iShares U.S. Energy ETFIYEETF
13F holders, Q2 2024 (June 30)297holders −9
25new positions
32sold out
2famous investors
$47.94avg. 13F price*
At the end of Q2 2024, 297 institutions reported holding iShares U.S. Energy ETF (IYE) in their 13F filings, down 9 from Q1 2024. 25 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($97.4M), PGIM Custom Harvest LLC ($71.2M) and Bank of America Corp. ($70.1M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $13.0M |
| Exits | 32 | $17.2M |
All 13F filers, Q1 2024 → Q2 2024: 666,555 shares bought and 667,014 shares sold, net −459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 297 holders
| Morgan Stanley | 0.01% | Reduce -0.8% | 2,029,219 | $97.4M |
| PGIM Custom Harvest LLC | 1.59% | Add +2.6% | 1,483,095 | $71.2M |
| Bank of America Corp. | 0.01% | Reduce -0.1% | 1,459,608 | $70.1M |
| Wells Fargo & Company | 0.01% | Add +0.4% | 989,415 | $47.5M |
| UBS Group AG | 0.01% | Add +3.8% | 619,481 | $29.7M |
| LPL Financial LLC | 0.01% | Add +42.8% | 593,267 | $28.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.1% | 582,774 | $28.0M |
| Royal Bank of Canada | 0.01% | Reduce -3.5% | 470,524 | $22.6M |
| Bright Rock Capital Management, LLC | 3.04% | No change | 300,000 | $14.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.3% | 258,394 | $12.4M |
| Crestwood Advisors Group, LLC | 0.24% | Reduce -1.1% | 242,226 | $11.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.9% | 197,059 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.2% | 174,967 | $8.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -4.4% | 173,909 | $8.3M |
| Cetera Investment Advisers | 0.02% | Reduce -1.7% | 168,673 | $8.1M |
| Mariner, LLC | 0.01% | Add +2.1% | 157,593 | $7.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -17.6% | 153,568 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.5% | 144,693 | $6.9M |
| AMG National Trust Bank | 0.19% | Add +2.4% | 142,787 | $6.9M |
| Bellwether Advisors, LLC | 1.13% | Add +5.0% | 112,732 | $5.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.16% | Add +2.4% | 106,651 | $5.1M |
| Raymond James & Associates | 0.00% | Reduce -2.1% | 82,105 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.1% | 81,382 | $3.9M |
| Citadel Advisors | 0.00% | Add +17.7% | 78,743 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.9% | 74,684 | $3.6M |
| BlackRock Inc. | 0.00% | Reduce -3.8% | 64,142 | $3.1M |
| HRT Financial LP | 0.02% | New | 61,525 | $3.0M |
| Cibc World Market Inc. | 0.01% | Reduce -2.1% | 61,434 | $2.9M |
| Corient Private Wealth LP | 0.01% | Reduce -7.9% | 61,198 | $2.9M |
| Forte Asset Management LLC | 1.70% | Reduce -0.1% | 59,971 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.3% | 59,664 | $2.9M |
| Avidian Wealth Enterprises, LLC | 0.13% | Reduce -1.8% | 57,989 | $2.8M |
| Wintrust Investments LLC | 0.22% | Reduce -2.8% | 55,344 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -3.1% | 54,956 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +9.1% | 49,176 | $2.4M |
| First Citizens Financial Corp | 1.39% | Add +4.0% | 49,066 | $2.4M |
| Counterweight Ventures, LLC | 1.77% | Add +4.1% | 48,730 | $2.3M |
| Capital Advisory Group Advisory Services, LLC | 0.99% | Add +7.8% | 48,476 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 48,299 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.6% | 46,567 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 43,966 | $2.1M |
| Synovus Financial Corp. | 0.03% | Add +0.3% | 43,246 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | — | 38,895 | $1.9M |
| MML Investors Services, LLC | 0.01% | Reduce -3.9% | 40,308 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +0.0% | 39,401 | $1.9M |
