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 |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -15.1% | 11,307 | $540K |
| SPC Financial, Inc. | 0.05% | Reduce -2.8% | 11,572 | $536K |
| Empirical Asset Management, LLC | 0.19% | No change | 11,228 | $520K |
| Grove Bank & Trust | 0.08% | No change | 11,158 | $517K |
| Security Financial Services, INC. | 0.10% | Add +160.7% | 11,124 | $515K |
| Cerity Partners LLC | 0.00% | Reduce -9.1% | 10,922 | $506K |
| TRUE Private Wealth Advisors | 0.06% | Reduce -0.0% | 10,699 | $496K |
| Chemistry Wealth Management LLC | 0.12% | No change | 10,658 | $494K |
| Atria Investments, Inc | 0.01% | Add +16.0% | 10,651 | $494K |
| Arkadios Wealth Advisors | 0.03% | Reduce -4.6% | 10,434 | $484K |
| Ameritas Advisory Services, LLC | 0.02% | Add +33.1% | 10,215 | $473K |
| Millennium Capital Advisors, LLC | 0.30% | Reduce -1.4% | 10,063 | $466K |
| Cypress Wealth Services, LLC | 0.09% | Reduce -3.9% | 9,448 | $438K |
| Northern Trust Corp. | 0.00% | Reduce -0.9% | 9,324 | $432K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.9% | 9,212 | $427K |
| Magnus Financial Group LLC | 0.04% | Add +1.3% | 9,171 | $425K |
| Simmons Bank | 0.03% | No change | 9,129 | $423K |
| Advisory Services Network, LLC | 0.01% | No change | 8,606 | $413K |
| Narwhal Capital Management | 0.04% | No change | 8,825 | $409K |
| Alera Investment Advisors, LLC | 0.05% | Add +5.0% | 8,688 | $403K |
| Flow Traders U.S. LLC | 0.02% | New | 8,659 | $401K |
| Country Club Bank | 0.03% | Reduce -4.6% | 8,459 | $390K |
| Quantinno Capital Management LP | 0.01% | Add +50.7% | 8,389 | $389K |
| MCF Advisors LLC | 0.03% | No change | 8,336 | $386K |
| Bernardo Wealth Planning LLC | 0.09% | Reduce -3.3% | 7,980 | $380K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +13.5% | 7,855 | $364K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 7,865 | $364K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 7,838 | $363K |
| Rosenberg Matthew Hamilton | 0.09% | Reduce -3.6% | 7,716 | $358K |
| One Wealth Advisors, LLC | 0.05% | Add +5.1% | 7,710 | $357K |
| Mayflower Financial Advisors, LLC | 0.05% | Add +0.4% | 7,621 | $353K |
| Market Street Wealth Management Advisors LLC | 0.06% | Reduce -7.0% | 7,557 | $350K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -7.0% | 7,434 | $344K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.8% | 7,205 | $334K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 7,200 | $334K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +1.7% | 7,197 | $333K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -0.8% | 7,165 | $332K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 7,100 | $329K |
| Lazari Capital Management, Inc. | 0.14% | Reduce -4.3% | 6,950 | $322K |
| Griffin Asset Management, Inc. | 0.04% | Add +2.4% | 6,936 | $321K |
| Retirement Planning Group, LLC | 0.02% | Add +3.4% | 6,784 | $314K |
| Montecito Bank & Trust | 0.05% | Reduce -26.7% | 6,603 | $306K |
| Appleton Partners Inc. | 0.02% | Reduce -1.5% | 6,539 | $303K |
| Comerica Bank | 0.00% | Reduce -27.9% | 6,480 | $300K |
| DAVENPORT & Co LLC | 0.00% | Add +2.8% | 6,218 | $288K |
| Sigma Planning Corp | 0.01% | Reduce -8.8% | 6,104 | $283K |
| Sweet Financial Partners, LLC | 0.06% | No change | 6,000 | $278K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.4% | 5,858 | $276K |
| Windward Private Wealth Management Inc. | 0.11% | No change | 5,937 | $275K |
| Quadrant Private Wealth Management, LLC | 0.07% | Add +40.2% | 5,927 | $275K |
| Brookstone Capital Management | 0.00% | Reduce -0.4% | 5,906 | $274K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,888 | $273K |
| Tyler-Stone Wealth Management | 0.05% | Add +101.5% | 5,787 | $268K |
| Aptus Capital Advisors, LLC | 0.00% | Add +16.7% | 5,743 | $266K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | Reduce -5.2% | 5,715 | $265K |
| CoreCap Advisors, LLC | 0.01% | New | 5,660 | $262K |
