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 |
| Financial Partners Group, Inc | 0.10% | Add +0.4% | 12,796 | $614K |
| Jones Financial Companies LLLP | 0.00% | Add +8418.7% | 12,778 | $613K |
| Allegheny Financial Group | 0.17% | Add +61.0% | 12,500 | $600K |
| Kesler, Norman & Wride, LLC | 0.13% | Reduce -9.0% | 12,340 | $592K |
| Cerity Partners LLC | 0.00% | Add +0.1% | 12,010 | $576K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 11,960 | $574K |
| SPC Financial, Inc. | 0.05% | Reduce -7.4% | 11,899 | $571K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -34.5% | 11,476 | $551K |
| Trexquant Investment LP | 0.01% | New | 11,286 | $542K |
| Empirical Asset Management, LLC | 0.20% | Add +8.8% | 11,228 | $539K |
| Grove Bank & Trust | 0.09% | No change | 11,158 | $536K |
| GTS Securities LLC | 0.01% | New | 11,150 | $535K |
| Arkadios Wealth Advisors | 0.04% | Add +52.9% | 10,933 | $525K |
| TRUE Private Wealth Advisors | 0.06% | Add +30.4% | 10,700 | $514K |
| Chemistry Wealth Management LLC | 0.13% | No change | 10,658 | $512K |
| Patton Albertson Miller Group, LLC | 0.07% | Reduce -4.7% | 10,227 | $491K |
| Millennium Capital Advisors, LLC | 0.33% | Add +8.0% | 10,210 | $490K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -63.4% | 9,907 | $476K |
| Cypress Wealth Services, LLC | 0.10% | Reduce -12.4% | 9,827 | $472K |
| Northern Trust Corp. | 0.00% | New | 9,408 | $452K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.2% | 9,386 | $451K |
| Atria Investments, Inc | 0.01% | New | 9,179 | $441K |
| Simmons Bank | 0.03% | No change | 9,129 | $438K |
| Magnus Financial Group LLC | 0.05% | Add +0.4% | 9,053 | $435K |
| Montecito Bank & Trust | 0.09% | Reduce -24.8% | 9,007 | $432K |
| Comerica Bank | 0.00% | Add +0.0% | 8,985 | $431K |
| Country Club Bank | 0.03% | Reduce -3.7% | 8,865 | $425K |
| Narwhal Capital Management | 0.04% | No change | 8,825 | $424K |
| Advisory Services Network, LLC | 0.01% | Add +9.6% | 8,606 | $413K |
| Quantum Portfolio Management LLC | 0.23% | New | 8,337 | $400K |
| MCF Advisors LLC | 0.03% | No change | 8,336 | $400K |
| Alera Investment Advisors, LLC | 0.05% | New | 8,274 | $397K |
| Bernardo Wealth Planning LLC | 0.11% | Reduce -4.9% | 8,248 | $396K |
| Picton Mahoney Asset Management | 0.02% | Reduce -15.5% | 8,200 | $394K |
| Blair William & Co. | 0.00% | Add +17.6% | 8,169 | $392K |
| Market Street Wealth Management Advisors LLC | 0.07% | Reduce -24.2% | 8,129 | $390K |
| Rosenberg Matthew Hamilton | 0.11% | Add +3.1% | 8,005 | $384K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -4.9% | 7,992 | $384K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -1.6% | 7,865 | $378K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.2% | 7,831 | $376K |
| RFG Advisory, LLC | 0.01% | Reduce -3.0% | 7,696 | $369K |
| Ameritas Advisory Services, LLC | 0.01% | Add +3.6% | 7,676 | $368K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -8.2% | 7,594 | $365K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -11.9% | 7,387 | $355K |
| Lazari Capital Management, Inc. | 0.16% | No change | 7,265 | $349K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -13.5% | 7,261 | $349K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -2.3% | 7,225 | $347K |
| Simplicity Wealth,LLC | 0.01% | Reduce -2.3% | 7,225 | $347K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -8.9% | 7,200 | $346K |
| One Wealth Advisors, LLC | 0.07% | Reduce -7.5% | 7,337 | $345K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 7,100 | $341K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +1.6% | 7,075 | $340K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -4.4% | 7,006 | $336K |
| Invst, LLC | 0.04% | No change | 6,974 | $334K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.3% | 6,921 | $332K |
| Moors & Cabot, Inc. | 0.02% | Reduce -21.9% | 6,830 | $328K |
| Griffin Asset Management, Inc. | 0.04% | Reduce -8.4% | 6,774 | $325K |
| Sigma Planning Corp | 0.01% | Add +2.2% | 6,695 | $321K |
| Detalus Advisors, LLC | 0.11% | Add +17.3% | 6,683 | $321K |
| Appleton Partners Inc. | 0.02% | No change | 6,639 | $319K |
| Retirement Planning Group, LLC | 0.02% | Add +0.1% | 6,563 | $315K |
| SC&H Financial Advisors, Inc. | 0.08% | Add +0.2% | 6,405 | $307K |
