLC | 3.07% | No change | 300,000 | $14.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -43.6% | 288,048 | $14.2M |
| Crestwood Advisors Group, LLC | 0.26% | Reduce -3.1% | 244,799 | $12.1M |
| Ameriprise Financial Inc. | 0.00% | Add +31.5% | 223,783 | $11.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -18.2% | 186,489 | $9.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -19.4% | 181,974 | $9.0M |
| Cetera Investment Advisers | 0.02% | Add +798.5% | 171,614 | $8.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.0% | 171,146 | $8.5M |
| Mariner, LLC | 0.02% | Add +5.0% | 154,364 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -11.8% | 144,026 | $7.1M |
| AMG National Trust Bank | 0.20% | Add +7.8% | 139,380 | $6.9M |
| Bellwether Advisors, LLC | 1.17% | Reduce -6.9% | 107,392 | $5.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.16% | Reduce -6.3% | 104,176 | $5.1M |
| D. E. Shaw & Co. | 0.01% | Add +1512.5% | 103,556 | $5.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +8.2% | 90,496 | $4.5M |
| Raymond James & Associates | 0.00% | Reduce -38.2% | 83,850 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.9% | 70,512 | $3.5M |
| Citadel Advisors | 0.00% | Reduce -29.9% | 66,919 | $3.3M |
| BlackRock Inc. | 0.00% | Add +79.2% | 66,679 | $3.3M |
| Corient Private Wealth LP | 0.01% | Reduce -2.1% | 66,438 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -23.9% | 63,023 | $3.1M |
| Cibc World Market Inc. | 0.01% | Reduce -2.0% | 62,737 | $3.1M |
| Forte Asset Management LLC | 1.80% | Add +28.6% | 60,023 | $3.0M |
| Avidian Wealth Enterprises, LLC | 0.16% | Reduce -1.3% | 59,056 | $2.9M |
| Wintrust Investments LLC | 0.25% | New | 56,955 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +379.2% | 56,702 | $2.8M |
| Kingsview Wealth Management, LLC | 0.07% | New | 53,365 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -44.3% | 48,598 | $2.4M |
| First Citizens Financial Corp | 1.39% | Reduce -13.2% | 47,203 | $2.3M |
| Counterweight Ventures, LLC | 1.86% | Reduce -7.4% | 46,823 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +5.5% | 45,081 | $2.2M |
| Capital Advisory Group Advisory Services, LLC | 1.05% | Add +342.8% | 44,964 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.8% | 44,514 | $2.2M |
| Dentgroup LLC | 1.80% | Reduce -7.6% | 44,067 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +2.5% | 44,116 | $2.2M |
| Synovus Financial Corp. | 0.03% | Add +0.3% | 43,100 | $2.1M |
| MML Investors Services, LLC | 0.01% | Reduce -11.6% | 41,946 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +88.9% | 39,397 | $1.9M |
| Creative Planning | 0.00% | Reduce -0.6% | 38,956 | $1.9M |
| Waterloo Capital, L.P. | 0.24% | Reduce -46.8% | 37,531 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.5% | 36,791 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +12.7% | 36,002 | $1.8M |
| Biondo Investment Advisors, LLC | 0.27% | Reduce -8.8% | 35,280 | $1.7M |
| Captrust Financial Advisors | 0.01% | Reduce -5.3% | 35,027 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -54.7% | 34,615 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.3% | 34,094 | $1.7M |
| Prospera Financial Services Inc | 0.05% | Reduce -84.0% | 33,945 | $1.7M |
| Sunbelt Securities, Inc. | 0.18% | Add +7.1% | 33,424 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +1.8% | 32,504 | $1.6M |
| Summit Financial Wealth Advisors, LLC | 0.32% | Reduce -2.7% | 32,227 | $1.6M |
| Renaissance Technologies | 0.00% | New | 31,700 | $1.6M |
| Navellier & Associates Inc. | 0.19% | New | 30,433 | $1.5M |
| IHT Wealth Management, LLC | 0.06% | Reduce -0.2% | 30,049 | $1.5M |
| Cottonwood Capital Advisors, LLC | 1.11% | Reduce -13.1% | 28,165 | $1.4M |
| Rockland Trust Co. | 0.07% | Reduce 0.0% | 28,117 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +31.7% | 27,030 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.6% | 27,008 | $1.3M |
| Foundation Wealth Management, LLC | 1.03% | Reduce -2.5% | 25,460 | $1.3M |
| KM Capital Management Ltd. | 0.69% | Add +291.3% | 25,253 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -54.4% | 24,832 | $1.2M |
| Ballew Advisors, Inc | 0.84% | Reduce -3.7% | 23,819 | $1.2M |
| Heartwood Wealth Advisors LLC | 0.15% | Add +11.4% | 24,437 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.0% | 23,985 | $1.2M |
| Blue Trust, Inc. | 0.02% | Add +67.2% | 23,788 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -39.5% | 22,697 | $1.1M |
| Mutual Advisors, LLC | 0.04% | Reduce -1.1% | 22,676 | $1.1M |
| KKM Financial LLC | 0.54% | No change | 22,583 | $1.1M |
| Quantitative Investment Management, LLC | 0.06% | Reduce -50.6% | 22,195 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.7% | 21,004 | $1.0M |
| First Heartland Consultants, Inc. | 0.11% | New | 20,540 | $1.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +0.5% | 19,830 | $980K |
| Glenview Trust Co | 0.02% | Reduce -18.4% | 18,660 | $922K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -45.4% | 17,599 | $869K |
| Qube Research & Technologies Ltd | 0.00% | New | 17,523 | $866K |
| BNP Paribas Financial Markets | 0.00% | Reduce -16.9% | 17,067 | $843K |
| Wealth Management Partners, LLC | 0.41% | Add +1.9% | 16,217 | $801K |
| Family Firm, Inc. | 0.19% | Add +5.6% | 15,839 | $782K |
| Founders Financial Securities LLC | 0.08% | Add +12.5% | 15,764 | $779K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 15,471 | $764K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +9.4% | 15,890 | $759K |
| Equitable Holdings, Inc. | 0.01% | Add +3.5% | 15,252 | $753K |
| Ironwood Financial, llc | 0.17% | Add +0.5% | 15,129 | $747K |
| Csenge Advisory Group | 0.04% | Add +12.4% | 15,034 | $743K |
| Cwm, LLC | 0.00% | Reduce -13.2% | 14,360 | $709K |
| Eq LLC | 0.44% | Reduce -7.5% | 14,328 | $708K |
| Aveo Capital Partners, LLC | 0.08% | New | 14,559 | $705K |
| Triumph Capital Management | 0.27% | Add +1.9% | 13,523 | $672K |
| Kesler, Norman & Wride, LLC | 0.14% | Reduce -43.6% | 13,565 | $670K |
| Prudential Financial Inc. | 0.00% | Add +13.5% | 13,439 | $664K |
| ShoreHaven Wealth Partners, LLC | 0.36% | Add +13.5% | 13,062 | $645K |
| SPC Financial, Inc. | 0.06% | Reduce -7.3% | 12,853 | $635K |
| Tradition Wealth Management, LLC | 0.06% | Add +1.7% | 12,847 | $635K |
"% 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.