| SC&H Financial Advisors, Inc. | 0.06% | Reduce -11.7% | 5,653 | $262K |
| Wintrust Investments LLC | 0.19% | Reduce -89.8% | 5,619 | $260K |
| Spire Wealth Management | 0.01% | Reduce -3.1% | 5,564 | $258K |
| Moors & Cabot, Inc. | 0.01% | Reduce -19.0% | 5,530 | $256K |
| Ellerson Group Inc. | 0.20% | No change | 5,500 | $255K |
| Cora Capital Advisors LLC | 0.13% | No change | 5,500 | $255K |
| Next Capital Management LLC | 0.10% | No change | 5,500 | $255K |
| FMR LLC | 0.00% | Reduce -9.6% | 5,477 | $254K |
| Greenwich Wealth Management LLC | 0.02% | No change | 5,367 | $249K |
| Kraft, Davis & Associates, LLC | 0.07% | No change | 5,315 | $248K |
| ONE Advisory Partners, LLC | 0.11% | Reduce -1.9% | 5,308 | $246K |
| Pekin Hardy Strauss, Inc. | 0.03% | New | 5,275 | $244K |
| Choreo, LLC | 0.00% | Add +7.4% | 5,129 | $243K |
| Raymond James Trust N.A. | 0.01% | No change | 5,160 | $239K |
| Central Valley Advisors, LLC | 0.13% | New | 5,043 | $234K |
| Global Financial Private Client, LLC | 0.09% | No change | 5,025 | $233K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 5,000 | $232K |
| Blair William & Co. | 0.00% | Reduce -38.9% | 4,995 | $231K |
| AE Wealth Management LLC | 0.00% | New | 4,903 | $227K |
| Composition Wealth, LLC | 0.01% | New | 4,761 | $221K |
| Strategic Blueprint, LLC | 0.01% | New | 4,606 | $213K |
| Valmark Advisers, Inc. | 0.00% | Reduce -1.6% | 4,479 | $208K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 4,451 | $206K |
| Lantz Financial LLC | 0.05% | Add +2.0% | 4,367 | $202K |
| Bank of Montreal | 0.00% | Reduce -0.3% | 4,394 | $202K |
| RFG Advisory, LLC | 0.01% | Reduce -43.5% | 4,351 | $202K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.6% | 4,060 | $188K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -31.0% | 3,938 | $182K |
| Picton Mahoney Asset Management | 0.01% | Reduce -52.4% | 3,900 | $181K |
| Montag A & Associates Inc. | 0.01% | No change | 3,825 | $177K |
| EP Wealth Advisors, LLC | 0.00% | Add +29.3% | 3,365 | $156K |
| Family Asset Management, LLC | 0.09% | Reduce -6.0% | 3,270 | $152K |
| US Bancorp \de | 0.00% | No change | 3,063 | $142K |
| Investors Research Corp | 0.03% | No change | 3,050 | $141K |
| Hollencrest Capital Management | 0.01% | No change | 2,981 | $138K |
| Avior Wealth Management, LLC | 0.01% | Reduce -31.2% | 2,817 | $131K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,805 | $130K |
| IFP Advisors, Inc | 0.00% | Add +10.2% | 2,735 | $127K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -2.0% | 2,603 | $121K |
| Principal Securities, Inc. | 0.00% | Add +2.3% | 2,381 | $110K |
| Bellevue Asset Management, LLC | 0.06% | Add +0.1% | 2,325 | $108K |
| International Assets Investment Management, LLC | 0.01% | Reduce -9.7% | 2,142 | $99K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 2,115 | $98K |
| Global Retirement Partners, LLC | 0.00% | Reduce -47.0% | 2,098 | $97K |
| Matrix Private Capital Group LLC | 0.05% | No change | 1,890 | $88K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.0% | 1,714 | $79K |
| Pineridge Advisors LLC | 0.03% | Reduce -5.6% | 1,698 | $79K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 1,639 | $76K |
| WealthShield Partners, LLC | 0.01% | Add +173.3% | 1,577 | $73K |
| Cassady Schiller Wealth Management, LLC | 0.03% | Reduce -11.4% | 1,550 | $72K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.8% | 1,446 | $67K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 1,322 | $61K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,301 | $60K |
| Planned Solutions, Inc. | 0.02% | New | 1,195 | $55K |
| NBT Bank, N.A. | 0.00% | Reduce -2.1% | 1,163 | $54K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 1,140 | $53K |
| Allworth Financial LP | 0.00% | Add +0.6% | 1,118 | $52K |
| Signaturefd, LLC | 0.00% | No change | 1,100 | $51K |
