iShares U.S. Energy ETFIYEETF
13F holders, Q1 2025 (March 31)298holders −6
36new positions
39sold out
4famous investors
$49.24avg. 13F price*
At the end of Q1 2025, 298 institutions reported holding iShares U.S. Energy ETF (IYE) in their 13F filings, down 6 from Q4 2024. 36 opened new positions and 39 sold out. The largest holders were Morgan Stanley ($104.2M), PGIM Custom Harvest LLC ($73.3M) and Bank of America Corp. ($59.5M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares U.S. Energy ETF
- CUSIP
- 464287796
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $8.7M |
| Exits | 39 | $17.6M |
All 13F filers, Q4 2024 → Q1 2025: 683,364 shares bought and 1,353,562 shares sold, net −670,198 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 298 holders
| Morgan Stanley | 0.01% | Add +0.3% | 2,113,976 | $104.2M |
| PGIM Custom Harvest LLC | 1.75% | Add +2.3% | 1,486,973 | $73.3M |
| Bank of America Corp. | 0.01% | Reduce -2.5% | 1,207,512 | $59.5M |
| Wells Fargo & Company | 0.01% | Add +0.5% | 1,055,008 | $52.0M |
| UBS Group AG | 0.01% | Reduce -9.5% | 828,879 | $40.9M |
| Goldman Sachs Group Inc. | 0.01% | No change | 622,662 | $30.7M |
| LPL Financial LLC | 0.01% | Reduce -5.3% | 608,107 | $30.0M |
| Ameriprise Financial Inc. | 0.01% | Add +35.5% | 398,078 | $19.6M |
| Royal Bank of Canada | 0.00% | Add +4.9% | 367,478 | $18.1M |
| Bright Rock Capital Management, LLC | 3.12% | No change | 300,000 | $14.8M |
| MML Investors Services, LLC | 0.04% | Add +2.4% | 245,738 | $12.1M |
| Crestwood Advisors Group, LLC | 0.21% | Reduce -2.3% | 220,523 | $10.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -55.4% | 203,048 | $10.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.8% | 202,056 | $10.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +31.3% | 193,696 | $9.5M |
| Cetera Investment Advisers | 0.02% | Add +8.3% | 185,521 | $9.1M |
| Mariner, LLC | 0.01% | Add +0.8% | 159,222 | $7.8M |
| Osaic Holdings, Inc. | 0.01% | Add +16.4% | 122,150 | $6.0M |
| AMG National Trust Bank | 0.16% | Reduce -15.5% | 119,149 | $5.9M |
| Summit Financial Consulting LLC | 5.16% | — | 112,711 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +116.3% | 111,394 | $5.5M |
| Hilltop Holdings Inc. | 0.26% | Add +11.4% | 84,682 | $4.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.07% | Reduce -5.6% | 81,283 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +57.3% | 70,528 | $3.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.6% | 67,104 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +44.0% | 60,766 | $3.0M |
| Prospera Financial Services Inc | 0.07% | Add +16.9% | 58,330 | $2.9M |
| Avidian Wealth Enterprises, LLC | 0.12% | Reduce -1.4% | 55,465 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.5% | 54,753 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +9.7% | 54,569 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.7% | 51,432 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +2.1% | 51,361 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.4% | 49,231 | $2.4M |
| Capital Advisory Group Advisory Services, LLC | 0.90% | Reduce -0.5% | 48,054 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -17.0% | 47,800 | $2.4M |
| First Citizens Financial Corp | 1.28% | Reduce -3.0% | 46,049 | $2.3M |
| Synovus Financial Corp. | 0.03% | Add +0.4% | 43,909 | $2.2M |
| Wealthstar Advisors, LLC | 0.95% | Add +11.8% | 41,893 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +61.6% | 41,374 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.0% | 40,267 | $2.0M |
| Sunbelt Securities, Inc. | 0.18% | Add +2.5% | 40,242 | $2.0M |
| Quadrature Capital Ltd | 0.04% | Add +12.8% | 39,117 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +49.5% | 38,100 | $1.9M |
| Biondo Investment Advisors, LLC | 0.26% | Add +0.7% | 37,828 | $1.9M |