| Brookstone Capital Management | 0.00% | Reduce -8.1% | 5,932 | $291K |
| FMR LLC | 0.00% | Add +11.5% | 6,061 | $291K |
| DAVENPORT & Co LLC | 0.00% | Reduce -37.5% | 6,050 | $290K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | Add +5.5% | 6,027 | $289K |
| Sweet Financial Partners, LLC | 0.07% | No change | 6,000 | $288K |
| Windward Private Wealth Management Inc. | 0.12% | Reduce -0.7% | 5,937 | $285K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.7% | 5,834 | $284K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,888 | $283K |
| Spire Wealth Management | 0.01% | Reduce -22.3% | 5,740 | $276K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.0% | 5,710 | $274K |
| Quantinno Capital Management LP | 0.00% | New | 5,567 | $267K |
| Ellerson Group Inc. | 0.20% | No change | 5,500 | $264K |
| Cora Capital Advisors LLC | 0.14% | No change | 5,500 | $264K |
| Next Capital Management LLC | 0.11% | No change | 5,500 | $264K |
| Dakota Wealth Management | 0.01% | No change | 5,410 | $260K |
| ONE Advisory Partners, LLC | 0.12% | Reduce -2.0% | 5,409 | $260K |
| Kraft, Davis & Associates, LLC | 0.08% | No change | 5,315 | $258K |
| Greenwich Wealth Management LLC | 0.02% | No change | 5,367 | $258K |
| Raymond James Trust N.A. | 0.01% | No change | 5,160 | $248K |
| Global Financial Private Client, LLC | 0.10% | No change | 5,025 | $241K |
| First Citizens Bank & Trust Co. | 0.00% | No change | 5,000 | $240K |
| Legacy Capital Group California, Inc. | 0.09% | New | 4,962 | $238K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -59.0% | 4,921 | $236K |
| Realta Investment Advisors | 0.05% | Add +2.2% | 4,890 | $235K |
| Choreo, LLC | 0.00% | New | 4,776 | $229K |
| Regal Investment Advisors LLC | 0.01% | Reduce -0.1% | 4,659 | $224K |
| Valmark Advisers, Inc. | 0.00% | Reduce -0.1% | 4,554 | $219K |
| KOM Wealth Management Group, LLC | 0.20% | Add +0.6% | 4,537 | $218K |
| Bank of Montreal | 0.00% | Reduce -4.5% | 4,405 | $212K |
| Independent Financial Group, LLC | 0.01% | New | 4,370 | $210K |
| Lantz Financial LLC | 0.06% | Reduce -0.5% | 4,280 | $205K |
| Security Financial Services, INC. | 0.04% | Reduce -8.5% | 4,267 | $205K |
| Lodestar Private Asset Management LLC | 0.03% | No change | 4,248 | $204K |
| Quadrant Private Wealth Management, LLC | 0.05% | Reduce -23.0% | 4,228 | $203K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +0.3% | 4,222 | $203K |
| Avior Wealth Management, LLC | 0.01% | Reduce -20.3% | 4,092 | $196K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.6% | 4,034 | $194K |
| Global Retirement Partners, LLC | 0.01% | Add +5.6% | 3,962 | $190K |
| Montag A & Associates Inc. | 0.01% | No change | 3,825 | $184K |
| Family Asset Management, LLC | 0.11% | Reduce -9.6% | 3,478 | $167K |
| US Bancorp \de | 0.00% | Reduce -5.3% | 3,063 | $147K |
| Investors Research Corp | 0.03% | No change | 3,050 | $146K |
| Hollencrest Capital Management | 0.01% | No change | 2,981 | $143K |
| Tyler-Stone Wealth Management | 0.06% | Add +0.2% | 2,872 | $138K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -30.8% | 2,805 | $135K |
| Kelly Financial Services LLC | 0.05% | Add +3.8% | 2,757 | $132K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -8.5% | 2,657 | $130K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -5.9% | 2,602 | $125K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -8.4% | 2,505 | $120K |
| IFP Advisors, Inc | 0.00% | Add +128.8% | 2,483 | $119K |
| International Assets Investment Management, LLC | 0.01% | New | 2,372 | $114K |
| Principal Securities, Inc. | 0.00% | No change | 2,327 | $112K |
| Bellevue Asset Management, LLC | 0.06% | Add +0.1% | 2,322 | $111K |
| Glass Jacobson Investment Advisors llc | 0.04% | No change | 2,115 | $102K |
| Matrix Private Capital Group LLC | 0.06% | No change | 1,890 | $91K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.4% | 1,824 | $87K |
| Pineridge Advisors LLC | 0.03% | Reduce -11.9% | 1,798 | $86K |
| Cassady Schiller Wealth Management, LLC | 0.03% | No change | 1,750 | $84K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 1,639 | $79K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -19.8% | 1,435 | $69K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 1,322 | $63K |