| Lanark Financial, Inc. | 0.00% | No change | 1,060 | $49K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | New | 1,050 | $49K |
| Paladin Advisory Group, LLC | 0.04% | No change | 1,025 | $47K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,000 | $46K |
| Parallel Advisors, LLC | 0.00% | No change | 958 | $44K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.8% | 900 | $44K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 937 | $43K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 849 | $39K |
| Sound Income Strategies, LLC | 0.00% | No change | 842 | $39K |
| Clearstead Advisors, LLC | 0.00% | Add +0.7% | 829 | $38K |
| Financial Management Professionals, Inc. | 0.00% | Add +345.4% | 824 | $38K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 740 | $34K |
| Harbour Investments, Inc. | 0.00% | No change | 721 | $33K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -27.5% | 708 | $33K |
| Geneos Wealth Management Inc. | 0.00% | No change | 575 | $27K |
| Beacon Capital Management, LLC | 0.00% | Reduce -5.5% | 533 | $25K |
| AlphaMark Advisors, LLC | 0.01% | No change | 525 | $24K |
| LRI Investments, LLC | 0.00% | No change | 480 | $24K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -32.7% | 500 | $23K |
| Phillips Financial Management, LLC | 0.00% | No change | 457 | $21K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 456 | $21K |
| Front Row Advisors LLC | 0.01% | No change | 450 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -2.4% | 447 | $21K |
| Tsfg, LLC | 0.00% | Reduce -6.8% | 357 | $17K |
| Independence Bank of Kentucky | 0.00% | New | 353 | $16K |
| Sandy Spring Bank | 0.00% | No change | 340 | $16K |
| Fifth Third Bancorp | 0.00% | Reduce -49.4% | 310 | $14K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 306 | $14K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $14K |
| Assetmark, Inc. | 0.00% | Add +84.4% | 295 | $14K |
| New Republic Capital, LLC | 0.01% | Reduce -0.3% | 294 | $14K |
| LGT Financial Advisors LLC | 0.03% | Add +14.3% | 248 | $11K |
| Russell Investments Group, Ltd. | 0.00% | New | 242 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +181.2% | 239 | $11K |
| Davis Capital Management | 0.01% | No change | 230 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -67.8% | 216 | $10K |
| Ancora Advisors LLC | 0.00% | Reduce -24.6% | 208 | $10K |
| Optimum Investment Advisors | 0.00% | No change | 200 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 180 | $8K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 175 | $8K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 175 | $8K |
| Anchor Investment Management, LLC | 0.00% | No change | 157 | $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 | $6K |
| Financial Gravity Companies, Inc. | 0.00% | — | 130 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -79.4% | 129 | $6K |
| Versant Capital Management, Inc | 0.00% | Add +0.8% | 122 | $6K |
| SouthState Bank Corp | 0.00% | No change | 115 | $5K |
| Concord Wealth Partners | 0.00% | No change | 108 | $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 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 90 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -68.3% | 83 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 74 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -76.8% | 72 | $3K |
| Aspire Private Capital, LLC | 0.00% | No change | 61 | $3K |
| NorthRock Partners, LLC | 0.00% | No change | 33 | $2K |
| Macroview Investment Management LLC | 0.00% | No change | 21 | $974 |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -58.3% | 20 | $945 |
| GeoWealth Management, LLC | 0.00% | New | 19 | $881 |
| Bogart Wealth, LLC | 0.00% | Reduce -77.4% | 12 | $556 |
| Founders Capital Management | 0.00% | No change | 9 | $433 |
| Clear Point Advisors Inc. | 0.00% | No change | 4 | $164 |
| Belpointe Asset Management LLC | 0.00% | New | 3 | $126 |
"% 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.