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 |
| Financial Partners Group, Inc | 0.10% | Reduce -10.7% | 12,745 | $630K |
| Concord Investment Counsel Inc. | 0.22% | — | 12,211 | $603K |
| Cerity Partners LLC | 0.00% | Reduce -14.9% | 12,003 | $593K |
| Aptus Capital Advisors, LLC | 0.01% | Add +5986.8% | 11,991 | $592K |
| Montecito Bank & Trust | 0.12% | Reduce -1.8% | 11,982 | $592K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 11,960 | $591K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -73.9% | 11,608 | $573K |
| Cypress Wealth Services, LLC | 0.13% | Reduce -34.0% | 11,219 | $554K |
| Grove Bank & Trust | 0.09% | No change | 11,158 | $551K |
| Patton Albertson Miller Group, LLC | 0.08% | Reduce -6.8% | 10,731 | $530K |
| Market Street Wealth Management Advisors LLC | 0.09% | Reduce -6.0% | 10,719 | $530K |
| Chemistry Wealth Management LLC | 0.14% | No change | 10,658 | $527K |
| Flow Traders U.S. LLC | 0.03% | New | 10,433 | $515K |
| Empirical Asset Management, LLC | 0.25% | New | 10,317 | $510K |
| Journey Strategic Wealth LLC | 0.02% | Add +34.8% | 10,069 | $497K |
| Picton Mahoney Asset Management | 0.02% | Add +120.5% | 9,700 | $479K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.2% | 9,684 | $478K |
| Millennium Capital Advisors, LLC | 0.33% | Add +27.7% | 9,458 | $467K |
| Country Club Bank | 0.03% | Reduce -0.3% | 9,207 | $455K |
| Simmons Bank | 0.03% | No change | 9,129 | $451K |
| Magnus Financial Group LLC | 0.05% | Reduce -2.8% | 9,019 | $446K |
| Comerica Bank | 0.00% | Reduce -13.8% | 8,984 | $444K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -5.7% | 8,919 | $441K |
| Wedbush Securities Inc. | 0.02% | Reduce -4.1% | 8,906 | $440K |
| Narwhal Capital Management | 0.04% | No change | 8,825 | $436K |
| Moors & Cabot, Inc. | 0.02% | Reduce -5.9% | 8,745 | $432K |
| Bernardo Wealth Planning LLC | 0.12% | Reduce -14.3% | 8,670 | $428K |
| Private Advisory Group LLC | 0.06% | Reduce -46.0% | 8,563 | $423K |
| CreativeOne Wealth, LLC | 0.02% | Add +45.1% | 8,543 | $422K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -1.0% | 8,404 | $415K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -20.7% | 8,391 | $415K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -1.6% | 8,390 | $414K |
| MCF Advisors LLC | 0.03% | No change | 8,336 | $412K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -30.2% | 8,276 | $409K |
| TRUE Private Wealth Advisors | 0.05% | Add +4.4% | 8,207 | $405K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 7,990 | $395K |
| RFG Advisory, LLC | 0.01% | Add +0.5% | 7,935 | $392K |
| One Wealth Advisors, LLC | 0.07% | Reduce -43.6% | 7,934 | $392K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -45.1% | 7,907 | $391K |
| Advisory Services Network, LLC | 0.01% | Reduce -60.6% | 7,856 | $388K |
| Capital Investment Advisors, LLC | 0.01% | Add +8.8% | 7,814 | $386K |
| Rosenberg Matthew Hamilton | 0.11% | Reduce -18.2% | 7,762 | $386K |
| Allegheny Financial Group | 0.12% | Reduce -33.8% | 7,762 | $383K |
| Gsa Capital Partners LLP | 0.03% | Reduce -46.4% | 7,698 | $380K |
| Franklin Resources Inc. | 0.00% | No change | 7,505 | $371K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -8.9% | 7,395 | $365K |
| Simplicity Wealth,LLC | 0.01% | New | 7,395 | $365K |
| Griffin Asset Management, Inc. | 0.04% | Add +1.0% | 7,394 | $365K |
| Spire Wealth Management | 0.01% | Reduce -3.0% | 7,391 | $365K |