| NBT Bank, N.A. | 0.00% | Reduce -18.6% | 1,188 | $57K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 1,140 | $55K |
| Allworth Financial LP | 0.00% | Add +205.2% | 1,111 | $54K |
| Signaturefd, LLC | 0.00% | No change | 1,100 | $53K |
| Lanark Financial, Inc. | 0.00% | Reduce -17.5% | 1,060 | $50K |
| Paladin Advisory Group, LLC | 0.04% | No change | 1,025 | $49K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -41.4% | 977 | $46K |
| Parallel Advisors, LLC | 0.00% | No change | 958 | $46K |
| Tucker Asset Management LLC | 0.01% | No change | 950 | $46K |
| Larson Financial Group LLC | 0.00% | Add +6120.0% | 933 | $45K |
| HHM Wealth Advisors, LLC | 0.01% | New | 849 | $41K |
| Sound Income Strategies, LLC | 0.00% | No change | 842 | $40K |
| Strategic Financial Concepts, LLC | 0.02% | New | 17,874 | $40K |
| Clearstead Advisors, LLC | 0.00% | Add +0.6% | 823 | $40K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 784 | $38K |
| Founders Financial Alliance, LLC | 0.01% | No change | 743 | $36K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 740 | $36K |
| Harbour Investments, Inc. | 0.00% | No change | 721 | $35K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +198.2% | 671 | $33K |
| Fifth Third Bancorp | 0.00% | Add +97.7% | 613 | $29K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -12.6% | 627 | $28K |
| WealthShield Partners, LLC | 0.00% | Reduce -11.5% | 577 | $28K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -6.5% | 575 | $28K |
| Beacon Capital Management, LLC | 0.01% | Reduce -6.6% | 564 | $27K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -15.3% | 525 | $25K |
| LRI Investments, LLC | 0.00% | No change | 480 | $23K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -27.3% | 458 | $22K |
| Phillips Financial Management, LLC | 0.00% | No change | 457 | $22K |
| Front Row Advisors LLC | 0.01% | No change | 450 | $22K |
| Citigroup Inc. | 0.00% | Add +102.8% | 430 | $21K |
| Tsfg, LLC | 0.00% | No change | 383 | $18K |
| Sandy Spring Bank | 0.00% | No change | 340 | $16K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -61.0% | 335 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | Add +25.4% | 311 | $15K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 306 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $14K |
| New Republic Capital, LLC | 0.01% | No change | 295 | $14K |
| Ancora Advisors LLC | 0.00% | Reduce -27.2% | 276 | $13K |
| Coppell Advisory Solutions LLC | 0.00% | — | 262 | $13K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 224 | $11K |
| Davis Capital Management | 0.01% | No change | 230 | $11K |
| LGT Financial Advisors LLC | 0.02% | Reduce -79.7% | 217 | $10K |
| Optimum Investment Advisors | 0.00% | No change | 200 | $10K |
| Financial Management Professionals, Inc. | 0.00% | No change | 185 | $9K |
| Olistico Wealth, LLC | 0.01% | New | 180 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 180 | $9K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 175 | $8K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +0.6% | 175 | $8K |
| Assetmark, Inc. | 0.00% | Add +138.8% | 160 | $8K |
| Anchor Investment Management, LLC | 0.00% | No change | 157 | $8K |
| Chris Bulman Inc | 0.00% | — | 150 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 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% | No change | 121 | $6K |
| HM Payson & Co. | 0.00% | New | 117 | $6K |
| SouthState Bank Corp | 0.00% | Reduce -51.7% | 115 | $6K |
| Concord Wealth Partners | 0.00% | Reduce -39.3% | 108 | $5K |
| Cypress Capital, LLC | 0.00% | New | 104 | $5K |
| WR Wealth Planners, LLC | 0.00% | No change | 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 |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -55.0% | 90 | $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 |
| Aspire Private Capital, LLC | 0.00% | No change | 61 | $3K |
| Bogart Wealth, LLC | 0.00% | New | 53 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | Add +128.6% | 48 | $2K |
| NorthRock Partners, LLC | 0.00% | No change | 33 | $2K |
| Macroview Investment Management LLC | 0.00% | Reduce -54.4% | 21 | $1K |
| Founders Capital Management | 0.00% | No change | 9 | $445 |
| Clear Point Advisors Inc. | 0.00% | Add +33.3% | 4 | $168 |
"% 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.