iShares U.S. Energy ETFIYEETF
13F holders, Q3 2024 (September 30)281holders −16
20new positions
36sold out
1famous investor
$46.37avg. 13F price*
At the end of Q3 2024, 281 institutions reported holding iShares U.S. Energy ETF (IYE) in their 13F filings, down 16 from Q2 2024. 20 opened new positions and 36 sold out. The largest holders were Morgan Stanley ($91.5M), PGIM Custom Harvest LLC ($65.9M) and Bank of America Corp. ($64.0M). One famous investor held it 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $5.6M |
| Exits | 36 | $21.0M |
All 13F filers, Q2 2024 → Q3 2024: 672,541 shares bought and 1,167,155 shares sold, net −494,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 281 holders
| Morgan Stanley | 0.01% | Reduce -2.8% | 1,973,460 | $91.5M |
| PGIM Custom Harvest LLC | 1.33% | Reduce -4.1% | 1,421,832 | $65.9M |
| Bank of America Corp. | 0.01% | Reduce -5.3% | 1,381,859 | $64.0M |
| Wells Fargo & Company | 0.01% | Add +2.9% | 1,018,236 | $47.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.3% | 625,053 | $29.0M |
| UBS Group AG | 0.01% | Reduce -1.6% | 609,820 | $28.3M |
| Royal Bank of Canada | 0.00% | Add +0.2% | 471,572 | $21.9M |
| LPL Financial LLC | 0.01% | Reduce -29.4% | 418,965 | $19.4M |
| Bright Rock Capital Management, LLC | 2.80% | No change | 300,000 | $13.9M |
| Ferguson Wellman Capital Management, Inc. | 0.26% | Add +3857.2% | 292,319 | $13.5M |
| JPMorgan Chase & Co. | 0.00% | Add +5.8% | 273,453 | $12.7M |
| Crestwood Advisors Group, LLC | 0.21% | Reduce -3.1% | 234,637 | $10.9M |
| Ameriprise Financial Inc. | 0.00% | Add +0.9% | 198,921 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 169,167 | $7.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -3.4% | 168,037 | $7.8M |
| Cetera Investment Advisers | 0.02% | Reduce -0.8% | 167,231 | $7.7M |
| Mariner, LLC | 0.01% | Add +1.5% | 159,964 | $7.4M |
| AMG National Trust Bank | 0.18% | Add +2.8% | 146,733 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.9% | 141,950 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.5% | 140,508 | $6.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.10% | Reduce -12.4% | 93,443 | $4.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -8.3% | 74,627 | $3.5M |
| Raymond James & Associates | 0.00% | Reduce -11.7% | 72,497 | $3.4M |
| BlackRock, Inc. | 0.00% | — | 65,644 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.8% | 60,150 | $2.8M |
| Cibc World Market Inc. | 0.01% | Reduce -2.1% | 60,120 | $2.8M |
| Corient Private Wealth LP | 0.00% | Reduce -5.2% | 57,989 | $2.7M |
| Avidian Wealth Enterprises, LLC | 0.12% | Reduce -0.8% | 57,496 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -24.4% | 56,448 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +32.9% | 53,548 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.7% | 53,448 | $2.5M |
| Prospera Financial Services Inc | 0.06% | Add +42.7% | 49,100 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Add +53.0% | 48,862 | $2.3M |
| First Citizens Financial Corp | 1.19% | Reduce -0.7% | 48,734 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.2% | 48,607 | $2.3M |
| Capital Advisory Group Advisory Services, LLC | 0.89% | Reduce -0.7% | 48,160 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -40.8% | 46,591 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +2.5% | 45,043 | $2.1M |
| Synovus Financial Corp. | 0.02% | Reduce -0.7% | 42,949 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -9.3% | 42,230 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -15.4% | 40,838 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +0.0% | 39,405 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +3.3% | 38,986 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -9.9% | 35,033 | $1.8M |
