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 |
| Quantinno Capital Management LP | 0.01% | Add +38.1% | 11,583 | $528K |
| SPC Financial, Inc. | 0.05% | Reduce -0.4% | 11,526 | $525K |
| Cerity Partners LLC | 0.00% | Add +2.5% | 11,198 | $510K |
| One Wealth Advisors, LLC | 0.08% | Add +44.6% | 11,148 | $508K |
| Financial Partners Group, Inc | 0.07% | Reduce -12.3% | 11,148 | $508K |
| Unique Wealth, LLC | 0.11% | New | 11,145 | $508K |
| Citadel Advisors | 0.00% | Reduce -76.3% | 11,039 | $503K |
| Schneider Downs Wealth Management Advisors, LP | 0.09% | New | 10,962 | $500K |
| TRUE Private Wealth Advisors | 0.06% | No change | 10,699 | $488K |
| Chemistry Wealth Management LLC | 0.11% | No change | 10,658 | $486K |
| Navellier & Associates Inc. | 0.06% | New | 10,537 | $480K |
| Empirical Asset Management, LLC | 0.16% | Reduce -8.5% | 10,277 | $468K |
| Millennium Capital Advisors, LLC | 0.31% | Add +0.0% | 10,066 | $459K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -41.1% | 9,724 | $443K |
| Cypress Wealth Services, LLC | 0.09% | Reduce -0.2% | 9,433 | $430K |
| Magnus Financial Group LLC | 0.04% | Add +1.1% | 9,268 | $422K |
| Simmons Bank | 0.03% | No change | 9,129 | $416K |
| Narwhal Capital Management | 0.04% | No change | 8,825 | $402K |
| Smartleaf Asset Management LLC | 0.04% | New | 8,821 | $397K |
| Ellerson Group Inc. | 0.28% | Add +54.5% | 8,500 | $387K |
| First Heartland Consultants, Inc. | 0.04% | New | 8,355 | $381K |
| Country Club Bank | 0.03% | No change | 8,459 | $380K |
| MCF Advisors LLC | 0.03% | No change | 8,336 | $380K |
| Griffin Asset Management, Inc. | 0.04% | Add +16.6% | 8,088 | $369K |
| Ironwood Financial, llc | 0.08% | Reduce -48.4% | 8,069 | $368K |
| Bernardo Wealth Planning LLC | 0.09% | Reduce -2.5% | 7,781 | $366K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.6% | 7,985 | $364K |
| Mayflower Financial Advisors, LLC | 0.05% | Add +4.2% | 7,941 | $362K |
| Quadrant Private Wealth Management, LLC | 0.09% | Add +33.3% | 7,903 | $360K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -16.1% | 7,727 | $352K |
| Wealthspire Advisors, LLC | 0.00% | Add +3.9% | 7,724 | $352K |
| Rosenberg Matthew Hamilton | 0.09% | No change | 7,716 | $352K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +0.3% | 7,217 | $351K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.5% | 7,644 | $348K |
| Comerica Bank | 0.00% | Add +14.9% | 7,443 | $339K |
| Claro Advisors Inc. | 0.05% | New | 7,356 | $335K |
| Bleakley Financial Group, LLC | 0.01% | Add +2.5% | 7,347 | $335K |
| Strategic Blueprint, LLC | 0.02% | Add +58.8% | 7,316 | $333K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -8.3% | 7,215 | $329K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 7,100 | $324K |
| Retirement Planning Group, LLC | 0.02% | Add +3.9% | 7,047 | $321K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.7% | 7,013 | $320K |
| Lazari Capital Management, Inc. | 0.13% | No change | 6,950 | $317K |
| Watershed Private Wealth LLC | 0.12% | New | 6,707 | $306K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -40.7% | 6,702 | $305K |
| Kilter Group LLC | 0.20% | — | 6,658 | $303K |
| Northern Trust Corp. | 0.00% | Reduce -29.6% | 6,569 | $299K |
| Independent Advisor Alliance | 0.00% | New | 6,560 | $299K |
| Appleton Partners Inc. | 0.02% | No change | 6,539 | $298K |
| Montecito Bank & Trust | 0.05% | Reduce -4.3% | 6,319 | $288K |
| Market Street Wealth Management Advisors LLC | 0.05% | Reduce -17.6% | 6,223 | $284K |
| SkyView Investment Advisors, LLC | 0.04% | New | 6,159 | $281K |
| Grove Bank & Trust | 0.04% | Reduce -44.8% | 6,158 | $281K |
| Agp Franklin, LLC | 0.17% | — | 6,064 | $276K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.4% | 5,837 | $274K |
| Sigma Planning Corp | 0.01% | Reduce -2.6% | 5,948 | $271K |
| Advisory Services Network, LLC | 0.01% | Reduce -31.3% | 5,911 | $269K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,888 | $268K |
| Brookstone Capital Management | 0.00% | Reduce -1.3% | 5,830 | $266K |
| Tyler-Stone Wealth Management | 0.05% | Add +0.7% | 5,828 | $266K |
| Virtue Capital Management, LLC | 0.05% | New | 5,788 | $264K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.7% | 5,782 | $263K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 5,715 | $260K |
| SC&H Financial Advisors, Inc. | 0.05% | No change | 5,653 | $258K |
