iShares U.S. Energy ETFIYEETF
13F holders, Q4 2024 (December 31)304holders +23
32new positions
20sold out
2famous investors
$45.50avg. 13F price*
At the end of Q4 2024, 304 institutions reported holding iShares U.S. Energy ETF (IYE) in their 13F filings, up 23 from Q3 2024. 32 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($96.1M), PGIM Custom Harvest LLC ($66.2M) and Bank of America Corp. ($56.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $11.1M |
| Exits | 20 | $8.8M |
All 13F filers, Q3 2024 → Q4 2024: 1,729,059 shares bought and 956,017 shares sold, net +773,042 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 304 holders
| Morgan Stanley | 0.01% | Add +6.8% | 2,107,963 | $96.1M |
| PGIM Custom Harvest LLC | 1.29% | Add +2.2% | 1,453,605 | $66.2M |
| Bank of America Corp. | 0.01% | Reduce -10.4% | 1,237,799 | $56.4M |
| Wells Fargo & Company | 0.01% | Add +3.1% | 1,050,136 | $47.9M |
| UBS Group AG | 0.01% | Add +50.2% | 915,777 | $41.7M |
| LPL Financial LLC | 0.01% | Add +53.4% | 642,481 | $29.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.4% | 622,662 | $28.4M |
| JPMorgan Chase & Co. | 0.00% | Add +66.3% | 454,722 | $20.7M |
| Royal Bank of Canada | 0.00% | Reduce -25.7% | 350,229 | $16.0M |
| Bright Rock Capital Management, LLC | 2.92% | No change | 300,000 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Add +47.6% | 293,672 | $13.4M |
| Ferguson Wellman Capital Management, Inc. | 0.21% | Reduce -16.0% | 245,518 | $11.2M |
| MML Investors Services, LLC | 0.04% | Add +348.2% | 240,013 | $10.9M |
| Crestwood Advisors Group, LLC | 0.19% | Reduce -3.8% | 225,756 | $10.3M |
| Raymond James Financial Inc. | 0.00% | — | 223,922 | $10.2M |
| Cetera Investment Advisers | 0.02% | Add +2.5% | 171,355 | $7.8M |
| Mariner, LLC | 0.01% | Reduce -1.3% | 157,945 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.9% | 147,492 | $6.7M |
| AMG National Trust Bank | 0.17% | Reduce -3.9% | 140,958 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -25.3% | 104,949 | $4.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.05% | Reduce -7.8% | 86,112 | $3.9M |
| Hilltop Holdings Inc. | 0.22% | Add +208.9% | 76,022 | $3.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.6% | 75,076 | $3.4M |
| KM Capital Management Ltd. | 1.56% | Add +71.0% | 66,210 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.2% | 57,608 | $2.6M |
| Avidian Wealth Enterprises, LLC | 0.12% | Reduce -2.2% | 56,228 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Add +22.4% | 55,138 | $2.5M |
| Dynasty Wealth Management, LLC | 0.04% | New | 54,471 | $2.5M |
| Integrated Wealth Concepts LLC | 0.03% | Add +81.5% | 54,134 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -68.4% | 53,409 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +21.9% | 51,491 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -5.6% | 50,446 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +29.0% | 50,281 | $2.3M |
| Prospera Financial Services Inc | 0.05% | Add +1.7% | 49,918 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +2.3% | 49,745 | $2.3M |
| Capital Advisory Group Advisory Services, LLC | 0.79% | Add +0.2% | 48,274 | $2.2M |
| First Citizens Financial Corp | 1.17% | Reduce -2.6% | 47,466 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +9.8% | 44,827 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +19.4% | 41,812 | $2.0M |
| Synovus Financial Corp. | 0.03% | Add +1.9% | 43,745 | $2.0M |
| Sagespring Wealth Partners, LLC | 0.05% | — | 43,055 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +127.6% | 42,206 | $1.9M |
| Glenview Trust Co | 0.04% | Add +179.6% | 42,123 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -26.5% | 41,510 | $1.9M |
| Sunbelt Securities, Inc. | 0.16% | Add +10.3% | 39,268 | $1.8M |