| Fifth Third Securities, Inc. | 0.04% | Add +4.2% | 7,326 | $362K |
| Ameritas Advisory Services, LLC | 0.01% | New | 7,410 | $360K |
| Lazari Capital Management, Inc. | 0.19% | No change | 7,265 | $359K |
| Eudaimonia Partners, LLC | 0.08% | Add +2.3% | 7,152 | $353K |
| Arkadios Wealth Advisors | 0.03% | Add +3.6% | 7,151 | $353K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 7,100 | $351K |
| Susquehanna International Group, LLP | 0.00% | Reduce -21.8% | 7,081 | $350K |
| Invst, LLC | 0.04% | No change | 6,974 | $347K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -0.5% | 6,966 | $344K |
| Blair William & Co. | 0.00% | Reduce -13.6% | 6,946 | $343K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.7% | 6,897 | $341K |
| Appleton Partners Inc. | 0.03% | No change | 6,639 | $328K |
| Retirement Planning Group, LLC | 0.02% | No change | 6,555 | $324K |
| Sigma Planning Corp | 0.01% | New | 6,551 | $324K |
| Brookstone Capital Management | 0.01% | Reduce -5.0% | 6,454 | $319K |
| SC&H Financial Advisors, Inc. | 0.08% | Add +0.2% | 6,392 | $316K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.7% | 6,209 | $307K |
| CoreCap Advisors, LLC | 0.02% | Reduce -21.5% | 6,063 | $300K |
| Sweet Financial Partners, LLC | 0.07% | No change | 6,000 | $296K |
| Windward Private Wealth Management Inc. | 0.12% | Reduce -4.6% | 5,976 | $295K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,888 | $291K |
| Chicago Partners Investment Group LLC | 0.01% | New | 5,796 | $291K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | No change | 5,715 | $282K |
| Detalus Advisors, LLC | 0.10% | Reduce -43.6% | 5,696 | $281K |
| ONE Advisory Partners, LLC | 0.13% | New | 5,518 | $273K |
| Ellerson Group Inc. | 0.21% | No change | 5,500 | $272K |
| Cora Capital Advisors LLC | 0.14% | No change | 5,500 | $272K |
| Next Capital Management LLC | 0.11% | No change | 5,500 | $272K |
| Quadrant Private Wealth Management, LLC | 0.07% | Reduce -45.5% | 5,490 | $271K |
| FMR LLC | 0.00% | Add +4.5% | 5,437 | $269K |
| Dakota Wealth Management | 0.01% | New | 5,410 | $267K |
| Greenwich Wealth Management LLC | 0.02% | No change | 5,367 | $265K |
| Kraft, Davis & Associates, LLC | 0.08% | No change | 5,315 | $259K |
| Raymond James Trust N.A. | 0.01% | No change | 5,160 | $255K |
| Avior Wealth Management, LLC | 0.01% | Add +25.9% | 5,135 | $254K |
| Global Financial Private Client, LLC | 0.11% | Reduce -1.1% | 5,025 | $250K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.0% | 5,009 | $247K |
| First Citizens Bank & Trust Co. | 0.00% | No change | 5,000 | $247K |
| Realta Investment Advisors | 0.05% | Add +3.3% | 4,786 | $236K |
| Regal Investment Advisors LLC | 0.02% | Reduce -17.2% | 4,665 | $230K |
| Security Financial Services, INC. | 0.05% | New | 4,662 | $230K |
| Bank of Montreal | 0.00% | Reduce -11.2% | 4,610 | $228K |
| Valmark Advisers, Inc. | 0.00% | Reduce -0.2% | 4,561 | $225K |
| KOM Wealth Management Group, LLC | 0.22% | New | 4,508 | $223K |
| Christensen, King & Associates Investment Services, Inc. | 0.11% | New | 4,419 | $218K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 4,333 | $214K |
| Keebeck Wealth Management | 0.03% | Reduce -83.2% | 4,302 | $213K |
| Lantz Financial LLC | 0.07% | Reduce -5.9% | 4,300 | $212K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -18.3% | 4,294 | $212K |
| Lodestar Private Asset Management LLC | 0.03% | New | 4,248 | $210K |
| Hubbell Strickland Wealth Management, LLC | 0.11% | New | 4,208 | $208K |