| KM Capital Management Ltd. | 0.96% | Add +47.5% | 38,709 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +2.0% | 37,862 | $1.8M |
| Forte Asset Management LLC | 0.92% | Reduce -38.2% | 37,085 | $1.7M |
| Biondo Investment Advisors, LLC | 0.23% | Add +1.3% | 36,820 | $1.7M |
| Waterloo Capital, L.P. | 0.18% | Add +0.7% | 36,152 | $1.7M |
| Well Done, LLC | 0.30% | New | 35,740 | $1.7M |
| Sunbelt Securities, Inc. | 0.16% | Add +9.7% | 35,610 | $1.7M |
| Dentgroup LLC | 1.23% | Reduce -8.0% | 35,553 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -2.4% | 34,805 | $1.6M |
| Summit Financial Wealth Advisors, LLC | 0.28% | Add +0.1% | 32,265 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Add +2.4% | 30,729 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +80.7% | 30,445 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.6% | 30,047 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +11.4% | 29,821 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +15.1% | 28,313 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -24.6% | 27,964 | $1.3M |
| Creative Planning | 0.00% | Add +0.1% | 27,755 | $1.3M |
| Heartwood Wealth Advisors LLC | 0.14% | Add +9.0% | 26,725 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +2.6% | 25,657 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +904.9% | 25,173 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.0% | 25,035 | $1.2M |
| Rockland Trust Co. | 0.06% | Reduce -8.4% | 25,007 | $1.2M |
| Foundation Wealth Management, LLC | 0.88% | Reduce -1.7% | 24,989 | $1.2M |
| Blue Trust, Inc. | 0.01% | No change | 23,788 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | New | 24,607 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +50.6% | 24,528 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -14.5% | 23,455 | $1.1M |
| Ballew Advisors, Inc | 0.72% | Reduce -1.6% | 22,208 | $1.1M |
| KKM Financial LLC | 0.52% | No change | 22,583 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +36.9% | 22,153 | $1.0M |
| Cottonwood Capital Advisors, LLC | 0.75% | Reduce -19.5% | 22,037 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Reduce -1.4% | 21,056 | $992K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +0.3% | 19,993 | $926K |
| Jones Financial Companies LLLP | 0.00% | Add +45.1% | 18,541 | $854K |
| Equitable Holdings, Inc. | 0.01% | Add +7.3% | 17,103 | $793K |
| Wealth Management Partners, LLC | 0.36% | Reduce -0.1% | 16,712 | $774K |
| Aveo Capital Partners, LLC | 0.08% | Add +9.7% | 16,505 | $765K |
| Family Firm, Inc. | 0.16% | Add +1.4% | 16,164 | $749K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -30.6% | 15,846 | $734K |
| Csenge Advisory Group | 0.04% | Reduce -0.8% | 15,039 | $734K |
| Founders Financial Securities LLC | 0.07% | Add +0.1% | 15,645 | $725K |
| Ironwood Financial, llc | 0.15% | Add +0.3% | 15,628 | $724K |
| Prudential Financial Inc. | 0.00% | Add +7.3% | 15,319 | $710K |
| Glenview Trust Co | 0.01% | Reduce -2.4% | 15,066 | $698K |
| Goodman Advisory Group, LLC | 0.20% | Reduce -43.8% | 15,002 | $695K |
| Detalus Advisors, LLC | 0.23% | Add +121.8% | 14,821 | $687K |
| ShoreHaven Wealth Partners, LLC | 0.33% | Add +4.7% | 14,793 | $686K |
| Journey Strategic Wealth LLC | 0.02% | Add +9.1% | 14,669 | $680K |
| Counterweight Ventures, LLC | 0.48% | Reduce -70.2% | 14,517 | $673K |
| Cwm, LLC | 0.00% | Reduce -4.5% | 13,771 | $638K |
| Eq LLC | 0.31% | Reduce -4.5% | 13,509 | $626K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -1.1% | 12,987 | $602K |
| Financial Partners Group, Inc | 0.09% | Reduce -0.7% | 12,711 | $589K |
| Allegheny Financial Group | 0.14% | Reduce -0.8% | 12,397 | $574K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 12,080 | $560K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 11,960 | $554K |
"% 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.