| Biondo Investment Advisors, LLC | 0.24% | Add +2.0% | 37,570 | $1.7M |
| Wealthstar Advisors, LLC | 0.74% | — | 37,488 | $1.7M |
| Waterloo Capital, L.P. | 0.17% | Add +0.6% | 36,358 | $1.7M |
| Well Done, LLC | 0.30% | No change | 35,740 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +3.0% | 35,867 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -5.5% | 35,791 | $1.6M |
| Dentgroup LLC | 1.23% | Reduce -1.0% | 35,187 | $1.6M |
| Quadrature Capital Ltd | 0.03% | New | 34,678 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -30.5% | 33,942 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +15.4% | 32,673 | $1.5M |
| Summit Financial Wealth Advisors, LLC | 0.29% | Reduce -2.5% | 31,476 | $1.5M |
| IHT Wealth Management, LLC | 0.05% | Add +4.9% | 32,231 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.4% | 29,316 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.0% | 26,788 | $1.2M |
| Heartwood Wealth Advisors LLC | 0.14% | No change | 26,725 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +4.1% | 26,708 | $1.2M |
| Creative Planning | 0.00% | Reduce -4.0% | 26,652 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.4% | 25,605 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 25,494 | $1.2M |
| Rockland Trust Co. | 0.06% | No change | 25,007 | $1.1M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -1.7% | 24,739 | $1.1M |
| Foundation Wealth Management, LLC | 0.86% | Reduce -2.3% | 24,413 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +4.3% | 21,951 | $1.1M |
| Ballew Advisors, Inc | 0.69% | Add +1.2% | 22,471 | $1.1M |
| Cwm, LLC | 0.00% | Add +65.8% | 22,839 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.5% | 22,635 | $1.0M |
| KKM Financial LLC | 0.43% | No change | 22,583 | $1.0M |
| Cottonwood Capital Advisors, LLC | 0.69% | Reduce -3.6% | 21,232 | $968K |
| Corient Private Wealth LP | 0.00% | Reduce -14.9% | 49,341 | $964K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +27.1% | 20,133 | $917K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +0.5% | 20,101 | $916K |
| BNP Paribas Financial Markets | 0.00% | Reduce -20.2% | 19,571 | $892K |
| Csenge Advisory Group | 0.05% | Add +24.0% | 18,655 | $850K |
| Cresset Asset Management, LLC | 0.00% | Reduce -55.4% | 17,595 | $802K |
| Wealth Management Partners, LLC | 0.33% | Add +0.6% | 16,813 | $766K |
| ShoreHaven Wealth Partners, LLC | 0.35% | Add +11.2% | 16,454 | $750K |
| Renaissance Technologies | 0.00% | New | 16,400 | $747K |
| Family Firm, Inc. | 0.17% | Add +0.7% | 16,277 | $742K |
| Flow Traders U.S. LLC | 0.03% | Add +76.6% | 15,291 | $697K |
| Founders Financial Securities LLC | 0.06% | Reduce -2.5% | 15,253 | $695K |
| Security Financial Services, INC. | 0.14% | Add +36.5% | 15,187 | $692K |
| Detalus Advisors, LLC | 0.23% | Add +1.7% | 15,068 | $687K |
| Counterweight Ventures, LLC | 0.46% | Reduce -1.5% | 14,296 | $651K |
| Equitable Holdings, Inc. | 0.01% | Reduce -17.4% | 14,124 | $644K |
| Composition Wealth, LLC | 0.01% | Add +189.6% | 13,789 | $628K |
| Blue Trust, Inc. | 0.01% | Reduce -42.5% | 13,686 | $624K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -7.6% | 13,549 | $617K |
| Tradition Wealth Management, LLC | 0.05% | Add +0.0% | 12,988 | $592K |
| Eq LLC | 0.28% | Reduce -4.4% | 12,916 | $589K |
| Arkadios Wealth Advisors | 0.03% | Add +22.7% | 12,801 | $583K |
| Allegheny Financial Group | 0.15% | Add +0.0% | 12,402 | $565K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 11,960 | $545K |
| Atria Investments, Inc | 0.01% | Add +10.7% | 11,785 | $537K |
| DAVENPORT & Co LLC | 0.00% | Add +89.5% | 11,780 | $537K |
| Ameritas Advisory Services, LLC | 0.02% | Add +14.8% | 11,723 | $534K |
"% 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.