| Compound Planning, Inc. | 0.02% | New | 4,195 | $207K |
| FLC Capital Advisors | 0.05% | Reduce -15.4% | 4,077 | $201K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,055 | $200K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.5% | 4,011 | $198K |
| Family Asset Management, LLC | 0.12% | Reduce -4.0% | 3,847 | $190K |
| Montag A & Associates Inc. | 0.01% | No change | 3,825 | $189K |
| Global Retirement Partners, LLC | 0.01% | Reduce -1.5% | 3,751 | $185K |
| US Bancorp \de | 0.00% | Reduce -7.3% | 3,236 | $160K |
| Investors Research Corp | 0.04% | No change | 3,050 | $151K |
| Hollencrest Capital Management | 0.01% | No change | 2,981 | $147K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -16.2% | 2,905 | $143K |
| Tyler-Stone Wealth Management | 0.06% | Add +0.2% | 2,867 | $142K |
| Goodwin Investment Advisory | 0.06% | Reduce -2.1% | 2,770 | $137K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,765 | $137K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,735 | $135K |
| Kelly Financial Services LLC | 0.05% | Reduce -8.6% | 2,657 | $131K |
| Fernwood Investment Management, LLC | 0.04% | New | 2,450 | $121K |
| Principal Securities, Inc. | 0.00% | Add +30.9% | 2,327 | $115K |
| Bellevue Asset Management, LLC | 0.07% | Reduce -14.1% | 2,319 | $115K |
| Glass Jacobson Investment Advisors llc | 0.04% | Add +3.0% | 2,115 | $104K |
| Pineridge Advisors LLC | 0.04% | Add +0.3% | 2,042 | $101K |
| Matrix Private Capital Group LLC | 0.06% | No change | 1,890 | $93K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -22.2% | 1,789 | $88K |
| Norwood Financial Corp | 0.13% | No change | 1,780 | $88K |
| Cassady Schiller Wealth Management, LLC | 0.04% | No change | 1,750 | $86K |
| U S Global Investors Inc. | 0.01% | New | 1,700 | $84K |
| Farther Finance Advisors, LLC | 0.01% | Add +13.6% | 1,683 | $84K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,667 | $83K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 1,639 | $81K |
| NBT Bank, N.A. | 0.01% | Reduce -1.0% | 1,460 | $72K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 1,322 | $65K |
| Lanark Financial, Inc. | 0.01% | Reduce -8.9% | 1,285 | $63K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 1,140 | $56K |
| Signaturefd, LLC | 0.00% | No change | 1,100 | $54K |
| IFP Advisors, Inc | 0.00% | Add +1.0% | 1,085 | $54K |
| LGT Financial Advisors LLC | 0.06% | Add +6.3% | 1,069 | $53K |
| Paladin Advisory Group, LLC | 0.04% | No change | 1,025 | $51K |
| Parallel Advisors, LLC | 0.00% | Reduce -38.8% | 958 | $47K |
| Tucker Asset Management LLC | 0.01% | No change | 950 | $47K |
| Sound Income Strategies, LLC | 0.00% | No change | 842 | $42K |
| Clearstead Advisors, LLC | 0.00% | Add +0.5% | 818 | $40K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +177.0% | 784 | $39K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -98.4% | 858 | $38K |
| Founders Financial Alliance, LLC | 0.01% | No change | 743 | $37K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 740 | $37K |
| Harbour Investments, Inc. | 0.00% | Reduce -35.5% | 721 | $36K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -5.4% | 717 | $35K |
| WealthShield Partners, LLC | 0.01% | Reduce -76.3% | 652 | $32K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -35.9% | 630 | $31K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -0.8% | 620 | $31K |
| Geneos Wealth Management Inc. | 0.00% | No change | 615 | $30K |