| FMR LLC | 0.00% | Add +3.2% | 5,651 | $257K |
| ONE Advisory Partners, LLC | 0.11% | Add +6.4% | 5,650 | $257K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -22.3% | 5,594 | $255K |
| Kraft, Davis & Associates, LLC | 0.07% | No change | 5,315 | $255K |
| Spire Wealth Management | 0.01% | Reduce -0.7% | 5,526 | $252K |
| Cora Capital Advisors LLC | 0.12% | No change | 5,500 | $251K |
| Next Capital Management LLC | 0.10% | No change | 5,500 | $251K |
| Greenwich Wealth Management LLC | 0.02% | No change | 5,367 | $245K |
| Pekin Hardy Strauss, Inc. | 0.03% | No change | 5,275 | $240K |
| Central Valley Advisors, LLC | 0.10% | No change | 5,043 | $230K |
| CoreCap Advisors, LLC | 0.01% | Reduce -11.3% | 5,020 | $229K |
| Blair William & Co. | 0.00% | Add +0.2% | 5,006 | $228K |
| First Citizens Bank & Trust Co. | 0.00% | No change | 5,000 | $228K |
| Global Financial Private Client, LLC | 0.09% | Reduce -0.5% | 4,999 | $228K |
| Windward Private Wealth Management Inc. | 0.09% | Reduce -16.8% | 4,942 | $225K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 4,921 | $224K |
| AE Wealth Management LLC | 0.00% | Reduce -5.5% | 4,631 | $211K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,605 | $210K |
| Choreo, LLC | 0.00% | Reduce -10.3% | 4,599 | $209K |
| Valmark Advisers, Inc. | 0.00% | Add +2.1% | 4,575 | $209K |
| Moors & Cabot, Inc. | 0.01% | Reduce -17.7% | 4,550 | $207K |
| D.A. Davidson & Co. | 0.00% | New | 4,493 | $205K |
| Bank of Montreal | 0.00% | Reduce -6.7% | 4,102 | $187K |
| Quest 10 Wealth Builders, Inc. | 0.19% | — | 4,085 | $186K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.6% | 4,084 | $186K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,938 | $179K |
| EP Wealth Advisors, LLC | 0.00% | Add +14.7% | 3,859 | $176K |
| Financial Life Planners | 0.15% | — | 3,853 | $176K |
| Montag A & Associates Inc. | 0.01% | No change | 3,825 | $174K |
| Continuum Advisory, LLC | 0.02% | New | 3,700 | $169K |
| Optiver Holding B.V. | 0.01% | New | 3,480 | $159K |
| Mainstream Capital Management LLC | 0.10% | New | 3,134 | $143K |
| Investors Research Corp | 0.03% | No change | 3,050 | $139K |
| US Bancorp \de | 0.00% | Reduce -1.8% | 3,007 | $137K |
| Hollencrest Capital Management | 0.01% | No change | 2,981 | $136K |
| Avior Wealth Management, LLC | 0.00% | Add +0.2% | 2,823 | $129K |
| Golden State Wealth Management, LLC | 0.02% | — | 2,615 | $119K |
| Principal Securities, Inc. | 0.00% | Add +2.0% | 2,428 | $111K |
| Farther Finance Advisors, LLC | 0.00% | Add +41.4% | 2,424 | $110K |
| Global Retirement Partners, LLC | 0.00% | Add +4.6% | 2,195 | $100K |
| Headlands Technologies LLC | 0.01% | New | 2,188 | $100K |
| Bellevue Asset Management, LLC | 0.05% | Reduce -6.7% | 2,170 | $99K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 2,115 | $96K |
| Matrix Private Capital Group LLC | 0.05% | No change | 1,890 | $86K |
| Pineridge Advisors LLC | 0.03% | Reduce -0.1% | 1,696 | $77K |
| IFP Advisors, Inc | 0.00% | Reduce -40.0% | 1,640 | $75K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 1,639 | $75K |
| Cassady Schiller Wealth Management, LLC | 0.03% | No change | 1,550 | $71K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.7% | 1,456 | $66K |
| BlackRock, Inc. | 0.00% | Reduce -97.8% | 1,416 | $65K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 1,322 | $60K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,301 | $59K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.8% | 1,270 | $58K |
| Allworth Financial LP | 0.00% | Add +0.1% | 1,119 | $54K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +32.0% | 1,188 | $54K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 1,140 | $52K |
| NBT Bank, N.A. | 0.00% | Reduce -3.1% | 1,127 | $51K |
| Signaturefd, LLC | 0.00% | No change | 1,100 | $50K |
| FWL Investment Management, LLC | 0.02% | New | 1,055 | $48K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 1,050 | $48K |
| Paladin Advisory Group, LLC | 0.04% | No change | 1,025 | $47K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,000 | $46K |
| Parallel Advisors, LLC | 0.00% | No change | 958 | $44K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 941 | $43K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 849 | $39K |
| Harbour Investments, Inc. | 0.00% | Add +17.6% | 848 | $39K |
| Sound Income Strategies, LLC | 0.00% | No change | 842 | $38K |