| Dentgroup LLC | 1.50% | Reduce -12.3% | 38,660 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +16.1% | 37,729 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +3.1% | 37,110 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 37,068 | $1.8M |
| Biondo Investment Advisors, LLC | 0.26% | Add +3.1% | 36,360 | $1.7M |
| Waterloo Capital, L.P. | 0.21% | Reduce -4.4% | 35,886 | $1.7M |
| Captrust Financial Advisors | 0.01% | Add +1.8% | 35,672 | $1.7M |
| Prospera Financial Services Inc | 0.05% | Add +1.4% | 34,414 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.6% | 32,880 | $1.6M |
| Sunbelt Securities, Inc. | 0.16% | Reduce -2.9% | 32,452 | $1.6M |
| Summit Financial Wealth Advisors, LLC | 0.31% | Reduce -0.0% | 32,218 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +81.4% | 31,931 | $1.5M |
| IHT Wealth Management, LLC | 0.05% | Reduce -0.2% | 30,001 | $1.4M |
| Creative Planning | 0.00% | Reduce -28.8% | 27,735 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +1.6% | 27,443 | $1.3M |
| Rockland Trust Co. | 0.07% | Reduce -2.9% | 27,310 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +12.2% | 26,920 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -22.7% | 26,768 | $1.3M |
| Cottonwood Capital Advisors, LLC | 1.00% | Reduce -2.8% | 27,374 | $1.3M |
| Goodman Advisory Group, LLC | 0.38% | New | 26,682 | $1.3M |
| KM Capital Management Ltd. | 0.65% | Add +3.9% | 26,240 | $1.3M |
| Foundation Wealth Management, LLC | 0.96% | Reduce -0.1% | 25,428 | $1.2M |
| Allstate Corp. | 0.10% | New | 25,400 | $1.2M |
| First Heartland Consultants, Inc. | 0.12% | Add +22.1% | 25,088 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +0.7% | 25,013 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +8.3% | 24,591 | $1.2M |
| Heartwood Wealth Advisors LLC | 0.14% | Add +0.3% | 24,516 | $1.2M |
| Blue Trust, Inc. | 0.02% | No change | 23,788 | $1.2M |
| Fulcrum Equity Management | 1.03% | New | 23,845 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.7% | 22,823 | $1.1M |
| Ballew Advisors, Inc | 0.73% | Reduce -5.2% | 22,574 | $1.1M |
| KKM Financial LLC | 0.51% | No change | 22,583 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -5.8% | 21,352 | $1.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +0.5% | 19,925 | $956K |
| Jane Street Group, LLC | 0.00% | New | 17,389 | $835K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 16,848 | $809K |
| Tudor Investment Corporation | 0.01% | New | 16,775 | $805K |
| Wealth Management Partners, LLC | 0.39% | Add +3.1% | 16,721 | $803K |
| BNP Paribas Financial Markets | 0.00% | Reduce -4.6% | 16,283 | $782K |
| Susquehanna International Group, LLP | 0.00% | Add +128.5% | 16,182 | $777K |
| Navellier & Associates Inc. | 0.09% | Reduce -47.2% | 16,066 | $771K |
| Family Firm, Inc. | 0.17% | Add +0.7% | 15,943 | $765K |
| Equitable Holdings, Inc. | 0.01% | Add +4.5% | 15,938 | $765K |
| Founders Financial Securities LLC | 0.07% | Reduce -0.8% | 15,636 | $751K |
| Ironwood Financial, llc | 0.17% | Add +3.0% | 15,588 | $748K |
| Glenview Trust Co | 0.01% | Reduce -17.3% | 15,433 | $741K |
| Csenge Advisory Group | 0.04% | Add +0.9% | 15,164 | $728K |
| Aveo Capital Partners, LLC | 0.08% | Add +3.4% | 15,051 | $722K |
| Cwm, LLC | 0.00% | Add +0.4% | 14,421 | $692K |
| Prudential Financial Inc. | 0.00% | Add +6.2% | 14,270 | $685K |
| Eq LLC | 0.41% | Reduce -1.3% | 14,141 | $679K |
| ShoreHaven Wealth Partners, LLC | 0.36% | Add +8.2% | 14,132 | $678K |
| Journey Strategic Wealth LLC | 0.03% | Add +33.5% | 13,446 | $645K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -16.2% | 13,312 | $639K |
| Tradition Wealth Management, LLC | 0.06% | Add +2.3% | 13,137 | $631K |
"% 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.