| Beacon Capital Management, LLC | 0.01% | Add +1848.4% | 604 | $30K |
| LRI Investments, LLC | 0.01% | — | 480 | $24K |
| Phillips Financial Management, LLC | 0.00% | No change | 457 | $23K |
| Front Row Advisors LLC | 0.01% | No change | 450 | $22K |
| Tsfg, LLC | 0.00% | Reduce -30.7% | 383 | $19K |
| Ancora Advisors LLC | 0.00% | Reduce -14.1% | 379 | $19K |
| Allworth Financial LP | 0.00% | Add +12.0% | 364 | $18K |
| Sandy Spring Bank | 0.00% | Reduce -37.0% | 340 | $17K |
| Fifth Third Bancorp | 0.00% | Reduce -86.6% | 310 | $15K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 306 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $15K |
| New Republic Capital, LLC | 0.01% | Reduce -16.9% | 295 | $15K |
| Mma Asset Management LLC | 0.01% | New | 283 | $14K |
| Woodmont Investment Counsel LLC | 0.00% | New | 252 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Add +675.0% | 248 | $12K |
| SouthState Bank Corp | 0.00% | Add +107.0% | 238 | $12K |
| Davis Capital Management | 0.01% | No change | 230 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -75.4% | 225 | $11K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 224 | $11K |
| Citigroup Inc. | 0.00% | No change | 212 | $10K |
| Optimum Investment Advisors | 0.00% | No change | 200 | $10K |
| Highlander Capital Management, LLC | 0.00% | No change | 200 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 200 | $10K |
| Financial Management Professionals, Inc. | 0.00% | No change | 185 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 180 | $9K |
| Concord Wealth Partners | 0.00% | Reduce -74.8% | 178 | $9K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 175 | $9K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 174 | $9K |
| Coston, McIsaac & Partners | 0.00% | Add +0.6% | 177 | $8K |
| Anchor Investment Management, LLC | 0.00% | Reduce -46.8% | 157 | $8K |
| Salem Investment Counselors Inc. | 0.00% | No change | 150 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 150 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 142 | $7K |
| PSI Advisors, LLC | 0.00% | No change | 139 | $7K |
| Versant Capital Management, Inc | 0.00% | Add +0.8% | 121 | $6K |
| WR Wealth Planners, LLC | 0.00% | New | 101 | $5K |
| Bray Capital Advisors | 0.00% | No change | 100 | $5K |
| Capital Investment Counsel, Inc | 0.00% | No change | 100 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 95 | $5K |
| Ables, Iannone, Moore & Associates, Inc. | 0.00% | No change | 87 | $4K |
| Integrity Financial Corp | 0.00% | No change | 85 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 85 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 74 | $4K |
| Assetmark, Inc. | 0.00% | New | 67 | $3K |
| Aspire Private Capital, LLC | 0.00% | Reduce -4.7% | 61 | $3K |
| Macroview Investment Management LLC | 0.00% | Add +2.2% | 46 | $2K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 45 | $2K |
| NorthRock Partners, LLC | 0.00% | No change | 33 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Add +950.0% | 21 | $1K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 16 | $792 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 16 | $790 |
| Larson Financial Group LLC | 0.00% | New | 15 | $741 |
| Founders Capital Management | 0.00% | No change | 9 | $455 |
| Smartleaf Asset Management LLC | 0.00% | New | 7 | $342 |
| Clear Point Advisors Inc. | 0.00% | No change | 3 | $172 |
"% 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.