| Waterloo Capital, L.P. | 0.17% | Add +0.7% | 36,600 | $1.8M |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 35,459 | $1.7M |
| Dentgroup LLC | 1.29% | Reduce -0.9% | 34,874 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +6.0% | 34,635 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Add +12.6% | 33,005 | $1.6M |
| Summit Financial Wealth Advisors, LLC | 0.31% | Reduce -0.3% | 31,388 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -25.1% | 31,340 | $1.5M |
| Quantinno Capital Management LP | 0.01% | Add +163.2% | 30,489 | $1.5M |
| IHT Wealth Management, LLC | 0.05% | Reduce -4.7% | 30,731 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.9% | 28,646 | $1.4M |
| Citadel Advisors | 0.00% | Add +154.5% | 28,099 | $1.4M |
| Creative Planning | 0.00% | Add +2.6% | 27,354 | $1.3M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -21.4% | 26,662 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -3.4% | 25,807 | $1.3M |
| Wealth Management Partners, LLC | 0.57% | Add +48.6% | 24,981 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -0.1% | 24,714 | $1.2M |
| Foundation Wealth Management, LLC | 0.95% | Add +1.0% | 24,654 | $1.2M |
| Rockland Trust Co. | 0.06% | Reduce -2.4% | 24,417 | $1.2M |
| Ethos Financial Group, LLC | 0.11% | New | 23,642 | $1.2M |
| Ballew Advisors, Inc | 0.76% | Add +20.6% | 27,102 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.6% | 22,664 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.6% | 22,271 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 21,566 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -6.3% | 21,403 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +7.3% | 20,989 | $1.0M |
| Cottonwood Capital Advisors, LLC | 0.76% | Reduce -1.3% | 20,947 | $1.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -0.0% | 20,094 | $991K |
| Mutual Advisors, LLC | 0.03% | Add +2.6% | 22,527 | $984K |
| Corient Private Wealth LP | 0.00% | Reduce -59.6% | 19,941 | $983K |
| KKM Financial LLC | 0.40% | Reduce -14.7% | 19,268 | $950K |
| Renaissance Technologies | 0.00% | Add +10.4% | 18,100 | $892K |
| Csenge Advisory Group | 0.05% | Add +6.1% | 19,786 | $855K |
| Family Firm, Inc. | 0.18% | Add +0.7% | 16,388 | $808K |
| Journey Strategic Wealth LLC | 0.03% | Add +17.2% | 15,878 | $783K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -56.9% | 15,431 | $761K |
| Heartwood Wealth Advisors LLC | 0.09% | Reduce -42.3% | 15,430 | $761K |
| Counterweight Ventures, LLC | 0.49% | Reduce -2.3% | 13,967 | $689K |
| Blue Trust, Inc. | 0.01% | Add +0.1% | 13,705 | $676K |
| Tradition Wealth Management, LLC | 0.06% | No change | 12,988 | $640K |
| Founders Financial Securities LLC | 0.05% | Reduce -6.6% | 14,243 | $627K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 11,960 | $590K |
| Eq LLC | 0.27% | Reduce -8.9% | 11,770 | $580K |
| Allstate Corp. | 0.02% | New | 11,700 | $577K |
| Arkadios Wealth Advisors | 0.02% | Reduce -9.0% | 11,654 | $575K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.6% | 11,594 | $572K |
| Equitable Holdings, Inc. | 0.01% | Reduce -18.4% | 11,527 | $568K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 11,512 | $568K |
| Atria Investments, Inc | 0.01% | Reduce -3.9% | 11,328 | $558K |
| Financial Partners Group, Inc | 0.08% | Reduce -0.8% | 11,064 | $545K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | No change | 10,962 | $540K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -0.6% | 11,659 | $537K |
| TRUE Private Wealth Advisors | 0.06% | Add +0.0% | 10,700 | $527K |
| Chemistry Wealth Management LLC | 0.12% | No change | 10,658 | $525K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +56.6% | 10,498 | $518K |
| Empirical Asset Management, LLC | 0.18% | Add +1.5% | 10,430 | $514K |
| Yukon Wealth Management, Inc. | 0.21% | — | 10,353 | $510K |
"% 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.