| Clearstead Advisors, LLC | 0.00% | Add +0.7% | 835 | $38K |
| MAI Capital Management | 0.00% | New | 828 | $38K |
| Financial Management Professionals, Inc. | 0.00% | No change | 824 | $38K |
| GKV Capital Management Co., Inc. | 0.01% | — | 764 | $35K |
| Ameriflex Group, Inc. | 0.02% | — | 748 | $35K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 740 | $34K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 708 | $33K |
| JFS Wealth Advisors, LLC | 0.00% | Add +820.8% | 663 | $30K |
| Key Financial Inc | 0.01% | New | 600 | $27K |
| WealthShield Partners, LLC | 0.00% | Reduce -63.4% | 577 | $26K |
| Geneos Wealth Management Inc. | 0.00% | No change | 575 | $26K |
| Capital A Wealth Management, LLC | 0.04% | — | 553 | $25K |
| Beacon Capital Management, LLC | 0.00% | Add +0.8% | 537 | $24K |
| Founders Financial Alliance, LLC | 0.01% | No change | 500 | $23K |
| LGT Financial Advisors LLC | 0.05% | Add +101.2% | 499 | $23K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -9.5% | 475 | $22K |
| LRI Investments, LLC | 0.00% | No change | 480 | $22K |
| Phillips Financial Management, LLC | 0.00% | No change | 457 | $21K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 456 | $21K |
| Front Row Advisors LLC | 0.01% | No change | 450 | $21K |
| Whittier Trust Co. | 0.00% | New | 434 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -8.9% | 407 | $19K |
| Sound Financial Strategies Group, LLC | 0.02% | New | 404 | $18K |
| Independence Bank of Kentucky | 0.00% | No change | 353 | $16K |
| Tsfg, LLC | 0.00% | No change | 357 | $16K |
| Sandy Spring Bank | 0.00% | No change | 340 | $15K |
| Russell Investments Group, Ltd. | 0.00% | Add +35.1% | 327 | $15K |
| Assetmark, Inc. | 0.00% | Add +9.2% | 322 | $15K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 306 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -89.1% | 305 | $14K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $14K |
| New Republic Capital, LLC | 0.01% | No change | 294 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 294 | $13K |
| Davis Capital Management | 0.01% | No change | 230 | $10K |
| Optimum Investment Advisors | 0.00% | No change | 200 | $9K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 197 | $9K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 175 | $8K |
| Anchor Investment Management, LLC | 0.00% | No change | 157 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 150 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -32.9% | 145 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 142 | $6K |
| PSI Advisors, LLC | 0.00% | No change | 139 | $6K |
| Cornerstone Planning Group LLC | 0.00% | No change | 129 | $6K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -25.0% | 135 | $6K |
| Private Trust Co. NA | 0.00% | New | 127 | $6K |
| Versant Capital Management, Inc | 0.00% | Add +0.8% | 123 | $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 |
| High Note Wealth, LLC | 0.00% | New | 101 | $5K |
| Bray Capital Advisors | 0.00% | No change | 100 | $5K |
| Capital Investment Counsel, Inc | 0.00% | No change | 100 | $5K |
| Bellwether Advisors, LLC | 0.00% | New | 98 | $4K |
| Financial Gravity Companies, Inc. | 0.00% | Reduce -25.4% | 97 | $4K |
| Westside Investment Management, Inc. | 0.00% | No change | 95 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 90 | $4K |
| Simplex Trading, LLC | 0.00% | New | 100 | $4K |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 87 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -64.4% | 85 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 83 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 74 | $3K |
| Minot DeBlois Advisors LLC | 0.00% | — | 72 | $3K |
| New Wave Wealth Advisors LLC | 0.00% | New | 60 | $3K |
| GeoWealth Management, LLC | 0.00% | Add +147.4% | 47 | $2K |
| Transce3nd, LLC | 0.00% | — | 40 | $2K |
| NorthRock Partners, LLC | 0.00% | No change | 33 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 20 | $911 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 20 | $911 |
| Ancora Advisors LLC | 0.00% | Reduce -92.3% | 16 | $729 |
| Retirement Wealth Solutions LLC | 0.00% | — | 15 | $683 |
| Medallion Wealth Advisors, LLC | 0.00% | — | 13 | $592 |
| Bogart Wealth, LLC | 0.00% | No change | 12 | $547 |
| Founders Capital Management | 0.00% | No change | 9 | $429 |
"% 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.